The Full Ledger

Latest

Every story as it publishes, newest first.

Page 313

Costco Is Quietly Building Its Next Big Growth Engine

Costco's membership flywheel and Kirkland brand get all the attention, but a quieter stack of retail media, AI search, and pharmacy is scaling fast enough to change how investors should value the stock.

Vandita Jadeja · 1 month ago

Time to Accumulate Applied Materials Before Foundry Ramps Hit?

Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on where exactly…

Joey Frenette · 1 month ago