Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer.Hello, Brewing friends. I'm just trying to make a little money. My job is not just to entertain, but to educate.Explain how we get bottoms like today. Call me 1800 743 CBC. Tweet me Kramer.Sometimes it is so darn ugly that you have no choice but to view the weakness as a buying opportunity. This morning, the futures created some serious ugliness. But the individual stocks, the index wouldn't comply.Why. Because while we have a lot of stocks and compan ...

Uh, meantime, as we mentioned, retail earnings do kick off next week. Home Depot reporting on Monday. Uh, we've got Lowe's and Target on Tuesday, Walmart to follow on Wednesday.That's a big one. Joe Feldman of Tel Advisory Group joins us now to look ahead to what we can expect. Joe, great to have you with us.Um, certainly interesting. Uh, you know, Walmart changing its CEO now with Doug McMillan stepping down. I feel like Walmart is the big one next week to watch in terms of what they're going to say and al ...

Walmart Inc. (WMT) CEO Doug McMillon will retire at the end of January after nearly 12 years leading the nation's largest retailer, according to a company filing released Friday. John Furner, currentl... ...

Walmart is entering a new chapter. Its longtime CEO Doug McMillan will be retiring at the end of January after what will be a 12year run leading the retailer. The announcement coming as Walmart gears up to report its next earnings on Thursday morning before the market open.And for more, we're bringing in Scott Mushkin. He is R5 Capitals founder and CEO. Uh Scott, so let's start with what uh we know, what you know about McMillan's uh replacement, kind of, you know, John's chart through Walmart's history.How ...

市场表现 - 纳斯达克指数从低于50日移动平均线反弹，日内上涨约0.67%，本周保持上涨态势 [1] - 标普500指数本周累计上涨约0.5% [1] - 科技股和能源股领涨，日内涨幅均超过1%，而材料、金融和通信服务板块下跌 [1] - 纳斯达克100指数中，英伟达上涨2%，微软上涨1.5%，特斯拉上涨近2% [1] - 半导体行业方面，美光科技上涨5.7%，博通上涨超1% [1] - 软件板块表现强于半导体，甲骨文上涨4%，Intuit上涨2%，Salesforce上涨1.75%，Workday上涨近4% [1] - 比特币价格下跌3%，至95,78美元水平，加密货币市场总市值蒸发超过1万亿美元，近190亿美元头寸被清算 [5] 美联储政策 - 美联储12月会议降息的可能性下降，市场定价显示概率从一个月前的94%降至约45% [1] - 堪萨斯城联储主席施密德认为通胀过高，倾向于在12月会议上维持利率稳定 [1] - 美联储内部存在分歧，波士顿联储、圣路易斯联储和堪萨斯城联储主席反对降息，而沃勒、梅斯特和鲍曼支持降息 [1] - 美联储官员对通胀停滞在3%左右以及劳动力市场疲软存在不同看法 [4] - 美联储主席鲍尔明确表示12月降息并非既定事实 [1] 公司管理层变动 - 沃尔玛首席执行官董明伦将于1月底退休，结束12年任期，由现任沃尔玛美国业务负责人约翰·费纳接任 [3] - 约翰·费纳在领导沃尔玛美国业务期间表现出色，其接班被视为积极选择 [3] - 继任者的首要任务之一是任命新的沃尔玛美国业务负责人，克里斯·尼科尔斯是潜在人选 [3] - 公司面临加速单位销量增长的压力，目前其单位销量增长率为1%-2%，而亚马逊北美业务为12% [3] - 沃尔玛股票估值较高，交易于约30倍市盈率，对新任首席执行官构成压力 [3] 行业与宏观经济 - 经济呈现双轨态势，人工智能及相关领域（如数据中心、芯片）投资强劲，但其他行业面临压力 [4] - 人工智能相关领域资本支出通过盈利融资被视为可持续，但类似甲骨文需要借款的融资方式引发市场担忧 [2] - 低收入消费者对物价上涨（如咖啡、香蕉、住房成本）感到担忧，而高收入群体则因资产升值而保持韧性 [4] - 部分通胀压力来自关税，如婴儿服装、家具等商品价格受影响，但电力需求增长等结构性因素也推高成本 [4] 投资策略 - 建议投资者进行多元化投资，而非过度集中于"七巨头"或人工智能相关股票 [2] - 固定收益方面，市政债券未完全参与此轮债券涨势，被视为有吸引力的领域，全球债券特别是新兴市场债券也具潜力 [2] - 黄金作为多元化工具受到关注，特别是在央行购金和美元储备货币地位可能弱化的背景下 [2] - 投资者持有大量现金，建议转向较短期限债券，以应对利率可能下降的环境 [2] 加密货币与区块链 - 加密货币市场面临供应过剩问题，新的交易所交易基金、数字资产国债公司和首次公开募股增加了资产供应 [6] - 尽管市场表现疲软，但区块链技术的实际应用和采纳仍在增加，如摩根大通、贝莱德等机构使用该技术 [7] - 山寨币市场表现与链上活动出现脱节，例如Avalanche协议的实际用例开发在增加，但其代币价格表现不佳 [8] - 比特币被视为数字黄金和价值储存手段，而其他代币则需根据其具体用例进行评估 [13] 人工智能与社会影响 - 人工智能革命预计将创造新的职业道路，例如内容创作、垂直农业管理等领域 [19] - 未来教育可能更依赖个性化人工智能导师，辅助学生学习，同时注重培养情感智力 [23] - 女性体育团队估值显著增长，例如Angel City FC的扩张费用从100多万美元增至1.5亿至1.6亿美元 [27] - 女性体育团队收入来源更加依赖品牌合作，而非媒体交易，这有助于建立商业基础 [30] - 收藏品行业正在专业化，疫情期间怀旧情绪推高了市场需求 [37]

In 2020, as COVID-19 raged, John Furner - then chief of Walmart's largest U.S. division - consulted colleagues in China, drawing on their pandemic playbook to swiftly adjust inventory forecasts and fu... ...

Walmart logo is seen near the store in Austin, United States on Oct. 23, 2025.When incoming Walmart CEO John Furner steps into the retailer's top role, he will try to follow up a period of dramatic share growth that many of Walmart's rivals have failed to match.Walmart's stock has more than quadrupled since outgoing CEO Doug McMillon began in the role in February 2014. Across nine of the 12 calendar years when was Walmart's leader, the company posted positive stock returns.Among Walmart's main rivals in the ...

Engie ( OTCPK:ENGIY ) ( OTCPK:ENGQF ) released its Q3 results, and following a positive stock price trajectory (Fig. 1), it is time to look ahead. All in all, the Q3 call was supportive, and we see anBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We ...

Joining us now to discuss the executive shakeup is Corey Tarlo. He covers discount and specialty retail at Jeffre. Corey, thank you so much for being here. What did you think when you saw this announcement this morning? >> Thank you so much for having me, Courtney. Delighted to be here. Um, so I view Doug's tenure at Walmart as CEO as an investment phase >> because we all remember that day in October of 2015 >> very clearly >> when he announced, "We're going to invest in our associates. we're going to inves ...

核心人事变动 - 沃尔玛CEO Doug McMillon将于明年1月31日卸任，该决定令市场意外[1] - 现任沃尔玛美国业务CEO John Furner将于2月1日接任，成为公司自创始人以来的第五任CEO[3] - McMillon将继续担任公司顾问至2027年1月，并留任董事会至明年春季[3][4] 市场反应与公司近期表现 - 人事变动消息导致沃尔玛股价周五盘初下跌约3.6%，午盘跌幅收窄至不足1%，股价将连续两日收跌[1] - 截至周四收盘，沃尔玛股价今年累计上涨13%，受益于数字业务增长及对高收入购物者吸引力提升[4] 新任CEO背景 - John Furner自2019年起担任沃尔玛美国业务CEO，管理超过4600家门店[6] - 他于1993年以小时工身份加入公司，曾在商品采购、运营和供应链等领域担任领导职务[6] - 与McMillon的温和管理风格不同，Furner以更强硬的领导作风著称，积极拥抱新技术[6] McMillon任内业绩与转型 - 在McMillon任内，沃尔玛股价总回报率飙升超400%，市值增加5760亿美元，年收入突破6800亿美元[3] - 其上任初期公司面临销售停滞、员工不满、门店管理混乱及亚马逊激烈竞争等困境[7] - 关键转型战略包括提高小时工工资、加大门店和数字化转型投资，以及以33亿美元收购电商初创公司Jet.com[7] - 其他重要举措包括推出类似亚马逊Prime的会员项目Walmart+、发展零售媒体业务，并将AI置于未来战略核心[8] 继任者面临的挑战与机遇 - 公司核心客户正承受关税驱动的通胀压力，可能减少购买利润率较高的非必需品[8] - 亚马逊去年8月宣布大规模扩张杂货配送业务，构成直接竞争威胁[8] - 德国折扣零售商Aldi正在美国扩张，目标是在2028年将门店数从约2500家增至3200家[9] - AI技术的崛起被视为将颠覆购物方式，公司已布局相关技术，例如宣布消费者可在OpenAI的ChatGPT中直接购买沃尔玛产品[9]