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Nike is on ‘swoosh-shaped’ path to recovery

The chief executive has hailed quick wins from the company’s turnaround efforts, but consumers are only returning slowly

Why the dollar could keep on falling

US President Donald Trump is breaking the long-held ‘dollar smile’ theory

The tracker funds trying to solve the ‘tech problem’

A new range of passive funds buying US and global shares is hoping to reinvent the humble tracker and solve a growing conundrum

Trump wants them to drill – so why are US oil bosses so unhappy?

The energy industry even has complaints with the President’s light-touch approach to regulation

Why AI stocks have a cash flow problem

Nvidia needs to recycle its cash into the AI supply chain, but will other companies struggle to keep up?

Costco continues to profit from customer loyalty

Q4 returns were ahead of expectations

How investors should navigate the US debt crisis

Those buying shares, gold and bonds need to react to this sustained period of irresponsible government spending

Which asset is right about inflation?

The Squeeze: The Treasury market isn’t predicting rising inflation, but the price of gold says otherwise

Why Nvidia took a stake in Intel

The company’s latest deal harks back to its failed 2020 pursuit of Arm

Nvidia buys into Intel in shock collaboration

The world’s top AI chip designer will invest $5bn into its struggling competitor, taking a 5 per cent stake