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Walmart - $WMT

AI monetization could add $75 a share to Apple's stock, says Yorkville Ives partner
8 calls: why Apple and Meta "need each other" on AI, why the Fast Money traders split on a "historic" bond reversal, and why Deutsche Bank now rates…
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Robinhood CIO: she's not sure earnings can keep growing at double digits for 3 more years
15 calls: Why she still prefers stocks to bonds as yields climb, the energy, health care and cybersecurity names Robinhood owns, and the two risks she…
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OuterSignal co-founder: one beauty brand found 10% of its buyers were medical workers
7 takeaways: a $22M Series A, why a decade of "personalization" failed, how a creatine brand landed a Walmart placement, and why he calls the idea young…
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Vanguard's global head of rates: at least two more Fed hikes are coming, possibly three
7 takeaways: why he says forward guidance is gone under Chair Warsh, the trade he likes against French and Italian debt, and why TIPS don't…
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Amazon blocks Muse, Meta up 27%, ByteDance stops open-sourcing — TBPN
10 takeaways: why China's best video model is the one it will not release, the $76B ad business behind Amazon's block, and the agent that misspelled a…
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General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex
13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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London Business School professor: the 100 Best Companies list still beats peers
13 insights: The 582% move from putting AI in a sneaker brand's name, why published strategies keep two-thirds of their alpha, and the three edges he…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Jim Cramer: the 30-year Treasury, not fundamentals, sets a stock's price
6 calls: Why Lululemon may be running a kitchen-sink quarter, why Seneca Foods beats an AI data-center stock this year, and the TJX answer that got him…
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