Key Points Walmart's operating income is growing significantly faster than revenue as new, high-margin profit engines scale. BJ's Wholesale is seeing impressive momentum in digital sales and membership fee income, but its merchandise gross margin is facing pressure. Valuation ultimately makes one of these stocks a more resilient long-term investment than the other today. 10 stocks we like better t...
Key Points Walmart's operating income is growing significantly faster than revenue as new, high-margin profit engines scale. BJ's Wholesale is seeing impressive momentum in digital sales and membership fee income, but its merchandise gross margin is facing pressure. Valuation ultimately makes one of these stocks a more resilient long-term investment than the other today. 10 stocks we like better than Walmart › If you compare the latest quarterly results from Walmart (NASDAQ: WMT) and BJ's Wholesale Club (NYSE: BJ), one contrast is impossible to ignore. In its fiscal fourth quarter, Walmart's operating income jumped 10.8% year over year, easily outpacing its 5.6% revenue growth. BJ's, meanwhile, saw its total revenue increase by the exact same 5.6% in its most recent quarter, but its operating income actually slipped 0.2% year over year. But BJ's does have an edge on its much larger competitor in one crucial area: valuation. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, which stock is the better buy today: the better operator with a demanding valuation, or the cheaper warehouse club? Walmart: a shifting profit profile Beneath Walmart's 5.6% top-line growth in fiscal Q4 were several underlying drivers pointing to a fundamentally improving business. The defining metric was the company's surging global e-commerce sales, which rose 24% year over year and now account for a record 23% of total net sales. Backing up this digital strength, U.S. comparable sales (excluding fuel) rose 4.6%, driven by a 2.6% increase in transactions. This proves Walmart is still driving real traffic, not just leaning on higher prices. Even more importantly, the company's highest-margin revenue streams are growing the fastest. Walmart's global advertising business surged 37% year over year in the quarter, with its U.S. a...
龍捲風襲美國密歇根州 至少8死 逾700萬人面臨極端天氣 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國密歇根及俄克拉何馬州受龍捲風和惡劣天氣侵襲，連日累計至少8人死亡，多個州逾700萬人正處於極端天氣的最高...
龍捲風襲美國密歇根州 至少8死 逾700萬人面臨極端天氣 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國密歇根及俄克拉何馬州受龍捲風和惡劣天氣侵襲，連日累計至少8人死亡，多個州逾700萬人正處於極端天氣的最高等級。 密歇根州的三河城呈漏斗狀的龍捲風慢慢迫近，捲起大量雜物，漫天盡是碎片，風力突然增強，私家車被吹動，路牌和電線桿不斷搖晃。龍捲風亦橫掃布蘭奇縣聯合市，有房屋嚴重損毀，樹木連根拔起。布蘭奇縣及鄰近卡斯縣有房屋和糧倉受損，多人死傷。密歇根州南部已發布龍捲風警報，州長惠特默宣布啟動緊急行動中心。多地連日被風暴吹襲，俄克拉何馬州一對母女周四晚駕駛期間被龍捲風奪去性命，當地東北和中部部分地區數千戶停電。 國家氣象局預測，俄克拉何馬、密蘇里和內布拉斯加州逾700萬人處於極端天氣中的最高風險，可能出現強龍捲風和特大冰雹。美國即將進入龍捲風季，專家建議民眾制定避難計劃應對突發情況。
Why'd The US Temporarily Waive Sanctions On India's Purchase Of Russian Oil? Authored by Andrew Korybko, The “politically inconvenient” truth is that the US is unilaterally reshaping the world order in a bid to restore unipolarity, and regardless of one’s opinion about this, it’s objectively achieved some tangible progress as of late. Treasury Secretary Scott Bennett announced that Indian refiners...
Why'd The US Temporarily Waive Sanctions On India's Purchase Of Russian Oil? Authored by Andrew Korybko, The “politically inconvenient” truth is that the US is unilaterally reshaping the world order in a bid to restore unipolarity, and regardless of one’s opinion about this, it’s objectively achieved some tangible progress as of late. Treasury Secretary Scott Bennett announced that Indian refiners had just been provided with a 30-day waiver to purchase Russian oil, but only if it’s that which is already stranded at sea, thus ensuring “no significant financial benefit to the Russian government”. The stated purpose is “To enable oil to keep flowing into the global market” due to disruptions around the Strait of Hormuz caused by the Third Gulf War , which the US initiated as part of its grand strategy against China as explained here . Depriving China of the 13.4% of its oil imports that it received from Iran last year is designed to give the US enormous leverage ahead of Trump’s upcoming trip at month’s end with the hope of then coercing the People’s Republic into agreeing to a lopsided trade deal for derailing its superpower rise. It’s beyond the scope of this analysis to critique that strategy, but the point in referencing it is to draw attention to how India could have suffered collateral damage had the US not temporarily waived its sanctions. After all, Trump threatened last month to reimpose his punitive 25% tariffs on India for these purchases if they’re resumed after claiming that Modi agreed to zero them out as part of the Indo-US trade deal , which India denied. Nevertheless, India did indeed reduce its imports under what top Russian expert Fyodor Lukyanov described as “US pressure”, though he also clarified that this doesn’t mean that India isn’t a sovereign state despite the US unofficially exerting influence over its energy security. In his words , “India’s understanding (of sovereignty), like that of many other states, is different (than Russia’s). Soverei...
China’s central bank bought more gold in February, extending its streak of purchasing to 16 months, as bullion climbs amid escalating Middle East tensions. Gold held by the People’s Bank of China rose by 30,000 troy ounces last month to 74.22 million fine troy ounces, according to data released on Saturday. The purchase extends the latest round of accumulation that began in November 2024. Despite ...
China’s central bank bought more gold in February, extending its streak of purchasing to 16 months, as bullion climbs amid escalating Middle East tensions. Gold held by the People’s Bank of China rose by 30,000 troy ounces last month to 74.22 million fine troy ounces, according to data released on Saturday. The purchase extends the latest round of accumulation that began in November 2024. Despite recent declines, gold has gained over the past few weeks, clawing its way back above $5,000 an ounce. Investors were seeking safer assets after the US and Israel attacked Iran, intensifying geopolitical risks in the Middle East. Global central banks’ gold purchases slowed at the start of the year, as heightened volatility weighed on appetite, according to a note from the producer-funded World Gold Council this week. Net buying, led by Central and East Asian countries, totaled five tons in January, compared with a 12-month average of 27 tons. “Volatile gold prices and the holiday season may have given some central banks pause,” Marissa Salim, an analyst from WGC, wrote in the note. “Though geopolitical tensions, which have shown little sign of abating, are likely to keep accumulation going through 2026 and beyond.” Some countries have also sold gold recently, but buying still outweighs selloffs. The head of Poland’s central bank — the world’s biggest reported buyer of bullion — laid out a proposal to sell gold reserves to finance defense spending, whereas both Russia and Venezuela’s central banks have sold gold in recent months.
Key Points GOODNOW Investment Group, LLC bought 131,723 shares; estimated transaction value of $5.39 million (based on average closing price October–December 2025) Quarter-end position value increased by $16.17 million, reflecting both trading and price changes Transaction represents 0.5% of 13F reportable AUM New stake totals 1,377,881 shares, valued at $61.98 million Position accounts for 5.78% ...
Key Points GOODNOW Investment Group, LLC bought 131,723 shares; estimated transaction value of $5.39 million (based on average closing price October–December 2025) Quarter-end position value increased by $16.17 million, reflecting both trading and price changes Transaction represents 0.5% of 13F reportable AUM New stake totals 1,377,881 shares, valued at $61.98 million Position accounts for 5.78% of fund AUM, which places it outside the fund's top five holdings 10 stocks we like better than Instacart › What happened According to a recent SEC filing, GOODNOW Investment Group, LLC added 131,723 shares of Maplebear (NASDAQ:CART) during the fourth quarter of 2025. The value of the position at quarter-end increased by $16.17 million, which includes both the new shares acquired and changes in the underlying stock price. What else to know The fund raised its investment in CART, which now represents 5.78% of 13F AUM Top holdings after the filing: NYSE:CVNA: $299.67 million (28.0% of AUM) NYSE:GDDY: $92.04 million (8.6% of AUM) NASDAQ:EXPE: $74.53 million (7.0% of AUM) NYSE:W: $63.55 million (5.9% of AUM) NYSE:APTV: $57.25 million (5.3% of AUM) As of February 16, 2026, shares were priced at $36.30, down 27.4% over the past year and lagging the S&P 500 by 39.18 percentage points Company overview Metric Value Price (as of market close 2/13/26) $36.30 Market Capitalization $9.53 billion Revenue (TTM) $3.63 billion Net Income (TTM) $514.00 million Company snapshot Maplebear, doing business as Instacart, provides online grocery shopping services to households in North America. Maplebear provides online grocery shopping and delivery services, connecting consumers with personal shoppers for food, alcohol, consumer health, pet care, and ready-made meals. The company leverages a two-sided marketplace to connect consumers with personal shoppers, enabling rapid fulfillment of a wide range of household needs. The company operates through a mobile application and website, facilitating ra...
Trump administration's embattled FDA vaccine chief is leaving for the second time toggle caption AP/U.S. Food and Drug Administration WASHINGTON — The Food and Drug Administration's embattled vaccine chief, Dr. Vinay Prasad, is once again leaving the agency — the second time in less than a year that he's departed after controversial decisions involving the review of vaccinations and specialty drug...
Trump administration's embattled FDA vaccine chief is leaving for the second time toggle caption AP/U.S. Food and Drug Administration WASHINGTON — The Food and Drug Administration's embattled vaccine chief, Dr. Vinay Prasad, is once again leaving the agency — the second time in less than a year that he's departed after controversial decisions involving the review of vaccinations and specialty drugs for rare diseases. FDA Commissioner Marty Makary announced the news to FDA staff in an email late Friday, saying Prasad would depart at the end of April. Makary said Prasad would return to his academic job at the University of California, San Francisco. Sponsor Message In July, Prasad was briefly forced from his job after running afoul of biotech executives, patient groups and conservative allies of President Donald Trump. He was reinstated less than two weeks later with the backing of Health Secretary Robert F. Kennedy Jr. and Makary. Prasad's latest ouster follows a string of high-profile controversies involving the FDA's review of vaccines, gene therapies and biotech drugs in which companies have criticized the agency for reversing itself, in some cases calling for new trials of products previously greenlighted by regulators. In the last month, Prasad has come under fire from pharmaceutical executives, investors, members of Congress and other critics for multiple decisions at the agency. First, Prasad initially refused to allow the FDA to review a highly anticipated flu vaccine from drugmaker Moderna made with mRNA technology. The rejection of the application, highly unusual for the FDA, prompted Moderna to go public with Prasad's decision and vow to formally challenge it. A week after the rejection became public, the FDA reversed course and said it would accept the shot for review after all, pending an additional study from Moderna. Then, in the past week, the FDA engaged in a highly unusual public fight with a small drug company developing an experimental treatment f...