📈 Walmart Riskier Than Nvidia?

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Good Morning & Happy Friday!

We’ve got inflation data shaking up stocks, a trillion-dollar buyback wave, and some eyebrow-raising valuations from names like Walmart and Costco. Plus, Netflix’s trillion-dollar ambitions, Pepsi’s big Celsius bet, and a new study revealing just how wide the generational wealth gap has become.

Grab your Iced Latte and let’s get into it. ☕️ 👇️ 

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Market News

📉 Stocks retreat from records as PCE inflation data matches estimates
Wall Street pulled back from record highs Friday after new inflation data showed prices creeping further above the Fed’s 2% target. The Nasdaq dropped 1%, leading declines, while the S&P 500 slipped 0.7% and the Dow lost 0.5%.

Despite the dip, rate cut hopes stayed strong, with traders still seeing an 87% chance of a September cut, backed by Fed signals and cooling labor market signs. August still looks solid, the Nasdaq is on pace for its fifth straight monthly win, and the Russell 2000 could notch a 6% surge, its best streak in four years.

☁️ Alibaba shares jump 6% in premarket trading
Alibaba crushed earnings expectations in Q1, with net income soaring 78% to 43.11 billion yuan, thanks in part to investment gains and the sale of Turkish firm Trendyol, but revenues missed forecasts, landing at 247.65 billion yuan. The real star? Cloud computing, which saw a 26% revenue jump and triple-digit AI growth for the 8th straight quarter, driving a 12% stock spike.

📈 Nvidia Earnings Sustain the AI Stock Rally - Just Without Nvidia
Nvidia posted solid earnings and a bullish $54B Q3 forecast, but its stock dipped nearly 1% as sky-high expectations muted the reaction. Meanwhile, AI optimism surged elsewhere, with Micron, Broadcom, and Amazon all rallying, helping push the S&P 500 to a record. Analysts say Nvidia’s guidance may understate true chip demand, as older models are still flying off shelves amid ongoing compute shortages. Despite bubble concerns, UBS sees tech earnings staying strong into 2026, fueled by AI, dollar weakness, and resilient big-cap growth.

🥤 PepsiCo Boosts Stake in Celsius With $585 Million Deal
PepsiCo is doubling down on energy drinks, boosting its stake in Celsius Holdings with a $585 million investment, raising its ownership to about 11%. As part of the deal, Celsius gains U.S. and Canadian rights to Rockstar Energy, while PepsiCo will distribute Celsius, Rockstar, and Alani Nu across North America. Celsius shares jumped as much as 11% on the news, extending a rally that's already seen the stock soar over 120% this year.

💰️ Is Netflix a Trillion-Dollar Company?
Netflix is back over a $500 billion market cap, and while it's not yet in the trillion-dollar club, it's inching closer, faster than many expected. Despite past stumbles and fierce streaming competition, the stock has rebounded over 200% since its 2022 low, powered by ad-tier growth and account-sharing crackdowns. Valuation remains rich, but long-term investors betting on Netflix’s evolving model and global dominance see more upside ahead.

Invest & Strategies

💳️ Hands Down Some Of The Best 0% Interest Credit Cards *
Did you know some credit cards can actually help you get out of debt faster? Yes, it sounds crazy. But it’s true. The secret: Find a card with a “0% intro APR" period for balance transfers. Then, transfer your debt balance and pay it down as much as possible during the intro period. No interest means you could pay off the debt faster.

🧃 What to do with the growing concentration of the S&P500
The 10 largest U.S. companies now make up nearly 40% of the S&P 500, trading at steep premiums with median P/E ratios above 30 and P/S ratios near 10x, far higher than the index average. Since the AI boom began in 2023, this valuation gap has widened, driven by a handful of tech giants. While these companies are often high quality, not all are priced sensibly, and history shows leaders can fall, making portfolio rebalancing a smart move for uneasy investors.

💵 US Firms Racing Through $1 Trillion Buyback Spree in Record Time
U.S. companies have announced over $1 trillion in stock buybacks this year, the fastest pace on record, signaling strong corporate confidence. Nvidia just joined the frenzy with a $60 billion plan, following Apple’s $100 billion and major moves from Alphabet, JPMorgan, and others. July alone saw $166 billion in buybacks, offering key support to a market near record highs. Analysts expect this momentum to continue into 2026, possibly hitting $1.3 trillion in announced repurchases.

🛍️ Forget Nvidia. Costco and Walmart Look Scarier
Walmart and Costco are now trading at valuation levels richer than Nvidia, with forward P/E ratios of 47 and 34.3, respectively, driven more by perceived safety than explosive growth. These retail giants have delivered strong, low-volatility returns since 2020, but their soaring prices may be masking real risk. Investors now pay more for their earnings than for a risk-free Treasury note, a signal that confidence might be overextended. The very belief that these stocks “can’t go down” could be their biggest vulnerability.

📈 Why Boomers Have More Money than Everyone Else
A new study highlights a growing generational wealth gap, with Americans over 75 far richer than those under 35, despite overall wealth hitting record highs across age groups. Stock ownership has played a key role: 58% of Americans owned stocks by 2022, up from 32% in 1989, largely due to the rise of 401(k)s. While the rich-vs-poor debate rages, this age-based divide is quietly becoming one of the starkest in America.

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