A new Group President now shows up on the insider tape at the $160 billion off-price leader, meaning his buying and selling becomes public from here. Watch the first Form 4 for how much of the comp package he actually holds.
Latest Activity
Mad Money w/ Jim Cramer 10/13/26
- Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
- Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
- Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
- Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
TJX Coverage
Forbes editor urges Fed to cut printing, shrink balance sheet and appreciate dollar to combat import-driven inflation
Steve Forbes told Larry Kudlow that the Fed is fighting the wrong battle, and the retailers posting surprise earnings beats may already be showing why he has a point.
Service Prices Just Hit a 4-Year High While Wage Growth Hit a 5-Year Low
Shipping costs are soaring and wages are stalling, leaving households caught between rising prices and shrinking paychecks. The companies best positioned to survive this squeeze may not be the ones you expect.
Macy’s Sinks 5% Despite Raised Full-Year Outlook, Kohl’s and TJX Barely Budge
Macy's beat earnings estimates and raised its full-year outlook before the bell, yet shares fell sharply while retail peers barely flinched. The reason comes down to where the money actually came from.
Jim Cramer Warns AI Is Making Even “Diversified” Portfolios More Concentrated
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
TJX Just Dropped 11% in a Month. Is It Time to Sell?
TJX beat estimates, raised guidance, and expanded margins, yet the stock shed 11% in a month while its closest rival surged 34% year to date. The split between what the business delivered…
Kohl’s Falls 6% Despite Raised Guidance and a $150M Tariff Refund, Ross and TJX Hold Flat
Kohl's posted a blowout earnings beat and raised its full-year outlook, yet shares are cratering while rivals Ross and TJX barely flinch. The reason buried inside the margin numbers may explain why…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Atlassian, Dick’s Sporting Goods, EPAM Systems, GoDaddy, Intuit, Jersey Mike’s Subs, JFrog, Lattice Semiconductor, and More
Wall Street analysts are reshuffling their bets ahead of a critical inflation report and NVIDIA earnings that could jolt markets in either direction. Find out which names got upgraded, cut, or newly…
Ross Jumps 8% on 10% Comp Growth, TJX Ticks Up, Macy’s Edges Higher
Ross Stores gapped up sharply Friday while the rest of retail sat still, and the reason behind that split tells you everything about where the consumer is hiding right now.
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, Ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Companies, and More
Wall Street is firing on all cylinders this Thursday, with major upgrades hitting healthcare, telecom, and e-commerce while Treasury bond buybacks shake up yields and send gold surging past $4,500. Find out…
The Great Rotation: 5 Stocks Set to Win as Money Leaves Megacap Tech
Money is already walking out of megacap tech, and five names sitting in its path stand to collect while everyone else wonders what happened to last year's winners.
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out…
RBC Raises Price Target on Target to $132 Ahead of Q1: Is the Turnaround Finally Resonating?
RBC Capital analyst Steven Shemesh raised the firm’s price target on Target (NYSE:TGT | TGT Price Prediction) stock to $132 from $130, maintaining an Outperform rating ahead of next week’s Q1 FY2026…
Vanguard’s VCR ETF Carries 40% Amazon and Tesla Exposure Dressed as Consumer Discretionary
Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) is down nearly 9% year-to-date, but the story behind that number matters more than the number itself. This fund carries the “consumer discretionary” label, yet nearly 40%…
TJX Missed The Memo and Just Hit $60 Billion in Revenue While the Rest of Retail Struggles
A beloved retailer across its store portfolio, TJX Companies (NYSE:TJX | TJX Price Prediction) just crossed a milestone most retailers only dream about: annual revenue surpassing $60 billion for the first time. Shares…
Lowe’s Q4 Earnings Show Resilience Despite Housing Slump
Lowe’s (NYSE: LOW) | LOW Price Prediction closed out FY2025 on a high note, reporting earnings $1.98, which topped analyst expectations of $1.94, and quarterly revenue rising 10.9% year-over-year to $20.58 billion,…