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SneakersNike Exits the S&P 100 on September 21 After Nearly 18 Years and a $200 Billion Decline
S&P Dow Jones Indices will drop Nike from the S&P 100 before markets open on September 21, ending a run of nearly 18 years. Dell, Palo Alto Networks, Arista Networks and SanDisk take the open slots. Nike keeps its S&P 500 membership.
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SneakersNike Guides to a 2%-4% Revenue Decline as Executives Warn on Demand
Nike guided to a 2% to 4% revenue decline next quarter and warned that consumers are under pressure worldwide, with sportswear hit hardest, even as fiscal Q4 revenue of $10.97 billion beat estimates on a tariff refund.
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TechnologyStripe, Visa, Coinbase and 140 Firms Launch Open USD to Challenge Circle and Tether
A consortium of more than 140 firms — including Stripe, Visa, Mastercard, Coinbase, BlackRock and BNY — unveiled Open USD, a dollar stablecoin built to challenge Circle and Tether and share reserve revenue with partners. Circle shares fell more than 17%.
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TechnologyAdam Demuyakor of Wilshire Lane Capital Joins Conduent Board, Effective June 1
Conduent (NASDAQ: CNDT) appointed Adam Demuyakor — founder of VC firm Wilshire Lane Capital and vice chair of the Los Angeles Housing Authority — to its board, effective June 1. He joins the Compensation, Risk Oversight, and Corporate Governance committees.
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TechnologyJPMorgan Reclassifies AI Spending as Core Infrastructure in $19.8B 2026 Budget
JPMorgan moved AI off the experimental ledger and onto core infrastructure, anchoring a $19.8B 2026 tech budget. The dollar figure isn't the news. The accounting category is. Here's what changes when a top-five US bank decides AI sits next to the payment rails.
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FinanceRevolut Is Coming for the American Market — For Real This Time
Revolut filed for a U.S. bank charter — again. This time it has $4B in revenue, a $75B valuation, and a White House that's actually open for business.
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TechnologyHow Uristocrats Can Own the AI Infrastructure Boom
The real AI infrastructure bet isn't that AI gets big — the market already priced that in. It's that the physical and electrical buildout cycle is longer and more capital-intensive than current valuations reflect.
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TechnologyThe Intelligence Premium Is Narrowing. Here's What That Means for You.
A Citrini Research thought experiment about AI wiping out white-collar work went viral on finance Twitter — and briefly moved markets. Here's what the Intelligence Displacement Spiral means for the top 20%.
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TechnologyUnderstanding Change: Henry Ellenbogen on Investment Philosophy and AI's White-Collar Impact
Henry Ellenbogen built New Horizons Fund at 19% annual returns before founding Durable Capital — now he argues AI will reshape knowledge work the way China reshaped manufacturing.
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CultureTravis Scott and Fragment Return with Air Jordan 1 Low OG
The third chapter of the Travis Scott x Fragment collab arrives September 20th for $150: a white Air Jordan 1 Low OG with Military Blue accents, aged Sail midsoles, and Scott's reverse Swoosh.
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FinanceWorker Wages Still Trail Inflation Four Years Later
Four years after inflation surged, American workers remain behind in real purchasing power—even as recent wage growth has outpaced inflation, the gap from the earlier spike has never fully closed.
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FinanceOpenAI Employees could participate in $6 Billion Liquidity Event at $500 Billion Valuation
OpenAI employees are negotiating a ~$6 billion share sale to SoftBank, Thrive Capital, and Dragoneer at a $500 billion valuation—a significant jump from OpenAI's current $300 billion mark.