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The Finance Herald

May Trade Gap Turns AI Investment Boom Into a GDP Test

The May trade report delivered a clean warning to investors who have been treating the U.S. economy as a simple story of resilient consumers and accelerating artificial-intelligence investment. The spending…

FedEx’s Post-Freight Era Starts With a Margin Test

FedEx has entered its post-Freight era with a useful reminder for investors: portfolio simplification can make a company easier to understand, but it does not automatically make the remaining business…