Tsvetta Kaleynska says Walmart (WMT) is "top of mind" for retailer earnings when it reports on Thursday. She considers the company a "leader" for A.I. integration in the retail industry. Charlie O'Shea agrees, believing Walmart will offer a big picture perspective on the state of the consumer. As for other stocks he's watching, Charlie says TJX Companies (TJX) and Ross Stores (ROST) are "immune to almost anything," while Target (TGT) "has a lot of legs" it can use to recover.
The Watch List
18 Aug 2025
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