⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Symbotic Secures $6 Billion Walmart Automation Agreement, Potentially Adding $6.92 Billion to Backlog - $Symbotic(SYM.US) $Walmart(WMT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗦𝘆𝗺𝗯𝗼𝘁𝗶𝗰 (𝗦𝗬𝗠) and 𝗪𝗮𝗹𝗺𝗮𝗿𝘁 sign a major global automation agreement.➤ Walmart commits approximately $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in initial multiyear spending.➤ Agreement covers 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹 𝗵𝗮𝗻𝗱𝗹𝗶𝗻𝗴 systems across multiple locations.➤ Deployment targets 𝗨.𝗦. and select international markets across the Americas.➤ Walmart separately commits $𝟭𝟮𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 for next-generation racking technology development.➤ Agreement could increase Symbotic's future backlog by up to $𝟲.𝟵𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Additional revenue opportunities include 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗹𝗶𝗰𝗲𝗻𝘀𝗶𝗻𝗴, maintenance, operations, and support.➤ Walmart gains conditional 𝗯𝗼𝗮𝗿𝗱 𝗻𝗼𝗺𝗶𝗻𝗮𝘁𝗶𝗼𝗻 rights with over 𝟱% equity ownership.➤ Walmart may appoint 𝘁𝘄𝗼 𝗻𝗼𝗻-𝘃𝗼𝘁𝗶𝗻𝗴 𝗯𝗼𝗮𝗿𝗱 𝗼𝗯𝘀𝗲𝗿𝘃𝗲𝗿𝘀 if revenue thresholds are met.➤ New agreement supplements existing 𝟮𝟬𝟮𝟮 and 𝟮𝟬𝟮𝟱 automation agreements.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗠𝗮𝘀𝘀𝗶𝘃𝗲 𝗕𝗮𝗰𝗸𝗹𝗼𝗴 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹: Up to $𝟲.𝟵𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 could significantly strengthen Symbotic's long-term revenue visibility.➤ 𝗠𝘂𝗹𝘁𝗶𝘆𝗲𝗮𝗿 𝗚𝗿𝗼𝘄𝘁𝗵: Walmart's $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 commitment supports sustained demand for warehouse automation.➤ 𝗥𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: Licensing, maintenance, and support could generate additional income beyond system installations.➤ 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: International deployments could strengthen Symbotic's position in the warehouse robotics market.➤ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗜𝗺𝗽𝗮𝗰𝘁: The agreement strengthens growth visibility but increases exposure to Walmart as a major customer.
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BREAKING. $Doordash(DASH.US) is in advanced talks to buy $Instacart（Maplebear）(CART.US), and a deal could be done as soon as this week, per the Wall Street Journal
$Instacart（Maplebear）(CART.US) is up 7% today and $Doordash(DASH.US) is down 6%Instacart was valued at $39 billion privately in 2021, when DoorDash last tried to buy it. Those talks collapsed over price and antitrust worriesBefore the sale reports surfaced on Friday, $Instacart（Maplebear）(CART.US) was worth about $12 billion, less than a third of that$Uber Tech(UBER.US) also held talks with Instacart but walked away, per Bloomberg. $Uber Tech(UBER.US) is down 1% todayNo deal is final and talks could still fall apartDoorDash gets a second shot at the grocery leader for a fraction of the old price, but the market is telling you who pays. When the buyer drops 6% on the headline, investors are worried about how much $Doordash(DASH.US) has to spend to fend off $Amazon(AMZN.US) and $Walmart(WMT.US) in groceriesSource: StockMarket.News
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$Amazon(AMZN.US) is hiring more than 300,000 workers for the holidays, up 20% from last year, while the rest of retail is hiring at the weakest pace since 2008
$Amazon(AMZN.US) held at 250,000 holiday hires in each of the last three years, per Challenger, Gray & Christmas. This year it is jumping to 300,000+ across seasonal, part-time and full-time roles, per Bloomberg and the company's own announcementSeasonal workers will average $20 an hour, and starting January 1, 2027 anyone working 30+ hours a week in those roles gets healthcare from day oneMeanwhile, Challenger expects US retailers to add just 450,000 jobs in Q4. That's below last year's 461,500, which was already the smallest holiday gain since 2008 and 15% below 2024's 543,100$Walmart(WMT.US) and $Target(TGT.US) still haven't announced seasonal hiring plans at all$Adobe(ADBE.US) expects $275.1 billion in US online spending in November and December, up 6.7% from 2025, and $Amazon(AMZN.US) captures almost 40 cents of every dollar spent online, per eMarketerWhen the biggest online retailer is staffing up 20% while everyone else pulls back, it tells you where it thinks holiday dollars are going. This season is shaping up to be winner-take-most, and the gap between $Amazon(AMZN.US) and the rest of retail keeps getting widerSource: StockMarket.News
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$Walmart(WMT.US) updated chart gap below and 200ma holding price today. MACD and RSI saying basing will be needed soon to unwind. Overbought can stay overbought.
Source: Sunrise Trader
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$Walmart(WMT.US) gapped up but left a filled black today. See what tomorrow brings. I have all shares in let it ride with a variety of entry prices and stops.
Source: Sunrise Trader
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FeaturedHot CPI Puts a Fed Rate Hike Back in Play This Month ! What's your take?
CICC expects a December move. Rate cuts look remote for the next year.Headline CPI rose 0.6% in September and 3.7% from a year earlierGasoline accounted for more than half of the monthly gainFed offic...
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Voters Decide Today, Are Data Centres Next? - S
$Walmart(WMT.US) with many up days and going higher again today. No green to red now on my trade. Working toward more let it rides in the name with a variety of entry prices.
Source: Sunrise Trader
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$Walmart(WMT.US) breaking higher out of the base with more follow thru today.
Source: Sunrise Trader
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$Walmart(WMT.US) breaking higher out of the base and over the 50ma daily. Still has some work to do to close the ER gap. I have a swing trade from Aug noted on chart and a long time let it ride.
Source: Sunrise Trader
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Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing"
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