AMAZON COM

Walmart

TARGET

COSTCO WHOLESALE CORP /NEW

Amazon files plans for 229,000 sq ft big-box store in Chicago suburb—27% larger than Walmart Supercenters. A direct assault on brick-and-mortar retail's biggest players.

Amazon Plans 229,000 Sq Ft Big-Box Store—Larger Than Walmart Supercenters

GameStop

GameStop closes 390 stores in January as CEO Ryan Cohen pursues $35B stock option award requiring 10x market cap growth. Fiscal year ends Jan 31.

GameStop Shutters 390 Stores as Ryan Cohen Eyes $35 Billion Payday

NVIDIA

Alphabet

Nvidia hires Google Cloud's Alison Wagonfeld as first-ever CMO. World's most valuable company signals shift from B2B to consumer-facing AI brand.

Nvidia Hires First-Ever CMO, Poaching Google Cloud's Marketing Chief

Wayfair

WILLIAMS SONOMA

LA-Z-BOY

ETHAN ALLEN INTERIORS

HAVERTY FURNITURE COMPANIES

Bob's Discount Furniture files for NYSE IPO with $1.72B revenue, 64% profit growth. Bain Capital's 12-year hold signals PE exit cycle heating up.

Bob's Discount Furniture Files for IPO After 12-Year Bain Capital Ride

INTEL

Broadcom

MICRON TECHNOLOGY

ASML HOLDING

Intel jumps 10% after CEO Tan's White House meeting with Trump. US government's $8.9B CHIPS Act stake has more than doubled in four months.

Intel Surges 10% After CEO's White House Meeting as US Stake Doubles

ORACLE

Ares Management

OpenAI and SoftBank invest $1B in SB Energy for 1.2 GW Texas AI data center. Inside Stargate's $500B infrastructure race.

OpenAI and SoftBank Pour $1B Into SB Energy, Supercharging Stargate's AI Data Center Buildout

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