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The Latest Breaking News from Shawn Tully

Apple shows that AI winners don't have to build the biggest models

A Fortune analysis looks at Apple's strategy of skipping the AI infrastructure arms race.

Fortune

Inside Larry Culp’s playbook for fixing GE

A new Fortune report offers a deep dive into GE’s transformation.

Fortune

A SpaceX-Tesla union would mark the largest merger of all time. But does the math work?

A new Fortune analysis gauges what a merger would mean financially.

Fortune

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How Amex CEO Stephen Squeri is winning over younger customers

A new Fortune feature article provides an in-depth profile of Squeri and his winning strategy.

Fortune

Spirit Airlines’ shutdown is a case study in what happens when a turnaround plan breaks

Capital-intensive businesses need restructuring plans built for shocks, not just recovery.

Fortune

Warren Buffett’s favorite market indicator is flashing a warning

A new Fortune analysis breaks down what it means for investors today.

Fortune

The hedge fund billionaire betting Miami can rival New York's Wall Street

Ken Griffin’s relocation playbook offers lessons on cost, talent, and regulatory strategy.

Fortune

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Why CFOs should pay attention to Elon Musk’s SpaceX IPO—and its rumored $1.5 trillion market cap

Musk’s record IPO pitch leans on massive capex, thin profits, and a very long runway.

Fortune

From Wall Street to Washington: The CEO who is overhauling the IRS and SSA

Frank Bisignano brings a corporate playbook to two of the federal government’s largest agencies.

Fortune

Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP

It was only 212% at the height of the dotcom bubble, according to calculations by JP Morgan Asset Management's David Kelly.

Fortune

Trump's tariffs are bringing in a 'very significant' amount of revenue, top analyst says: Roughly $350 billion a year

Fortune's Shawn Tully and Steve "the money doctor" Hanke have argued that they bear a strong, uncanny resemblance to a tax western Europe has had for decades.

Fortune

The younger consumer boom: Amex and luxury brands pursue Gen Z and millennials

Major companies are positioning themselves for lasting customer loyalty.

Fortune

From his first flight at age 25 to Delta CEO: Ed Bastian's advice on leading into the next century

Bastian discusses the most important aspect of a CEO's job.

Fortune

What to know about Stephen Miran, the tariff proponent Trump just nominated to join the Fed's board of governors

Miran is a rarity, a highly trained economist who makes a logical-sounding case for Trump’s stunningly contrarian game plan.

Fortune

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Fortune

How Keurig Dr Pepper’s CEO is shaking up the status quo to outpace competition

A new Fortune feature article takes a deep dive into the company.

Fortune

Elon Musk under pressure to quit DOGE as crucial Tesla earnings call looms

Also: Shawn Tully on the U.S.’s use of non-tariff barriers, Pentagon Signal fiasco continues.

Fortune

Delta's star CEO is a former CFO. He understands the link between company culture and financial performance

A new Fortune article discusses how Ed Bastian has helped to boost the company's bottom line.

Fortune

Delta CEO Ed Bastian hints at succession plans

Delta CEO Ed Bastian, 67, is nearing his ninth year at the airline's helm.

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news in one place.

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Fortune

Economists dissent on the trade war

Also: Consumer sentiment is deteriorating, UBS cracks down on remote work.

Fortune

How the 'Musk premium' influences Tesla's worth

A Fortune analysis examines the company's bedrock value.

Fortune

How Carrier is delivering more for shareholders than Microsoft, Alphabet, and Apple

A Fortune report takes a look at what's driving the company's success.

Fortune

CVS ousts CEO Karen Lynch

CVS CEO Karen Lynch lost her job in a surprise ouster on Friday.

Fortune

Buffett sells more Bank of America as Berkshire nets $9 billion

Berkshire still owns a 10.5% stake in the bank worth about $33 billion, making it the conglomerate’s third-largest public holding.

Fortune

Boeing’s CFO wants to cut costs but it could be a risky maneuver

The company has a major new dilemma on its hands.

Fortune

KKR's 'apprenticeship culture' is fueling ambitions to hit $1 trillion in assets

KKR is aiming to move toward a buy-and-hold model more akin to Warren Buffett’s Berkshire Hathaway.

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