🗓️ This Week in The Markets
Macro/Market News
President Trump briefly imposed tariffs on Europe in an effort to pressure the leadership to sell Greenland, and then promptly walked them back.
Oil companies appear to have an interest in reentering Venezuela, as Halliburton ($HAL ( ▲ 1.73% )), Schlumberger ($SLB ( ▼ 0.1% )), and Baker Hughes ($BKR ( ▲ 1.66% )) are reportedly expecting to spend billions in oilfield rehab.
The TikTok sale closed this past week, cutting ByteDance’s stake in the platform to just 19.9%, while Oracle ($ORCL ( ▲ 0.24% )), Silver Lake, and MGX each gained a15% stake in the company. The remaining 35.1% of the company is owned by a group of companies, including Michael Dell’s family office and Vastmere Strategic Investments
Company Specific News
Berkshire Hathaway’s ($BRK.B ( ▼ 0.43% )) new CEO, Greg Abel is considering a liquidation of the firms 325 million shares of Kraft Heinz ($KHC ( ▲ 0.17% )), in a drastic shift from Buffett’s buy and hold (for nearly) forever strategy.
President Trump has supposedly bought around $2 million of Netflix ($NFLX ( ▼ 1.27% )) and Warner Bros. Discovery ($WBD ( ▼ 0.9% )) bonds, just a few days after Netflix agreed to acquire Warner Bros. assets.
Micron ($MU ( ▼ 0.86% )) warned that the high-bandwidth memory shortage will continue past 2026, as AI chips drive the highest levels of demand we’ve ever seen.
Want Even More Insight and Data Visualizations?
🛒 What the Haul?
Out of 356 TikTok hauls analyzed, these companies appeared the most:
Zara - 45 Appearances (12.6%)
H&M - 28 Appearances (7.9%)
Shein - 26 Appearances (7.3%)
Hollister - 18 Appearances (5.1%)
Lululemon - 16 Appearances (4.5%)
Aritzia - 14 Appearances (3.9%)
Ugg - 14 Appearances (3.9%)
Adidas - 13 Appearances (3.7%)
Sephora - 12 Appearances (3.4%)
Aerie - 12 Appearances (3.4%)
Victoria's Secret - 11 Appearances (3.1%)
Nike - 11 Appearances (3.1%)
Bershka - 11 Appearances (3.1%)
Chanel - 10 Appearances (2.8%)
Brandy Melville - 10 Appearances (2.8%)
Coach - 9 Appearances (2.5%)
Rhode - 9 Appearances (2.5%)
Target - 9 Appearances (2.5%)
Primark - 9 Appearances (2.5%)
PacSun - 8 Appearances (2.2%)
Dove - 8 Appearances (2.2%)
Eos - 8 Appearances (2.2%)
iPhone - 8 Appearances (2.2%)
New Yorker - 8 Appearances (2.2%)
Free People - 7 Appearances (2%)
Louis Vuitton - 7 Appearances (2%)
Alo - 7 Appearances (2%)
Garage - 7 Appearances (2%)
Stradivarius - 7 Appearances (2%)
Skims - 6 Appearances (1.7%)
YSL - 6 Appearances (1.7%)
Juicy Couture - 6 Appearances (1.7%)
Apple - 6 Appearances (1.7%)
American Eagle - 6 Appearances (1.7%)
Abercrombie - 6 Appearances (1.7%)
Old Navy - 6 Appearances (1.7%)
Gucci - 6 Appearances (1.7%)
Huda Beauty - 6 Appearances (1.7%)
Pull&Bear - 6 Appearances (1.7%)
Medicube - 5 Appearances (1.4%)
Amazon - 5 Appearances (1.4%)
Balenciaga - 5 Appearances (1.4%)
Pink - 5 Appearances (1.4%)
Cider - 5 Appearances (1.4%)
True Religion - 5 Appearances (1.4%)
Urban Outfitters - 5 Appearances (1.4%)
Charlotte Tilbury - 5 Appearances (1.4%)
Key Takeaways
Hollister's ($ANF ( ▲ 0.23% )) Y2K nostalgia play is working. The brand dominated this week's haul content, driven by "shojo girl" aesthetics, aggressive clearance pricing ($15 jeans, $12 tops), and "viral" items that are already sold out online.
Lululemon ($LULU ( ▲ 0.41% )) holds the "quality benchmark" position. Creators are actively comparing competitors against Lululemon’s fit and performance, a sign of strong brand equity that justifies premium pricing, even at $500+ hauls.
Aritzia ($ATZ.TSX ( ▼ 0.14% )) is winning the "affordable luxury" lane. Creators frame Aritzia as a worthwhile "splurge" while simultaneously hunting for sale finds.
Victoria’s Secret ($VSCO ( ▼ 1.6% )) has notably been replaced by Adidas ($ADDYY ( ▼ 1.01% )) in the Top 10 this week, as the lingerie giant slows down in haul prevalence.
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🤖 This Week in AI
OpenAI is reportedly testing ads in ChatGPT and opening up the previously India-only $8/month ChatGPT Go subscription to everyone.
Anthropic released a handful of health integrations, including Apple Health, Function Health, Health Connect, and HealthEx. This will allow users to chat with Claude about their medical history and overall health.
Elon Musk is seeking $134 billion in “wrongful gains” from OpenAI and Microsoft ($MSFT ( ▼ 0.06% )), due to the fact that he provided roughly 60% of OpenAI’s seed funding (roughly $38 million), long before it’s conversion to a for-profit entity.
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