Walmart, long viewed as a defensive play in uncertain economic climates, now appears significantly exposed amid the convergence of mounting macroeconomic pressures. Tariffs, rising unemployment, a potential credit crunch, and growing fears of recession all threaten to erode the very foundation of its business model.

1. Tariff Exposure:

Walmart’s…

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Apple Beats on Earnings, But Services Miss Slightly



Apple (AAPL) reported its fiscal Q2 earnings Thursday, beating Wall Street expectations on both the top and bottom lines. However, the company’s closely-watched Services segment came in just under analyst estimates, tempering some of the post-earnings enthusiasm.

• Services Revenue: $26.65B (up…

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Apple ($AAPL) Earnings & Valuation Overview – OptionsPlayers Brief

1. Recent Earnings Performance:

• Apple is set to report earnings this week, with investors watching closely for signs of revenue stabilization after recent quarters showed slowing hardware sales and flat iPhone demand.
• Services (like iCloud, Apple Music, and App Store revenue) have…

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4-30-2025

Barclays upgrades NetApp NTAP from Equal-Weight to Overweight and maintains the price target at $115

TD Securities maintains Starbucks SBUX at Buy and lowers the price target from $102 to $90

WestPark Capital reiterates Salesforce Buy and maintains the price target at $320 

Needham reiterates MoonLake MLTX at Buy and maintains the…

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