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Why Does the PLL Pay Less?
Professional lacrosse’s growing popularity has yet to translate into major-league pay, as smaller audiences and lower media revenue limit PLL player s…

Google and Constellation’s Nuclear Bet on AI
Google is turning to Constellation’s nuclear fleet to power its AI expansion, joining a growing push by tech giants to secure reliable electricity.

The Race to Power the AI Boom
Tech giants are turning to existing nuclear plants, natural gas and renewables to meet surging AI power demand while small modular reactors remain yea…

Growth Holds Up as the Labor Market Cools
U.S. growth remains solid, but a cooling labor market is shifting the Fed outlook.

OpenAI Takes on Meta
OpenAI’s new Dots agent is challenging Meta’s AI ambitions, leveraging ChatGPT’s existing customer base and workplace reach to threaten the momentum b…

Valar Atomics Wants to Build Nuclear Reactors Like SpaceX Builds Rockets
Valar Atomics is betting that factory-built, standardized reactors can bring SpaceX-style scale to nuclear power, but scarce U.S. fuel supplies and re…

The Business Behind Visa
Visa’s asset-light payments network connects banks worldwide, generating high-margin fees and reinforcing its competitive moat as transaction volumes …

Options Give Investors More Ways to Put a Market View to Work
Call and put options let investors amplify or hedge market views with less upfront capital, but leverage, timing and expiration risk can turn even a c…

The Tactical Ceasefire: What the Trump-Xi Summit Has Actually Delivered
The Trump-Xi summit extended the U.S.-China trade truce into January and opened an AI dialogue, but left deeper disputes over technology, rare earths …

Why Paramount’s $1.5 Billion Concession Was the Cheapest Option on the Table
Paramount’s recent settlement with California looks expensive at first glance, yet given what Paramount was facing, it was probably a bargain.

Private Credit’s Response to Software
Private-credit lenders took control of Medallia as its debt burden exposed cracks in software lending.

Fuel Cells as the Power Bridge for Data Centers
Data centers are turning to on-site natural-gas fuel cells as AI power demand outpaces the grid.

Can the AI Boom Keep Defying the Headwinds?
Rising oil, yields and AI concerns are testing whether the two-year market boom can keep defying mounting headwinds.

Inflation Keeps the Fed on Edge
Sticky inflation, a resilient labor market and volatile oil prices are forcing investors to reconsider rate cuts as the Fed weighs keeping rates highe…

Integration of GenAI: Still Early Innings
Sports organizations are ramping up generative AI investment to boost efficiency, personalize fan engagement and drive revenue, but widespread adoptio…

A New Era of Private Equity
Charlesbank’s $700 million Wood Smith deal tests whether private equity can crack the legal industry through AI and creative dealmaking.

Oil’s March Toward $120
Brent crude is nearing $100 a barrel as Middle East disruptions raise the risk of $120 oil and renewed inflation.

The Business Behind DraftKings
DraftKings is turning profitable as prediction markets open a new path for growth.

NVIDIA Earnings and SaaS Boom
Nvidia’s earnings and SaaS’s rebound show AI shifting from hype to real-world adoption.

The U.S. Economy This Summer
The U.S. economy is showing mixed signals this summer, with slowing growth and a weakening labor market offset by persistent inflation, leaving the Fe…

Inflation’s Stall Sets Up Warsh’s First Big Test
Sticky July inflation and weakening consumer spending have complicated the Fed’s path on rates, setting up Chair Kevin Warsh’s first major policy test…

The Integration of AI in the Fashion World
AI is reshaping fashion from supply chains to design and employee training, helping brands cut waste and speed production while keeping human judgment…

U.S. Economy Faces Rising Debt, Rates, and Iran Uncertainty
Rising long-term yields, a national debt past $40 trillion, and oil above $90 are boxing in the Fed as inflation risk resurfaces.

The Modern Era of Global Trade: How Tariffs Are Reshaping the Economy
Higher tariffs are reshaping global supply chains as governments trade economic efficiency for security, resilience and domestic production.

Stock Pick of the Week (8/17)
American Tower Corporation (AMT) is CFR’s Pick of the Week!

National Security, Family Business
Trump’s drone tariffs target Chinese dominance while boosting U.S. manufacturers with ties close to the White House.

The Trillion-Dollar Bet
AI spending is surging, but revenue and adoption have yet to keep pace.

The Fed Is Watching Inflation. It Should Be Watching Who’s Left.
July’s weak jobs report is raising questions about whether the Fed’s inflation focus risks overlooking deeper cracks in the labor market.

SpaceX Earnings Show AI Is Doing Some of the Work
SpaceX beat expectations, but investors looked past the revenue surge and focused on one thing: an AI spending spree that's getting harder to ignore.

Seoul on Fire: The KOSPI’s Historic Crash and Record Rebound
South Korea's KOSPI just had the worst month in its history, followed by the best single day in its history. July 2026 has been one of the strangest m…

Open-Source AI Is Winning Volume, Not Money – Yet
Open-source AI has become good enough for millions of everyday tasks. The challenge for frontier labs is proving that their premium prices remain just…

Houston, We Have a Problem: The UFO Exit
After betting on the space industry's momentum, CFR is cutting its losses on the Procure Space ETF and reallocating capital to small-cap value.

A 1930s Law Nobody’s Used, Until Now
A rarely used 1930 trade law is reshaping U.S.-Canada relations and expanding presidential tariff power.

Why Cheaper AI Doesn’t Mean Lower Costs
Falling token prices have made AI more accessible, but rising usage means the industry's total computing costs continue to climb.

Stock Pick of the Week (7/20)
Broadcom just locked in a $30B+ multiyear deal with Apple through 2031, and with growing AI chip demand from Google, Meta, and OpenAI on top of it, th…

The Inflation Illusion
June's inflation decline suggests progress, but beneath the headline, stubborn core prices and renewed geopolitical tensions show the fight against in…

The Business Behind Costco
Costco’s membership model, razor-thin margins, and relentless focus on value have built one of retail’s strongest businesses, though its limited e-com…

Stocks are rising, but the economy is slowing down. Why?
As economic growth moderates, equity markets continue to rally. This growing disconnect between Wall Street and Main Street has become one of the defi…

Unanimous, But Not United
The Fed held rates steady, but growing divisions among policymakers suggest the path for interest rates remains highly uncertain.

Still Waters: The June Jobs Report and the Illusion of Stability
June’s jobs report points to a labor market that appears stable but is quietly weakening.

Expected Trends, Unexpected Outcomes
Markets often follow familiar economic patterns, but as recent months have shown, unexpected events and shifting investor expectations can quickly res…

Record Revenues, Temporary Gains: The Economics of the 2026 World Cup
The 2026 World Cup is generating record short-term revenue for U.S. businesses, but its overall impact on the broader economy is likely to be temporar…








