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11.02.26 - 20:18
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Google Launches AI Shopping Features (Bloomberg)
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Google is adding shopping features to its AI search and Gemini chatbot, as tech companies look for more ways to make money from their AI tools. Vidhya Srinivasan, Google's vice president and general manager of Ads and Commerce, speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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11.02.26 - 09:30
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Turkey Retail Sales Growth Strongest In 7 Months (AFX)
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ANKARA (dpa-AFX) - Turkey's retail sales growth accelerated in December to the highest level in seven months, the Turkish Statistical Institute said on Wednesday.The volume of retail sales climbed......
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11.02.26 - 03:18
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Retail Sales Stall as Dow Sets Record, S&P Falls | The Close 2/10/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are TIAA Wealth Management's Niladri Mukherjee, Quest Diagnostics's Jim Davis, Baird's Michael Ha, BD's Tom Polen, Charles Schwab's Kevin Gordon, Cox Automotive's Stephanie Valdez Streaty, Hinge Health's Daniel Perez, Philips' Roy Jakobs, Willkie Farr & Gallagher's Edward Best, and ESPN's Patrick McEnroe. (Source: Bloomberg)...
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10.02.26 - 20:42
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Goldman Says Off-Price Retailers "Structurally Well-Positioned" To Benefit As Trade-Down Behavior Persists (ZeroHedge)
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Goldman Says Off-Price Retailers "Structurally Well-Positioned" To Benefit As Trade-Down Behavior Persists
Building on Goldman analyst Scott Feiler's note last week that consumer trends remain resilient despite ongoing K-shaped concerns, Brooke Roach, a Managing Director in Equity Research at Goldman covering the U.S. retail sector, published a consumer note on Tuesday analyzing recent store-traffic trends across income and ethnicity cohorts.
"We remain constructive on the off-price sector, and believe the industry is structurally well-positioned to benefit from trade down activity, a healthier middle-income consumer, and modest AUR growth as a result of tariff-related pricing increases at full-price retail," Roach told clients.
She said, "Our checks indicate trends remain solid across the group, though we do note relatively more muted momentum at BURL." She added, "We see the strongest momentum for ROST and TJX into F4Q results."
A key chart Roach high...
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10.02.26 - 18:45
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′Off The Charts′: Retail Is Buying-The-Dip In Software Stocks Like Never Before (ZeroHedge)
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'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before
Starting on Friday, we have seen a sudden reversal from panic-selling to panic-buying in tech stocks, which has lifted Nasdaq back above its 100DMA...
The headline-grabbing culprit for much of the pain to the downside was Software stocks (IGV as an example of an ETF that tracks the sector), which collapsed as specifically SaaS firms faced 'existential threats' from AI disruption.
That snapped Software valuations down dramatically...
And, suddenly - starting Friday morning - buyers appeared to snap up these newly cheap stocks...
Inflows into IGV - the Software ETF - have soared...
But, the question has been - who's buying?
Well now we have the answer, thanks to Vanda Research:
1M rolling net retail inflows into the iShares Software ETF (IGV) surged to a record $176mn as of close yesterday, more than double the prior peak seen during the late-2024 software drawdown.
This is one of the more aggressive episodes o...
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