In this episode of Beats Roundtable Wall Street Beats pros, Jeff Macke, David Maris, and Nadine Terman break down the latest retail battles, starting with Walmart’s continued dominance and its ambitious investments in automation and drone delivery. They analyze why Walmart is taking share from Target and other struggling retailers, and whether Target’s upcoming earnings report will confirm further weakness. The team also dives into the troubles facing RH (Restoration Hardware) and why expensive furniture stocks could be in for a tough ride. Plus, insights into healthcare stocks, gaming picks like Nintendo and Capcom, and why Bausch Health’s financial structure remains a red flag.

In this episode of Beats Roundtable, Wall Street Beats pros Benjamin Brey, Kevin “Bakes” Baker, and Charlie Peabody dive deep into the housing market’s weakening trends. They analyze key data on homebuilder sentiment, mortgage applications, and affordability, revealing signs of a slowdown. The team discusses potential short opportunities in housing-related stocks like Home Depot, homebuilders, and office REITs, while also covering broader economic concerns, including job cuts and interest rate impacts. Plus, insights into Citi’s breakout potential and biotech’s resurgence. A must-listen for market watchers and investors navigating the shifting landscape.

In this episode Beats Roundtable, Wall Street Beats pros David Maris, Robert Marcin, and Charlie Peabody dive into key market trends, covering the latest developments in banking, biotech, and retail. They discuss sluggish bank fundamentals, Wells Fargo’s growth strategy, Citi’s valuation boost, and Goldman Sachs’ risk exposure. Plus, insights on biotech movers like Ultragenyx and Teva, along with a deep dive into American Eagle’s stock potential.