Key week for retail on deck... And the next test for housing stocks 8/14/26
Summary
Hosted by Melissa Lee, this episode debates whether disappointing retail sales and sliding consumer confidence will derail the market ahead of major earnings from Home Depot, Target, and Walmart. The desk analyzes the memory chip rally, arguing that long-term AI supply agreements are transforming Micron and SanDisk from cyclical plays into growth stocks. Additionally, the show covers Disney CEO Josh D'Amaro’s strategy to drive returns through tech and data, while a segment from Monterey highlights the luxury car market’s pivot back to internal combustion engines over EVs.
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