The written companion
The stories worth knowing, delivered in writing. Derek Drew connects the news to the bigger picture, without making you scroll all morning.
Subscribe on SubstackApple's new CEO faces his first big test, Marvell makes a massive AI bet, and oil plunges on hopes for U.S.-Iran talks. Plus, what the stock market's surprising breadth reveals beneath the surface.
Read on Substack →Reddit is restricting access as AI reshapes the internet, the FTC is investigating personalized pricing, and a $6.3 billion crypto heist exposes major security risks.
Read on Substack →Amazon is spending at massive scale to win the AI race. Eli Lilly is benefiting from a rapidly expanding weight-loss market. And Starbucks has turned an unexpected beverage into a $1 billion business.
Read on Substack →Wendy’s may get a new owner, UPS is preparing for a record holiday shopping season, and Halloween has become a multibillion-dollar retail business. Plus, the Federal Reserve holds rates steady.
Read on Substack →One company is growing without selling more drinks in its biggest market. Another is learning how AI makes everyday hardware pricier. A third is turning ghost tours into a national business.
Read on Substack →The price on the shelf, the cost of getting a package to your door, and the staggering sums behind the AI boom.
Read on Substack →Instacart is weighing its future as a standalone company, American Express is finding room to raise prices while profits climb and restaurant suppliers are seeing signs consumers are changing habits.
Read on Substack →P&G is selling more but facing a bigger profit squeeze. Spotify is making shared subscriptions harder to maintain, and Uber is betting that AI can help employees across the company do more.
Read on Substack →GoPro is moving beyond action cameras, a nationwide surveillance network raises questions about who can track your movements, and Abbott is separating its nutrition brands into a new company.
Read on Substack →GM beat earnings expectations but still disappointed investors. Home sales just hit a record low, while 3M found a surprising opportunity in the AI infrastructure boom.
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