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Target in focus as retail earnings open; Walmart the contrast on the same tape

8/14/2026

Target (TGT) is in focus for the week ahead, with shares running to new highs as earnings approach and retail takes over from technology as the market's primary event risk.

Walmart (WMT) is on the same calendar but has drawn no comparable move from the tape. The earnings prints for both names are the next hard catalysts. The prior week handed the market a divided result from technology.

Neoclouds CoreWeave (CRWV) and Nebius (NBIS) were cheered after reporting. Cisco Systems (CSCO) and Cerebras (CBRS) were sold.

The split left no clean directional read heading into this week, which is what makes the retail calendar the session's central event.

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