Investing.com -- As U.S. consumers pour more than $1.5 trillion annually into packaged food, drinks, and household essentials, retailers like Walmart (NYSE:WMT) and Costco (NASDAQ:COST) are emerging as the biggest winners, Bernstein said.The brokerage said a long-running power shift is playing out between consumer goods manufacturers and retailers, with the balance steadily tilting in favour ...
Investing.com -- A new U.S. regulatory framework for digital assets is likely to fundamentally reshape the competitive positioning of platforms like Robinhood (NASDAQ:HOOD) and Coinbase (NASDAQ:COIN). Analysts at Bernstein in a note flagged the emerging contours of this framework and its implications for the two firms.The upcoming legislation aims to clarify the status of crypto assets by spl ...
By Kalea HallDETROIT (Reuters) -General Motors’ Buick was on a roll. Sales for the once-stodgy brand were up 39% in the first quarter with a refreshed lineup of compact SUVs including the Envision, Encore GX, and the Envista, its top-selling SUV for under $30,000. Then President Trump’s tariffs hit.Buick’s three most popular models are made outside the U.S. The Envista and Encore GX are ...
Investing.com -- Microsoft’s recent cutbacks on early-stage data center projects have sounded the alarm on AI demand, but UBS isn’t convinced and chalks it up to the tech giant finally getting a grip on its data center needs after a leasing binge.“Microsoft bought up as much available leased data center capacity as it could in 2022-2024 and now has the visibility to eliminate some of these â ...