Target

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Target

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D
Dolphin Research8 hours ago
GOOGL (Trans): Betting on Gemini 4, capex set to jump again next year
Below is Dolphin Research's transcript of Alphabet's 2Q26 earnings call; for our commentary, cf. 'Alphabet: Is AI about to crack? The savior arrives'.
Key financial highlights: 1) Shareholder returns: the BOD raised the quarterly dividend by 5%.
2) Guidance: full-year CapEx guidance was lifted to $195-205bn (vs. $180-190bn prior)...
GoogleConference Minutes
F
First FellowMay 21 at 09:47 AM
• $NVIDIA(NVDA.US) reported strong earnings, with significant revenue growth and a 2400% dividend increase.
• SpaceX's IPO filing reveals modest revenue and growth compared to Nvidia's performance.
• SpaceX aims for a $28.5 trillion market and plans to list on Nasdaq.
• OpenAI is preparing for an IPO following a court ruling favoring its business model.
• $Target(TGT.US) shows signs of a turnaround with increased earnings, but shares fell post report.
• The Federal Reserve's minutes indicate potential interest rate hikes due to inflation concerns.
H
Hardik ShahMay 20 at 06:37 AM
☀️ Pre-Market Earnings Recap:
$TJX(TJX.US) $ZIM Integrated Shipping Services(ZIM.US) $Analog Devices(ADI.US) $Hasbro(HAS.US) $Target(TGT.US) $Lowes(LOW.US)
W
What TrendSpider SayMay 20 at 05:57 AM
$Target(TGT.US) Double Beat 🎯
Adj EPS: $1.71 vs $1.46 est
REV: $25.443B vs $24.639B est
Affirmed FY2026 Adj EPS Guidance
Q1 Comparable Traffic +4.4%
Q1 Comparable Sales +5.6%
🟩 +2.56%
H
Hardik ShahMay 20 at 05:37 AM
$Target(TGT.US) | Target Corporation, Q1-2027 Earning Report
F
First FellowMay 18 at 09:27 AM
• $NVIDIA(NVDA.US) earnings are important but consumer companies may dominate market attention this week.
• Retailers like $Walmart(WMT.US) and $Target(TGT.US) will report earnings, indicating consumer spending trends amid rising inflation.
• Higher gas prices could impact consumer spending, with gas currently around $4.51 per gallon. $XLE $ExxonMobil(XOM.US)
• NextEra Energy is in talks to merge with Dominion Energy to capitalize on the data center energy boom. $Nextera Energy(NEE.US) $Dominion Energy(D.US)
• Berkshire Hathaway significantly increased its stake in Alphabet and initiated a new investment in Delta Air Lines. $BRK.B $Alphabet(GOOGL.US) $Dominion Energy(D.US)AL
• SpaceX has split its stock ahead of a potential IPO, which could value the company at $2 trillion.
H
Hardik ShahMay 15 at 07:27 AM
📢 Companies Reporting Earnings Next Week
$Baidu(BIDU.US) $Canaan(CAN.US) $Bilibili(BILI.US) $Amer Sports(AS.US) $Home Depot(HD.US) $Toll Brothers(TOL.US) $Cava(CAVA.US) $Keysight Tech(KEYS.US) $Hasbro(HAS.US) $Lowes(LOW.US) $Analog Devices(ADI.US) $ZIM Integrated Shipping Services(ZIM.US) $Target(TGT.US) $TJX(TJX.US) $NVIDIA(NVDA.US) $ELF Beauty(ELF.US) $Nordson(NDSN.US) $Intuit(INTU.US) $CRPT $Arqit Quantum(ARQQ.US) $NIO Inc(NIO.US) $Walmart(WMT.US) $Deere(DE.US) $Deere(DE.US)CK $Take-Two Interactive Software(TTWO.US) $Webull(BULL.US) $Workday(WDAY.US) $Zoom Communications(ZM.US) $ROSST $Copart(CPRT.US) $BJs Wholesale Club(BJ.US)
W
What TrendSpider SayMay 9 at 05:07 PM
Performance across Sectors YTD
🟢 Energy $XLE +24.3%
🟢 Technology $XLK +20.6%
🟢 Materials $XLB +13.2%
🟢 Industrials $XLI
🟢 Real Estate $XLRE +10.1%
🟢 Consumer Staples $XLP +8.7%
🟢 Utilities $XLU +4.4%
🟢 Consumer Discretionary $XLY +0.2%
🔴 Communication Services $XLC -1.18%
🔴 Financials $XLF -6.6%
🔴 Healthcare $XLV -7.2%
D
Dolphin ResearchApr 21 at 06:00 AM
WMT: What Built the Trillion-Scale Retail Juggernaut?
He began as a 'small-town youth' hawking cheap toilet paper.
How did he rise against the odds?
+11
WalmartDeep Research
W
What TrendSpider SayApr 19 at 09:07 PM
Five years in the making 🎯 $Target(TGT.US)
Source: TrendSpider
S
Sundar PichaiJan 11 at 10:03 AM
AI agents will be a big part of how we shop in the not-so-distant future.
To help lay the groundwork, we partnered with Shopify, Etsy, Wayfair, Target and Walmart to create the Universal Commerce Protocol, a new open standard for agents and systems to talk to each other across every step of the shopping journey.
And coming soon, UCP will power native checkout so you can buy directly on AI Mode and the @Geminiapp.
Source: Sundar Pichai
S
Sunrise TraderDec 18, 2025 at 01:28 PM
$Target(TGT.US) in 13 week high list. $American Eagle Outfitters(AEO.US) in 52 week high list. Full disclosure I own both in my investment/spec/gamble account. None in trade account.
Source: Sunrise Trader
D
Dolphin ResearchNov 19, 2025 at 09:14 PM
NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind
The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...
NVIDIAConference Minutes
S
StockMarket.NewsOct 29, 2025 at 12:31 PM
Some of the Layoffs Across Corporate America.
• UPS: 48,000 employees
• Amazon: 30,000 employees
• Intel: 24,000 employees
• Accenture: 11,000 employees
• USPS: 10,000 employees
• Microsoft: 9,000 employees
• Chevron: 8,000 employees
• Estée Lauder: 7,000 employees
• Procter & Gamble: 7,000 employees
• US Cellular: 4,100 employees
• Salesforce: 4,000 employees
• Meta: 3,600 employees
• Paramount: 3,000 employees
• Oracle: 3,000 employees
• ConocoPhillips: 3,000 employees
• Santander US: 2,000 employees
• Hewlett Packard: 2,000 employees
• Morgan Stanley: 2,000 employees
• Target: 1,800 employees
• Workday: 1,750 employees
• General Motors: 1700
• PwC: 1,500 employees
• Dow Inc.: 1,500 employees
• Walmart: 1,500 employees
• Applied Materials: 1,444 employees
• Blue Origin: 1,400 employees
• Goldman Sachs: 1,395 employees
• Indeed and Glassdoor: 1,300 employees
• Starbucks: 1,100 employees
• International Paper Co.: 1,100 employees
• Kroger: 1,000 employees
• Spirit Airlines: 1,000 employees
• Ford: 1,000 employees
• Block: 931 employees
• Wayfair: 730 employees
• Bridgestone Americas: 700 employees
• Chewy: 650 employees
• Blue Diamond Growers: 600 employees
• Sarepta Therapeutics: 500 employees
• CrowdStrike: 500 employees
• Chegg: 388 employees
• Portland General Electric: 330 employees
• Alaska Air/Hawaiian Airlines: 252 employees
• Cisco: 221 employees
• Tenneco: 140 employees
Source: StockMarket.News
S
StockMarket.NewsOct 27, 2025 at 03:31 PM
Some of the biggest job cuts announced in recent months.
• Amazon is cutting up to 30,000 corporate jobs.
• Accenture is laying off 11,000 employees.
• Target is cutting about 1,000 jobs.
• General Motors let go of 200 salaried workers.
• Rivian is eliminating 600 jobs.
• NBC News reduced digital staff.
• Meta made new layoffs in tech teams.
• F5 Networks cut 106 positions.
• Oracle laid off 101 workers in Santa Clara.
• Cruise is halving its U.S. workforce.
• Paycom, Charter, and WSJ announced layoffs.
• Applied Materials is cutting 1,444 jobs.
• Microsoft is letting go of 7,000 employees.
• Cisco eliminated 221 roles in California.
• Salesforce trimmed 262 jobs in San Francisco.
Everything is fine because the S&P 500 just hit a new record high.
Source: StockMarket.News
G
Gary Black TrackerAug 20, 2025 at 07:04 AM
$Target(TGT.US) (-10% pre-mkt): What’s wrong with Corporate America? When a stock has underperformed by as much and for as long as $Target(TGT.US) (last 5 years $Target(TGT.US) -31% vs SPX +89% and vs $Walmart(WMT.US) +131%) one would think that the new CEO would be an outsider who can bring in fresh ideas, innovation, and new people to run the company. Instead they appoint the long-time #2 and COO (who was previously CFO) to take over as CEO when current CEO Brian Cornell gets kicked up to Executive Chairman in Feb 2026.

Share your thoughts

Write something you'd like to share with our community...

D
Dolphin Research8 hours ago
GOOGL (Trans): Betting on Gemini 4, capex set to jump again next year
Below is Dolphin Research's transcript of Alphabet's 2Q26 earnings call; for our commentary, cf. 'Alphabet: Is AI about to crack? The savior arrives'.
Key financial highlights: 1) Shareholder returns: the BOD raised the quarterly dividend by 5%.
2) Guidance: full-year CapEx guidance was lifted to $195-205bn (vs. $180-190bn prior)...
GoogleConference Minutes
F
First FellowMay 21 at 09:47 AM
• $NVIDIA(NVDA.US) reported strong earnings, with significant revenue growth and a 2400% dividend increase.
• SpaceX's IPO filing reveals modest revenue and growth compared to Nvidia's performance.
• SpaceX aims for a $28.5 trillion market and plans to list on Nasdaq.
• OpenAI is preparing for an IPO following a court ruling favoring its business model.
• $Target(TGT.US) shows signs of a turnaround with increased earnings, but shares fell post report.
• The Federal Reserve's minutes indicate potential interest rate hikes due to inflation concerns.
H
Hardik ShahMay 20 at 06:37 AM
☀️ Pre-Market Earnings Recap:
$TJX(TJX.US) $ZIM Integrated Shipping Services(ZIM.US) $Analog Devices(ADI.US) $Hasbro(HAS.US) $Target(TGT.US) $Lowes(LOW.US)
W
What TrendSpider SayMay 20 at 05:57 AM
$Target(TGT.US) Double Beat 🎯
Adj EPS: $1.71 vs $1.46 est
REV: $25.443B vs $24.639B est
Affirmed FY2026 Adj EPS Guidance
Q1 Comparable Traffic +4.4%
Q1 Comparable Sales +5.6%
🟩 +2.56%
H
Hardik ShahMay 20 at 05:37 AM
$Target(TGT.US) | Target Corporation, Q1-2027 Earning Report
F
First FellowMay 18 at 09:27 AM
• $NVIDIA(NVDA.US) earnings are important but consumer companies may dominate market attention this week.
• Retailers like $Walmart(WMT.US) and $Target(TGT.US) will report earnings, indicating consumer spending trends amid rising inflation.
• Higher gas prices could impact consumer spending, with gas currently around $4.51 per gallon. $XLE $ExxonMobil(XOM.US)
• NextEra Energy is in talks to merge with Dominion Energy to capitalize on the data center energy boom. $Nextera Energy(NEE.US) $Dominion Energy(D.US)
• Berkshire Hathaway significantly increased its stake in Alphabet and initiated a new investment in Delta Air Lines. $BRK.B $Alphabet(GOOGL.US) $Dominion Energy(D.US)AL
• SpaceX has split its stock ahead of a potential IPO, which could value the company at $2 trillion.
H
Hardik ShahMay 15 at 07:27 AM
📢 Companies Reporting Earnings Next Week
$Baidu(BIDU.US) $Canaan(CAN.US) $Bilibili(BILI.US) $Amer Sports(AS.US) $Home Depot(HD.US) $Toll Brothers(TOL.US) $Cava(CAVA.US) $Keysight Tech(KEYS.US) $Hasbro(HAS.US) $Lowes(LOW.US) $Analog Devices(ADI.US) $ZIM Integrated Shipping Services(ZIM.US) $Target(TGT.US) $TJX(TJX.US) $NVIDIA(NVDA.US) $ELF Beauty(ELF.US) $Nordson(NDSN.US) $Intuit(INTU.US) $CRPT $Arqit Quantum(ARQQ.US) $NIO Inc(NIO.US) $Walmart(WMT.US) $Deere(DE.US) $Deere(DE.US)CK $Take-Two Interactive Software(TTWO.US) $Webull(BULL.US) $Workday(WDAY.US) $Zoom Communications(ZM.US) $ROSST $Copart(CPRT.US) $BJs Wholesale Club(BJ.US)
W
What TrendSpider SayMay 9 at 05:07 PM
Performance across Sectors YTD
🟢 Energy $XLE +24.3%
🟢 Technology $XLK +20.6%
🟢 Materials $XLB +13.2%
🟢 Industrials $XLI
🟢 Real Estate $XLRE +10.1%
🟢 Consumer Staples $XLP +8.7%
🟢 Utilities $XLU +4.4%
🟢 Consumer Discretionary $XLY +0.2%
🔴 Communication Services $XLC -1.18%
🔴 Financials $XLF -6.6%
🔴 Healthcare $XLV -7.2%
D
Dolphin ResearchApr 21 at 06:00 AM
WMT: What Built the Trillion-Scale Retail Juggernaut?
He began as a 'small-town youth' hawking cheap toilet paper.
How did he rise against the odds?
+11
WalmartDeep Research
W
What TrendSpider SayApr 19 at 09:07 PM
Five years in the making 🎯 $Target(TGT.US)
Source: TrendSpider
S
Sundar PichaiJan 11 at 10:03 AM
AI agents will be a big part of how we shop in the not-so-distant future.
To help lay the groundwork, we partnered with Shopify, Etsy, Wayfair, Target and Walmart to create the Universal Commerce Protocol, a new open standard for agents and systems to talk to each other across every step of the shopping journey.
And coming soon, UCP will power native checkout so you can buy directly on AI Mode and the @Geminiapp.
Source: Sundar Pichai
S
Sunrise TraderDec 18, 2025 at 01:28 PM
$Target(TGT.US) in 13 week high list. $American Eagle Outfitters(AEO.US) in 52 week high list. Full disclosure I own both in my investment/spec/gamble account. None in trade account.
Source: Sunrise Trader
D
Dolphin ResearchNov 19, 2025 at 09:14 PM
NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind
The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...
NVIDIAConference Minutes
S
StockMarket.NewsOct 29, 2025 at 12:31 PM
Some of the Layoffs Across Corporate America.
• UPS: 48,000 employees
• Amazon: 30,000 employees
• Intel: 24,000 employees
• Accenture: 11,000 employees
• USPS: 10,000 employees
• Microsoft: 9,000 employees
• Chevron: 8,000 employees
• Estée Lauder: 7,000 employees
• Procter & Gamble: 7,000 employees
• US Cellular: 4,100 employees
• Salesforce: 4,000 employees
• Meta: 3,600 employees
• Paramount: 3,000 employees
• Oracle: 3,000 employees
• ConocoPhillips: 3,000 employees
• Santander US: 2,000 employees
• Hewlett Packard: 2,000 employees
• Morgan Stanley: 2,000 employees
• Target: 1,800 employees
• Workday: 1,750 employees
• General Motors: 1700
• PwC: 1,500 employees
• Dow Inc.: 1,500 employees
• Walmart: 1,500 employees
• Applied Materials: 1,444 employees
• Blue Origin: 1,400 employees
• Goldman Sachs: 1,395 employees
• Indeed and Glassdoor: 1,300 employees
• Starbucks: 1,100 employees
• International Paper Co.: 1,100 employees
• Kroger: 1,000 employees
• Spirit Airlines: 1,000 employees
• Ford: 1,000 employees
• Block: 931 employees
• Wayfair: 730 employees
• Bridgestone Americas: 700 employees
• Chewy: 650 employees
• Blue Diamond Growers: 600 employees
• Sarepta Therapeutics: 500 employees
• CrowdStrike: 500 employees
• Chegg: 388 employees
• Portland General Electric: 330 employees
• Alaska Air/Hawaiian Airlines: 252 employees
• Cisco: 221 employees
• Tenneco: 140 employees
Source: StockMarket.News
S
StockMarket.NewsOct 27, 2025 at 03:31 PM
Some of the biggest job cuts announced in recent months.
• Amazon is cutting up to 30,000 corporate jobs.
• Accenture is laying off 11,000 employees.
• Target is cutting about 1,000 jobs.
• General Motors let go of 200 salaried workers.
• Rivian is eliminating 600 jobs.
• NBC News reduced digital staff.
• Meta made new layoffs in tech teams.
• F5 Networks cut 106 positions.
• Oracle laid off 101 workers in Santa Clara.
• Cruise is halving its U.S. workforce.
• Paycom, Charter, and WSJ announced layoffs.
• Applied Materials is cutting 1,444 jobs.
• Microsoft is letting go of 7,000 employees.
• Cisco eliminated 221 roles in California.
• Salesforce trimmed 262 jobs in San Francisco.
Everything is fine because the S&P 500 just hit a new record high.
Source: StockMarket.News
G
Gary Black TrackerAug 20, 2025 at 07:04 AM
$Target(TGT.US) (-10% pre-mkt): What’s wrong with Corporate America? When a stock has underperformed by as much and for as long as $Target(TGT.US) (last 5 years $Target(TGT.US) -31% vs SPX +89% and vs $Walmart(WMT.US) +131%) one would think that the new CEO would be an outsider who can bring in fresh ideas, innovation, and new people to run the company. Instead they appoint the long-time #2 and COO (who was previously CFO) to take over as CEO when current CEO Brian Cornell gets kicked up to Executive Chairman in Feb 2026.

Target

Target

GOOGL (Trans): Betting on Gemini 4, capex set to jump again next year

WMT: What Built the Trillion-Scale Retail Juggernaut?

NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind

GOOGL (Trans): Betting on Gemini 4, capex set to jump again next year

WMT: What Built the Trillion-Scale Retail Juggernaut?

NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind