Market Overview - The U.S. stock market experienced fluctuations with the Dow Jones increasing by 0.34% and the Nasdaq decreasing by 0.45% last week [1] - European indices saw gains, with the UK FTSE 100 up by 0.16%, Germany's DAX 30 up by 1.30%, and France's CAC 40 up by 2.77% [1] Economic Data and Federal Reserve - The end of the U.S. government shutdown is expected to lead to the resumption of economic data releases, with the September employment report anticipated to be the first data published [2] - Investors are cautious regarding the reliability of key economic data, particularly employment figures, which may affect perceptions of the Federal Reserve's interest rate decisions [2][5] - The market is currently pricing in equal probabilities for a rate cut and maintaining the current rate in December [2] Earnings Reports - The earnings season is nearing its end, with significant attention on Nvidia and major retailers like Walmart and Target, which will provide insights into U.S. consumer demand [3] - Several Chinese companies, including Baidu, NetEase, and Pinduoduo, are set to release their Q3 operational results [3] Commodity Prices - International oil prices rose, with WTI crude oil increasing by 0.57% to $60.09 per barrel and Brent crude oil rising by 1.19% to $64.39 per barrel, driven by supply disruptions from Russia [4] - The International Energy Agency noted a significant increase in the amount of sanctioned crude oil being stored or transported, contributing to rising oil prices [4] - Gold prices saw a rise of 2.21%, closing at $4087.60 per ounce, as the market weighs the potential for further easing by the Federal Reserve [4] European Economic Outlook - The upcoming week will see a focus on the Eurozone's PMI data, with the EU's autumn economic outlook report scheduled for release [6] - Key economic indicators from Germany and France, including the Producer Price Index and consumer confidence, will also be published [6] New Stock Issuances - Two new stocks are set to be issued this week, with details on their pricing and subscription limits provided [22][23]

Group 1 - The People's Bank of China announced the November Loan Prime Rates (LPR) for one-year and five-year terms [2][3] - A total of 39 stocks will be unlocked this week, with a combined market value of approximately 951.97 billion yuan [2][3] - The highest market value of unlocked shares is from Ruijie Networks, amounting to 480.34 billion yuan, followed by Innovation New Materials at 105.42 billion yuan [4][5] Group 2 - The State Council held a meeting to enhance the adaptability of supply and demand for consumer goods, aiming to stimulate consumption and promote economic circulation [7] - The Ministry of Finance emphasized the importance of counter-cyclical and cross-cyclical adjustments to maintain economic support through various fiscal tools [8] - The China Securities Regulatory Commission is focusing on enhancing market resilience and attractiveness, aiming for higher quality and value in listed companies [9] Group 3 - The State Administration for Market Regulation released a draft for public consultation on antitrust compliance guidelines for internet platforms [10] - The Ministry of Commerce announced stricter management of second-hand car exports to prevent new cars from being exported under the guise of second-hand vehicles [11] - Yushun Technology has completed its IPO counseling, preparing for its public offering in China [12]

Coming up: Earnings from Nvidia, Walmart, Target, Home Depot and other top retailers; housing market data; November consumer sentiment. https://t.co/Ge2pgtF7jb ...

Core Insights - Walmart's digital transformation is proving effective, with e-commerce being a significant contributor to its fiscal second quarter results [1] - The company is set to report third-quarter earnings on October 20, with investor focus on sustaining momentum amid cost pressures and cautious consumer behavior [1] Q2 Performance: E-Commerce Takes Center Stage - Walmart's global revenue for Q2 reached $177.4 billion, a 5.6% increase from $169.3 billion the previous year [2] - The e-commerce segment saw a remarkable 25% year-over-year growth, significantly outpacing the overall sales growth rate of 4.8% [3] E-Commerce Growth Dynamics - E-commerce growth was broad-based, with U.S. operations (Walmart and Sam's Club) achieving 26% year-over-year growth, while international e-commerce grew by 22% [4] - In China, over half of total sales now come from online channels, highlighting the strength of e-commerce in that market [4] Market Share and Customer Base Expansion - CEO Doug McMillon noted that increased transaction volumes and units sold indicate Walmart's success in capturing market share across various income levels, particularly among upper-income households [5] Profitability Inflection Point - Walmart achieved its first profitable quarter for e-commerce operations globally in May 2025, with continued profitability growth in Q2 [6] - Key factors driving profitability include a nearly 50% increase in delivery from stores and a 46% year-over-year growth in the advertising business, which provides a high-margin revenue stream [6]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided may not be real-time or accurate, and prices may be sourced from market makers rather than exchanges [1] - The article warns that trading decisions should be made at the individual's full responsibility, and reliance on the information provided is discouraged [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages individuals to perform their own research before making investment decisions and to avoid investing in instruments that are not fully understood [1]

Group 1 - The Federal Reserve will release the minutes from its October meeting on Wednesday [1] - The likelihood of a quarter-point rate cut in December has decreased [1] - Companies highlighted in the news include Klarna, Medtronic, and TJX [1]

The final full week of trading for the month of November will bring investors two crucial earnings reports and the restoration of the September jobs report, which will set the tone for the year's final weeks of trading. Results from Nvidia (NVDA) after the close on Wednesday and Walmart (WMT) on Thursday morning will provide an update on the AI trade and the US consumer, which have offered investors reasons for enthusiasm and caution in the last few weeks. This past week, US stocks battled their way back ...

Core Viewpoint - Walmart has announced the appointment of John Furner as the new President and CEO, effective February 1, 2026, succeeding Doug McMillon, who has been with the company since starting as an hourly worker [1][3]. Group 1: Leadership Transition - John Furner has over 30 years of experience at Walmart, starting as an hourly worker in Arkansas and holding various leadership roles in sales, operations, and procurement [3]. - Doug McMillon has been CEO since 2014, with Walmart's total revenue increasing from $482.7 billion in fiscal year 2015 to $680.985 billion in fiscal year 2025, reflecting growth rates of 6.7%, 2.4%, 6.7%, 6.0%, and 5.1% over the last five fiscal years [3]. Group 2: Business Performance - Walmart's net total revenue for the first half of fiscal year 2026 increased by 3.7% year-on-year to $343.011 billion, with net profit rising by 19.9% to $11.513 billion [4]. - Walmart China reported a significant net sales increase of 30.1% year-on-year to $5.8 billion in the second quarter of fiscal year 2026 [4]. Group 3: Management Changes - Prior to the CEO appointment, Liu Peng was announced as the President of Sam's Club in China, having previously held several senior positions at Alibaba Group [4].

Group 1 - Nvidia is set to report its quarterly earnings this week, with strong investor interest due to the volatility in the artificial intelligence sector and concerns over corporate valuations [4][5] - Nvidia's previous earnings report narrowly exceeded expectations, indicating strong demand for AI technology [4] - Walmart will also report earnings this week, with its share price reaching an all-time high in October, and a leadership change announced as John Furner will take over as CEO on February 1 [4][5] Group 2 - Other major retailers reporting this week include Target and Home Depot, with Home Depot raising its outlook due to increased demand for home improvement projects [5][6] - The housing market data, including existing-home sales and housing starts, is expected to be released, although delays may occur due to the recent government shutdown [8] - The Federal Open Markets Committee's October meeting minutes will provide insights into interest rate deliberations, while consumer sentiment data is also being monitored [8]

We recently published 9 Stocks Jim Cramer Talked About in a Show Where He Advised OpenAI to Slow Down. Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer discussed on the show. Cramer discussed retail giant Walmart Inc. (NYSE:WMT)'s shares after the conversation shifted to consumer spending and the government shutdown. Along with Costco, the firm's stock is one of his top picks in the sector. In his previous comments about Walmart Inc. (NYSE:WMT), Cramer has suggested that the firm can become one of ...