$W

Wayfair stock retreated 35% to $78 after surging 500% on earnings strength and tariff relief expectations, but GAAP losses triggered selloff despite analyst 33% upside target.

Tabor Asset Management invests $9.79 million in Mohawk Industries, signaling confidence in flooring recovery as housing cycle turns positive.

Investment manager Thomas W. Smith reduced Yelp stake by 96,280 shares worth $4.09M. Stock has fallen 45.7% annually amid business transition challenges.

Goodnow Investment Group expanded Instacart stake by 131,723 shares to $61.98M, reflecting confidence in the grocery platform's advertising-driven profitability model.

Wayfair shows 6.9% revenue growth and narrowing losses, attracting bullish analyst outlooks with 42-82% upside potential. Strategic expansions include membership programs and physical retail, though profitability remains uncertain.

Supreme Court rejects tariffs, boosting retail outlook. Costco, Five Below, and Wayfair positioned to benefit from reduced cost pressures and improved margin stability.

Walmart, Wayfair, and EPAM report strong Q4 earnings, driven by eCommerce growth and enterprise tech spending. All three issued positive 2026 guidance.

U.S. stocks fell as geopolitical tensions drove investors toward caution. Oil climbed to seven-month highs while energy stocks gained, but broader markets retreated.