All right, let's stay on the tariffs discussion and move into the retail sector. The XRT Spider ETF initially popped on the Supreme Court decision earlier, but it quickly gave up all those gains is actually lower now by a bit and now has moved now a half percent higher. So, it's been volatile.Help us here to help us make sense of all of this is SW Retail Advisors President Stacy Woodlets. Uh, we talk a lot of things about retail with you for good reason. So let's talk about some of the price action that we ...

All right, let's stay on the tariffs discussion and move into the retail sector. The XRT Spider ETF initially popped on the Supreme Court decision earlier, but it quickly gave up all those gains is actually lower now by a bit and now has moved now a half percent higher. So, it's been volatile.Help us here to help us make sense of all of this is SW Retail Advisors President Stacy Woodlets. Uh, we talk a lot of things about retail with you for good reason. So let's talk about some of the price action that we ...

For nearly two decades, Walmart has been the country’s largest company by revenue, a status it freely touted. On Thursday, Walmart lost its crown to Amazon. https://t.co/lfzuVtNMzc ...

Analysts remained bullish, highlighting Walmart’s expanding ecosystem, AI investments and higher-margin alternative businesses as key long-term growth drivers.Earnings SnapshotThe company reported fourth-quarter adjusted earnings per share of 74 cents, beating the Street view of 73 cents.Sales of $190.70 billion rose 5.6% year over year (up 4.9% in constant currency), topping the analyst consensus estimate of $190.43 billion.Here are the key analyst insights:Telsey Advisory Group analyst Joseph Feldman reit ...

Group 1 - Goldman Sachs maintained a "Buy" rating for Walmart, increasing the price target from $121 to $138, indicating confidence in Walmart's future performance despite market shifts [1][5] - Amazon has overtaken Walmart in the retail sector, highlighting a significant change in market leadership and indicating Amazon's growing dominance [2] - Despite the competition from Amazon, Goldman Sachs' positive outlook suggests Walmart has potential for growth and resilience [2][5] Group 2 - Walmart's current stock price is $124.87, reflecting a decrease of 1.38% from the previous day, with fluctuations between $124.48 and $130.10 [3] - Over the past year, Walmart's stock has experienced a high of $134.65 and a low of $79.81, indicating volatility in its performance [3] - Walmart's market capitalization is approximately $995.57 billion, showcasing its significant presence in the retail industry, with a trading volume of 42,102,802 shares [4][5]

分组1: Walmart - Walmart's earnings report showed a slight dip, with the stock not moving much post-earnings despite beating expectations for the holiday quarter [5][4] - The company is moderating expectations for the year, indicating a changing retail landscape driven by technology and AI [6][5] - Walmart's stock had previously reached a new high, becoming part of the $1 trillion market cap club, but is now slightly below that level [5] 分组2: Carvana - Carvana's stock dropped 8% following earnings, despite a 58% increase in revenue and a 43% increase in the number of vehicles sold [9] - The decline in stock price is attributed to lower profit margins per vehicle sold, raising concerns about expenses [9][14] - The company's high capital investment model may lead to volatility in profitability, depending on sales performance [14] 分组3: Blue Owl Capital - Blue Owl Capital's stock fell after changing its redemption policy for a retail-focused private credit fund, raising concerns about the private credit industry's liquidity [7][8] - The company sold $1.4 billion in debt investments to institutional investors, highlighting potential weaknesses in the market [7] - Concerns about mismatches between redemption processes and loan illiquidity have been identified as risks in the private credit sector [8] 分组4: Economic Indicators - The Supreme Court ruled that many of Trump's tariffs are illegal, which may impact market dynamics and investor sentiment [19][20] - Upcoming economic reports include consumer confidence and PPI, with inflation concerns rising as core PCE increased to 3% in December [23][24] - The GDP growth rate for Q4 was 1.4%, down from 4.4% in Q3, indicating a slowing economy [27] 分组5: AI and Labor Market - The integration of AI in various sectors is accelerating, but there are concerns about the high capital expenditures required to compete in the AI space [6][16] - The labor market may face structural issues due to AI advancements, potentially leading to higher unemployment in certain job sectors [29][30] - Companies will need to adapt to the changing job landscape as AI takes over roles traditionally considered secure, such as programming [29]

[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the [music] podcast about investing in your life. I'm your host, Tracy Brinick, and this week I'm going solo again to talk about the new Magnificent Stocks. I've kind of hinted at this on prior podcasts earlier this year when we were talking about just the hot breakout stocks and a lot of people have basically thrown in the towel on the MAG 7. I think 2025 was its final year so i ...

Key Takeaways Walmart beat Q4 EPS and revenue estimates, but weak FY27 EPS guidance put pressure on shares. E-commerce rose in double digits and ad revenues jumped 37%, boosting operating income.ETFs like XLP and RTH offer diversified exposure with Walmart as a top holding. Shares of Walmart Inc. (WMT) slipped 1.4% yesterday, following the company’s better-than-expected fourth-quarter fiscal 2026 results. Despite comfortably surpassing analysts’ estimates for earnings and revenues, the retail giant’s stock ...

记者丨张嘉钰 编辑丨江佩霞 2月20日，美股集体低开，截至发稿，美股三大股指集体飘红反弹。 | 美国股票 [ | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 49514.02 | 22861.45 | 6896.37 | | +118.86 +0.24% | +178.72 +0.79% | +34.48 +0.50% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 63000.13 | 4000.57 | 7547.33 | | +767.94 +1.23% | -8.84 -0.22% | -6.65 -0.09% | 科技股涨跌不一，英特尔跌近3%，谷歌涨近超2%，西部数据涨近1%。 加密货币市场表现积极，比特币上涨1.4%至67837.55美元，以太坊上涨0.8%。最近24小时，全球共有 79554人被爆仓。爆仓总金额为1.84亿美元。 美伊方面，据央视新闻报道，当地时间2月20日上午，在被问及"如果伊朗不达成协议、是否在考虑有限 的军事打击"时，美国总统特朗普回应称，"我想我可以说，我正在考虑那件事。" 据CCTV时讯报道 ...

And so now to help us make sense of some of the moves we're seeing of course just off off the open we're now joined by Diane King Hall host for the Schwab network. And so Diane, first and foremost, thank you so much for being with us this morning. I mean let's start with some of these individual movers like Texas Roadhouse for example, which is I mean seeing some quarterly numbers that were a bit all over the place, but definitely not seeing an evenness from that consumer which has been the case for a lot o ...