Retail


Gap Keeps Rising. Stick With It.

Twelve months after our pick, the clothing retailer looks to have turned the corner.

4 minute read

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Marvell, Microsoft, Pure Storage, GitLab, Microchip Technology, and More Stock Market Movers

Marvell jumps after the chip maker beats Wall Street’s earnings targets and announces the acquisition of an AI start-up.

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Macy’s Posts Earnings Beat, but Consumers Are ‘Choiceful’ Heading Into Holiday

The department store’s third-quarter comparable sales are the strongest in 13 quarters.

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Dollar Tree Stock Rises as Retailer Closes Strong 2025 With a Bang

The low-cost retailer beat] consensus earnings forecasts and lifted its fiscal-year outlook.

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American Eagle Stock Jumps on Earnings. Sydney Sweeney Helped Drive Record Sales.

High-profile marketing featuring Sydney Sweeney and Travis Kelce is driving sales momentum, lifting the retailer’s third-quarter results.

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Instacart Parent’s Stock Drops as Amazon Tests ‘Ultra-Fast’ Deliveries

Amazon is testing 30 minute or less delivery on thousands of different household essential items and groceries in parts of Seattle and Philadelphia.

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Signet Jewelers Stock Falls. What Earnings Say About Holiday Shopping.

The jewelry retailer issues weaker-than-expected sales guidance for the holiday season.

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Shopify Suffered an Outage at the Worst Possible Time. What to Make of the Stock’s Cyber Monday Slump.

The e-commerce platform experienced login issues for merchants on Cyber Monday.

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Synopsys, Nvidia, Strategy, Airbus, Tesla, NIO, Coupang, Barrick Mining, and More Stock Market Movers

Synopsys jumps after Nvidia invests $2 billion in the company’s common stock, while Tesla follows Chinese electric-vehicle makers to the downside after the companies issue deliveries for November.

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It’s the Most Miserable Time of the Year for Shoppers and Bitcoin. There’s a Link.

The cryptocurrency’s decline is testing investor sentiment heading into the final month of the year.

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Retail Stocks Get a Boost. Black Friday Was Better Than Feared.

Digital sales surged over the Thanksgiving weekend, pushing overall consumer spending higher than many analysts predicted.

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Could Retail Stocks Rally Into Year End? What the Charts of Marriott, On Holding, Lululemon Say.

Healthy indicators are emerging in retail stocks.

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Alibaba Stock Is Rising as the S&P 500 Is Set to Fall. Here's Why.

The Chinese tech giant’s U.S.-listed stock was one of the few names rising to start December.

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Online Retailer Coupang Owns Up to Big Blunder. The Stock Drops.

Coupang stock was diving in New York after the company apologized over the breach of 33.7 million customers’ personal information. 

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December Is Great for the S&P 500. Why History Repeating Is at Risk.

Black Friday sales rise, Bitcoin tumbles below $90,000 again, Thanksgiving travel disrupted, and more news to start your day.

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Retail Stocks Usually Rise the Week After Black Friday. This BNPL Play Stands Out.

Affirm has surged an average of 9.1% in the week after Black Friday.

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These Stocks Moved the Most Today: Alphabet, Coinbase, GameStop, Strategy, Circle Internet, Oracle, and More

Coinbase, Strategy, and other Bitcoin-linked stocks extended gains as Bitcoin rose above $90,000.

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Alibaba Watchlist Fears Rekindle Regulatory Horrors. The Stock Is Rising Anyway.

The Chinese e-commerce giant was falling on Friday following a recent report that the company could be among those included on a Pentagon watchlist

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4 Reasons Consumer Spending Will Stay Strong

Walmart and TJX rallies indicate that U.S. consumers have plenty of fire power. Plus, investment newsletter commentary on healthcare stocks’ breakout, India’s attractions, and alternatives to the AI trade.

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Black Friday Is More Important for Stock Markets Than Ever. This Is Why.

Futures trading halted by data center outage, crypto firm tied to Trump family dismisses top executives, more news to start your day.

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What Happened to the Bubble? Investor Fears Popped Instead.

“The U.S. is set to remain the world’s growth engine, driven by a resilient economy and an AI-driven supercycle that is fueling record capex and rapid earnings expansion,” writes a J.P. Morgan strategist.

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Want a Partridge for Your Pear Tree? Get Ready to Pay Up.

The total cost of the items in “The Twelve Days of Christmas” have climbed faster than general inflation

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An Amazon Delivery Drone Hit a Cable Line in Texas. What to Know.

The Federal Aviation Administration is investigating a midday Nov. 18 incident, when a MK30 drone struck a wire line in Waco, Texas.

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Roblox Isn’t Playing Games. Why the Stock Could Jump 50%.

The videogame platform is looking more and more like the next YouTube. Investors are missing the opportunity.

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Amazon Is Spending Billions to Win Christmas. Why the Stock Looks Like a Bargain.

Amazon is pouring colossal amounts of money into delivery, robots, and artificial intelligence. In the near term, the company expects to boost its holiday market share. In the longer term, it’ll be the recipient of a torrent of free cash flow.

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