9:49am ET
Investing
Nike Will Never Recover
Nike's stock has collapsed, its China business is crumbling, and local rivals are tightening their grip on the world's biggest market. The real question is whether any turnaround plan can save a…
WMT Coverage Page 2
10:30am ET
Cryptocurrency
Walmart-Backed OnePay Now Sells Solana and Arbitrum. Does a Retail App Listing Influence Price?
Walmart's payments app OnePay quietly added Solana and Arbitrum to its crypto lineup, and months later both tokens surged dramatically. But figuring out whether the listing deserves any credit reveals something surprising…
Sam Daodu 9:05am ET
Investing
How Booking Holdings and Expedia Are Taking Opposite Bets on AI Shopping Agents
Meta's new shopping agent rattled online travel stocks almost equally, but Booking Holdings and Expedia chose opposite responses to the threat. One strategy leaves a company dangerously exposed if Meta decides to…
9:00am ET
Investing
Costco Has One of Retail’s Strongest Businesses. Here’s What That Could Mean for the Stock
Costco just posted its fifth consecutive earnings beat and carries a renewal rate that almost no retailer can match, yet the stock sits well off its highs. Our model reveals whether that…
11:10am ET
Investing
Amazon’s Former Highs Mean Nothing in This New Paradigm
Amazon's stock sits below its old peak, and most investors treat that gap as a warning. A closer look at what is actually driving the business suggests the market may be pricing…
8:35pm ET
Investing
In 1980, His Business Became The Fastest Company In History To Reach $1 Billion In Sales. Today, His Heirs Sit On Top a $453 Billion Combined Fortune. Here’s How Sam Walton Built the Biggest Retail Empire in America’s History
Sam Walton opened a single discount store in rural Arkansas in 1962 with no obvious path to greatness. What he built in the decades that followed rewrote every assumption about how fast…
9:30am ET
Investing
This Magnificent Seven Stock Could Reach a New All-Time High
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
12:32pm ET
Investing
In 1980, a Kansas Welding Supplier Bought 40 Shares of Berkshire Hathaway, a Stock He Read About in a Book. Four Decades Later, Stewart Horejsi Was Number 379 on Forbes’ Billionaires List
A Kansas welder read a book about investors, spent under $100,000 on a single stock, and kept buying for years while running his family business. What that quiet, unglamorous bet compounded into…
8:35am ET
Investing
Costco Has Moved Sideways and Down for 1 Year: One Of The Most Respected Wall Street Firms Says 45% Returns Lie Ahead
Costco just posted one of its strongest quarters in years while its stock quietly bled lower for twelve months, and now one of Wall Street's most respected firms sees a setup that…
12:40pm ET
Investing
Walmart and Kroger Compete for the Same Shopper. Their Dividends Are a Different Story
Kroger's yield triples Walmart's, but a fatter dividend check at the start can mask a fragile payout years down the road. One of these grocery giants is built to keep raising through…
12:39pm ET
Investing
Amazon Blocked Meta’s Shopping Bot, So Zuckerberg Cut A Deal With Amazon’s Biggest Rival
On September 21, an investor post that Chamath Palihapitiya amplified claimed Amazon had cut off Meta’s new Muse shopping agent from scraping its inventory, with Palihapitiya responding that he suspected everyone would…
11:43am ET
Investing
Costco’s DoorDash Launch Came Too Late to Touch the Quarter It Reports September 24
Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about…
10:14am ET
Investing
The Waltons Are Getting Richer
Among the 15 richest billionaires on the Bloomberg Billionaires list, almost everyone made their money as a tech company founder or CEO. The tech label does not apply to Warren Buffett. The…
9:10am ET
Investing
Asymmetry Keeps Me Hitting The Buy Button on Amazon
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
4:00pm ET
Investing
Jim Cramer Says a 25% Surtax Just Got Added to Everything You Buy. Congress Never Voted on It.
Jim Cramer put a precise number on what diesel is doing to every product you buy, and the math he laid out on CNBC has nothing to do with the inflation figure…