Analysts on Wall Street project that Walmart (WMT) will announce quarterly earnings of $0.61 per share in its forthcoming report, representing an increase of 5.2% year over year. Revenues are projected to reach $177.14 billion, increasing 4.5% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Be ...

Core Insights - Walmart Inc. announced the retirement of CEO Doug McMillon effective January 31, 2026, with John Furner set to take over as president and CEO in February, marking a significant leadership transition for the company [1][7] Leadership Transition - Doug McMillon has been with Walmart since 1984 and has served as CEO since 2014, overseeing substantial revenue growth and the expansion of e-commerce operations [2] - Under McMillon's leadership, Walmart embraced automation, artificial intelligence, and digital transformation, while also focusing on employee welfare through wage increases and educational programs [2] - John Furner, a long-time Walmart insider with experience in operations and merchandising, has been appointed to succeed McMillon, with the board expressing confidence in his ability to continue the company's growth trajectory [3] Transition Planning - The transition to Furner was described as long planned, with McMillon remaining on the board until the next shareholder meeting and advising the company through fiscal 2027 to ensure a smooth transition [4] Market Reaction - Following the announcement, Walmart shares initially fell in premarket trading due to uncertainty surrounding the leadership change, but losses moderated as investors recognized Furner's promotion as a logical and steady succession plan [5] Performance Comparison - As of November 14, Walmart's shares have gained 13.4% year to date, compared to a 28.2% increase in its Zacks Peer Group, with competitors Kroger Co. and Tesco PLC showing gains of 9.1% and 24.7%, respectively [6]

Key Takeaways Walmart launches wider low-price offers and faster fulfillment to boost holiday demand.WMT emphasizes items under $20 and early online access for Walmart members to drive loyalty. Walmart spreads out web-only discounts and enhances rapid delivery to maintain shopper engagement. Walmart Inc. (WMT) , which named John Furner as the new president and CEO (from Feb. 1, 2026), is entering the holiday season with a more aggressive value strategy. The company is rolling out more deals and faster fulfi ...

Group 1 - Jim Cramer discussed Costco Wholesale Corporation (NASDAQ:COST) in relation to Walmart, highlighting their efforts to lower prices for consumers [2] - Cramer emphasized the importance of Costco and Walmart in maintaining price stability in the market, suggesting they should be celebrated for their contributions [2] - The article acknowledges the potential of COST as an investment but suggests that certain AI stocks may offer higher returns with limited downside risk [2] Group 2 - Cramer mentioned that Costco is a significant position in his charitable trust, indicating a personal investment interest [2] - The discussion reflects a broader commentary on the capitalist system and the role of major retailers in the economy [2] - The article also references a report on AI stocks that are considered extremely cheap and beneficial due to current economic policies [2]

Core Insights - The 2025 holiday season is expected to be challenging due to widespread layoffs, inflation, high debt levels, and stagnant wages [1] - Observing megatrends can provide valuable insights into investment opportunities as society and technologies evolve [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] Group 1: Economic Outlook - The economy is facing threats from various factors, leading to a gloomy outlook for the holiday season [1] - High debt levels and stagnant wages are contributing to economic challenges [1] Group 2: Investment Strategy - Focusing on macrotrends, futurism, and emerging technologies is crucial for identifying potential investment opportunities [1] - The evaluation of startups and emerging industries is part of the investment analysis process [1]

Core Insights - Silver North Resources Ltd. has reported significant results from the first three holes of its 2025 exploration program at the Haldane Silver Property, with notable intersections of high-grade silver and gold [1][2][4] Exploration Results - The first hole, HLD25-31, intersected a mineralized zone of 13.15 meters averaging 818 g/t silver, 1.39 g/t gold, 2.54% lead, and 0.98% zinc, including a sub-interval of 3.2 meters averaging 2014 g/t silver and 1.72 g/t gold [2][3] - HLD25-32 and HLD25-33 also reported significant mineralization, with HLD25-32 yielding 22.65 meters averaging 160 g/t silver and HLD25-33 intersecting 5.56 meters averaging 176 g/t silver [6][7] Geological Context - The Haldane Property is located in the Keno Hill Silver District, adjacent to Hecla Mining's Keno Hill Silver Mine, and features numerous occurrences of silver-lead-zinc-bearing quartz siderite veins [1][15] - The mineralization at the Main Fault continues to show impressive widths and grades, with indications of higher gold concentrations compared to other targets on the property [2][4] Future Plans - The company is awaiting analytical results from five additional holes drilled in the 2025 program, which tested the Main Fault on sections 50 and 100 meters southwest of previous holes [7][8]

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companie ...

Core Insights - Noble Mineral Exploration Inc. has acquired additional claims near a rare earth element (REE) enriched system on its Gull Lake property, expanding its holdings to approximately 3,000 hectares [1] - The Montviel deposit, located in Quebec, is a significant REE and niobium resource, with an estimated 266 million tonnes grading 1.45% total rare earth oxides (TREO), making it the largest bastnaesite REE resource in North America [2] - Noble plans to conduct geophysical and drilling programs to explore the potential for hosting REEs on its property [4] Company Overview - Noble Mineral Exploration Inc. is a junior exploration company based in Canada, holding interests in various mining properties, including securities in Canada Nickel Company Inc. and Homeland Nickel Inc. [5] - The company holds mineral and exploration rights across approximately 70,000 hectares in Northern Ontario and 24,000 hectares in Quebec, with plans for joint venture exploration programs [6] - Noble's diverse portfolio includes properties with drill-ready targets for gold, nickel-cobalt, and base metals, as well as REE and uranium properties in Quebec [7]

Core Insights - The 2025 holiday season is expected to be challenging due to widespread layoffs, inflation, high debt levels, and stagnant wages, which may negatively impact the economy [1] Group 1: Economic Outlook - The combination of economic factors such as layoffs and inflation is likely to weigh down consumer spending during the holiday season [1] - The current economic climate suggests a potential downturn, contrasting with previous market booms [1] Group 2: Investment Strategy - Emphasis on observing megatrends and technological advancements can provide insights into future investment opportunities [1] - Importance of focusing on fundamentals, quality of leadership, and product pipelines when evaluating investment prospects [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, indicating a shift towards evaluating emerging industries and technologies [1]

Group 1: Disney and YouTube - The dispute between Alphabet's YouTube TV and Disney has been resolved, allowing subscribers to regain access to Disney channels, including ABC and ESPN, after a content blackout lasting over two weeks [2] - Disney's stock declined by 1.6% at the close on Friday, while Alphabet's stock rose by more than 4% after hours [1] Group 2: Cisco Systems - Cisco reported a 9.7% gain in stock value following a strong Q1 2026 earnings report, with revenue reaching $14.9 billion, an 8% year-over-year increase [10][11] - The company noted a 13% year-over-year growth in product orders, including $1.3 billion in AI-related orders, and expects $3 billion in AI revenue for FY26 [11][13] Group 3: DoorDash - DoorDash's stock rose by 6% on Friday and recorded a 1.3% gain for the week, bringing its year-to-date gain to 23% [14] - The company announced a partnership with Old Navy for on-demand delivery, indicating a strategic expansion into the instant retail category [15] - Analysts have upgraded DoorDash's rating, with Wedbush setting a price target of $260, citing its competitive position in the US food and delivery market [18] Group 4: StubHub - StubHub's stock plummeted by 20% following the decision to withhold Q4 guidance, marking a 52-week low for the company [19] - Despite reporting solid earnings with $2.4 billion in Gross Merchandise Sales (GMV) and $468 million in revenue, the lack of guidance led to significant market reaction [20][21] - Analysts have cut price targets but maintained Buy or Outperform ratings, reflecting confidence in StubHub's long-term success [21][22] Group 5: Warner Bros Discovery Bidding War - Netflix, Comcast, and Paramount Skydance are preparing bids for Warner Bros Discovery, with stocks of Warner Bros. Discovery and Paramount Skydance rising by 4% and 2%, respectively [7]