Lululemon’s growth story looks stuck just as shoppers and the market start treating the brand as yesterday’s news, even though the business still throws off a lot of cash and has room to grow outside North America. The key question is whether new leadership can refresh the products and protect the brand’s “cool” before rising competition, tariffs, and discounting do lasting damage.Read more

Sonic Healthcare stands as the world’s third-largest medical diagnostics company, operating an extensive network of pathology labs, radiology centers, and primary care medical practices across Australia, the US, Germany, Switzerland, and the UK. Founded in 1987, the company has spent over three decades executing a disciplined acquisition strategy to become a cornerstone of global healthcare infrastructure.Read more

How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more

A newly listed Canadian explorer is betting it can turn a large, near-surface gold find into something bigger by drilling beyond the old boundaries and tightening up what’s already known. With good access, straightforward processing, and hints of copper and silver on the same ground, the next round of results could change how the market views the project—though delays, funding needs, and gold prices still matter.Read more

In the early 1990s three engineers met in a Denny’s diner in San Jose (the same Denny’s where Jensen previously worked as a dishwasher). Video games were exploding in popularity and complexity.Read more

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.Read more

IREN turns cheap, wasted renewable power into Bitcoin mining, and it’s now using the same energy-heavy sites to build out AI computing services. The big question is whether it can keep scaling without watering down shareholders while staying profitable through Bitcoin’s ups and downs.Read more

A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more

EnSilica builds custom chips for fast-growing markets like satellite internet and security, and recent deal activity in the sector suggests bigger players may pay up for the right technology and talent. The company says much of its future work is already lined up, but the path could still be bumpy if funding worries or customer timelines slip.Read more