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N Team

Franklin Templeton on the Hormuz hit to everyday portfolios

For six weeks, tankers loaded with crude, gas, and fertilizer sat idle outside one of the most important waterways in the global energy economy. That gridlock finally began to crack on Friday, April 17, after the new ceasefire kicked in. Iran declared the Strait of Hormuz “completely open” to commercial vessels during the Israel-Lebanon ceasefire,

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Where is Microsoft’s headquarters? Inside the tech giant’s corporate campus

While Apple (AAPL) may be known for its spaceship-shaped Cupertino headquarters and Amazon (AMZN) operates out of three glass-enclosed spheres in Seattle, Microsoft (MSFT) distinguishes itself with a leafy green base that leans more “futuristic college” than sterile design showpiece. Its recently redesigned 500-acre campus boasts 125 buildings dedicated to collaboration, innovation, and sustainability —

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Sam’s Club just gave members a reason to ditch Costco

For years, Costco and Sam’s Club have been locked in a fierce battle for dominance in the warehouse club space.  Both retailers have built loyal followings by offering bulk goods at competitive prices. But Costco has long held the upper hand. Costco’s reputation for quality, strong customer satisfaction, and its highly regarded private-label Kirkland brand

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Oracle just made Supermicro’s story a lot more complicated

A reported order cancellation between Oracle (ORCL) and Super Micro Computer (SMCI) gave investors a new reason to question how durable some AI infrastructure relationships really are. Multiple market outlets, citing Bluefin Research, said Oracle canceled an order for 300 to 400 Nvidia GB300 NVL72 racks from Supermicro, a contract estimated at roughly $1.1 billion

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