- Heard on the Street
While the ban on imports of Russian crude is a potent political symbol, losing European insurance on shipments is more powerful economically.
- Heard on the Street
Activist investor Nelson Peltz has joined the board of the company that makes Dove soap and Ben & Jerryโs ice-cream. Hopes for a repeat of his previous successful campaign may be too high.
- Heard on the Street
Indiaโs unwillingness to compromise on market barriers as many American companies are looking to diversify production out of China is shortsighted. Other low-cost Asian locations might step into the breach.
- Heard on the Street
Shares of the firm behind Square and Cash App have been beaten up alongside other fintech companies, but it still has strong profit potential.
- Heard on the Street
Activist investors have forced AGL Energy, the nationโs largest emitter of greenhouse gases, to abandon a plan to protect its coal-power assets through a corporate split. Such dramas will become more common.
- Heard on the Street
Hotels and online travel agents that book them are making a comeback as the world gets closer to normal.
- Heard on the Street
Consumers are finally starting to swap sweatpants and tees for dresses and suits, and tourism could be the next leg of growth for some apparel brands.
- Heard on the Street
Americans might be in a funk, but unless they start getting concerned about the job market, donโt worry too much about them cutting back on their spending.
- Heard on the Street
The new U.K. โenergy profits levyโ shows how easily policy can be usurped by politics, bringing more unpredictability to the energy transition.
- Heard on the Street
Investors have never been in much love with Japanโs small banks. The prospect of a gradual move to clean up their balance sheets may change that.
- Heard on the Street
The capital markets treat booze stocks as less harmful than tobacco, even though producers of alcohol and cigarettes have more in common than investors like to admit
- Heard on the Street
So far, budget chains appear to be managing inflation a lot better than their larger retail peers.
- Heard on the Street
The chip companyโs revenue forecast for the current quarter was about 4% below Wall Streetโs targets, a notable miss for a company usually above the consensus view.
- Heard on the Street
Beijingโs regulatory crackdown on consumer tech firms clouded Alibabaโs results last year. Rising economic headwinds for China will clearly be the top concern this year.
- Heard on the Street
Shareholder proposals surge at tech giants, but Amazon makes a particularly tempting target.
- Heard on the Street
The market hasnโt been kind to tech companies capitulating to reality. It could be even worse for those who havenโt.
- Heard on the Street
Even if the current business environment is giving them a reason to keep expanding capital spending, a troubled stock market could make some companies reluctant to step up investment.
- Heard on the Street
Beijingโs Covid-19 policies paired with its increasingly ideological approach to business and geopolitics are making many businesses reassess their growth plans.
- Heard on the Street
The first purpose-built electric vehicle from the worldโs best-selling auto brand is an important test case for the industryโs transition to battery technology.
- Heard on the Street
A profit warning from the parent company of social platform Snapchat hit Meta, Pinterest, Twitter, Alphabet and even Amazon.
