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Global discount retail leader — $Costco Wholesale(COST.US) reported Q2 FY2026 results in U.S. after-hours today.The quarter ended on Feb 15.Overall, results remained solid, with both revenue and earnings slightly beating estimates.Momentum stayed intact.On headline metrics, total revenue rose 9.2% YoY, an acceleration vs. last quarter’s 8.3%.The pickup was aided by FX tailwinds and broadly higher precious metals and commodity prices.OP was $2.61bn, up 12.5% YoY.Margin expanded by 10 bps YoY, remaining on an improving trajectory...

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AI to Trigger Layoffs? COST Still a Safe Haven---

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There is always plenty of drama around Chinese New Year. After Trump ramped up tariffs throughout 2025, the policy was effectively gutted, leaving no legal footing.In 2026, following a rush of domestic AI model launches, China ADRs never had a 'DS moment'. Model-linked names were the only ones that outperformed.Also, during Chinese New Year 2026, despite decent consumer data, HK stocks fell first and then rose, an ineffective swing. There was no standalone 'Chinese New Year bull run' during HK’s solo trading days.With Trump-era tariffs in his second term ruled unlawful, what could this mean for markets ahead? The days of blanket re-rating may be over...

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

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All in the same boat, is OpenAI a divine pearl or a demonic pill?

Walmart Begins Delivering Restaurant Meals with Grocery Orders

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Erste Group Bank Forecasts Stronger Earnings for Walmart

Earning Release Date

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FY2027 Q1 Earning Release 2026.05.21 (EST) Pre-Market

Walmart Inc. (WMT.US) Q1 earnings conference call for fiscal year 2027

Walmart Inc. (WMT.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Q3 earnings conference call for fiscal year 2026

Walmart Inc. (WMT.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Q3 earnings conference call for fiscal year 2025

Erste Group Bank has raised its FY2028 earnings per share estimate for Walmart to $3.25, up from $3.24, maintaining a 'Strong-Buy' rating. Walmart's current full-year earnings consensus is $2.89 per share. The retailer recently reported a quarterly EPS of $0.74, exceeding estimates, with revenue of $190.66 billion, a 5.6% increase year-over-year.

- Erste Group Bank has raised its FY2028 EPS estimate for Walmart to $3.25, reflecting a slight increase from the previous estimate of $3.24.  
- Walmart reported a quarterly EPS of $0.74, exceeding expectations, with revenues of $190.66 billion, marking a 5.6% increase year-over-year.  
- Analysts maintain a consensus "Buy" rating on Walmart, with institutional investors owning 26.76% of the company's stock and recent insider transactions slightly impacting sentiment.

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A drop in oil prices and 10-year Treasury yields has lifted U.S. equity futures, reversing earlier declines. The Strait of Hormuz remains shut due to U.S.-Iran tensions, keeping crude prices above $100. This week, earnings reports from Nvidia, Walmart, Home Depot, and Target will provide insights into tech momentum and consumer spending resilience.

- A drop in oil prices and 10-year Treasury yields improved sentiment, raising U.S. equity futures after a decline.  
- Geopolitical tensions, particularly in the Strait of Hormuz, continue to keep crude prices above $100 as peak summer fuel demand approaches.  
- Key earnings reports from Nvidia, Walmart, Home Depot, and Target this week will provide insights into tech performance and consumer spending trends.

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Oil and bond yield shifts spark market rebound

Walmart's upcoming earnings report is anticipated to be released Thursday morning, with expectations of the stock potentially reaching a new all-time high. Sales and profits are projected to have increased in the first quarter, driven by inflation prompting consumers to seek value.

- Walmart is preparing to release its next earnings report on Thursday morning.  
- The retailer's stock is anticipated to potentially reach a new all-time high, with expected increases in sales and profits in the first quarter.  
- Rising inflation has prompted a broader segment of Americans to seek value, influencing Walmart's financial performance.

Here's how much Walmart stock is expected to move after earnings

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The VanEck Retail ETF (RTH) is up 5.79% YTD 2026, driven by major holdings like Amazon and Walmart, while the SPDR S&P Retail ETF (XRT) is down 6.25%, reflecting a broader mix of retail stocks. RTH's concentration in mega-cap platforms contrasts with XRT's equal-weight strategy, leading to a significant performance gap. RTH is favored for exposure to digital retail winners, while XRT appeals to those betting on traditional retail recovery.

- VanEck Retail ETF (RTH) has increased by 5.79% year-to-date in 2026 and 60.78% over the past five years, primarily consisting of about 25 mega-cap stocks, with Amazon and Walmart being the most significant.  
- In contrast, SPDR S&P Retail ETF (XRT) has decreased by 6.25% this year and 7.76% over five years, comprising approximately 75 stocks that are rebalanced quarterly to maintain equal weight.  
- This highlights the contrasting performance and structure of these two retail ETFs.

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RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident

Walmart is starting to deliver restaurant meals with your grocery order

businessinsider

Walmart is starting to deliver restaurant meals with your grocery order

Hartford Funds Management Co LLC increased its stake in Walmart Inc. (NASDAQ:WMT) by 70% during Q4, acquiring an additional 9,505 shares, bringing its total to 23,075 shares valued at $2.57 million. Other institutional investors also adjusted their positions in Walmart. Insider transactions included CEO John R. Furner selling 13,125 shares. Walmart's stock is currently favored among investors, with mixed sentiment observed in hedge fund filings and a focus on upcoming earnings reports.

- Hartford Funds Management Co LLC raised its stake in Walmart Inc. by 70.0% in Q4, owning 23,075 shares valued at $2,571,000.  
- Other institutional investors, including Fox Run Management and Tennessee Valley Asset Management Partners, have also changed their positions in Walmart, contributing to the 26.76% owned by institutional holders.  
- Walmart reported a quarterly EPS of $0.74, exceeding expectations, and declared a quarterly dividend of $0.2475, with analysts maintaining a consensus "Buy" rating for the stock.

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Hartford Funds Management Co LLC Buys 9,505 Shares of Walmart Inc. $WMT

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Four major U.S. retailers, including Home Depot and Walmart, will report quarterly earnings this week, revealing how consumers are coping with rising prices amid inflation and high borrowing costs. While overall spending has increased, a divide is emerging, with wealthier households spending more while lower-income families cut back on discretionary purchases. Economists warn that financial pressure on lower-income households may intensify, complicating the Federal Reserve's monetary policy under incoming Chair Kevin Warsh.

- Four major U.S. retailers will report earnings, highlighting consumer responses to inflation and rising costs.  
- Current consumer spending data indicates a K-shaped economy, where wealthier households maintain spending while lower-income families reduce discretionary purchases amidst rising inflation.  
- With higher interest rates expected under the incoming Fed Chair Kevin Warsh, financial pressure may persist for struggling households, complicating economic stability.

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Are consumers cracking under the weight of high prices? We’re about to find out.

Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

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Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

Asian shares showed mixed results, with South Korea's Kospi falling nearly 4% amid fluctuating oil prices due to the Iran war. Japan's Nikkei 225 dropped 0.6%, while Australia's S&P/ASX 200 gained 0.9%. Oil prices declined, with U.S. crude at $103.02 and Brent at $110.11. Investors are awaiting Nvidia's quarterly results, as well as reports from Target, Home Depot, and Walmart this week.

- Asian shares showed mixed results amid uncertainty regarding the Iran war's impact on global markets.  
- Japan's Nikkei 225 declined by 0.6% despite recent economic growth due to consumer spending, while South Korea's Kospi plunged over 4%.  
- Oil prices continued to fluctuate, with benchmark U.S. crude falling to $103.02 a barrel as concerns about the Strait of Hormuz persisted.

Walmart(WMT.US)

Erste Group Bank Forecasts Stronger Earnings for Walmart

Oil and bond yield shifts spark market rebound

Here's how much Walmart stock is expected to move after earnings

RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident

Walmart is starting to deliver restaurant meals with your grocery order

Hartford Funds Management Co LLC Buys 9,505 Shares of Walmart Inc. $WMT

Are consumers cracking under the weight of high prices? We’re about to find out.

Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

Asian shares trade mixed and Kospi falls nearly 4% as oil prices keep swinging

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