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Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI trade. This Amazon Earnings Preview...

Nike China Strategy: Can Its Online Reset Restore Growth?

Consumer & Retail Ishan Majumdar -
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers on tighter control. The sportswear...
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Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Consumer & Retail Ishan Majumdar -
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Smucker Hostess Deal Faces Reality After Twinkie Misstep

Consumer & Retail Ishan Majumdar -
The J. M. Smucker Company (NYSE:SJM) thought it had found a sweet new growth engine when it bought Hostess....

Nike Reports Tomorrow. Is It The PERFECT AI Rotation Trade Or A BIG Earnings Trap?

Consumer & Retail Ishan Majumdar -
Nike, Inc. (NYSE:NKE) reports fiscal Q4 earnings after the close on Tuesday, June 30, and this is not a...

Is Ross The Anti-Amazon Retail Story With A REAL Valuation Catch Now?

Consumer & Retail Ishan Majumdar -
Ross Stores (NASDAQ:ROST) is doing something that sounds almost impossible in modern retail. It is growing strongly without a...

The FTC Is Coming For Amazon’s Sponsored Ads

Consumer & Retail Ishan Majumdar -
Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right inside something millions of shoppers see...

Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

Consumer & Retail Ishan Majumdar -
On Monday, Amazon announced a multiyear, multibillion-dollar agreement with Corning. Corning will supply optical fiber, cable and connectivity products...
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Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI...

Nike China Strategy: Can Its Online Reset Restore Growth?

Consumer & Retail Ishan Majumdar -
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Consumer & Retail Ishan Majumdar -
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Smucker Hostess Deal Faces Reality After Twinkie Misstep

Consumer & Retail Ishan Majumdar -
The J. M. Smucker Company (NYSE:SJM) thought it had found a sweet new growth engine when it bought Hostess....

Nike Reports Tomorrow. Is It The PERFECT AI Rotation Trade Or A BIG Earnings Trap?

Consumer & Retail Ishan Majumdar -
Nike, Inc. (NYSE:NKE) reports fiscal Q4 earnings after the close on Tuesday, June 30, and this is not a...

Is Ross The Anti-Amazon Retail Story With A REAL Valuation Catch Now?

Consumer & Retail Ishan Majumdar -
Ross Stores (NASDAQ:ROST) is doing something that sounds almost impossible in modern retail. It is growing strongly without a...

The FTC Is Coming For Amazon’s Sponsored Ads

Consumer & Retail Ishan Majumdar -
Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right inside something millions of shoppers see...

Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

Consumer & Retail Ishan Majumdar -
On Monday, Amazon announced a multiyear, multibillion-dollar agreement with Corning. Corning will supply optical fiber, cable and connectivity products...

Did Ingredion Find A Mispriced Path Into Higher-Value Ingredients?

Consumer & Retail Ishan Majumdar -
Ingredion (NYSE:INGR) has moved into deal mode with a recommended all-cash offer to acquire Tate & Lyle (OTC:TATYY), valuing...

Walmart Vs. Target: The Retail Earnings Week That Could Reveal The Real State Of The American Consumer!

Consumer & Retail Ishan M. -
Walmart (NYSE:WMT) and Target (NYSE:TGT) are stepping into a retail earnings week that may matter almost as much as...

Amazon Earnings Pre-Mortem: THIS Is What’s Making Investors Nervous!!

Consumer & Retail Ishan M. -
Amazon reports earnings this week, and the setup looks strong on the surface. Consensus expects first-quarter revenue of roughly $177...

Unilever’s $42 Billion Selloff Is Hiding a Much BIGGER Bet!

Consumer & Retail Ishan M. -
Unilever (NYSE: UL) did not just announce a deal—it exposed a strategy that has been building for years. That...
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Tesla China Business Sale Could Reshape A SpaceX Merger

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Tesla (NASDAQ:TSLA) may face one of the biggest strategic...

Apple Earnings Preview: The Beat Is Likely, The REAL Risk Is Not

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Apple reports fiscal third-quarter results Thursday, July 30, after...

Meta Earnings Preview: The AI Spending Test

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This Meta earnings preview begins with Meta Platforms reporting...

Visa Earnings Preview: The Client Incentive Test

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Visa reports fiscal third-quarter results after the US market...

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