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Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips
24/7 Wall St.1d agobullish
Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips

Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back its gains while Meta Platforms holds a modest bid. The Amplify Online Retail ETF (NYSEARCA:IBUY) is down 2% in Wednesday morning trading. The […]

Royal Caribbean charts new course with Sandals partnership
Proactive1d agobullish
Royal Caribbean charts new course with Sandals partnership

Royal Caribbean Cruises Ltd (NYSE:RCL) has agreed to acquire a 50% stake in Sandals and Beaches Resorts for approximately $3 billion, expanding the cruise operator into the all-inclusive resort market. The partnership will combine Sandals and Beaches Resorts' all-inclusive resort expertise...

Is Snowflake Buying Its Growth With Its Margin?
Trefis1d agobullish
Is Snowflake Buying Its Growth With Its Margin?

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

Seagate Retired Its 2028 Notes. Buybacks Are Next
TIKR1d agobullish
Seagate Retired Its 2028 Notes. Buybacks Are Next

Key Stats for Seagate StockCurrent Price: $919. 84Target Price (Mid): ~$3,630Street Target: ~$1,125Potential Total Return: ~295% from the current price (~314% from the $877 model entry)Annualized IRR: ~34% / year from the current price (~35% from the $877 model entry)What Happened?Seagate Technology Holdings (STX) closed at $919.

Nasdaq climbs higher, McDonald's investor day updates
Yahoo Finance Video1d agobullishVIDEO
Nasdaq climbs higher, McDonald's investor day updates

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.