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Walmart - $WMT

General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex
13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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London Business School professor: the 100 Best Companies list still beats peers
13 insights: The 582% move from putting AI in a sneaker brand's name, why published strategies keep two-thirds of their alpha, and the three edges he…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Jim Cramer: the 30-year Treasury, not fundamentals, sets a stock's price
6 calls: Why Lululemon may be running a kitchen-sink quarter, why Seneca Foods beats an AI data-center stock this year, and the TJX answer that got him…
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Investment Committee: the risk reward has changed, so new money goes in very lightly
9 takeaways: Talkington says every midterm since 1962 brought a drawdown, why Terranova time-stopped out of Costco, and Apple options priced for a 3x…
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Jared Dillian: 4 AI magazine covers in 2 weeks mean the market is at the top
17 takeaways: why he is buying bonds at 5.3%, what a rollover in Costco stock would tell him, and the 5-sleeve portfolio he says falls 4–6% when stocks…
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Facts vs Feelings: markets now price Fed hike odds over a cut
9 takeaways: why the jobless rate's record streak is real, what's quietly skewing wage growth, and how markets are now pricing Fed hike odds over a cut
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Demond Martin: Boston's 23-year life-expectancy gap sits 3 miles wide
9 takeaways: How a hedge-fund partner built a Walmart-backed energy drink to fund health equity, and his case that nobody is truly self-made
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Carter Worth: nothing explains Caterpillar's $800 to $1,050 round trip but money flow
11 takeaways: The five winners he says are rolling over, why the semiconductor unwind is not over, the one sector he would own more of, and the trade…
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