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Nvidia Earnings on Deck, Lululemon Loses Key Executive

The Rundown

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Target's Sales Comparison and AI Data Center Electricity Demand

This chapter delves into how consumer spending affects Target's sales more than Walmart, indicating Target's susceptibility to changes in discretionary spending. It also explores Target's stock performance and proposes venturing into athleisure products. Additionally, it touches on the escalating energy demands of AI data centers by 2030 and their implications for utility and natural gas stocks.

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