US Retail Sales Jumped Most In 8 Months In February Bank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)... The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA's forecast) comes after a revised higher 0.1% MoM decline in January (and December's nothingburger)... Source: Bloomberg That is the highest MoM...
US Retail Sales Jumped Most In 8 Months In February Bank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)... The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA's forecast) comes after a revised higher 0.1% MoM decline in January (and December's nothingburger)... Source: Bloomberg That is the highest MoM rise sinc e June 2025, and sales rose 3.7% YoY... Core Retail Sales (Ex Autos) rose 0.5% MoM (much better than expected) and Ex Autos and Gas also rose more than expected (+0.4% MoM). Food and Beverage spending fell while Motor Vehicle and Parts Dealers saw the biggest jump... Most importantly, the 'Control Group' which plugs into the GDP calculation rose 0.5% MoM (also considerably better than expected) . Interestingly, 'real' retail sales (admittedly crudely adjusted via CPI) have rebounded from a negative print in December... Of course, this data was before the war started and before gas prices really exploded (but then again April's tax refunds may offset some of the pain). Tyler Durden Wed, 04/01/2026 - 08:41
格隆汇4月1日｜据华尔街见闻，中国人工智能新兴股票已成为亚洲股市波动最剧烈的板块之一。在AI叙事狂热的推动下，散户资金主导定价，机构持股比例低，这一组合正将相关个股推向极端波动区间。以90日年化波动率衡量，亚洲市值逾百亿美元股票中，波动率最高的十只个股里，有一半来自近期上市的中国AI公司。摩尔线程曾在五个交易日内暴涨逾700%后随即近乎腰斩；AI大模型开发商MiniMax Group Inc.自今...
格隆汇4月1日｜据华尔街见闻，中国人工智能新兴股票已成为亚洲股市波动最剧烈的板块之一。在AI叙事狂热的推动下，散户资金主导定价，机构持股比例低，这一组合正将相关个股推向极端波动区间。以90日年化波动率衡量，亚洲市值逾百亿美元股票中，波动率最高的十只个股里，有一半来自近期上市的中国AI公司。摩尔线程曾在五个交易日内暴涨逾700%后随即近乎腰斩；AI大模型开发商MiniMax Group Inc.自今年1月上市以来累计涨幅超过500%。 中国股票，尤其是在香港上市的标的，历来不乏投机性波动，但此轮AI股的剧震有其结构性根源：机构投资者近乎缺席。交易所数据显示，须进行持仓披露的机构仅持有MiniMax约9.3%的股份，其余均由个人及无需申报的投资者持有。在亚洲波动率最高的五只股票中，机构平均持股比例仅为13%。相比之下，腾讯控股和阿里巴巴集团的机构持股比例约为50%。薄弱的机构基础意味着，股价几乎完全由情绪和资金流驱动，而非基本面锚定。今年3月，MiniMax股票日内平均波幅高达14个百分点，智谱的日内高低点差达13个百分点，而阿里巴巴同期这一数字仅为3.6%。
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Tracy and Joe are on the road today, so we’re bringing you thoughts from Viktor Shvets, head of global desk strategy at Macquarie Capital and a favorite Odd Lots guest . The views expressed in this article are solely those of Viktor Shvets and do not reflect views of Macquarie Capital. Here’s what Viktor’s thinking about... Throughout his long investment career, Warren Buffett utilized vivid imagery to stress the need for strong competitive barriers to reinforce market resilience and protect a company’s profitability. In his words: “A good business is like a strong castle with a deep moat around it. I want sharks in the moat to keep away those who would encroach on the castle.” Today, this image is almost as antiquated as pictures of ancient, abandoned castles along the Rhine. Instead of sturdy defense walls, what we see are remnants of past romantic glory. Instead of collecting tolls and keeping away armed robbers, these ruins invite waves of tourists armed with dollars and euros. Facilitated by what I describe as the Fujiwara Effect , or the merger and re-enforcement of powerful hurricanes of disruptive new technology and deep financialization – castle walls are falling and moats are being breached at an unprecedented speed. What would have taken years (often decades) can now be accomplished in a matter of months or quarters, leaving behind plenty of sharks within degraded fortifications. Last week’s announcements by Google ( TurboQuant ) and Anthropic ( Claude...
Chelsea has announced a Premier League‑record pre‑tax loss of £262m for the 2024‑25 season, surpassing the previous record of £179.5m set by Manchester City in 2011.
Chelsea has announced a Premier League‑record pre‑tax loss of £262m for the 2024‑25 season, surpassing the previous record of £179.5m set by Manchester City in 2011.
JHVEPhoto Shares of Dave & Buster’s ( PLAY ) are set to trade in the green for a third consecutive day on Wednesday despite disappointing fourth-quarter results, which included a significant erosion in the company’s profits on soft entertainment sales. At the same time, the results also revealed improving traffic through the quarter despite a challenging consumer environment and signs that ongoing...
JHVEPhoto Shares of Dave & Buster’s ( PLAY ) are set to trade in the green for a third consecutive day on Wednesday despite disappointing fourth-quarter results, which included a significant erosion in the company’s profits on soft entertainment sales. At the same time, the results also revealed improving traffic through the quarter despite a challenging consumer environment and signs that ongoing initiatives will translate into increased sales. Speaking on the earnings call following quarterly results, CEO Tarun Lal expressed his confidence that the back-to-basics strategy is gaining “substantive” traction with sequential improvement in same-store sales each month of the quarter and positive same-store sales for food and beverage. “We are making substantive progress on our Back-to-Basics plan. We've been hard at work on our marketing engine, strengthening our food and beverage offering, improving our operations, refreshing our games offering, and revamping our remodels. This work bore fruit over the course of the third quarter as we saw sequential improvement in same-store sales each month, with the final month of the quarter down only roughly 1%,” Tal said on the call. For the reported quarter, however, the results were less than impressive, as Dave & Buster’s ( PLAY ) went into the red with an adjusted loss of $0.35 per share versus expectations to earn a profit of $0.71 per share and a profit of $0.66 per share in the same quarter last year. In addition, a 6.5% drop in entertainment revenue weighed on total revenue, which was down 0.9% to a below-consensus $529.6M. These results, however, failed to dent investor sentiment that the company is on the upswing thanks to new games, movie tie-ins, and promotions like half-off games Sunday through Thursday. The company also expects to have enough cash to fund expansion efforts, with free cash flow expected to exceed $100M, significantly above consensus estimates for just $23M. “We think the risk/reward skews to the ups...
If you're tired of controlling Stream Deck devices by manually pushing buttons, then good news: Elgato will now let you delegate that task to a chatbot instead. The Stream Deck 7.4 software update released today introduces Model Context Protocol (MCP) support, allowing AI assistants like Claude, ChatGPT, and Nvidia G-Assist to find and activate Stream Deck actions on your behalf. "You still set up...
If you're tired of controlling Stream Deck devices by manually pushing buttons, then good news: Elgato will now let you delegate that task to a chatbot instead. The Stream Deck 7.4 software update released today introduces Model Context Protocol (MCP) support, allowing AI assistants like Claude, ChatGPT, and Nvidia G-Assist to find and activate Stream Deck actions on your behalf. "You still set up actions in Stream Deck app the same way you always have. MCP adds a new way to trigger them," Elgato said in its announcement. "Once everything is connected, you can type or speak requests and your AI tool will trigger the matching Stream Deck act … Read the full story at The Verge.