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Trump鈥檚 tariffs roil the retail industry: Reciprocal measures will touch virtually every sector, leading to higher prices for the consumer.

The news: On Thursday, Nintendo released the Switch 2, 鈥嬧�媔ts first new console since the Nintendo Switch was launched in 2017. The handheld device comes with upgraded specs, social gaming features, and bundles with exclusive titles like Mario Kart World and Donkey Kong Bananza. It also includes GameChat, a feature that combines voice and video and lets up to 12 people chat while playing games. Our take: With a growing package of subscription perks and social hooks like GameChat, Nintendo may be taking a page from Apple鈥檚 playbook by turning its hardware into a recurring revenue engine. The Switch 2 could be a sticky ecosystem for Nintendo, even if the price goes up.

For the first time in its history, the Cannes Lions International Festival of Creativity awarded medals in retail media鈥攁 sign that commerce-driven creativity has fully arrived on the global stage.

Plenty of countries in Asia Pacific, notably India. Even I think in Brazil where Netflix has a very large subscriber base, there's still quite a bit of opportunity for growth.

TikTok receives another 75-day extension: As Trump signs a second executive order to keep the app alive, its future remains murky.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Trump鈥檚 鈥淟iberation Day鈥� provides little clarity: The tariff announcements, while far-ranging and punitive for the US鈥� largest trading partners, failed to lift the cloud of uncertainty hanging over businesses and consumers.

Anticipated tariffs are speeding up purchasing decisions, revealing a tension between economic caution and the desire to avoid future markups.

Drunk Elephant鈥檚 sales plunge as Gen Alpha appeal dims: The brand鈥檚 reliance on the fickle audience has damaged its standing with older consumers.

Despite skyrocketing adoption and falling costs, most companies are stuck with small wins鈥攈ighlighting a need for sharper, use-case-driven strategies.

Lowe鈥檚 expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

The R1-0528 model nearly matches OpenAI and Google on reasoning, offering a tantalizing preview of what the cheaper, open-source future of AI could look like.

The insight: The US is mired in the 鈥渨orst housing market in almost 50 years,鈥� RH CEO Gary Friedman said during the company鈥檚 Q1 earnings call, as high housing costs and economic uncertainty chill demand. Our take: With the sluggish housing market showing few signs of improvement, retailers must lean into any pockets of opportunity they find. For RH, that鈥檚 burnishing its luxury credentials and pushing deeper into hospitality, while Wayfair is leaning on its diverse supplier base. The resilient pro market is another area companies should look to take advantage of as they try to ride out the downturn.

Uncertainty reigns under Trump鈥檚 ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.

2025 could be another tough year for luxury companies: LVMH鈥檚 rough Q1 reveals considerable challenges as US spending drops.

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.

Inflation waned in April: But early signs of cost increases are emerging.