The Latest Breaking News from Shawn Tully

Apple shows that AI winners don't have to build the biggest models

A Fortune analysis looks at Apple's strategy of skipping the AI infrastructure arms race.

Fortune · Jul 31

Inside Larry Culp’s playbook for fixing GE

A new Fortune report offers a deep dive into GE’s transformation.

Fortune · Jul 24

A SpaceX-Tesla union would mark the largest merger of all time. But does the math work?

A new Fortune analysis gauges what a merger would mean financially.

Fortune · Jun 1

Why CFOs should pay attention to Elon Musk’s SpaceX IPO—and its rumored $1.5 trillion market cap

Musk’s record IPO pitch leans on massive capex, thin profits, and a very long runway.

Fortune · Mar 12

From Wall Street to Washington: The CEO who is overhauling the IRS and SSA

Frank Bisignano brings a corporate playbook to two of the federal government’s largest agencies.

Fortune · Feb 3

Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP

It was only 212% at the height of the dotcom bubble, according to calculations by JP Morgan Asset Management's David Kelly.

Fortune · Sep 23, 2025

Trump's tariffs are bringing in a 'very significant' amount of revenue, top analyst says: Roughly $350 billion a year

Fortune's Shawn Tully and Steve "the money doctor" Hanke have argued that they bear a strong, uncanny resemblance to a tax western Europe has had for decades.

Fortune · Sep 22, 2025

The younger consumer boom: Amex and luxury brands pursue Gen Z and millennials

Major companies are positioning themselves for lasting customer loyalty.

Fortune · Sep 22, 2025

From his first flight at age 25 to Delta CEO: Ed Bastian's advice on leading into the next century

Bastian discusses the most important aspect of a CEO's job.

Fortune · Sep 12, 2025

What to know about Stephen Miran, the tariff proponent Trump just nominated to join the Fed's board of governors

Miran is a rarity, a highly trained economist who makes a logical-sounding case for Trump’s stunningly contrarian game plan.

Fortune · Aug 8, 2025