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The Latest Breaking News from Shawn Tully

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

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

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

Major companies are positioning themselves for lasting customer loyalty.

Fortune

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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

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

How Keurig Dr Pepper’s CEO is shaking up the status quo to outpace competition

A new Fortune feature article takes a deep dive into the company.

Fortune

Elon Musk under pressure to quit DOGE as crucial Tesla earnings call looms

Also: Shawn Tully on the U.S.’s use of non-tariff barriers, Pentagon Signal fiasco continues.

Fortune

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Delta's star CEO is a former CFO. He understands the link between company culture and financial performance

A new Fortune article discusses how Ed Bastian has helped to boost the company's bottom line.

Fortune

Delta CEO Ed Bastian hints at succession plans

Delta CEO Ed Bastian, 67, is nearing his ninth year at the airline's helm.

Fortune

Economists dissent on the trade war

Also: Consumer sentiment is deteriorating, UBS cracks down on remote work.

Fortune

How the 'Musk premium' influences Tesla's worth

A Fortune analysis examines the company's bedrock value.

Fortune

How Carrier is delivering more for shareholders than Microsoft, Alphabet, and Apple

A Fortune report takes a look at what's driving the company's success.

Fortune

CVS ousts CEO Karen Lynch

CVS CEO Karen Lynch lost her job in a surprise ouster on Friday.

Fortune

Buffett sells more Bank of America as Berkshire nets $9 billion

Berkshire still owns a 10.5% stake in the bank worth about $33 billion, making it the conglomerate’s third-largest public holding.

Fortune

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Fortune

Boeing’s CFO wants to cut costs but it could be a risky maneuver

The company has a major new dilemma on its hands.

Fortune

KKR's 'apprenticeship culture' is fueling ambitions to hit $1 trillion in assets

KKR is aiming to move toward a buy-and-hold model more akin to Warren Buffett’s Berkshire Hathaway.

Fortune

Is this Boeing’s next CEO?

He's known as 'Mr. Fix-It.'

Fortune

Nvidia stock forecast: BofA sets new price target of $150

Analysts write that write that while Nvidia stock's steep climb make it "vulnerable" to profit taking, any volatility is likely to be short-lived.

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news in one place.

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Fortune

From NIMBYism to an office building disaster that ‘never happened before’ to the permanence of remote work, real-estate execs ponder a sector that’s ‘defying gravity’

"I’m here to tell you folks that the headlines are real for office," CBRE's Julie Ingersoll told the Fortune Future of Finance conference about the "century-long phenomenon" of depressed office prices.

Fortune

A top analyst thinks we’re heading for a new ‘age of austerity’

A Fortune report analyzes the predictions of Jim Masturzo, chief investment officer at Research Affiliates.

Fortune

Leon Black's CEO successor has turned Apollo into a money-making machine

Apollo is generating some of the fattest current returns in alternative asset management.

Fortune

Elon Musk’s grim financial assessment of X

A Fortune report analyzes Musk's latest statement about X’s revenue loss.

Fortune

The new world of ‘direct transactions private investments’ and how one private equity vet is using the strategy to revive Care Bears

A Fortune report explores a new project by the marketing wiz who helped move $16 billion in Harry Potter films and merchandise.

Fortune

Big U.S. banks passed the Fed's stress test—but there's a 'looming risk' says former Fed official

Although the test found the largest lenders could withstand a severe recession, risks can still arise.

Fortune

The 'Trillion-Dollar Club' was already dominating the S&P 500. Then along came A.I.

The ascent of some of the biggest tech stocks is driven by momentum and hopes for the future of A.I., according to a Fortune report.

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