JPMorgan highlights top retail plays into early 2026 as tailwinds harmonize
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- S&P 500, Nasdaq futures tick up as tech steadies, Micron earnings eyed
- Brent extends losses on expectations of smoother crude flows via Hormuz
- All eyes on Micron earnings tonight as sell-off raises stakes for AI memory trade
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Oil market losses easing as nearly 80% of disrupted supply returns, UBS says
- Needham Starts NeoVolta (NEOV) at Buy
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- NextEra to discuss paying about $76 per share for Dominion, Bloomberg News reports
- Campbell Soup (CPB) Declares $0.39 Quarterly Dividend; 7.7% Yield
- KKR launches Helix with over $10 billion to build AI infrastructure
Edgewater Comments Positively on Walmart (WMT): 'comp trends remain solid'
September 30, 2025 6:28 AM EDTEdgewater Comments Positively on Walmart (NYSE: WMT)
WMT: U.S. comp trends remain solid, share gains evident through BTS; WMT strengthening its value/convenience proposition; Outperformance expected to continue.... MoreWhy Wells Fargo says it's 'tough' to be bullish on COST stock
September 26, 2025 4:00 PM EDTWells Fargo analysts said in a note that Costco (NASDAQ: COST) delivered a solid update in an uncertain backdrop, but valuation remains the key hurdle for turning more constructive on the stock.
"[It's] still tough to be bullish at [the] current multiple," said the bank.
Costco reported fiscal fourth-quarter EPS of $5.87, modestly above consensus of $5.80. Wells Fargo credited better MFI... More
