Consumer behavior, inventories, and off-price winners

Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days help rejuvenate the space? A top analyst lays out what she sees in store for the group.

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