Sourcing Journal53d agoneutral
Retailers Overstocked to Avoid Tariffs. Then Inflation Hit.B-Stock sees excess inventory piling up in warehouses.
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Reuters53d agoneutral
Morning Bid: SpaceXhaustJune 23 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets Big Tech started the week in reverse, with megacaps Alphabet and Amazon each falling around 5% on Monday, dragged down by a mix of concerns: interest rate expectations, lofty AI spending and rising debt.
Bloomberg54d agoneutral
SpaceX Rout Set to Push Market Value Below $2 Trillion(Bloomberg) -- SpaceX shares extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred, Taps Founder to Head Wh
TheStreet54d agoneutral
Sprouts takes on rival Whole Foods with this key moveWith more Americans seeking out organic food and fresh produce, natural grocery chains like Sprouts Farmers Market stand to benefit. But there’s a lot of competition in the fresh produce lane. It's not just grocery chains such as Trader Joe’s and Whole Foods battling for market share; Sprouts also ...
TheStreet54d agoneutral
102-year-old supermarket chain quietly shut downGrocery stores used to serve as neighborhood hubs, because before delivery, the internet, and retailers like Target and Walmart moving into the space, brick-and-mortar retailers were the only option. When I was a kid back in the 1980s, my town had a Star Market. That was the only supermarket that ...
Proactive54d agoneutral
Cerebras gets set for inaugural earnings with upside potential, Wedbush saysCerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and...
Yahoo Finance54d agoneutral
SpaceX's retail boom runs into its first price wallSpaceX instantly became a retail capital magnet. Now the stock is giving early buyers their first gut check.
Reuters Videos54d agoneutralVIDEO
Amazon Prime Day to gauge US consumer strain as focus shifts to basics<body><p>STORY: This week's Amazon Prime Day - which is actually a four-day shopping blitz - will be a litmus test for the spending power of American consumers, who have been squeezed by elevated inflation driven by high gas prices.</p><p>:: Amazon.com</p><p>With that in mind, what shoppers buy will be just as important as how much they spend.</p><p>This year, Amazon is featuring deals on groceries, household goods, travel and school items over carefree splurges on bigger-ticket items.</p><p>Or, as the CEO of small business lender Cardiff put it, quote, "People just don't have the cash right now. Prime Day isn't going to be about buying big TVs or fun stuff this year. It's for buying toilet paper and garbage bags on sale. Families are literally waiting for these discounts just to buy regular everyday things because their bank accounts are empty."</p><p>:: Amazon.com</p><p>The event, which kicks off Tuesday, was shifted to June from July for the first time in five years, in part to avoid competing with World Cup matches and the country's 250th birthday.</p><p>While rivals Walmart and Target have shadowed Prime Day for years, the overlap has turned it into a synchronized industry event, intensifying price competition.</p><p>Walmart's seven-day sale started Monday, while Target Circle Deal Days align exactly with Prime Day.</p><p>:: Amazon.com</p><p>But Amazon is expected to capture more than 60% of all U.S. online retail spending during the four-day Prime Day period, according to market research firm eMarketer.</p></body>
GuruFocus.com54d agoneutral
Cerebras Stock Gets Major Vote of Confidence as Key Earnings Test NearsThis AI Infrastructure Stock Could Be Poised for Another Breakout
Yahoo Finance54d agoneutral
SpaceX stock down again, shaving off some IPO gains; confirms debt offeringSpaceX stock fell again on Monday, now poised for three straight down days after a massive run up following its IPO earlier this month. SpaceX also confirmed its first ever bond issuance in filing.
Reuters54d agoneutral
Amazon Prime Day to gauge US consumer strain as focus shifts to basicsAmazon Prime Day starting on Tuesday will be a litmus test of U.S. shoppers' spending power, with the earlier-than-usual sales event increasingly centered on perishable groceries, household basics and back-to-school needs rather than carefree splurges. The four-day blitz running June 23 to 26, comes after Amazon shifted it from July, citing a calendar crowded by the FIFA World Cup and the 250th anniversary of U.S. independence. What shoppers add to their carts is as important as how much they spend, helping gauge whether recent U.S. consumer resilience is holding or beginning to crack.
Motley Fool55d agoneutral
Should Amazon Investors Be Concerned That New Fed Chair Kevin Warsh Isn't Cutting Interest Rates?Elevated inflation is forcing the central bank's hand.
Motley Fool55d agoneutral
3 Stocks That Look Like Far Better Long-Term Investments Than the SpaceX IPOCloud computing has major upside, with huge growth coming over the next few years.
TheStreet56d agoneutral
Amazon quietly building a moat to outlast the AI boomThe AI surge has already transformed the way investors see Amazon. The company was no longer an e-commerce powerhouse with a cloud business attached. For many investors, Amazon's (AMZN) earnings engine is Amazon Web Services, and that business still has some upside. But the next AWS story may not ...
TheStreet56d agoneutral
Target makes its smartest $1 billion investment yetTarget has faced no shortage of challenges over the past few years. Like many retailers, the company has had to navigate shifting consumer spending habits, inflationary pressures, and a retail environment where shoppers have become more selective about where they spend their money. Plus, as Target ...
Investing.com56d agoneutral
Is any other "affordability" policy coming before the midterms?Investing.com -- Investors are closely watching Federal Reserve Chair Kevin Warsh’s first FOMC meeting and the outlook for crypto legislation in Congress, according to Wolfe Research.
TheStreet57d agoneutral
Bank of America spots Prime Day signal for Amazon investorsOn June 18, just days before Amazon’s (AMZN) Prime Day kickoff, Bank of America pointed investors to a part of the event that could matter a lot more than the discounts. Prime Day is typically treated as a read on consumer demand, delivery speed, and Amazon’s ability to pull shoppers away from ...
TheStreet57d agoneutral
SpaceX stock joins AI bond frenzyWall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...
TheStreet57d agoneutral
Allbirds exposes a new test for the AI tradeAllbirds is not big enough to define the artificial intelligence market. That’s exactly why investors need to pay attention. The sneaker maker’s transition into Smartbird (BIRD) is more than just another strange corporate rebranding. It could be a good sign for where the AI trade has gone following ...
Reuters Videos57d agoneutralVIDEO
The Week in Numbers: SpaceX's colossal climb, Pizza Hut's price tag<body><p>STORY: From SpaceX's colossal climb up the market...to Pizza Hut's price tag</p><p>This is the week in numbers.</p><p>:: The Week In Numbers</p><p>:: $2.52 trln</p><p>$2.52 trillion was the market cap given to SpaceX as shares of the rocket maker soared this week.</p><p>Elon Musk's company's value catapulted past Amazon's and briefly above Microsoft's.</p><p>Towards the end of the week though, shares dropped more than 6%...</p><p>as the post-IPO frenzy that briefly placed Elon Musk's rockets-to-AI firm...</p><p>among the world's top five most valuable companies, appeared to fizzle out.</p><p>:: 30%</p><p>30% is how much Allbirds shares soared by after the former footwear company changed its name to Smartbird.</p><p>The move cemented its months-long transformation from shoemaker to AI infrastructure firm, shifting its focus to offer cloud computing capacity.</p><p>The company also appointed former Amazon executive Nadia Carlsten as its new CEO. </p><p>:: 7%</p><p>More than 7% is the hit BMW's shares took after the German automaker issued a profit warning.</p><p>The premium carmaker blamed ongoing weakness in the world's largest auto market China, and the impact of the Iran war on prices and customer sentiment.</p><p>Analysts said the outlook cut was significantly larger than expected.</p><p>BMW shares dipped to their lowest level since 2020.</p><p>:: $22 bln </p><p>$22 billion is the amount media giant Fox is spending on buying streaming platform Roku.</p><p>The deal gives the parent company of Fox News access to Roku's more than 100 million households.</p><p>Potentially helping the legacy cable and broadcast company better compete for eyeballs, target its ads and reduce reliance on traditional distribution. </p><p>:: $2.7 bln</p><p>$2.7 billion is the price tag Yum brands set for Pizza Hut as the fast-food business struggles with stiff competition and cautious consumer spending.</p><p>Rising inflation and higher commodity costs have weighed on U.S. pizza chains facing weak demand.</p><p>Growing use of weight-loss drugs is nudging consumers toward healthier options.</p></body>
Reuters57d agoneutral
AI-generated ads should be exempt from EU transparency rules, retail association saysBy Helen Reid LONDON, June 19 (Reuters) - Eurocommerce, the European retail association whose members include Amazon, H&M, Inditex, and Ikea, is asking EU tech chief Henna Virkkunen to exempt AI-
Reuters58d agoneutral
Amazon points to water conservation steps in India amid data centre scrutinyAmazon said on Friday its Indian operations had reached a major milestone in water conservation, at a time when global tech giants face increasing pressure over their expansion of resource-hungry AI data centres. The U.S.-based company announced it had turned "water positive" in India this year - meaning it returns more water to communities than it uses across its operations, which include data centres, corporate offices and warehouses. Amazon, Microsoft and Alphabet's Google are among companies that are facing shareholder and activist pushback over the environmental impact of data centre projects, Reuters reported earlier this year.
GuruFocus.com58d agoneutral
FERC Set To Issue Long-Awaited AI Data Center Grid GuidanceRegulators may outline who pays for grid upgrades needed to support surging AI power demand.
Quartz58d agoneutral
SpaceX stock sinks 7%. The IPO honeymoon is overThe post-IPO run-up had drawn scrutiny from analysts concerned about whether SpaceX's fundamentals could eventually support its valuation
TheStreet58d agoneutral
Jeff Bezos breaks ranks on what AI will do to your jobEvery wave of new technology arrives with a rich man telling everyone else to relax. The machine will lift you up, not push you out, he says. He is usually right about what the machine can do, and wrong about how it feels to be the person standing closest to it. The argument over artificial ...
The Wall Street Journal58d agoneutral
The Catch to the Turbocharged Earnings Powering Stocks$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.
Yahoo Finance58d agoneutral
SpaceX stock sinks after breaking three-day winning streakSpaceX was set to open lower on Thursday, extending losses from the prior session.