Wall Street Breakfast Walmart gets cautious on the future
6 snips
Feb 20, 2025 Walmart shares dip as the retail giant offers cautious financial guidance, sparking mixed market reactions. Meanwhile, OpenAI celebrates reaching a staggering 400 million weekly users. In a cinematic twist, Amazon secures creative rights to the James Bond franchise. The conversation also dives into Palantir's stock defense by Wedbush and Alibaba's strong earnings, alongside important trends in U.S. jobless claims.
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Walmart's Cautious Outlook
- Walmart's Q4 results beat expectations, but future guidance is causing concern for investors.
- The company anticipates continued pressure from its product mix and a stable consumer base.
Palantir and Defense Spending
- Palantir's stock continues to decline due to concerns about potential defense spending cuts.
- Wedbush analyst Dan Ives believes Palantir's software is uniquely positioned to benefit from these cuts, not suffer.
Alibaba's Strong Performance
- Alibaba's stock surged after exceeding expectations in revenue and key segments.
- Analysts at Morgan Stanley and Jeffries highlighted the positive results, strengthening the investment thesis.