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Moderna Pulls Application For Seasonal Flu, Covid Combination Vaccine: But Retail Gets More Bullish
May 21, 2025
Moderna will resubmit the application later this year after data from its ongoing late-stage trial of its seasonal flu vaccine is available.
Via
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Exposures
COVID-19
Product Safety
Medtronic Announces Split Of Diabetes Business As Standalone Public Company: Retail’s Unmoved
May 21, 2025
The separation is expected to be accretive to Medtronic’s earnings and operating margin, the company said.
Via
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Topics
World Trade
Exposures
Tariff
Nvidia CEO Warns US Tech Risks Losing $50B Opportunity As China Chip Curbs Supercharge Huawei, Local Rivals
May 21, 2025
Jensen Huang called upon the Trump administration to lower the export curbs before American companies lose market share.
Via
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Exposures
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Political
Palantir Retail Chatter Climbs As Traders Weigh Impact Of Trump's $175B 'Golden Dome' Defense Shield
May 21, 2025
The president said his administration has officially selected an architecture for the state-of-the-art system and hopes to deploy next-generation technologies across the land, sea and space.
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Retail Traders Bet Big On Small-Cap Warby Parker As Stock Rockets On Google’s $150M Deal To Power AI Glasses
May 21, 2025
The companies plan to unveil a series of products over time, with the first line of intelligent eyewear likely launching after 2025.
Via
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Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Take-Two Slides After Pricing $1B Stock Offering At Discount: Retail Sentiment Sours
May 21, 2025
The company intends to use the net proceeds to pay off outstanding debt and fund future acquisitions.
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Stocktwits
Palo Alto’s Beat-And-Raise Q3 Doesn’t Impress Wall Street, But Retail Doubles Down On Stock
May 21, 2025
The results exceeded the Finchat-compiled consensus estimates of $0.77 and $2.28 billion, as well as the company’s own guidance from mid-February.
Via
Stocktwits
ResMed Draws Analyst Skepticism After Apnimed Announces Positive Results From Investigational Sleep Apnea Drug: Retail’s Unmoved
May 20, 2025
RBC Capital noted that ResMed now has “a number of competitive threats on the horizon."
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Rivian Collaborates With Samsara For Electric Fleet Management: Retail Gets More Bullish
May 20, 2025
Samsara said the new integration will allow customers to access data on Rivian vehicles in their fleet on the Samsara Platform, eliminating the need for managers to navigate multiple systems.
Via
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Levi Strauss Sells Dockers To Authentic Brands For Up To $391M: CEO Says Deal Aligns Company’s Portfolio With Strategic Priorities
May 20, 2025
The transaction, initially valued at $311 million, could reach up to $391 million through an $80 million earn-out opportunity in future years based on the performance of the Dockers business under...
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Magnite Stock Surges On Expanding Amazon Advertising Partnership: Retail Turns Bullish
May 20, 2025
The expanded partnership provides refined access to premium ad demand and broadens Fire TV inventory reach.
Via
Stocktwits
Tesla Paid CFO Vaibhav Taneja $139M In 2024, Says Annual Report: Retail Stays Extremely Bullish
May 20, 2025
A report from the Wall Street Journal noted that Taneja's compensation is more than that of most chief executives and the highest paid to a CFO since modern reporting began in 2006.
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D-Wave Shares Jump On Sixth-Gen Quantum Computer Launch: Retail Bull Says Hold The Stock
May 20, 2025
Advantage2 platform enables global, high-speed problem-solving for industries using advanced architecture and hybrid solvers.
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Artificial Intelligence
Alphabet’s Waymo Cleared To Launch Robotaxi Ride Hailing In San Jose: Retail’s Unmoved
May 20, 2025
The company also announced that riders in Atlanta will get to ride with Waymo robotaxis on Uber app starting this week.
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1 Vanguard ETF Every Investor Should Consider
May 20, 2025
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Palo Alto Analyst, Retail Investors Stay Upbeat Ahead Of Cybersecurity Play’s Q3 Print
May 20, 2025
According to Finchat, analysts expect the Santa Clara, California-based company to report third-quarter adjusted earnings per share of $0.77 on revenue of $2.28 billion.
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Apple’s India Ambitions Gain Momentum As Foxconn Invests $1.5B In Local iPhone Assembly Arm
May 20, 2025
Foxconn Singapore has bought $1.49 billion worth of parent Foxconn India unit Yuzhan Technology’s shares.
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Activist Investor Continues Hammering Penn Entertainment For More Board Seats
May 20, 2025
For months now, HG Vora Capital and Penn have been locked in a public feud.
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Williams-Sonoma's Pottery Barn To Make UK Debut In Autumn: Retail Underwhelmed
May 20, 2025
The launch comes after expansion in India.
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Microsoft Taps Elon Musk-Led xAI’s Grok To Diversify AI Stack Amid OpenAI Tensions
May 19, 2025
xAI’s flagship Grok 3 models are available for a free preview in Azure Foundry for the next 2 weeks, beginning Monday.
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Moody’s Lifts Royal Caribbean Out Of Junk Status, But Retail Traders Are Not Celebrating Just Yet
May 19, 2025
The research firm cited the cruise company’s operational discipline and strong demand in the sector for its rating action.
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Dollar General Stock Rises As Wall Street Analysts Raise Price Targets: Retail Bullish
May 19, 2025
Analysts are starting to spot an opportunity in Dollar General, whose low-cost, everyday essentials are increasingly appealing to consumers.
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Nike Retail Traders Stay Bearish Even As Tech Layoff Buzz Seeps In
May 19, 2025
The sportswear company has laid off some staff in its strategic enterprise and corporate functions departments, and outsourced some of the work, according to Bloomberg News.
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Stryker Receives FDA Clearance For OptaBlate System Aimed At Low Back Pain Relief: Retail’s Yet To React
May 19, 2025
OptaBlate BVNA is used in a targeted minimally invasive procedure to relieve vertebrogenic low back pain.
Via
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World Trade
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Tariff
JPMorgan CFO Reportedly Expects Higher Interest Income This Year, But Sees Significant Uncertainty In Economic Outlook
May 19, 2025
Jeremy Barnum also said that the combination of inflation and large fiscal deficits may constrain the available policy responses in ways that further increase the risk.
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Credit Cards
Economy
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Cantor Fitzgerald, Morgan Stanley Back Bullish Stance On Tesla: Retail’s Positive
May 19, 2025
Morgan Stanley analyst Adam Jonas said that valuing Tesla as purely an auto retailer would be akin to valuing Amazon as solely an online retailer or Apple as a seller of glowing rectangles and...
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Regeneron To Buy Assets Of 23andMe For $256M: Retail Says ‘Fantastic’ For Future R&D Efforts
May 19, 2025
Upon closing of the deal, 23andMe will be operated as a wholly owned direct or indirect unit of Regeneron and will continue operations as a personal genomics service.
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Target Annual Forecast At Risk: Retail Investors Positive Ahead Of Q1 Report
May 19, 2025
Investors have grown cautious of retail businesses in an environment marked by an uncertain tariff policy, high inflation, and unpredictable consumer behavior.
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Nvidia CEO Jensen Huang Talks Up 'AI Infrastructure' Strategy at Computex 2025, Reveals New Hardware Lineup
May 19, 2025
The company also unveiled NVLink Fusion silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners.
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Artificial Intelligence
Exposures
Artificial Intelligence
Charter And Cox Communications Announce $34.5B Merger To Create Industry Behemoth
May 16, 2025
The combined entity, which will change its name to Cox Communications within one year of the deal's closing, will assume Cox's approximately $12 billion in outstanding debt.
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