Deborah Weinswig, Coresight Research founder and CEO, joins Catalysts with Brad Smith and Academy Security head of macro strategy Peter Tchir to discuss the fresh retail sales data that was released Tuesday morning and how the numbers reflect consumer health. Weinswig also shares some promising retail names for investors to keep an eye on, like Amazon (AMZN) and Walmart (WMT). To watch more expert insights and analysis on the latest market action, check out more Catalysts here...
Continue ReadingReceive a $200 gift card if you're approved for a Prime Visa — Just in time for Amazon Prime Day!...
Continue ReadingImpressively, Oracle's remaining performance obligations were up a strong 41% year-over-year, a reflection of the red-hot demand the company has been witnessing. Are other cloud players seeing momentum?...
Continue ReadingNBIS surges 25.5% as it ramps up AI infrastructure investment, but AMZN's AWS still dominates with a $117B run rate...
Continue ReadingAmazon has revealed that Prime Day 2025 will take place on July 8-11, extending the annual sale event to four days this year. Amazon notes that consumers will be able to shop for “pantry staples and snacks for summer gatherings to home-improvement must-haves, back-to-school supplies, health and personal care finds, family-favorite toys, best-selling books, pet […]...
Continue ReadingStock market futures are up slightly. Enthusiasm has been tempered by geopolitical risks and uncertainty ahead of Wednesday’s Federal Reserve decision. The Fed is widely expected to hold rates steady, but investors are laser-focused on Chair Powell’s language regarding potential rate cuts later this year. Currently, markets are pricing in a roughly 56% chance of a quarter-point cut by September. In the background, rising tensions between Israel and Iran continue to cast a long shadow. Oil prices...
Continue ReadingInvesting.com -- Loop Capital upgraded Roku (NASDAQ:ROKU) Inc to Buy from Hold saying that a new advertising partnership with Amazon (NASDAQ:AMZN) will begin to lift the streaming platform’s financial results starting in 2026...
Continue ReadingAmazon stock is still down slightly for the year, with the Prime Day deal event offering a new potential catalyst...
Continue ReadingWhatsApp monetization begins, potentially adding $15B+ annual revenue from Meta Platforms, Inc.'s nearly 3B global users. Click for my META stock update...
Continue ReadingAmazon’s air logistics unit has started flying internationally for the first time from the U.S. to help fulfill e-commerce orders in Colombia and is leaning on a U.S. cargo airline to fly the aircraft and a Colombian airline for revenue on the return leg to Miami. The post Amazon uses 21 Air for new dedicated cargo service to Colombia appeared first on FreightWaves...
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