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Trump vs Walmart
Key Point: growing clash between politics and retail margins could spell new volatility for consumer stocks—and potential inflation surprises. Over the weekend, Trump publicly attacked Walmart for planning...
Skechers Sells Out at a Discount—3G Capital Buys the Panic
Skechers is undervalued, and 3G Capital knows it. In a surprise move, Skechers has agreed to go private in a $9.42 billion buyout led by 3G Capital. The deal, valued at $63 a share, represents a 28% premium...
Tesla Posts One of Worst Quarters Since 2022
Automotive revenue, which has always been Tesla’s main driver, fell 20% year over year. They sold 337,000 cars, down 13%, and that’s after price cuts have already hurt their margins. Not only are Teslas...
How to Trade JNJ: Stelara Decline and New Product Hopes
Johnson & Johnson (JNJ) drug Stelara, which brought in more than $11 billion last year, is under threat from biosimilars in both the U.S. and Europe. Which directly hits JNJ’s core pharma revenue and...
Nvidia Rises on Tariff Suspension
Markets have snapped back fast. Nasdaq has nearly erased its year-to-date losses after the U.S. and China agreed to a temporary 90-day pause on tariffs, slashing duties by 115 percentage points. But underneath...
Tesla “Company Update” - Speculation Ahead of Q1 Earnings
Tesla is preparing for a high-stakes Q1 earnings report this Tuesday, April 22 and this time alongside the usual earnings call, the company is adding a new feature: a live “Company Update.” While it...
Alibaba Stock Bounce 36%: You Should Know This Before Jumping In
Alibaba Group (BABA) share price has risen 36% in the last quarter, attracting the attention of traders and investors looking for a game-changer in Chinese tech. The big question now: Is this rally just...
Mali Threatens Barrick Gold’s Assets
Mali’s military junta has closed Barrick Gold’s office and threatened to seize one of its biggest mining sites. The government wants tax payments while blocking the gold exports those taxes would be...
GM Stops BrightDrop EV Production
GM Pauses EV Van Production – Temporary or Warning Sign? General Motors is hitting the brakes on production of its BrightDrop electric delivery vans at its Ontario plant — a move that will lead to...
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