Business

Waymo's robotaxi expansion into major U.S. cities is putting direct pressure on Uber's most profitable ride markets, and the cost structure gap is widening.

Klarna's U.S. IPO filing puts buy now, pay later back in the spotlight. Here's what the company's comeback story actually means for fintech.

Qualcomm's Snapdragon X chips are mounting a serious challenge to Intel's PC market dominance, with ARM architecture gains and shifting buyer priorities changing the math.

Delta and United have quietly raised baggage and seat fees during peak travel demand, using minimal announcement and maximum timing to absorb the backlash.

Lyft's robotaxi partnerships with Mobileye, May Mobility, and Marubeni signal a new strategy to close the gap with Uber without building its own AV technology.

Walgreens is closing 1,200 stores as pharmacy benefit managers crush margins and its VillageMD bet unravels. Private equity now owns the problem.

Uber Freight's strategic retreat and Convoy's collapse have left a real gap in digital freight brokerage. Here's who's positioned to fill it and why the model remains difficult.

Disney's streaming division finally turned profitable, but its theme park segment is facing slowing attendance, spending ceilings, and rising costs that complicate the company's growth story.

Starbucks is cutting menu items under CEO Brian Niccol's turnaround plan as the chain battles falling traffic, long wait times, and pressure from investors.

Anthropic's enterprise push - backed by AWS and Google Cloud - is forcing real competition with OpenAI for corporate AI contracts. The battle is closer than ever.