Sixty-five owner-operators is not the same thing as sixty-five trucks.
Watch the full episode: 65 owner-operators, one standard, and a lot of hard lessons about what keeps independent contractors running your freight when they have every other option to leave.
That distinction sits underneath everything Christian Martinez does. As director of operations at Voyager Nation in Mulberry, Florida, he manages a fleet that is 100% owner-operator, which means he manages 65 independent business owners who have no obligation to stay and every other option available to them.
"That's 65 worlds, 65 minds," Martinez said. "They all want to run their businesses a little bit different. Whether certain guys are willing to go to certain regions, home time, all of that looks different. However, the outcome has to be the same. They have to be making enough money or have enough cash flow to their business to be successful."
Martinez came up through loading docks, warehouses, ports, last-mile recruiting, and fleet acquisitions before he landed in operations, and he appeared on a recent episode of The Long Haul to talk about the thing most small carriers handle badly: recruiting and keeping owner-operators. His conclusions run against most of what the industry does by reflex.

#martinez #episode #independent

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#corporation #cost #Equity

Costco, the warehouse retailer known for buying in bulk, is raking in young and loyal customers obsessed with posting their finds on social media. Retail ***** ysts say younger generations, including Gen Z and even teenagers, are being drawn in by the store's constant stream of new products and its gimmick-free approach.

#costco #retail #Warehouse

LOS ANGELES (AP) — Republican Steve Hilton launched his general election campaign for California governor Wednesday with a gambit to win over left-leaning voters who dominate the state: Even if they loathe President Donald Trump, he said, they should consider voting for him.
During an event in Los Angeles, against the backdrop of a stinking, scorched food warehouse he described as a symbol of the state's political incompetence, Hilton rolled out a list of campaign promises clearly aimed at residents buckling under California's notoriously high cost of living. He vowed to bring the price of gasoline down to $3 a gallon, about half the current cost, cut residents' utility bills in half, now among the nation's highest, and eliminate state income taxes on the first $150,000 in earnings.
He blamed the state's problems — from homelessness to low student test scores — squarely on Democrats, who hold every statewide office and supermajorities in the Legislature. He called Democrats a "rotten regime that has abandoned the working class."
In his campaign remarks and ads he took out in leading newspapers throughout the state, Hilton addressed his relationship with Trump, who has endorsed him in the race.
"This is not about who you hate in Washington. It's about what we love about California and what we can do to make California once again the best place anywhere in the country to start and raise a family, to start and run a business," he said before a small group of supporters. "That's what this election is about."

#campaign #Trump

By
Updated July 22, 2026 10:15 am ET
Listen
(2 min)
U.S. warehouse landlord Prologis PLD 0.29%
increase; up pointing triangle
sweetened its bid for U.K. rival Segro to 14 billion pounds ($18.72 billion), saying this was its final proposal and ruling out further increases.

#updated #listen #prologis #pointing

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#costco #NASDAQ #bristol #Equity

All the fears that worried the market in the past are percolating. Inflationary concerns are rising, with oil prices near a six-week high, more tariffs, and geopolitical tensions in the Middle East unlikely to go away anytime soon. The Federal Reserve is likely to nudge rates higher -- not lower -- the next time it meets. Suddenly, everything that is borrowed is about to be something blue.
It's against this unsettling climate, with consumer confidence hitting a new low before rebounding this summer, that investors might want to consider investing in Costco (NASDAQ: COST). Yes, Costco.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The country's top warehouse club operator may not seem much of a growth stock. It's also certainly not cheap by most measuring sticks. However, if reality catches up to today's buoyant market later this month, you're probably going to learn the real reason why Costco is worth its market premium.
Costco stock is trading for 47 times trailing earnings, a big markup to both the market average and the retailer's own growth. Its revenue multiple may initially seem low at 1.4, but in the low-margin world of groceries and other consumer staples retail, it's a princely premium. If you're an income investor, the stock's 0.6% dividend yield isn't going to ring a dinner bell, even though Costco does reward shareholders with substantially larger special dividends every few years.

#market #signal #Consumer #years

MOSCOW, July 21 (Reuters) - Online retailer Wildberries, Russia's answer to Amazon, and the merchants who trade through it are grappling with losses in the wake of Ukrainian attacks on warehouses operated by the retailer, the Kremlin said ‌on Tuesday.
Drones targeted two large logistics hubs in the cities of Kotovsk and Elektrostal on Saturday. The strikes killed ‌eight workers, sparked fires and disrupted operations at Wildberries, Russia's largest online retailer, which can handle over 20 million orders per day.
While the extent of the damage remains unclear, the attacks on a company so central to the consumer economy appear to mark a widening of Kyiv's strategy of using long-range drones to disrupt Russia's war effort and pressure the Kremlin to make peace.
Asked about the attacks, Kremlin spokesman Dmitry Peskov told journalists: "The situation is indeed difficult because of the losses suffered both by the company itself and by representatives of small and medium-sized businesses."
He ‌denied accusations from Ukraine that Wildberries handles military ⁠supplies.

#drones #company

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How popular are Costco's gas pumps? The chain had to open its own standalone gas station, apart from the store, just to accommodate customer demand. The retailer is now pumping gas at a station in Southern California, with a second station planned for Honolulu, the Wall Street Journal reports. Both sit a mile or two from the nearest warehouse.
"They're really intended to either alleviate some of the capacity constraints in the gas station that exists at the warehouse today or we just can't get a gas station on the same premises," said Costco CFO Gary Millerchip. The stations will keep Costco's signature discounted pricing, as fuel prices continue to rise.
CEO Ron Vachris told investors the five weeks ending mid-May were the highest gas-sales weeks in company history, pulling in members using Costco's pumps for the first time. Those first-time fuel customers tend to spend more overall, he added.
Costco has had another retail win lately, too. Sales for a retro 1980's Esprit fleece crewneck completely sold out over the weekend. Whether it's filling up the tank or the closet, Costco members are getting their fill this month.

#sales #pumps #members

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets.
The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current spending look modest by comparison.
Jensen Huang, who cofounded Nvidia (NVDA) and still runs the company, has told investors across multiple recent earnings calls that he expects global annual data-center capital expenditure to reach $3 trillion to $4 trillion by the end of the decade, CNBC reported.
On Nvidia's first-quarter FY27 earnings call on May 20, Chief Financial Officer Colette Kress said the company expects to reach that target by the end of this decade.
The gap between Huang's projection and what most of Wall Street expects is striking and reveals the extent of disagreement about the trajectory of artificial intelligence spending over the next several years.

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Every big real estate boom leaves a few good neighborhoods behind.
Housing prices are high, and real estate investment trusts focused on data centers have been all the rage, but if financial advisors think all REITs have lofty valuations, they're missing opportunities to find some bargains and diversify their portfolios. Many public ones are still trading at a discount to net **** et value, said Sam Adams, co-founder of Vert **** et Management, which holds 150 REITs globally. They can offer value as well as diversification away from the artificial intelligence and technology concentration in large-cap equities worrying some investors. "One of the things that real estate does is it gives you exposure to a real physical **** et. So, when intangible **** ets like tech companies struggle, sometimes the market rotates to real **** ets as a safety haven," he said.
Given REITs' lower valuations compared with the AI and tech sector, real estate might be in a better position if the market cycle changes. Adams points to the dot-com bubble as an example: From 2000 to 2002, REITs saw an annual return of 14.6%, while the S&P 500 lost 14.6% annually. While many of the products underperformed after the Federal Reserve's rate hikes a few years ago and COVID, which repriced much commercial real estate, REITs may still offer an alternative to expensive traditional stocks and bonds.
For advisors interested in adding REITs, whether public or private, there are a few criteria to consider, as well as strategies for investors seeking to exit their physical holdings in a tax-efficient way. Once advisors move beyond data center and senior housing public REITs, Adams said a broad swath of **** ets from hotels and resorts to self-storage, warehouses and shopping malls trade under net **** et value despite many having strong revenue and operating income. "Everything else is still kind of in the bargain drawer," he said.

Prologis said Monday that its enhanced bid to acquire London-based logistics warehouse operator Segro had been rejected. Prologis' third offer, valued at £13.5 billion ($18.2 billion), represented a 6% increase above its initial proposal and included a 20% cash component.
The latest offer, a 41% premium to Segro's (LSE.SGRO) three-month weighted average share price, would give Segro shareholders .089 new Prologis shares for each share held, with the option to receive up to 20% in cash.
San Francisco-based Prologis (NYSE: PLD) ******* erts that a business combination would give Segro access to a larger logistics real estate network and a lower cost of capital. It previously said Segro trades at a discount because it is required to make dilutive equity issuances to fund its projects. The prior two iterations were all-stock offers.
"Prologis' proposal provides upfront value, greater flexibility and long-term upside opportunity," the Monday news release stated. "SEGRO's standalone plan relies on flawless execution of a significant, long-dated development pipeline, substantial third-party funding and an unjustified valuation."
Prologis has until 5:00 pm London time on Wednesday to finalize firm intentions, per British takeover rules.

Amazon is expanding its logistics business, accelerating delivery speeds, and generating stronger profits.
But growth does not mean every Amazon warehouse or job remains safe.
A newly filed Worker Adjustment and Retraining Notification (WARN) notice shows that Amazon plans to shut down another Florida facility, affecting nearly 500 employees.
The closure follows a separate Amazon facility shutdown in the state that affected more than 600 workers.
Together, the two notices show how Amazon is adjusting its enormous fulfillment network even as the company handles more orders, delivers products faster, and opens its logistics infrastructure to outside businesses.

A warehouse shift in Tulsa will result in 184 job cuts, even as production lines beside it continue to operate.
TheStreet recently reported that Coca-Cola is closing a Massachusetts bottling plant, while Mars-owned Nature's Bakery is transferring production from a Missouri facility to other locations.
The circumstances differ, but both showed how companies are redrawing their manufacturing and distribution networks while their products remain widely available to shoppers.
Now a similar shift is affecting PepsiCo workers in Tulsa, Oklahoma.
PepsiCo Beverages will discontinue warehouse operations at its facility at 510 W. Skelly Drive, Tulsa, on Nov. 15, according to a Worker Adjustment and Retraining Notification (WARN) notice reviewed by TheStreet.

A warehouse shift in Tulsa will result in 184 job cuts, even as production lines beside it continue to operate.
TheStreet recently reported that Coca-Cola is closing a Massachusetts bottling plant, while Mars-owned Nature's Bakery is transferring production from a Missouri facility to other locations.
The circumstances differ, but both showed how companies are redrawing their manufacturing and distribution networks while their products remain widely available to shoppers.
Now a similar shift is affecting PepsiCo workers in Tulsa, Oklahoma.
PepsiCo Beverages will discontinue warehouse operations at its facility at 510 W. Skelly Drive, Tulsa, on Nov. 15, according to a Worker Adjustment and Retraining Notification (WARN) notice reviewed by TheStreet.

The logistics industry has spent the past few years talking about robots, warehouse automation and artificial intelligence. This year, that talk has turned into real money.
But the way companies are spending it looks different from what it did even two years ago. Instead of chasing fully automated "lights-out" warehouses, most operators are building hybrid systems that mix people, robots and software in ways they can adjust as conditions change.
More from WWD
Maersk, Lululemon Go Big on New Fulfillment Hubs
UPS, FedEx Top List of Logistics Companies Ranked by Market Cap

Logistics warehouse operator Prologis reported another quarter of record lease signings, prompting it to raise earnings guidance for a second time this year. The San Francisco-based real estate investment trust's second-quarter results came in ahead of ***** ysts' forecasts Thursday before the market opened.
Prologis (NYSE: PLD) reported consolidated revenue of $2.43 billion, which was 11% higher year over year and ahead of a $2.16 billion consensus estimate. Core funds from operations (FFO) of $1.63 per share were 17 cents higher y/y and 8 cents better than ***** ysts' expectations.
"We believe the business is entering its next phase of growth," said CEO Dan Letter in a news release. "Customer demand is broadening, and our opportunity set is expanding as logistics, digital infrastructure and energy needs increasingly intersect."
Lease signings covering 67 million square feet of ***** e outpaced the prior record set in the first quarter. Leases commenced totaled 61.7 million square feet, up 21% y/y.
Average occupancy improved 10 basis points y/y to 95%, which was 30 bps lower sequentially. Net effective rent change on Prologis' portfolio of multiyear leases was 36.9% in the quarter, near the company's goal of 40% for full-year 2026.

Australian Rules Football
AFL Men's — Round 19
Geelong Cats vs. St. Kilda Saints — Fox Soccer Plus, 5:30 a.m. (Thursday)
Baseball
American ****** ociation of Professional Baseball
All-Star Game, Haymarket Park, Lincoln, NE
East Division vs. West Division — MLB Network, 8:30 p.m.
College Football
ACC Football Kickoff
Day 1, Hilton Charlotte Uptown, Charlotte, NC
Commissioner's Forum — ACC Network/ESPN Unlimited, 9 a.m.
Florida State, Miami (FL), North Carolina State, Stanford, Virginia — ACC Network/ESPN Unlimited, 9 a.m.
Head Coaches and Student-Athlete Press Conferences — ACC Network Extra, 11 a.m.
ACC Huddle: Kickoff Special — ESPN2/ACC Network/ESPN Unlimited, 7 p.m.
Sun Belt Conference Media Days
Day 1, New Orleans Marriott Warehouse Arts District, New Orleans, LA
Morning Session — ESPN+, 10:30 a.m.
Podium Feed — ESPN+, 11 a.m.
Afternoon Session — ESPN+, 2:30 p.m.
Pushing the Pile — CBS Sports Network, 1 p.m.
College Football Live — ESPN2, 3 p.m.
The Juice: Inside Tennessee Football — SEC Network, 7:30 p.m.

Tony Barzar started at Price Club — the warehouse retailer that would later become Costco — in 1986, gathering shopping carts in a Tucson parking lot for $5.85 an hour. Four decades later, he earns $32.90 an hour as a cashier, owns a three-bedroom home with a pool, has traveled to Europe twice and has accumulated over $1 million in his 401(k).
"I could retire," Barzar, now 60, told The Wall Street Journal. "But what would I do? Costco has been good to me (1)."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

July 11 (Reuters) - Ukrainian President Volodymyr Zelenskiy said on Saturday that officials who allowed weapons warehouses ‌to operate in a residential area outside ‌Kyiv where explosions killed 10 people had been identified and would be held accountable.
A Russian strike this week on the small town of Vyshneve on Kyiv's western outskirts hit a warehouse housing arms, setting off a series of ‌secondary explosions. Hundreds ⁠of houses were damaged.
Zelenskiy said an investigation by the Ukrainian Security Service had established ⁠which officials within the state weapons producer Ukroboronprom had authorised use of the warehouse in Vyshneve.
"This was a direct violation of both the law and a decision of ‌the Supreme Commander-in-Chief's staff," he said. "The responsible officials have been identified and the state's position is that each of them must be held accountable."
Without identifying those accused, Zelenskiy said the heads of two state-owned enterprises ‌had operated in violation of the law and of decisions taken by Ukraine's military. Other officials who may have contributed ‌to decisions would also be investigated, he said.

A warehouse robotics firm is generating more cash for its owners than a government bond, yet its stock price tells a story of deep skepticism.
Symbotic (SYM) builds and runs vast, AI-powered robotic systems that automate warehouses for retail giants. Yet, after a -21% return over the last three months, its stock trades about 51% below its 52-week high. The market is pricing this company as if its cash-generating power is both risky and fleeting, but the numbers suggest it is large, durable, and growing.
This business pays you more than a Treasury bond.
An investor today faces a simple choice. You can lend money to the U.S. government for ten years and receive a 4.6% annual yield. Or you can own a piece of Symbotic, which currently generates a free-cash-flow yield of 13.8%. That is a 9.3% premium over the risk-free rate, paid to you not by a government promise, but by the cash this business throws off.
This isn't a one-time accounting fluke. The company's three-year average free-cash-flow yield is 9.8%, still more than double the Treasury, and it carries over $2 billion in cash with no debt. The machine generating this cash is real and has a multi-year record of performance.

His grind comes from his mother. He watched it live. The 12-hour shifts at VoiceComm began near dawn. Warehouse work reaches the bone, leaving feet aching, backs stiffened and spirits weary. At 4 p.m., she commuted home with people who left work early to beat traffic, and she’d just worked overtime moving electronics through a cavernous depot. “When I was there,” Lendeborg said, shaking his head as he remembered, “it was really 12-hour shifts. I’m like, ‘Man. This is hard labor.’ And she’s been doing this for, like, 12 years.” This wasn’t her only job. She also drove for Uber. On weekends, she cleaned up churches for extra bread. Whatever it took to raise four children.
NBA.com
This article originally appeared on Hoops Hype: “When I was there,” Lendeborg said, shaking his head …

Walmart has agreed to pay more than $13 million and overhaul how it communicates pay to delivery drivers in Texas, resolving a state investigation that alleged the retailer misled workers about tips, base pay and incentive earnings through its Spark Driver platform.
The settlement, announced Monday by Texas Attorney General Ken Paxton, provides approximately $6.69 million in restitution to affected Texas Spark drivers while requiring Walmart to pay an equal amount in civil penalties, attorneys' fees and costs to the state. In total, the agreement exceeds $13.3 million.
The settlement resolves allegations that Walmart violated the Texas Deceptive Trade Practices Act through its Spark Driver Program, which provides same-day grocery and merchandise deliveries from Walmart stores and warehouses. Walmart denied any wrongdoing and said the agreement does not constitute an admission of liability.
Spark is Walmart's (Nasdaq: WMT) last-mile delivery platform, connecting independent contractors with grocery and merchandise delivery opportunities from local Walmart stores.
According to the ******* urance of Voluntary Compliance filed in Collin County, Texas, investigators alleged Walmart made misleading representations to delivery drivers dating back to at least 2021 involving three primary categories of compensation: customer tips, base pay and incentive bonuses.

Sibeg Coca-Cola, the soft drinks giant's bottler in Sicily, is adding a new logistics facility to its base in Catania.
The company has touted the benefits of automation at the new warehouse, where building has started.
In a statement, Sibeg Coca-Cola, which held an event today (7 July) to mark the start of the project, said the facility would "increase operational efficiency, optimise the management of logistics and support volume growth".
The bottler is spending €51m ($58.3m) to build a warehouse for the automated storage of goods, with a capacity of around 43,000 pallets. It will be connected to the existing plant at the Catania site through an elevated tunnel.
Sibeg Coca-Cola said the warehouse would automate the flow of raw materials to the bottling plant's production lines and then move finished products back towards storage and loading ports.

Walmart Inc. (NASDAQ:WMT) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer highlighted the stock's recent decline. He remarked:
Alright, here's one: how about Walmart? Did you see that? At one point, it was down 5%. Closed down 3.9% today. Do you know that's in the red for the year? The thesis here is that oil's come down and gasoline will follow, so consumers will no longer need to shop at Walmart to save money. I think that's nonsense. I know sometimes it's hard to pay 37 times Walmart's earnings, but this one's now fallen 26 points from its high. That feels excessive to me. How about you? Hey, by the way, the decline in TJX is really excessive.
Walmart Inc. (NASDAQ:WMT) operates retail stores, warehouse clubs, and online platforms that sell groceries, everyday essentials, home goods, apparel, electronics, and more. Cramer discussed the company during the May 27 episode, as he commented:
Now, let's talk about the retailers that were, I don't know, let's call them more or less okay, Walmart and Target. I hesitate to call these quarters bad, but they clearly, you know, the market didn't like them. Wall Street took a look at Walmart's numbers and decided to sell the stock hard. It tumbled 7.2% in response last Thursday… I don't think it's so bad, but I think, let's put it this way, I think the declines were excessive. Walmart matched expectations for U.S. same-store sales, up 4.1%. Eked out a small revenue beat. Delivered inline earnings, which were up 8% year over year.
Walmart also declined to raise its full-year forecast, which sat below Wall Street's estimates. Management argued that even reiterating their previous forecast should be seen as a positive, given the impact of higher fuel prices. But they also talked about the new pressure on the consumer. We don't want to hear that. And that's how we ended up with a negative reaction to the quarter. Doesn't help that Walmart's pretty expensive relative to its growth rate. In the long run, though, look, I think Walmart's fine. I see the pullback [as a] rare buying opportunity.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI and Technology Stocks to Buy Now. On June 22, the company announced NVIDIA Halos for Robotics, which is the industry's first full-stack, comprehensive safety system for robotics and physical AI, unifying AI compute and safety. Agility is the first to use this in order to build safety into the humanoids that are working in factories, warehouses and logistics operations for customers that include Amazon, GXO, Schaeffler and Toyota Motor Manufacturing Canada. To give a background, Agility is a humanoid robotics and physical AI company.
It is expected that the next generation of autonomous robots would be operating in dynamic environments along with humans, utilising AI foundation models, accelerated compute, as well as distributed sensors. NVIDIA Halos allows companies to rely on a standardized and unified safety architecture. This connects AI compute, system software, sensor data, safety applications, and inspection for robotic systems.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 10 Best FMCG Stocks to Invest In According to ***** ysts and 11 Best Long-Term Tech Stocks to Buy According to ***** ysts.

Symbotic Inc. (NASDAQ:SYM) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Noting that they have a position in the stock, a caller asked for guidance, and Cramer replied:
I have to tell you, the company is making money. I think it's a very good spec. I reiterate that. I'm not against Symbotic. Look, Symbotic, there's so many losing-money companies out there that people buy; this one is not. I think it's a decent spec, and it's too low.
Photo by Adam Nowakowski on Unsplash
Symbotic Inc. (NASDAQ:SYM) develops automation technologies that improve efficiency in large warehouses and distribution centers. During the lightning round of the April 24 episode, a caller inquired about the stock, and Cramer commented:
Well, you know, you're a high schooler and I would tell you that this is a company that is a, it's an automation company and a robotic company. You are going up against Elon Musk, but there's room for both. So I'm going to bless… to buy a few, a couple of shares, not more, buy a couple of shares. Let's see how we do.

Prologis has intensified its pursuit of Segro after the London-based logistics warehouse operator rejected a £12.6 billion ($16.6 billion) takeover bid last week. Prologis further outlined its financial and strategic thesis for the combination on Tuesday.
The San Francisco-based real estate investment trust said the all-stock transaction would unlock significant value for Segro (LSE.SGRO) shareholders beyond the initial 25% premium to share price. (Segro shareholders would receive .084 new Prologis shares for each share held and hold approximately 10.5% of Prologis' share capital after closing.)
Prologis (NYSE: PLD) said the deal gives Segro access to its larger logistics real estate network and its "fortress balance sheet." In addition to "lagging earnings and dividend growth," Prologis claims Segro trades at a discount because it is forced to lean on dilutive equity issuances to raise funds.
"Prologis' access to public and private capital that will enable Prologis to unlock and accelerate the embedded value of SEGRO's development and data center pipeline which Prologis believes SEGRO is unable to fully realize on a standalone basis given its balance sheet capacity and persistent trading discount," the company said in a news release.
It said Segro has seen total shareholder returns decline by 20.1% over the past five years, while Prologis generated a 38.6% return.

The post-pandemic days of coffee badging and logging in from the couch may be coming to an end. More employers have been rolling out novel ways to keep tabs on workers' whereabouts. And now, retail giant Target is doubling down on its attendance policy with a new points system.
Starting this September, Target will begin tracking the unexcused tardiness and absences of its store and warehouse workers with a new points system, according to Business Insider reporting confirmed by the company.
Staffers' attendance violations will be tallied up and addressed accordingly: a quarter of a point for being more than eight minutes late to work, one point for missing a shift without their manager's approval, and three points for skipping on work without telling their boss. The attendance strikes expire every 365 days.
And the higher the number climbs, the more serious the consequences become. If staffers rack up three points, they'll have to check in with their supervisor; after five, counseling is on the table. And ultimately, if employees hit the threshold of 12 points, they'll be shown the door.
Target's attendance system comes as its new CEO, Michael Fiddelke, looks to improve store operations and create a better experience for shoppers. In a statement to Fortune, a company spokesperson says "Target is focused on returning to growth, and elevating our guest experience is a key strategic priority. We'll continue to focus on enabling our team to deliver the delightful experience that guests depend on every day."

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top trending US stocks to buy now. Reuters reported on June 19 that Amazon.com, Inc. (NASDAQ:AMZN) announced on Friday that its Indian operations reached a significant milestone in water conservation. This came at a time when global tech giants are facing mounting pressure regarding their use of resources for the expansion of AI data centers.
Amazon.com, Inc. (NASDAQ:AMZN) announced that it turned "water positive" in India this year, which means that it returns more water to communities than it uses in its operations. These include warehouses, data centers, and corporate offices. Reuters also reported that the company accomplished this goal a year earlier than planned, supported by projects such as efficient irrigation and watershed restoration, and by reducing the use of water at its facilities. Reuters reported earlier this year that Amazon.com, Inc. (NASDAQ:AMZN), Microsoft, and Alphabet are among the major tech giants facing activist and shareholder pushback regarding the detrimental environmental effects of data center projects.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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