Nike warns that new U.S. tariffs could add approximately $1 billion in costs to its fiscal 2026—costs it plans to fully offset through supply‑chain adjustments.
Chris Versace, CIO at Tematic Research, joins to discuss earnings season trends, Flash PMI signals, Walmart’s strategy updates, and Nike’s evolving outlook.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
