Let's do some calls of the day. So Goldman has an interesting gaming call today. They say expect another tough quarter for Vegas.They still name Las Vegas Sands their top pick. They reiterate their buy. 80 bucks is the price target there.However, they do lower winds target to 140 from 148 and they reiterate the buy there as well. Jimmy, we go to you first because I've ended on win and that's your big winner. >> Yeah.Well, it >> has been one. >> It it has been. I mean, it's come off a little bit.Um, I'm thin ...

Walmart (WMT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a chan ...

Core Viewpoint - Amazon.com, Inc. (NASDAQ:AMZN) has seen flat share performance over the past year, with a year-to-date increase of 3.6%, while analysts express mixed sentiments regarding its growth potential in retail and advertising sectors [2]. Group 1: Stock Performance and Analyst Ratings - Amazon's shares are flat over the past year and have increased by 3.6% year-to-date [2]. - TD Cowen raised its share price target for Amazon to $315 from $300, maintaining a Buy rating, citing potential growth in advertisement spending [2]. - Bernstein has a $300 share price target and an Outperform rating, highlighting growth potential in Amazon's cloud business and retail margins [2]. Group 2: Competitive Landscape and Consumer Behavior - Jim Cramer emphasized the competitive pressure Amazon faces from Walmart, particularly in attracting price-conscious customers [2][3]. - Cramer noted that Amazon's offerings allow consumers to "trade down," which could be beneficial in the current economic climate [3]. Group 3: Advertising Business Insights - More than 60% of Amazon's customers plan to increase their advertisement spending, indicating a positive outlook for Amazon's advertising business [2].

Core Insights - Vanguard is a leading producer of exchange-traded funds (ETFs), offering over 80 options, including popular ones like the Vanguard S&P 500 and Vanguard Growth ETF, as well as lesser-known ETFs that can enhance investment portfolios [1]. Group 1: Vanguard Dividend Appreciation ETF - The Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) focuses on companies that have consistently increased their annual dividend payouts for at least 10 consecutive years, avoiding the top 25% highest-yielding companies to prevent yield traps [3]. - VIG has a dividend yield of 1.6%, which is lower than many other dividend ETFs, but it emphasizes long-term growth potential rather than immediate yield [4]. - Notable holdings in VIG include companies like Broadcom, Microsoft, Apple, Visa, and Walmart, which have shown consistent dividend increases over the years [4]. Group 2: Vanguard Total International Stock ETF - The Vanguard Total International Stock ETF (NASDAQ: VXUS) provides exposure to both developed and emerging markets, making it a strategic choice for diversifying portfolios and hedging against U.S. economic downturns [7]. - Developed markets include countries with established industries and mature financial systems, while emerging markets are characterized by rapid growth and industrialization but may lack some infrastructure [8].

Core Viewpoint - Walmart is positioned as a resilient retail giant with strong investor confidence, anticipating growth in earnings and revenue in the upcoming report [1][2][3]. Group 1: Stock Performance - Walmart's stock price has recently declined by 1.25%, yet it has appreciated by 6.94% over the past month, outperforming the Retail-Wholesale sector's gain of 4.28% and the S&P 500's gain of 0.71% [2][5]. - The stock has traded between $117.14 and $118.61 today, with a slight decrease of 0.04% to $117.78 [4]. Group 2: Earnings Expectations - Walmart is expected to announce an EPS of $0.73, reflecting a 10.61% increase from the same quarter last year [3][5]. - Projected revenue for the upcoming earnings report is $190.04 billion, indicating a 5.25% rise from the previous year's quarter [3][5]. Group 3: Market Position - Walmart has a market capitalization of approximately $939 billion, maintaining its status as a dominant player in the retail industry [4]. - Tigress Financial has set a price target of $135 for Walmart, suggesting a potential increase of 14.59% from its current price of $117.82 [1][5].

Plug Power stock price jumped by 16% on Thursday, its best day in months, after the company tweaked a key deal with Walmart. It soared to a high of $2.60, its highest level since November last year. ...

Core Insights - Walmart is launching clinical research sites in select stores and former health clinic locations to enhance access to clinical trials, particularly in rural areas [2][3][4] - The initiative is a partnership with Care Access, aiming to reduce barriers to participation in clinical research [4][5] - The move aligns with a national effort to improve diversity in clinical trials and patient health outcomes by enrolling underrepresented populations [6][9] Company Strategy - Walmart plans to open new research sites in three former Walmart Health locations and one rural store, although specific locations are yet to be finalized [4] - The company aims to transform familiar spaces into research engagement sites, making it easier for local communities to participate in studies [5] - Walmart's Chief Medical Officer emphasized the importance of local access to research opportunities, which can lead to new treatments and care [5] Industry Context - The expansion of clinical trials is being observed across various healthcare sectors, including retail pharmacies like Walgreens [7] - There is a growing demand for diverse populations in clinical research, as new drugs increasingly target specific demographics [8] - The FDA has recognized the underrepresentation of racial and ethnic minorities in biomedical research, prompting initiatives to improve diversity in clinical trials [9]

When Walmart last week announced that David Guggina, its U.S. e-commerce chief executive, would become CEO of its nearly $500 billion U.S. division, one thing stood out in his résumé: Unlike his predecessors, Guggina has no experience running stores and has never held a merchandising role, at Walmart or elsewhere. These are two classic job requirements in retail. Incoming Walmart CEO John Furner, for example, who has run U.S. operations since 2019, began his Walmart career as an hourly associate in 1993, an ...

When Walmart last week announced that David Guggina, its U.S. e-commerce chief executive, would become CEO of its nearly $500 billion U.S. division, one thing stood out in his résumé: Unlike his predecessors, Guggina has no experience running stores and has never held a merchandising role, at Walmart or elsewhere. These are two classic job requirements in retail. Incoming Walmart CEO John Furner, for example, who has run U.S. operations since 2019, began his Walmart career as an hourly associate in 1993, a ...

Core Viewpoint - The analysis suggests that it may be an appropriate time to divest from Walmart (WMT) stock, maintaining a pessimistic outlook with a target price of $83, as the stock appears to have outpaced its fundamentals despite Walmart's strong market position [2][3]. Evaluation Summary Market Capitalization and Business Model - Walmart has a market capitalization of $947 billion and operates globally through various retail formats, including supercenters, supermarkets, warehouse clubs, and discount stores [5]. Valuation - The valuation of WMT is considered very high compared to the broader market, indicating potential overvaluation [5]. Growth Performance - Walmart's revenue growth is moderate, with a 4.3% increase from $674 billion to $703 billion over the last 12 months, and an average growth rate of 5.4% over the past three years [6][8]. Profitability - The company's operating income for the last 12 months was $29 billion, resulting in an operating margin of 4.1%. The net income reported was approximately $23 billion, with a net margin of around 3.3% [7]. Financial Stability - Walmart's debt stood at $68 billion, with a debt-to-equity ratio of 7.2%. The cash (including cash equivalents) amounts to $11 billion out of total assets of $289 billion, leading to a cash-to-assets ratio of 3.7% [8]. Resilience During Economic Downturns - Walmart has demonstrated significant resilience compared to the S&P 500 during various economic downturns, with a smaller decline in stock price and a quicker recovery [9][10].