insights

AI Course Correction: It’s now confirmed that Apple will partner with Google to power key artificial-intelligence features, including a long-awaited overhaul of Siri slated for later this year. The move marks a notable shift for Apple, which has struggled to gain traction in the modern AI race after falling behind competitors like Google, OpenAI, and Microsoft in user-facing AI capabilities. Apple’s traditional strategy of waiting on the sidelines until technologies mature wo

Apple Card Reset: JPMorgan Chase reached a deal this week to take over the Apple credit card portfolio from Goldman Sachs, bringing a long-running unwind process closer to completion. Goldman has been looking to exit the partnership for more than two years, and the transaction gives JPMorgan access to Apple’s massive customer base while providing Apple with a far deeper banking partner to support its growing financial services ambitions. Mastercard will remain the card’s paym

Rebuild Progressing: Nike’s turnaround has been underway for about a year now under CEO Elliott Hill, and it was never going to be a smooth process. The company has had to reset core elements of its strategy, from reworking its product focus to rebuilding relationships with wholesale partners it had largely walked away from. Layer in inflation, shifting trade dynamics, and a more cautious global consumer, and the task only gets harder. The latest earnings update reflected th