Target ($TGT) podcast mentions
Yeah. So you mentioned earlier that the search part of Google was being heavily punished by the market simply because of the AI risk that LLMs like ChatGPT or Claude were offering, where maybe for a time it looked like the future of e-commerce would be doing all of our shopping directly through integrations on ChatGPT. So ordering a basket of goods from Target or Walmart directly would go right through ChatGPT, for example. But the narrative, I think, fizzled out pretty quickly. And now you've seen OpenAI kind of scale back some of those ambitions. Now, the promises that they're making to investors have become less grandiose as they've had to make certain competitive concessions, like I was mentioning with them rolling back their instant checkout shopping integration. It's actually Anthropic that seems to be making the really dramatic claims about how they'll change the future now. But Anthropic with Claude is much more focused on being a business-to-business productivity tool than something that hundreds of millions of people or even billions of people use for search on basic queries.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17There's a Target. Yeah. Okay. Grocery stores. Yeah.
Jordi Hays · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14You're going to see both. Uh, Crusoe Cloud is gonna do giant, you know, uh, data centers in Texas, Abilene, wherever, over the, uh, various natural gas fields and fantastic for them. In 3 years, Elon will start having like serious amounts of compute in space. Um, and he'll demonstrate it probably next year is my guess. I think I heard him say that publicly. Um, so then there's what's in between. And I think the most exciting things for me are places where, uh, you have a lot of electricity already. You have cooling already, and you know, you got space, electricity, and cooling. So if you were to do a first principles thinking, like if I asked Lon to put that into Claude, where are there, where is there extra climate controlled space that could be used for a data center? Just, you know, forget about AI. Just where can we put in a small 10,000 square foot data center, a 5,000 square foot data center, a 1,000 square foot data center? Lon's gonna do that right now. One of the things that will come up is, well, residential. Somebody's got a garage and they have a 3-car garage. What if in your 3-car garage you gave up half a garage slot and had your internet fiber connection as well as your solar and batteries and your Powerwalls powering a small roll-in 4 racks, and you got paid for that? In other words, you used your garage or shed like Airbnb because You had extra energy at your ranch. What if you took Target, Walmart, H-E-B, and they have this giant superstore, and you put into the superstore and you said, we're going to just take, uh, a quarter of the back of the superstore, this department store that's already climate controlled, that already is empty from 5 PM to 5 AM, whatever it is, their hours, and nobody would notice it, but we could roll a bunch of racks in there. People are going to get creative with the stuff.
Jason Calacanis · This Week in Startups · Ask Jason: AI Extinction, Grok's Rogue Meme Coin & Weed Farms as Data Centers | E2337 · 2026-09-14Good point. You would think on the surface that this is crazy and this is what all the copycats miss. They just hire regular retail employees like Walmart does or Costco does or Target does or what have you. Actually, though, if you're a tradesperson, there's a pretty good chance that a Home Depot job might be appealing to you. So back here in, I don't know, call it 1985, 1990, imagine you're a plumber, you're an electrician, maybe you're a carpenter. Sure, you can make more money in your trade than you can working at Home Depot. But being a contractor is not easy. Like, even if you're successful, one, it's not steady. Cash flow is lumpy and unpredictable. Two, it requires a lot of driving. And then three, it's manual labor. Like, what are you going to do if you get old? What are you going to do if you get hurt? What are you going to do if you can't work? Do you have a retirement plan? Well, if you're in a union job at like a big, you know, commercial constructor, sure. But if you're working residential, you're probably not in a union. You probably don't have a retirement plan. You probably don't have a fallback of savings. Okay. Now Home Depot comes to town and they're recruiting. It's a stable job with regular hours with other people like you. You don't need to drive around. You don't need to manage clients.
David Rosenthal · Acquired · Home Depot · 2026-09-14You mentioned earlier that when you're feeding data into a model, as the world changes, we might be using an outdated playbook. And I think one of the things that I don't subscribe to anymore is that discretionary stocks tell you a lot about either the stock market or the consumer. So, uh, yesterday I saw a guy, Q Capital 2020— that's a satirical account. I don't know if he's kidding or not, but, um, doesn't matter because what he's showing is real. A lot of the consumer stocks, specialty retail, have been blown to smithereens, right? Like American Eagle today down 15%, Dick's in the last month down 38%, Burlington, uh, Casey General Store— I mean, a million. They're all, they're all getting killed. Advance Auto Parts, whatever, whatever it is. You name it, they're getting killed. So I brought some charts that I want to go through. Uh, let's start with chart 11, please. So this is the United States Redbook Index and retail sales, right? Just retail sales year over year. Nothing really in here that is noteworthy. I had the guys take a look at all of the names of companies that reported same-store sales going back to 2001. So we have like a decent data set here. Chart 12, please. So this looks pretty similar to this latest chart. So in here it's a composite of Ross Stores, Bath and Body Works, Starbucks, Costco, Target, AutoZone, Dine Brands, Brinkler, Williams-Sonoma, Walmart, Macy's, Gap, Home Depot, Abercrombie and Kohl's, and same store sales. All right. It's up 5.1% year over year. So where I'm going with this is— Chart 13, please. If you look on the left at an equal weight discretionary relative to the S&P 500, this thing is at the lowest level. It's crashing. It's crashing. But guess what? It's been crashing. It's been going from the top left to the lower right for the last decade, and it's told you nothing, nothing at all about the stock market. This has happened while the stock market, equal weighted and otherwise, is at an all-time high. So instead of looking at the stock price, which has all sorts of information in there, it could be valuations, it could be idiosyncratic risk, it could be—
Michael Batnick · The Compound and Friends · The Most Interesting Macro Moment of My Lifetime with Jens Nordvig · 2026-09-11Next chart, we're looking at total card spending excluding— it's not just gas— excluding gas and online retail, still growing. Uh, now there's inflation here, okay? So if you strip that out, it's whatever, it's flat, it's not crashing. Lastly, and this is maybe my final— this is my final point here, Necessity spending versus discretionary. And Bank of America serves the nation. It serves millions, tens of millions of American households. And discretionary spending is doing— it's hard to say a bad thing about this. It's freaking booming. So I don't think— shut off, please. I don't— on the one hand, it is a little bit disconcerting to look at all of these discretionary stocks. Not all of them— Target's working, Abercrombie's working— but there's a lot of them that are down 30%. So I don't want to completely dismiss the stock market, but if you go to the source of the truth, I don't know that it says a lot. I don't know that the consumer is cooked because the stocks are.
Michael Batnick · The Compound and Friends · The Most Interesting Macro Moment of My Lifetime with Jens Nordvig · 2026-09-11John, I got to tell you, this one is a short and long term. Okay, short term, I think I know what Walmart's doing. I think that they're letting their customers have a big break. They're not passing along all these costs. That is going to earn them tremendous love when things get better. So my situation is to say this: Walmart trades at 36 times earnings. It deserves to trade lower just because of what's happening to the company now and higher what's happening at the company when this inflation bout ends. So you buy some at 106, 105, and then buy some at 95. And yes, it could trade at 95. It does not have yield support. This is not like Target, which had that yield support. Target's doing better than Walmart right now. It is. Okay, let's go to Elizabeth in California. Elizabeth.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/10/26 · 2026-09-10I use this for We were split testing different aspects of the design and packaging around the Coyote card game, which I created with Exploding Kittens, which came out, I don't know, a year or two ago, which was a really fun experiment. I have never had anything in thousands of Walmart and Target stores, which is super fun, but you're not going to get much data from Amazon and you don't really want Amazon to be your debutante ball where you show up in your new dress for the first time and see if people like it. I do not like taking that type of risk. And there was internal debate. There were diverging opinions. And in the case of Mentaba, it's like, I don't know what your traffic looks like. If you are going to get a statistically significant signal with which you're going to make an important decision about something, you might just not have the volume necessary. Maybe you Maybe you do, but maybe you don't. And in this case, it's like, look, if I want 5,000 people to vote on something in 72 hours, I can do that. It's a function of cost and maybe it's like $500, $600. It's very affordable and you could very easily, I can't recall what the competitors are, but you could use Claude or ChatGPT or whatever to ask what are the 3 most compelling competitors to PickFu with similar pricing? Because some of them are going to be very, very, very expensive intended for large enterprise. They do same thing, frankly. It's gussied up a little bit in a tuxedo and you have to do a sales call or they demo and then quote you a price. If you see that and you're just looking for fast, quick and dirty, then I wouldn't proceed. These are all kind of different tentacles that are all out probing that bring information back to the central brain that then determines which I want to split test in a place with higher stakes, but better signaling for purchase intention, which would be your And it doesn't— you can do it really fast. I'm famously impatient. I do not want to wait weeks and weeks and weeks. So I'm like, "Okay, cool. 72 hours over the weekend. Great. I'll just let this run and then on Monday we can look at it."
Tim Ferriss · The Tim Ferriss Show · #882: Why Kids Can Learn 10x Faster Than We Think — Niels Hoven of Mentava (Tim Coaching Session) · 2026-09-10So give us a sense of the overall shrink problem versus how much of it is malicious, how much of it is operational across the industry. And is it true that retail theft has become more of an issue? Because again, you see these statistics, you see the headlines, Target closing 2 stores because of rising crime, or you see a company come out and say, oh, our shrink has gone up this year. But to your point, it could be because maybe they're just worse at keeping track of their inventory than they were the year before. So give us some context around how big a problem this is and whether or not it's been getting worse.
Tracy Alloway · Odd Lots · The Rise of Organized Retail Crime at Big Box Stores · 2026-09-10They'll tell you that they do a lot of policing of their site, and I'm not arguing that they don't have— I know they have departments that do that. We work with them. I mean, so it— they're not completely willfully blind. They're not, you know, completely out there just saying, no, it doesn't happen on our site. We think they could do more. And again, it comes back to if they had information, if they had policing in place that said, how in the world does this guy undercut Home Depot or Target on pricing? That should be a flag for them to say, I'm going to pull you off the site. I'm going to suspend you from the site versus us having to come to them and say, this guy is undercutting us on pricing. He's selling at volume. He's selling at scale. We've bought the product for it. We know what store it came from. We know that this guy's involved in crime. Now you go pull them off the site. And so to your— you're short— your answer is both disappointed and surprised. Like, that they— do I think they could be doing more? For sure. Do I think that I should be the one that has to come? It seems a little backwards to me that I should have to come and tell them that they've got somebody selling stolen product on their site versus them knowing who their suppliers are, knowing that tax records exist and that there's, you know, filings that are out there that they should be held accountable to the same way the Amazons and the Ebays of the world are.
Scott Glenn · Odd Lots · The Rise of Organized Retail Crime at Big Box Stores · 2026-09-10Affirm has got a who's who of partners, including the biggest Amazon, Costco, as well as Shopify, Target, and Apple, which launches a pricey new phone tomorrow. We just saw their quarter. It was excellent. People are selling Affirm because they fear a rate hike from the Fed. I get that. But people would be paying substantially more for the stock without that worry. What matters is that the quarter had so much momentum that I think you'll see great numbers right through the end of the year holiday season. At the same time, there's some tremendous healthcare companies in bull market mode. Chief among them is a company called Hinge Health, which is a digital physical therapy company. More on that one later. You get the benefit, your employer pays the bill. Here's one, it's a quadri— Medtronic. Medtronic, the medical device company, shocked us with a big upside surprise and a major increase in organic growth. It's separating its worries from the diabetes division by the end of the year. I don't want to be in a diabetes division in a world where GLP-1s are sending. The stock is now where it was when it reported. Yet it is a vastly improved year-over-year business. To me, that is just crazy. As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or Marathon. I don't see it ending anytime soon, not with the US and Iran trading volleys this evening at islands and ships in the strait. But how about a pipeline that moves about 30% of all crude produced in North America? Now I'm talking about Enbridge, which has a 5.5% yield, also has a natural gas— it transports 20% of the natural gas that's consumed in America. Okay, it's Canadian, but it's not caught up in the tariff fight because slapping tariffs on Canadian energy would be economic suicide for our country. When I wrote How to Make Money in Any Market— sending you, by the way, a free signed book if you join the investing club now— I didn't know that Enterprise Product Partners was going to be this— maybe the single biggest pipeline winner in this country thanks to the war. I didn't see that war coming. The CEO of Enterprise, Jim Teague, has raised awareness for the company's profit opportunity because of the Hormuz closing.
Jim Cramer · Mad Money w/ Jim Cramer · 'Mad Money w/ Jim Cramer 9/8/26 · 2026-09-08When I was in high school, I first started looking at this type of stuff because like you see Target and you see the ticker and you know it and you're aware of it. You see Nike and you're like, I know this brand. Like, I want to invest in it. I like their products. And like it's a very simple way to invest in things. And I think with Peter Lynch, like he wrote a lot about it. The first book I read was a Peter Lynch book, Invest in What You Know. Like, I forget what stock he invested in, but it did incredible. And it was something that his wife used. And so it just— it's intuitive, but obviously it doesn't work all the time.
Sean Russo · The Compound and Friends · Stocks Aren't as Expensive as You Think | WAYT? · 2026-09-08So you didn't ask for this, but I just— this is, this is a whole thing for me is that investing is difficult. Like we could, we could start with Peter Lynch and say invest in what you know and then everything that you know doesn't do poorly. And then so then, okay, is our new ironclad rule never invest in anything that you know? And the answer is no. Like, we could have commenters coming in saying, hey, dummies, like, go look at Apple, go look at Airbnb, right? Go look at Monster, like, some Target, like, some of the most well-known brands are doing incredible. So I think just the takeaway for me is that just because you know a brand and use their product does not mean that they're a stock that you should be investing in.
Sean Russo · The Compound and Friends · Stocks Aren't as Expensive as You Think | WAYT? · 2026-09-08I just think it's just the greatest— it's one of the greatest companies in America. And you got to be aware they have a new drug all the time. And there's some great documents coming out about what they're doing with neuro. Nobody else is brave enough to take on neuro. I've got Matt Murphy on tonight from Marvell. The stock is down just a tad. I think people thought, well, maybe they should have gotten that contract that went to Qualcomm. Yes, that's got an unbelievable relationship with Amazon. We'll talk about that. He has an amazing relationship with, with Alphabet. It is tremendous. Look at it. This is the one that Jensen said, the next trillion-dollar company. I hope that doesn't mean Target's back.
Jim Cramer · Squawk on the Street · 9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26 · 2026-09-08I wish I had a Broyhill dinette set to give her as a prize, but instead they get to be on the debt-free stage, which some say is even better. Hey guys, George Campbell here. You ever feel like you make good money and still have nothing to show for it? You run into Target for one thing and somehow walk out $87 later with toothpaste and emotional support candles. Just me? Okay, well, that's the problem. Most people don't pay attention to how they spend their money, so it does whatever it wants. And that's why we created EveryDollar. It's a budgeting app that helps you create a simple plan for your money. EveryDollar's simple, it's clear, and it helps track where your money's actually going. Plus, you get daily lessons, to-dos, and reminders along the way. It's like having a money coach in your pocket. Your money's been freelancing long enough. It's time to give EveryDollar a full-time job. Go download EveryDollar for free on the App Store or Google Play. Play. Our scripture of the day, 1 Corinthians 9:24: Do you not know that in a race all the runners run, but only one gets the prize? Run in such a way as to get the prize. Sarah Blakely said, don't be intimidated by what you don't know, that can be your greatest strength and ensure that you do things differently from everyone else.
George Kamel · The Ramsey Show · The Right Financial Decision Starts With Understanding the Problem · 2026-09-07