Target (TGT +1.47%) has been one of the biggest flops in the retail sector since the pandemic ended. Over the last five years, the stock is down 30%, and is off more than 50% from its all-time peak around the same time. The company has struggled with theft, inflation, stiff competition from Walmart, Costco, and Amazon, a shifting political stance that has alienated its customers, and a deteriorati...
Target (TGT +1.47%) has been one of the biggest flops in the retail sector since the pandemic ended. Over the last five years, the stock is down 30%, and is off more than 50% from its all-time peak around the same time. The company has struggled with theft, inflation, stiff competition from Walmart, Costco, and Amazon, a shifting political stance that has alienated its customers, and a deteriorating in-store experience that have contributed to a decline in comparable store sales. Now, a new CEO has breathed new life into Target stock and investors see an opportunity for a turnaround. In a year when the S&P 500 is down, Target is up 18% year-to-date through March 23, largely because new CEO Michael Fiddelke has instilled a sense of confidence in the company's turnaround potential, even after middling fourth-quarter results earlier this month. Fiddelke hasn't wasted any time in rolling out new ideas to recover lost business, and a key test for the company is coming this week: Target's Circle Deal Days. What is Target Circle Deal Days? Target's Circle Deal Days is a three shopping promotion from March 25-27, seemingly designed to compete with Amazon's Big Spring sale, to promote Target Circle, its free loyalty program, and a Target Circle 360 membership program that offers similar benefits to Amazon Prime. Target Circle Deal Days offers 40% off or more on a wide range of items, and members who join Target Circle will get 15% off on one shopping trip. The focus on loyalty is part of a larger strategy under Fiddelke, which includes experiential benefits and rewards in specific categories like beauty or Starbucks. Circle Deal Days also gives the retail stock a chance to draw customers to its store, at a time when it wants to show customers that it's spruced up its stores with a refreshed product lineup, renewed commitment to customer service, and revamped store layouts. Fiddelke's top objective should be returning the business to comparable sales growth, and Circle Deal D...
Key Points Target has struggled since the pandemic. Investors are hopeful that new CEO Michael Fiddelke can inject some energy into the business. The Deal Days promotion is shaping up to be an early test for the company's turnaround strategy. 10 stocks we like better than Target › Target (NYSE: TGT) has been one of the biggest flops in the retail sector since the pandemic ended. Over the last five...
Key Points Target has struggled since the pandemic. Investors are hopeful that new CEO Michael Fiddelke can inject some energy into the business. The Deal Days promotion is shaping up to be an early test for the company's turnaround strategy. 10 stocks we like better than Target › Target (NYSE: TGT) has been one of the biggest flops in the retail sector since the pandemic ended. Over the last five years, the stock is down 30%, and is off more than 50% from its all-time peak around the same time. 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 » The company has struggled with theft, inflation, stiff competition from Walmart, Costco, and Amazon, a shifting political stance that has alienated its customers, and a deteriorating in-store experience that have contributed to a decline in comparable store sales. Now, a new CEO has breathed new life into Target stock and investors see an opportunity for a turnaround. In a year when the S&P 500 is down, Target is up 18% year-to-date through March 23, largely because new CEO Michael Fiddelke has instilled a sense of confidence in the company's turnaround potential, even after middling fourth-quarter results earlier this month. Fiddelke hasn't wasted any time in rolling out new ideas to recover lost business, and a key test for the company is coming this week: Target's Circle Deal Days. What is Target Circle Deal Days? Target's Circle Deal Days is a three shopping promotion from March 25-27, seemingly designed to compete with Amazon's Big Spring sale, to promote Target Circle, its free loyalty program, and a Target Circle 360 membership program that offers similar benefits to Amazon Prime. Target Circle Deal Days offers 40% off or more on a wide range of items, and members who join Target Circle will get 15% off on one shopping trip. The focus on loyalty is par...
On Monday, jurors in the social media addiction trial told the court that they are struggling to agree on a verdict involving one of the defendants. Jury Signals Deadlock After Weeklong Deliberations The jury has been deliberating for more than a week in a case centered on allegations that platforms such as YouTube and Instagram contributed to a young woman's addiction beginning at an early age. J...
On Monday, jurors in the social media addiction trial told the court that they are struggling to agree on a verdict involving one of the defendants. Jury Signals Deadlock After Weeklong Deliberations The jury has been deliberating for more than a week in a case centered on allegations that platforms such as YouTube and Instagram contributed to a young woman's addiction beginning at an early age. Judge Warns Of Possible Mistrial Los Angeles County Superior Court Judge Carolyn B Kuhl urged jurors to continue discussions and reach a decision if possible. However, she acknowledged that failure to come to a unanimous verdict could force the case to be retried with a new jury. Google and Meta did not immediately respond to Benzinga's request for comments. NYC Lawsuit Targets Meta, Alphabet And Others Previously, the Federal Trade Commission also launched a probe into the possible harms AI chatbots may pose to children and teens, including those deployed by Meta, Google and Snapchat. Price Action: Meta shares are up 0.17% in after-hours trading, reaching $605.40. During the same period, Alphabet Class A shares were down 0.17% and Class C shares gained 0.023%, reaching $301.70 and $299.09, respectively. Benzinga Edge Stock Rankings indicate that GOOG stock is underperforming in the short and mid-term, but shows strong long-term upside backed by a Quality score in the 95th percentile. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo Courtesy: Koshiro K On Shutterstock.com
Despite state bans and restrictions, the number of abortions in the U.S. holds steady toggle caption Saul Loeb/AFP via Getty Images Since the reversal of Roe v. Wade in 2022, anti-abortion rights advocates have continuously pursued laws and court cases to make access to abortion more difficult. A report published Tuesday finds those efforts haven't worked in one basic way: the number of abortions ...
Despite state bans and restrictions, the number of abortions in the U.S. holds steady toggle caption Saul Loeb/AFP via Getty Images Since the reversal of Roe v. Wade in 2022, anti-abortion rights advocates have continuously pursued laws and court cases to make access to abortion more difficult. A report published Tuesday finds those efforts haven't worked in one basic way: the number of abortions in the country hasn't budged. "There were an estimated 1,126,000 abortions provided by clinicians in the U.S. in 2025 — that's pretty much unchanged from 2024," says Isaac Maddow-Zimet, data scientist at the Guttmacher Institute, a nonprofit research organization that supports abortion access. Sponsor Message A key way that abortions are now happening despite all of the state restrictions is through telemedicine. In 2023, the Food and Drug administration under President Biden allowed mifepristone — one of the medications used for abortion — to be prescribed without an in-person appointment. At the same time, states that support abortion access have passed shield laws, which protect health care providers from legal risks when they prescribe to patients in states with bans. What that meant last year is that more people in states with restrictions had abortions through telemedicine, and fewer people traveled across state lines for abortion, according to the Guttmacher report. "It makes sense that we'd see a decline in travel because people accessing abortion care through telehealth in general then no longer need to travel for care," Maddow-Zimet says. Medication by mail When Viv found out she was pregnant last January, she was three days past Georgia's ban on abortion after six weeks of pregnancy. Viv is 27 years old and lives in Atlanta. NPR agreed not to use her last name because she fears repercussions for talking about her experience. She went online and looked through posts on Reddit, trying to figure out what to do. "I found out that I could get an abortion pill shipped ...
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: Trump postponed attacks on Iranian energy facilities by five days for negotiations ; Brent crude dropped back below $100 ; US stocks rebounded all the way to where they started Friday morning; An unlikely winner from the conflict so far: Kenya Airways ; AND: A suggested non-investment-related Metric . ...
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: Trump postponed attacks on Iranian energy facilities by five days for negotiations ; Brent crude dropped back below $100 ; US stocks rebounded all the way to where they started Friday morning; An unlikely winner from the conflict so far: Kenya Airways ; AND: A suggested non-investment-related Metric . What If Markets Declare Victory? There has always been a risk that President Donald Trump would declare victory in the Middle East conflict prematurely. That’s what he does; it seems to have worked for him in the fracas over Greenland, and he usually gets away with it. In the latest blindside from the White House, released before Wall Street opened on Monday, attacks on Iranian energy sites have been put back by five days because of “very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East.” Here is that Truth in full : This followed Truth Social posts on Friday and Saturday nights, US time, which first declared that military operations would be wound down (even if the Strait of Hormuz stayed closed), and then made a 48-hour ultimatum it would launch an attack on Iranian energy facilities. The combined effect of those three utterances — followed by Iran’s denials of any talks — sparked a massive rally at Monday’s open, which fizzled to leave the Nasdaq 100 more or less exactly where it had started Friday morning: After such wildly inconsistent pronouncements, it’s tempting to ignore the president, but that would be unwise. As Tina Fordham of Fordham Global Foresight puts it, relief is “clearly justified:” The threatened attacks on energy infrastructure would have had potentially catastrophic consequences on the future outlook for regional oil production (a threat to all parties), while strikes on power plants risk Iran becoming a failed state of 92 million desperate, thirsty people. It’s also now clear that the p...
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This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
kyoshino/E+ via Getty Images 8:30 AM Productivity and Costs Productivity measures the growth of labor efficiency in producing the economy's goods and services. The consensus sees productivity growth revised down to 2.4 percent from 2.8 percent previously reported for the final Q4 figure. Unit labor costs are expected to be revised up to 3.0 percent from 2.8 percent. 9:45AM PMI Composite Flash The ...
kyoshino/E+ via Getty Images 8:30 AM Productivity and Costs Productivity measures the growth of labor efficiency in producing the economy's goods and services. The consensus sees productivity growth revised down to 2.4 percent from 2.8 percent previously reported for the final Q4 figure. Unit labor costs are expected to be revised up to 3.0 percent from 2.8 percent. 9:45AM PMI Composite Flash The flash Composite Purchasing Managers' Index ( PMI ) provides an early estimate of current private sector output by combining information obtained from surveys of around 1,000 manufacturing and service sector companies. Manufacturing PMI expected down at 51.0 in March flash from 52.4 in the February final. 10:00 AM New Home Sales New home sales measure the number of newly constructed homes with a committed sale during the month. 10:00 AM Richmond Fed Manufacturing Index This survey tracks business conditions in the Richmond Fed's manufacturing sector. The headline index is a composite of the new orders, shipments, and employment indexes. 1:00 PM 2-Yr Note Auction Treasury notes are sold at regularly scheduled public auctions. The competitive bids at these auctions determine the interest rate paid on each Treasury note issue. 1:00 PM Money Supply The monetary aggregates are alternative measures of the money supply by degree of liquidity. More on U.S. Markets This Week's Market Wrap: Cash Me On The Sidelines Push And Pull In The Bond Market Chair Powell Is Not Leaving And Other Observations Gold's retreat meets a bigger long-term tailwind: U.S. debt Treasury yields spike as markets reprice Fed rate hike possibility
Nvidia (NVDA +1.80%) CEO Jensen Huang said at GTC 2026 that there is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027. That's a big jump from the $500 billion worth of demand he shared a year ago. That comment arguably matters more for investors today than it did back then. Valuations across several artificial intelligence (AI) infrastructure leaders hav...
Nvidia (NVDA +1.80%) CEO Jensen Huang said at GTC 2026 that there is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027. That's a big jump from the $500 billion worth of demand he shared a year ago. That comment arguably matters more for investors today than it did back then. Valuations across several artificial intelligence (AI) infrastructure leaders have come down in recent months, yet Huang's message is that AI demand remains strong. Nvidia is the obvious beneficiary. But Huang also called out Dell Technologies (DELL +4.50%) and Amazon (AMZN +2.33%) in his keynote. Here's why all three could be smart buys right now. Nvidia: The AI chip leader Huang's insight into purchase orders from top AI companies, researchers, and sovereign nations, all customers of Nvidia's products, points to significant growth for the business. Nvidia supplies the essential components to build AI data centers. It offers a range of different chips (not just GPUs), networking components, and, most importantly, its CUDA software platform. CUDA is the key piece of Nvidia's moat, enabling customers to tailor the GPU to optimally power a range of tasks, including training large language models. Nvidia is using this advantage to generate high margins. Last year, revenue grew 65% year over year to $216 billion, and the company converted that revenue into $120 billion in profit. However, growth is not guaranteed. There are risks, including competition from rival chipmakers. The odds favor Nvidia continuing to maintain its lead, but if growing demand from custom chip suppliers starts to pressure revenue in Nvidia's data center business, that could limit the stock's upside. Still, Nvidia remains one of the top AI stock holdings for hedge funds, according to The Motley Fool's research. The stock trades at just 22 times this year's earnings and 17 times next year's consensus earnings estimate. If demand remains as strong as Huang suggests and Nvidia continues ...
Presented by Solidigm Liquid cooling is rewriting the rules of AI infrastructure, but most deployments have not fully crossed the line. GPUs and CPUs have moved to liquid cooling, while storage has depended on airflow, creating an operationally inefficient hybrid architecture. What appears to be a pragmatic transition strategy is, in practice, a structural liability. “A hybrid cooling approach is ...
Presented by Solidigm Liquid cooling is rewriting the rules of AI infrastructure, but most deployments have not fully crossed the line. GPUs and CPUs have moved to liquid cooling, while storage has depended on airflow, creating an operationally inefficient hybrid architecture. What appears to be a pragmatic transition strategy is, in practice, a structural liability. “A hybrid cooling approach is an operationally inefficient situation,” explains Hardeep Singh, thermal-mechanical hardware team manager at Solidigm. “You’re paying for and maintaining two entirely separate, expensive cooling infrastructures, and could be exposed to the worst-of-both-world's problems.” While liquid cooling requires pumps, fluid manifolds, and coolant distribution units (CDUs), air-cooled components require CRAC units, cold aisles, and evaporative cooling towers. Organizations moving to a hybrid solution by just adding some liquid cooling are absorbing the cost premium without capturing the full TCO benefit. The thermal physics makes things worse. Bulky liquid-cooling cold plates, thick hoses, and manifolds physically obstruct airflow inside the GPU server chassis. This concentrates thermal stress on the remaining air-cooled components, including storage drives, memory, and network cards, because server fans cannot push adequate airflow around the liquid plumbing. The components most reliant on fans end up in the worst possible thermal environment. Water consumption is an all-but ignored, equally serious problem. Traditional air-cooled components rely on server fans to move heat into ambient air, which is then absorbed by a water loop and pumped to evaporative cooling towers. These systems can consume millions of gallons of water over time. As rack power densities continue to climb to support modern AI workloads, the evaporative water penalty becomes, as Singh puts it, “environmentally and economically indefensible.” As AI infrastructure evolves toward liquid-cooled and fanless GPU system...