🤠 Retail rodeo in full swing

😎 Market Vibes

Earnings season just turned into a mall food court brawl: Target's down 10% for winning "wrong," Lowe's is flexing billion-dollar M&A muscle, and Pop Mart's creepy-cute mascot just made more money than most SaaS startups. Tech's tripping, but retail's where the real drama is today.

🤠 Retail rodeo in full swing

• 🤖 Tech stumbles as AI hype cools - Nasdaq opened down ~0.5% as chipmakers and AI names slide. Add in whispers of government meddling, and the vibes are off.

• 💥 Target tanks 10% despite earnings beat - The retailer beat expectations and hired a new CEO... and still got dragged. Market said, "Congrats. Now drop 10%."

• 🔨 Lowe's jumps 3% on strong earnings + $8.8B acquisition - The Home improvement king showed up with solid numbers and a big M&A flex. Wall Street rewarded the DIY energy.

• 🪆 Labubu fuels Pop Mart surge - Pop Mart jump 12% after profits shot up 400%, powered by its mischievous mascot. With Labubu driving a third of sales, this bug-eyed gremlin is basically China's cutest money printer.

• 📉 Rate cut bets sit at 83% - Fed futures now pricing in a big ol' September cut. But we've seen this movie before - and Powell isn't known for plot twists.

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💸 Trade Talk

Lowe's just dropped the mic on earnings - clean beat, raised guidance, and casually announced an $8.8B acquisition of Foundation Building Materials like it's no big deal. While tech stocks slump, Lowe’s is out here playing grown-up Monopoly and actually building things. Sometimes the boring play is the best play.

🧠 Big Brain Energy

Labubu pulled in RMB 4.8B (~$670M) in sales - that's 35% of Pop Mart's total revenue, from one creepy-cute character.
Fueled by Gen Z collectors and viral blind-box drops, Pop Mart's profits soared 400% in the first half of 2025. With over 400 stores and a growing global fanbase, Labubu isn't just a toy - it's China's most marketable little menace.

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🧨The Outrage Meter

AI stocks are sliding, chipmakers are sweating, and now DC wants a seat at the motherboard. The Nasdaq dropped ~0.5% at the open as traders bailed on tech darlings amid cooling AI hype. But the bigger freakout? Whispers that the U.S. government might take a bigger stake in key chip companies - reports suggest the U.S. government is negotiating a 10% equity stake in Intel-in exchange for CHIPS Act funding. It's a bold pivot from subsidies to ownership, raising investor anxiety over political interference in semiconductor strategy.

🤔What Do You Think?

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