After crushing earnings estimates with a profit more than double analyst expectations, this retail stock just rewrote the playbook. The real question: will margins keep improving, or is this a one-season wonder?

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Markets

U.S. stocks struggled for direction as investors braced for a potential “hawkish cut” from the Fed, with policymakers expected to trim rates but signal caution heading into 2026.

  • DJIA [-0.38%]

  • S&P 500 [-0.09%]

  • Nasdaq [+0.13%]

  • Russell 2k [+0.39%]

Market-Moving News

Fashion

Target Just Dropped Its Loudest Style Flex in Years

Target (NYSE: TGT) just pulled the curtain back on its SoHo concept, a store designed to make you rethink what a big box retailer is supposed to look like.

It is bold, curated, and intentionally built to drag Target back into the cultural spotlight.

This is not a fresh coat of paint; it is a design philosophy.

The whole space leans into trend chasing and quick rotation, and you see Target trying to recreate the excitement that once defined its brand.

Fashion Energy Returns to the Brand

The SoHo location acts like a mini style district inside a retailer best known for basics, and that contrast is exactly the point.

Target wants shoppers to walk in expecting discovery, not errands.

Influencer collections, fashion drops, and a beauty zone made for social feeds all push Target toward a faster, more modern rhythm.

You watch the brand try to rebuild trust with customers who left for trendier competitors.

Why This Test Store Actually Matters

This strategy resets who Target wants to be in the long run. By chasing higher margin fashion energy, the company strengthens both store traffic and brand identity.

If the SoHo model scales, you could see a nationwide shift toward curated layouts and faster product cycles.

And that is how Target tries to reclaim the cultural pull it lost over the past few years.

Energy

Article Title

NuScale Power (NYSE: SMR) just stepped into the center of the biggest nuclear momentum shift in decades.

The Department of Energy’s $800 million push for Small Modular Reactors arrives exactly when NuScale is the only certified design in the field.

It is the kind of timing you rarely see in emerging energy markets, especially when federal funding moves from talk to action.

And with policy now aligned behind real construction, NuScale enters a window most companies only dream about.

Why Certification Suddenly Matters

Utilities are preparing to shift from feasibility studies to build schedules, and you find NuScale sitting alone in the ready-to-deploy category.

That certification, once just a milestone, is now a full competitive moat.

The DOE’s move validates the entire SMR model, but it rewards the companies ready today rather than those years away.

NuScale becomes the natural first call when the industry finally begins scaling.

The Next Decade Changes Immediately

This announcement strengthens NuScale’s demand story and makes new partnerships far more credible.

It also gives investors the policy confirmation they have been waiting for on nuclear’s return.

You watch NuScale enter 2026 with the kind of momentum that can reshape its long-term path.

And as utilities accelerate planning, you see the company’s first-mover advantage turn into a real opportunity.

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Hardware

When One Approval Redraws an Industry, Nvidia Usually Stands in the Middle

Nvidia (NASDAQ: NVDA) is stepping back into China with approval to sell its H200 chips, a return that instantly rewires the next phase of the company’s AI strategy.

It is not just an export restart; it is a reopening of one of Nvidia’s most valuable demand engines.

You see the shift clearly when you consider how many Chinese AI builders were forced to redesign systems without Nvidia’s architecture.

Restoring access lets those customers rejoin Nvidia’s ecosystem instead of drifting toward domestic chipmakers.

A Roadmap That Suddenly Got Bigger

With H200 demand already stretched in the United States and Europe, Nvidia now has to balance supply across three major regions.

That creates a distribution puzzle that only a company with Nvidia’s scale can realistically solve.

This changes the competitive landscape, especially as domestic Chinese firms must now compete directly with Nvidia’s latest hardware once more.

The approval strengthens Nvidia’s leverage in a market where timing and throughput decide who leads.

The Advantage Nvidia Wanted for 2026

The return of China reduces concentration risk and stabilizes long-term revenue visibility for Nvidia. It also reinforces the H200 as the default high-end chip for enterprise-scale AI training.

As this momentum carries into next year, you find Nvidia operating with a broader reach and sharper influence across the global AI stack.

The company enters 2026 with reclaimed territory and a clearer advantage in the hardware race.

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Top Winners and Losers

Designer Brands Inc [DBI] $7.23 (+48.97%)

Designer Brands surged after smashing earnings expectations with a surprise profit more than double analyst estimates, signaling strong operational efficiency despite soft revenues.

Exicure Inc [XCUR] $7.29 (+38.33%)

Exicure soared after presenting strong Phase 2 data showing its stem cell mobilization therapy achieved the primary endpoint in nearly 90% of multiple myeloma patients.

Alexander & Baldwin Inc [ALEX] $20.85 (+37.71%)

Alexander & Baldwin rose after announcing a $2.3 billion all-cash buyout at a 40% premium, ending its public run and marking Hawaii’s biggest commercial property deal ever.

Top Wealth Group Holding Limited [TWG] $6.00 (-72.74%)

Top Wealth Group plummeted after pricing a public offering at just $7 per unit, far below its prior $20+ trading level, triggering heavy dilution concerns.

Phreesia Inc [PHR] $15.43 (-23.31%)

Phreesia slipped despite posting its first profit, as a sky-high forward P/E of 385 raised doubts about valuation and earnings sustainability.

Dyne Therapeutics Inc [DYN] $18.44 (-16.94%)

Dyne sank after launching a $300M stock offering just days after strong trial data, sparking dilution worries among investors.

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Everything Else

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Adam G.
Elite Trade Club

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