Fundamental Thinking

Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a chunk of their capital spending goes toward high-tech machinery and other specialized tools provided by Applied Materials, ASML, Lam Research, and many others.

Companies have tried to build and sell humanoid robots for decades but are now figuring out how to do it profitably.

Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals?

After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look to the new era of artificial intelligence, the Microsoft 365 and Microsoft Azure platforms may be a chosen gateway.

Ozempic kicked off a craze for weight-loss drugs, but Eli Lilly and Novo Nordisk may not dominate obesity the way they have dominated diabetes.

Companies that can plow profits back into their own businesses create a competitive advantage they can tap when the economy slows.

Here are five companies in frontier emerging markets that are prospering as regulatory reform and industrial and technological development alter the trajectory of economic growth in their respective countries.

With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle that long stood in the way of green hydrogen production is being knocked down. Several industries stand to benefit.

The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world. Cooper is betting contact lenses that slow the condition are a viable solution, but will kids wear them?

Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception.

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? We went to Manila to find out.