Spending Bender Every earnings season, investors wait with bated breath to hear how much the big tech companies plan to spend on AI-related initiatives. Stock prices seem to react more to the outlook on that than the earnings data itself. Needless to say, AI spending continues to be the focus and that doesn’t appear to…Read more
Will renewed inflation pressure break the American consumer? After last week’s hot inflation data shifted the market narrative, that’s the burning question. We may get some answers this week. A number of the nation’s largest retailers, including industry bellwethers Home Depot (HD), Lowe’s (LOW), Walmart (WMT), and Target (TGT) are set to report their second-quarter…Read more
31 Flavors In the heat of August, let’s think about ice cream — in particular, a place that offers 31 flavors. If you’re a two-scoop kind of customer, you might choose two different flavors for the same cone, knowing that the combination will be better than each by itself. Some flavors are classics that almost…Read more
