Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks

Stocks took their cue from the bond market this week.

8/22/2026
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Inside Coca-Cola’s secretive innovation labs: How the beverage giant wants to automate dirty soda and refreshers

From McDonald's to Wendy's, longtime Coke customers have been expanding their beverage offerings to boost their profit margins.

8/22/2026
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Why some of America's biggest brands are losing ground in China

Nike, Starbucks and GM have lost ground in China as domestic rivals, geopolitics and changing consumer preferences reshape the market.

8/22/2026
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Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'

Worries about the state of the consumer, higher oil prices and elevated interest rates are overshadowing strong company fundamentals.

8/21/2026
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A rare stumble at TJX has Wall Street spooked. We see a buying opportunity

We trust the off-price retailer is already fixing its problems.

8/22/2026
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Walmart stock tumbles 9% after outlook disappoints Wall Street

Walmart is expected to report its fiscal second-quarter earnings on Thursday, offering a read on the consumer and the K-shaped economy.

8/21/2026
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Why we're giving off-price retailer TJX a pass for softness in its biggest division

Still, there was a lot to like about the quarter and what management had to say.

8/20/2026
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Car dealerships are relying more on parts and service for profits

Dealership gross profits have fallen from the supply-constrained days of 2022. They are relying more heavily on the income streams that hedge against downturns.

8/19/2026
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Lowe's gives muted outlook as it sees 'pressure' in home improvement spending

Lowe's reported mixed quarterly results as the retailer said it continued to see pressure in home improvement spending.

8/20/2026
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Amazon to expand drone service to nearly 500 cities after targeting 1 million deliveries this year

Amazon has quietly expanded its drone service to more metro areas in recent months after receiving a key regulatory greenlight enabling longer-range deliveries.

8/19/2026
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