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This Retailer Might Rise as a Top Stealth AI Play
24/7 Wall St.87d agoneutral
This Retailer Might Rise as a Top Stealth AI Play

As investors pile in (and now, rush out) of the red-hot semiconductor trade as the go-to way to play the AI revolution and the big AI compute inflection point that many might still underestimate if agentic AI really does live up to the hype by offering meaningful returns on all that AI-related CapEx, perhaps it’s ... This Retailer Might Rise as a Top Stealth AI Play

These Stocks Are Today’s Movers: Home Depot, ServiceNow, Alphabet, Agilysys, Sandisk, and More
Barrons.com87d agoneutral
These Stocks Are Today’s Movers: Home Depot, ServiceNow, Alphabet, Agilysys, Sandisk, and More

Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.

RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident
24/7 Wall St.87d agoneutral
RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story. RTH is up 5.79% in 2026 while XRT is down 6.25%. Same sector label, two very different bets, and the difference comes down to one decision: who ... RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

3 Dow Jones Stocks We Find Risky
StockStory87d agoneutral
3 Dow Jones Stocks We Find Risky

The Dow Jones (^DJI) is made up of 30 of the most established and influential companies in the market. But even blue-chip stocks can struggle - some are dealing with slowing growth, outdated business models, or increasing competition.

Earnings-Fueled Stock Rally Faces Key Test
The Wall Street Journal87d agobullish
Earnings-Fueled Stock Rally Faces Key Test

Reports from Nvidia and major retailers are awaited by investors. The S&P 500 lost less than 0.1%, while the Dow industrials rose 0.3% on Monday.

Consumer spending pullbacks haven't 'materially impacted' retailers yet
Yahoo Finance Video87d agoneutralVIDEO
Consumer spending pullbacks haven't 'materially impacted' retailers yet

Top retailers — like Target (TGT), Urban Outfitters (URBN), TJX Companies (TJX), Ross Stores (ROST), and Walmart (WMT) — will be reporting their quarterly earnings results throughout this week. Jefferies senior VP of equity research Corey Tarlowe comes on Market Catalysts to comment on the economic pressures that have been influencing where consumers are choosing to spend.

What the K-shaped economy could mean for Walmart earnings
Yahoo Finance Video87d agoneutralVIDEO
What the K-shaped economy could mean for Walmart earnings

Walmart (WMT), Target (TGT), TJX (TJX), Home Depot (HD), and Lowe's (LOW) are all reporting quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma and Robinhood chief investment officer Stephanie Guild outline what investors should expect from earnings and from the future of the K-shaped economy.

Markets A.M. | Another Test for Retailers
The Wall Street Journal87d agoneutral
Markets A.M. | Another Test for Retailers

Retailers like Walmart and Target are starting to report fiscal first-quarter results, which included two full months of the Iran conflict. In today's Markets A.M. newsletter, I weigh the potential hit from higher gas prices against the boost from higher tax refunds.

Forget Walmart. The Grocer Beating It on Trust and Margin Trades at a Third of the Multiple
24/7 Wall St.88d agobullish
Forget Walmart. The Grocer Beating It on Trust and Margin Trades at a Third of the Multiple

Walmart (NYSE:WMT) is the grocery story everyone wants to own right now, with a $1.047 trillion market cap and a stock that has climbed 34.53% over the past year. But here’s what you should actually be watching. The Walmart Trade Has Gotten Ahead of the Story The pitch you keep hearing is that Walmart is ... Forget Walmart. The Grocer Beating It on Trust and Margin Trades at a Third of the Multiple

Stocks Open Little Changed Ahead of Nvidia, Walmart Earnings
Barrons.com88d agoneutral
Stocks Open Little Changed Ahead of Nvidia, Walmart Earnings

Stocks open the day with modest gains as investors look ahead to earnings from Nvidia and Walmart to gauge the health of the AI trade and the economy amid ongoing Middle East tensions. The S&P 500 and the tech-heavy Nasdaq rose 0.1%, while the Dow was flat. With only a few economic data releases in the week ahead, investors are paying attention to other pieces of news, like signs of progress in the Middle East.

Meredith Whitney Warns: The One Money Move Middle-Income Americans Are Making to Survive Each Month
24/7 Wall St.88d agoneutral
Meredith Whitney Warns: The One Money Move Middle-Income Americans Are Making to Survive Each Month

Meredith Whitney, CEO of Meredith Whitney Advisory Group, returned to CNBC May 14, 2026 with a warning that cuts against the “resilient consumer” refrain from bank earnings calls. Her argument: middle-income America has shifted from living paycheck to paycheck into something more fragile, and the traditional banking system can no longer see it. The Shadow ... Meredith Whitney Warns: The One Money Move Middle-Income Americans Are Making to Survive Each Month