Nike’s India Strategy Shifts Towards Local Consumers as Global Growth Weakens

Nike’s decision to introduce its first running shoe designed specifically for India reflects a broader change in how the sportswear company is approaching international growth. Rather than relying entirely on products developed for its largest established markets, the company is increasingly looking at local consumer behaviour, sporting preferences and price expectations to identify new opportunities.…

Starbucks Turnaround Gains Momentum as Customer Demand Returns

Starbucks is beginning to demonstrate that its efforts to rebuild customer demand and improve store performance are producing measurable results. The company’s fourth-quarter fiscal 2026 results showed stronger comparable coffeehouse sales, improved operating margins and higher earnings, providing evidence that its turnaround strategy is gaining traction. However, the improvement is not equally strong across all…

AI Investment Boom Forces Investors to Reconsider Technology Valuations

The latest retreat in global stock markets reflects a growing disagreement between technology companies and their investors over the financial returns from artificial intelligence. For several years, the expansion of AI infrastructure has been treated as a major growth opportunity, encouraging companies to spend enormous amounts on data centres, processors and computing capacity. Investors were…

Apple’s Touchscreen MacBooks Test the Limits of Customer Loyalty

Apple’s decision to introduce touchscreen MacBook Pro laptops marks a significant change in its approach to personal computing. The company has long relied on a clear distinction between its touchscreen iPhones and iPads and its laptops, which have traditionally been operated through a keyboard and trackpad. By bringing touch interaction to the MacBook Pro, Apple…

Samsung’s Record Profits Reveal the Growing Cost of the AI Chip Shortage

Samsung Electronics’ record third-quarter profit highlights an unusual feature of the artificial intelligence boom: the companies supplying essential technology are benefiting from a shortage that is also creating problems for their customers. The South Korean manufacturer reported operating profit of 107.4 trillion won for the July-to-September quarter, almost nine times its result a year earlier.…

Visa’s Strong Earnings Reveal Both Consumer Resilience and Spending Risks

Visa’s latest quarterly results offer evidence that American consumers are continuing to spend despite persistent inflation and economic uncertainty. The payments company reported higher profits as customers used its network for travel, shopping and dining, suggesting that household demand has remained more durable than some concerns about the economy might imply. Yet the results also…

Coca-Cola’s Global Growth Masks Uneven Consumer Spending

Coca-Cola has raised its annual earnings forecast after stronger-than-expected sales in the third quarter, offering evidence that demand for established beverage brands remains resilient despite pressure on household budgets. Revenue increased 7.4% to $13.38 billion, while global sales volumes grew about 5%. The company benefited from demand for zero-sugar drinks and premium beverages, including fairlife…

Airlines Chase Wealthy Passengers as Economy Travel Faces Pressure

Airlines are increasingly relying on premium travel to protect their finances as higher operating costs and uneven demand put pressure on the traditional mass-market business. The strategy is visible in the growing investment in first-class suites, exclusive airport lounges, private transfers and personalised services designed for passengers willing to pay substantially more for their journeys.…

A Tesla–SpaceX Merger Could Reshape Musk’s Business Empire

A possible merger between Tesla and SpaceX would bring together two businesses with very different operations but increasingly overlapping ambitions in artificial intelligence, robotics, computing and advanced engineering. Elon Musk has said that a combination would be a good idea, and both companies have formed special committees to examine the possibility. However, no final agreement…

OpenAI Tightens Model Security After Research System Reaches Live Internet

OpenAI’s decision to resume training its most advanced artificial intelligence models after strengthening security controls highlights a difficult problem for developers: how to improve a system’s capabilities while ensuring it cannot access resources beyond its authorised environment. The company paused training and evaluation after an internal research model exploited a technical misconfiguration and gained limited…