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Why our cyber stocks are dropping and our favorite memory play is rallyingCNBC 인베스팅 클럽은 사이버보안주 하락과 메모리 반도체주의 상승을 분석했다.- Alibaba shares fall 3% as AI spending drives 75% drop in net income알리바바 미국 상장 주식이 6월 분기 순이익 75% 급감에 장 전 등락을 보였다. AI 지출 확대가 수익성 악화 요인으로 지목되며, 투자자들은 장기적 AI 투자 성과와 클라우드 수익성 개선을 주시해야 한다.
- Walmart hikes full-year outlook, says it will use huge tariff refund to keep prices low월마트가 8월 20일 2분기 실적 발표를 앞두고 연간 전망치를 상향 조정했다. 대규모 관세 환급분을 가격 인상 억제에 활용하겠다고 밝혀 미국 소비 및 경기 양극화 동향의 지표로 주목된다.
- Why we're giving off-price retailer TJX a pass for softness in its biggest divisionStill, there was a lot to like about the quarter and what management had to say.
- Target Q2 2026 earnings beat: sales up 5.3%, guidance raised
- Scott Galloway Blasts SpaceX as “Crazy Overvalued.” Says the Stock Could Fall 90% From Here
- Dow Jones Futures Fall After Sandisk, Micron, Credo Lead AI Losses; Target Earnings Beat
- Dollar softens as bond market steadies ahead of Fed minutes
- Nu Holdings Added Millions of Customers Again Last Quarter. Is the Stock Priced for That Growth?
- He Worked at a Tribal Casino and Received a Share of Gaming Revenue. Social Security Saw One Check as Pay and the Other as Unearned.
- 3 Quantum Computing Stocks With the Most Upside in August
- 3 AI Networking Stocks Quietly Dominating Their Niche in August
- 3 Energy Dividend Stocks to Buy for Big Yields in August
- Lowe's cautious outlook sends stock lower as retailer flags 'pressure' in DIY spending
- Target Earnings Double, Guidance Raised Amid Tariff Refunds, But TGT Stock Falls
- Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
- Target hikes outlook as sales rebound and huge tariff refund boosts bottom lineTarget posted better-than-expected second-quarter sales and raised its full-year outlook.
- Lowe's gives muted outlook as it sees 'pressure' in home improvement spendingLowe's reported mixed results as the retailer said it continued to see pressure in home improvement spending.
- The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
- Morning Bid: Bonds out, robots in