5min chapter

Wall Street Unplugged - What's Really Moving These Markets cover image

Retail is hurting—except one group

Wall Street Unplugged - What's Really Moving These Markets

CHAPTER

What's Going to Happen in the Next 10K?

Walmart raised $1 billion at 5.75 convertible senior notes to 2027. Carnival down 12, 15% today after raising money for lower-end consumers. Micron warning again about huge inventory concerns in the semiconductor industry. These guys have very high margins and pricing power because they did best as you know close to full capacity.

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