Core Viewpoint - AlphaGen Intelligence Corp. plans to conduct a non-brokered private placement offering of up to 7,137,000 common shares at a price of $0.12 per share, aiming for gross proceeds of up to $856,440 [1][2]. Group 1: Offering Details - The offering will be used for general working capital purposes [2]. - All securities issued will be subject to a statutory hold period of four months and one day [2]. - The closing of the offering is contingent upon receiving necessary regulatory approvals, with an anticipated closing date around August 11, 2025 [2][6]. Group 2: Company Overview - AlphaGen Intelligence Corp. is publicly traded and holds a portfolio in gaming, entertainment, eCommerce, and retail [4]. - The company operates units such as Shape Immersive, a metaverse studio, and MANA, a SaaS solution for community engagement [4]. - Notable clients and partners include RTFKT, Olympics, Red Bull, Intel, and TED [4].

Group 1: Target Corp (TGT) - Barclays downgraded Target Corp stock to "underweight" from "equal weight," indicating potential ongoing sales weakness unless a strategy revision occurs [1] - TGT shares are down 0.8% to $102.67, with a 24% year-to-date deficit and on track for its fourth loss in five sessions [2] - The stock has struggled to surpass $110 since March but has remained above $100 this month [2] Group 2: Costco Wholesale Corp (COST) - COST is down 0.1% to $949.69, with a support level forming around the $950 region [3] - The stock is experiencing its fourth loss in five sessions and has recorded a second consecutive weekly loss [3] - Year-over-year, COST shares are up 13.3% [3] Group 3: TJX Companies Inc (TJX) - TJX is outperforming its peers, up 2.3% to $125.01, marking its best single-day percentage gain since May [4] - The stock is bouncing off the $120 region, which has provided support during its June pullback [4] - Over the last 12 months, TJX shares have increased by more than 12% [4]

Economic Outlook - U.S. consumer sentiment reached a five-month high in July, with the Consumer Sentiment Index increasing to 61.8 from 60.7 in June, indicating growing optimism about the economy [3] - Rising consumer sentiment is expected to positively influence household spending, particularly benefiting the consumer discretionary sector [1][3] Inflation Expectations - A significant factor contributing to improved consumer sentiment is the decline in inflation expectations, with consumers now anticipating a 4.4% price increase over the next year, down from 5% in June, marking the lowest short-term inflation outlook since February [4] - Long-term inflation expectations also decreased to 3.6%, the lowest in five months [4] Consumer Caution - Despite the positive sentiment, consumers remain cautious regarding business conditions, labor markets, and personal income prospects compared to the previous year [5] - The recent increase in sentiment suggests that consumers believe the risk of worst-case scenarios has diminished [5] Investment Opportunities in ETFs - Investors can capitalize on the positive consumer sentiment trend through consumer discretionary ETFs, including: - **Consumer Discretionary Select Sector SPDR Fund (XLY)**: Holds 51 securities with significant allocations in hotels, restaurants, leisure, and retail, boasting an AUM of $22.3 billion and an expense ratio of 0.08% [2][5] - **Vanguard Consumer Discretionary ETF (VCR)**: Comprises 296 stocks, primarily in broadline retail and automobiles, with an asset base of $6 billion and low fees of 9 bps [2][6] - **Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ)**: Focuses on 37 stocks showing momentum, with an asset base of $30.6 million and annual fees of 60 bps [2][7] - **VanEck Vectors Retail ETF (RTH)**: Tracks the performance of 26 large retail firms, with an asset base of $244.1 million and annual fees of 35 bps [2][8]

The Ohio mogul, who built up retail giants like Abercrombie & Fitch and The Limited, has become one of the biggest (and most unlikely) winners of the AI gold rush.Read more: https://t.co/2TxEs3e2ZU https://t.co/pWEViWPE6R ...

Core Viewpoint - Wall Street analysts predict Tractor Supply (TSCO) will report quarterly earnings of $0.80 per share, reflecting a year-over-year increase of 1.3%, with revenues expected to reach $4.4 billion, a 3.6% increase compared to the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that analysts have collectively reevaluated their initial estimates during this period [2]. - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Key Metrics Projections - Analysts project the 'Number of stores - Petsense' to reach 209, up from 205 in the same quarter last year [5]. - The total 'Number of stores' is expected to be 2,543, compared to 2,459 a year ago [5]. - The 'Number of stores - Tractor Supply' is forecasted to reach 2,334, an increase from 2,254 in the same quarter of the previous year [6]. - 'Total Selling Square Footage' is anticipated to reach 40 million square feet, up from 38 million square feet in the same quarter last year [6]. - Analysts estimate that 'New stores opened - Tractor Supply' will be 22, compared to 21 in the same quarter last year [7]. - For 'New stores opened - Petsense', the estimate remains at 3, consistent with the year-ago value [7]. Stock Performance - Shares of Tractor Supply have shown a return of +7.7% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [7].

Group 1: Trade Cycles Overview - Trade Cycles is a new trading strategy developed by TradeSmith, which identifies seasonal market trends with high accuracy [1][2] - The tool has become essential for quantitative analysis, helping to pinpoint optimal buying times based on historical data [2][3] Group 2: Seasonal Recommendations - The back-to-school season is projected to significantly boost sales for retailers, with companies like Carter's Inc. (CRI) potentially seeing a 30% increase, while Target Corp. (TGT) may experience a 5% revenue boost [6] - Despite the seasonal potential, Carter's and Target face challenges due to tariff threats, leading to negative sentiment and forecasts of profit declines [7] - Hanesbrands Inc. (HBI) is recommended as a more attractive investment opportunity, historically rising 5% on average during summer months, with a notable 60% surge between July and November in 2024 [8][9] Group 3: Enphase Energy Insights - Enphase Energy Inc. (ENPH) has shown a significant seasonal pattern, with stock surging 42% during summer months in the past, but facing a decline during President Biden's term [15][16] - Current market conditions suggest a favorable environment for Enphase, with shares trading at 16X forward earnings, significantly lower than the Biden-era average of 45X [17] - The company is well-positioned to benefit from increasing solar demand, with 69% of new electric generating capacity expected to be solar by 2025 [18][19] Group 4: Vail Resorts Analysis - Vail Resorts Inc. (MTN) typically sees stock price increases of 7.4% during the winter months, but the best buying opportunity is in September when season passes are sold at peak prices, leading to an average increase of 10.5% from September to November [22][23]

Al Futtaim Retail has agreed to buy a major stake in Saudi Arabian firm Cenomi Retail for 2.5 billion riyals ($666 million). https://t.co/6VlWayOHzg ...

The Ohio mogul, who built up retail giants like Abercrombie & Fitch and The Limited, has become one of the biggest (and most unlikely) winners of the AI gold rush. (Photo: Associated Press) https://t.co/1mcWD5iPlk https://t.co/MI1qvs7WQq ...

The past few years, retailers started locking more and more essentials on their shelves as an anti-theft measure. But there has been little evidence that it’s worked.@amandamull joins @sarahsholder on the Big Take podcast to discuss the causes and consequences of the retail lock-up era – and how it’s changed the way we shop https://t.co/vVriPOzkno ...

Core Viewpoint - Investors are presented with attractive income stock opportunities in 2025, particularly in light of high inflation and interest rates affecting financial results and share prices of leading consumer brands, resulting in increased dividend yields for several top companies [1]. Group 1: Target (TGT) - Target is considered a strong buy despite declining sales, attributed to its low price and high dividend yield, making it an opportune time for investment [4][9]. - The company has faced significant challenges, with its stock down 62% from its highs, and sales decreased by 2.8% year-over-year in the first quarter of fiscal 2025, with comparable sales down 3.8% [5]. - Target is making progress in cost management, with operating income up 19% year-over-year, and digital sales showing a 4.7% increase, alongside a 35% rise in same-day delivery sales [6]. - The management has initiated an enterprise acceleration office to enhance technology and data utilization, aiming to improve operational agility, similar to strategies employed prior to the pandemic [7]. - Target has a strong dividend history, being a Dividend King with 54 consecutive years of dividend increases, currently yielding 4.4% [8]. Group 2: Starbucks (SBUX) - Starbucks is noted for its attractive dividend yield of 2.6%, despite underperforming the market and maintaining a share price similar to 2019 [11]. - The company has experienced a decline in sales, but comparable-store sales are stabilizing, with only a 1% decrease year-over-year in the second quarter of fiscal 2024 [12]. - New CEO Brian Niccol is focusing on customer-centric strategies to revitalize the brand and enhance customer engagement in stores [13]. - Starbucks has a strong global presence, which supports consistent financial results and dividend payments, with dividends increasing from $1.44 in fiscal 2019 to a projected $2.44 in fiscal 2025 [14][15]. Group 3: Philip Morris International (PM) - Philip Morris International is positioned for long-term growth, particularly with its focus on next-generation smoke-free products, which now account for over 40% of its revenue [18][20]. - The company reported a 10.2% increase in organic revenue to $9.3 billion in the first quarter, with smoke-free product revenue growing by 20.4% [21]. - Adjusted earnings per share rose 17% to $1.76, and the company offers a dividend yield of 3%, with a strong history of dividend increases [22].