Arm powers many of the chips inside everyday devices, but its biggest advantage could start to fade as key protections run out and rivals copy the playbook. Add SoftBank’s heavy control and likely selling, and the stock may face headwinds even if demand for smart devices and tech-heavy cars keeps rising.Read more

Cyberattacks are getting smarter and more frequent, and that keeps pushing companies to spend more on protecting their systems and people. CrowdStrike bets that bundling more security tools into one easy platform will help it win customers switching away from older, piecemeal solutions—even as bigger rivals and cheaper alternatives try to catch up.Read more

Salesforce looks set to stay a go-to choice for big enterprise customers, but its future may hinge more on returning cash to shareholders than on finding the next big wave of growth. At the same time, a crowded market and fast-moving AI tools could pressure pricing and make today’s high expectations harder to meet.Read more

Johnson & Johnson reshapes itself after spinning off its consumer brands, putting more weight behind its medicines and medical devices as it looks for faster growth. The big question is whether its wave of new drug candidates can replace aging blockbuster treatments while it manages lawsuits and fresh competition.Read more

Tesla keeps growing, but the story argues that the easy gains in car sales get harder as the market matures and rivals catch up. It also flags that new bets like self-driving, trucking, and energy could help—but may come with limits that could force investors to reset what they’re willing to pay for the business.Read more

Amazon’s online shopping engine is maturing, but the company’s faster-growing ad and cloud businesses could carry the next chapter—if management’s new focus on cost cuts really sticks. The big question is whether rising competition and trade tensions can slow the flywheel before these newer profit engines take over.Read more

Nvidia’s biggest threat may not be a lack of demand for AI, but too much computing power chasing too few real-world uses, pushing prices down over time. As cloud giants build more of their own chips and cheaper rivals catch up, Nvidia may have to fight harder to protect its pricing and its lead.Read more

AT&T is starting to look steadier after years of stumbles, and its push to sell internet and mobile together could lock in stickier customers while lowering costs as it upgrades its network. But big debts, labor and maintenance bills, and new rivals like internet-from-space could still derail the turnaround.Read more

Starbucks leans on big overseas store expansion and new store formats to keep growing even as its home market matures and labor costs rise. The catch is that many new stores bring in less per location, and shifting tastes and new caffeine rivals could make that growth harder to turn into profit.Read more