Deep Dive: Target Sales, Jobless Claims, R&D Spending

The video discusses the contrasting market performances of Walmart and Target, highlighting Walmart's premium valuation. It examines labor market trends through jobless claims, indicating no signs of weakness. The video also explores the impact of research and development spending on profit margins and capital expenditures in the S&P 500, noting a significant increase in R&D investment despite flat CapEx.

What does Walmart's performance indicate about its shares compared to Target?

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What does the speaker suggest about the current state of the US consumer?

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How have initial jobless claims trended according to the speaker?

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What trends are observed in the profit margins and capital expenditures of companies?

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What is the significance of the research and development spending in relation to profit margins?

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