Margins
Macro
Markets
Walmart’s Tariff Moat: How Scale and Automation Created 400-Basis-Point Advantage Over Rivals
While Walmart maintained 24.85% gross margins through sourcing diversification and $6.4 billion in advertising revenue, competitors absorbed 100-570 basis point compression under Trump-era trade policy.
AI
Markets
Atlassian Cuts 1,600 Jobs to Self-Fund AI Pivot as Enterprise Software Enters Efficiency Era
The Jira maker's 10% workforce reduction mirrors moves by Salesforce and Oracle, signaling a sector-wide reallocation from legacy support roles to AI product teams.