The sector has shown resilience in the short term and certain names could rally from here. ...

seb_ra / iStock via Getty Images Quick Read Nvidia (NVDA) posted record revenue of $57B in Q3 with data center sales up 66% year-over-year. Nvidia shares fell 4% after the report despite beating expectations. Walmart (WMT) reported revenue of $169.6B with e-commerce sales surging 43%. Walmart advertising revenue jumped 53% following its Vizio acquisition. Nvidia trades at a forward P/E near 24 with a beta of 2.3 while Walmart sits at a P/E around 37 with a beta of 0.6. If you’re thinking about retir ...

市场整体表现 - 本周开盘三大主要股指均上涨，道指微涨约0.3%，纳斯达克指数上涨约1%，标普500指数上涨约0.6% [1] - 市场经历上周剧烈波动后出现反弹，但风险规避情绪依然存在 [1] - 比特币价格在过去5天内下跌约6%，过去两个月累计下跌24%，近期在80,000美元关口附近获得支撑 [1] 加密货币市场动态 - 加密货币市场总市值自10月峰值以来已下跌约24%，超过1万亿美元价值蒸发 [1] - 德意志银行分析显示，长期持有者在过去一个月内出售超过80万枚比特币，为自2024年1月以来的最高水平 [1] - 11月比特币ETF资金流出达35亿美元，为自2月以来最大规模月度流出 [2] - 加密货币相关股票如Robinhood上涨3%，Coinbase上涨近4%，出现反弹迹象 [8] 科技股与AI行业 - 科技股出现抛售，包括英伟达、微软、亚马逊、Netflix以及AMD、美光等芯片制造商 [1] - 人工智能资本支出叙事对市场至关重要，若投资者明年不认同此叙事，市场可能下跌至少10% [2] - 公司正因AI技术而放缓招聘，AI是导致招聘放缓的第二大原因 [26] 零售与消费者状况 - 本周将公布零售销售数据和百思买财报，为假日购物季提供更多线索 [1] - 全国零售联合会预计本假日季消费者支出将首次超过1万亿美元 [2] - 经济主要由高收入消费者支撑，低收入消费者仍面临压力 [2] 美联储政策预期 - 高盛策略师认为投资者正在摆脱对AI增长和降息希望的"金发姑娘"心态 [1] - 美联储处于尴尬境地，劳动力市场并未显示崩溃迹象，12月可能暂停行动 [19][20] - 市场预期若波动过大，美联储将采取更多鸽派立场 [2] 劳动力市场趋势 - 经济在6月和8月出现就业岗位减少，截至9月的三个月平均就业增长仅为约62,000人 [12] - 公司倾向于保留老员工而缓慢招聘年轻员工，这与AI技术变革、经济周期成熟度及人口增长放缓有关 [15][16] - 失业率维持在4%至4.5%区间，劳动力市场实际上正在软化 [17] 医疗保健板块 - 特朗普政府计划宣布降低医疗成本的新提案 [1] - 莫德纳成为标普500指数中做空比例最高的股票，空头比例高达20%，而辉瑞仅为2.2% [28] - 莫德纳股价今年下跌43%，公司需要从新冠疫苗业务多元化发展 [28][31]

BREAKING: Dow Edges Up, Techs Jump; Google, Novo Nordisk Early Movers The Nasdaq 100 index's annual reconstitution is a couple of weeks away, but market valuations at the end of this week will determine changes. So the outcome is almost set. Walmart (WMT) surprised Wall Street last week with the news it will move its WMT listing to the Nasdaq. Its ultimate inclusion in the Nasdaq 100 is a certainty, but… Related news Dow Shines As Stock Market Fights Back; Retail Sales Data Due In Thanksgiving Week IBD Vide ...

Key Takeaways Walmart raised FY26 net sales guidance after Q3 revenues rose 5.8% on e-commerce and transactions. The company targets Q4 sales growth of 3.75-4.75% at cc to support its increased full-year view. Shifts in Flipkart timing and price investments in Mexico may influence Walmart's Q4 performance. After delivering steady top-line momentum in the third quarter, Walmart Inc. (WMT) raised its fiscal 2026 net sales guidance to the range of 4.8-5.1% at constant currency (or cc). This marked an increase ...

Earnings reports can swing fortunes overnight, and we saw a study in contrasts last week Nvidia ( NASDAQ:NVDA ) unveiled its third-quarter fiscal 2026 results last Wednesday after the market closed, posting record revenue of $57 billion — a 22% jump from the prior quarter and 62% year-over-year surge, fueled by unrelenting AI chip demand. ...

Walmart has launched its first store under the Walmart name in South Africa, located at Clearwater Mall in Roodepoort, west of Johannesburg. The move introduces the US retailer’s primary banner to the South African market for the first time. Walmart has been present in the country for some years through its wholly owned subsidiary Massmart, which operates chains such as Makro, Game and Builders Warehouse. The Roodepoort outlet is the first Walmart-branded store on the African continent and has created m ...

Key Points Walmart and Target are close competitors, but there's been a huge split between the two stocks in recent years. Both companies cited an "affordability crisis" in their earnings calls, and this may help explain the reason. Walmart is stronger in groceries and other necessities, while Target is better known for discretionary goods. 10 stocks we like better than Walmart › Arguably, no two retailers are a bigger part of Americans' everyday lives than Walmart (NYSE: WMT) and Target (NYSE: T ...

沃尔玛中国进入高速扩张期。 11月20日晚间，沃尔玛发布2026财年三季度业绩。其中，沃尔玛中国2026财年三季度实现净销售额61亿 美元，同比增长21.8%；电商业务净销售额增长32%。2026财年三季度，山姆会员商店继续保持强劲的 增长势头，交易单量呈双位数增长。在过去12个月，山姆在中国增加8家新店（含本季度新增1家）。 数据显示，2026财年三季度，沃尔玛中国实现净销售额61亿美元，可比销售额增长13.8%；电商业务净 销售额增长32%，电商销售额占比超50%（较去年同期提升超过390个基点）。沃尔玛中国方面表示， 由于业态占比变化，本季度毛利率有所下降，但得益于强劲的销售增长，业态占比变化，以及营运效率 提升，营运费率下降，营业利润增长。 在电话会议上，沃尔玛总裁、首席执行官兼董事Douglas McMillon表示："我们在美国以外的业务中， 近三分之一是数字业务，中国的电子商务业务占50%。"他提到，中国的团队正在快速交付订单，近 80%的数字订单在一小时内到达。 Douglas McMillon透露，2025年10月，他访问了中国三个城市，"在合肥，我们参观了一个相对较新的 山姆会员商店，非常 ...

Accessibility StatementSkip Navigation The collaboration helps rice farmers adopt regenerative farming practices and improve water stewardship CHICAGO, Nov. 24, 2025 /PRNewswire/ -- Kellanova, Walmart and Indigo Ag today announced a new partnership designed to strengthen farmer prosperity through regenerative agriculture across Arkansas. Through the Source by Indigo program, the collaboration provides farmers with resources, data, and technical support to build more resilient and profitable rice farming ope ...