Browsing: Narrative

A fall campaign is the first step in building a new “female-first world” for the retailer, which is taking a page from sister brand Gap’s comeback.

ServiceNow (NOW) has been busy on several fronts, rolling out AI-driven cybersecurity products, deepening its healthcare partnerships, and bringing in a highly credentialed Chief Marketing Officer. For investors, this cluster of moves invites a closer look.

Shopify (SHOP) is back in focus after its second quarter 2026 earnings report, which outlined revenue, sales and profit figures, along with new guidance for the upcoming quarter that many investors are now reassessing.

Jackson Peak Capital, an investment management firm, released its first-quarter 2026 investor letter. Jackson Peak Capital employs a concentrated long/short equity approach to deliver strong absolute returns across various market conditions. A copy of the letter is available to download here. In Q1 2026, Jackson Peak returned -21.0%, net, in a challenging environment. The underperformance…