🗓️ This Week in The Markets
Macro/Market News
U.S. GDP Misses Expectations: The U.S. economy grew at a 1.4% annualized rate in Q4 2025, significantly lower than the 2.5% forecast.
Mortgage Rates Hit 3-Year Low: The average 30-year U.S. mortgage rate dropped to 6.01%, its lowest level since 2022, which may boost spring home demand.
Global Commodity Surge: Amid escalating international tensions, Brent crude reached a 7-month high of $71.66, and gold rallied to $5,000/oz.
Company Specific News
Amazon ($AMZN ( ▲ 2.56% )) reported $717 billion in 2025 revenue, overtaking Walmart ($WMT ( ▼ 1.51% )) to become the world's largest company by sales.
Separate from their existing $100B infrastructure pact, Nvidia ($NVDA ( ▲ 1.02% )) is reportedly in discussions to invest up to an additional $30B directly into OpenAI.
In a move to refocus on its core marketplace, Etsy ($ETSY ( ▲ 8.39% )) agreed to sell the secondhand clothing app Depop to eBay ($EBAY ( ▲ 3.92% )) for $1.2B.
🛒 What the Haul?
Out of 398 TikTok hauls analyzed, these companies appeared the most:
Zara - 34 Appearances (8.5%)
Shein - 31 Appearances (7.8%)
H&M - 27 Appearances (6.8%)
Brandy Melville - 18 Appearances (4.5%)
Target - 17 Appearances (4.3%)
Hollister - 15 Appearances (3.8%)
Primark - 14 Appearances (3.5%)
Aritzia - 13 Appearances (3.3%)
Lululemon - 13 Appearances (3.3%)
Ross - 12 Appearances (3%)
Adidas - 11 Appearances (2.8%)
Free People - 11 Appearances (2.8%)
Bershka - 11 Appearances (2.8%)
Victoria's Secret - 10 Appearances (2.5%)
IPhone - 10 Appearances (2.5%)
Aerie - 10 Appearances (2.5%)
Skims - 9 Appearances (2.3%)
Alo - 9 Appearances (2.3%)
Rhode - 9 Appearances (2.3%)
Dior - 8 Appearances (2%)
Hello Kitty - 8 Appearances (2%)
Apple - 8 Appearances (2%)
Chanel - 8 Appearances (2%)
UGG - 8 Appearances (2%)
Cider - 7 Appearances (1.8%)
Garage - 7 Appearances (1.8%)
Pandora - 7 Appearances (1.8%)
Edikted - 7 Appearances (1.8%)
New Yorker - 7 Appearances (1.8%)
Louis Vuitton - 7 Appearances (1.8%)
Fashion Nova - 6 Appearances (1.5%)
Coach - 6 Appearances (1.5%)
PINK - 6 Appearances (1.5%)
Sephora - 6 Appearances (1.5%)
Gucci - 6 Appearances (1.5%)
Summer Fridays - 6 Appearances (1.5%)
Abercrombie - 5 Appearances (1.3%)
Nike - 5 Appearances (1.3%)
Medicube - 5 Appearances (1.3%)
Morphe - 5 Appearances (1.3%)
Sol De Janeiro - 5 Appearances (1.3%)
Amazon - 5 Appearances (1.3%)
This Month’s Premium Deep Dive is Already Paying Off
Two companies that were part of our deep dive on “The Rise of Vibe Coding” popped big post-earnings, and we believe we’re still very early in vibe coding adoption.
Key Takeaways
Target ($TGT ( ▲ 0.89% )) is successfully positioning as the "dupe destination." With ~75 items purchased across creators, Target is capturing spend from both fast fashion (Brandy Melville, Primark) and mid-tier brands by producing viral-status items like barrel jeans and beauty dupes. The "affordable luxury" framing is resonating.
Y2K nostalgia is Hollister's ($ANF ( ▲ 0.53% )) comeback engine. The 2000s aesthetic, low-rise shorts, heritage logos, and coquette silhouettes, are driving genuine enthusiasm from younger demographics.
Creator-driven affiliate storefronts are becoming a real sales channel. Hollister's ($ANF ( ▲ 0.53% )) Style Hub and Aritzia's ($ATZ.TSX ( ▲ 0.67% )) personal styling appointments are converting content into multi-item purchases. The creators buying 11+ items per session represent a distribution model worth tracking for investor signal.
Want to Support Sentinalysis?
Please help support the newsletter by clicking the link below and checking out our sponsor!
Smarter news. Fewer yawns
Business news takes itself way too seriously.
Morning Brew doesn’t.
Morning Brew delivers a smart, skimmable email newsletter on the day’s must-know business news — plus games that make sticking around a little more fun. Think crosswords, quizzes, and quick breaks that turn staying informed into something you actually look forward to.
Join over 4 million professionals reading Morning Brew for free. And walk away knowing more than you did five minutes ago.
🤖 This Week in AI
Google ($GOOG ( ▲ 3.74% )) has released an upgraded core model, Gemini 3.1 Pro, which reportedly more than doubles the reasoning performance of its predecessor on logic-based benchmarks.
OpenAI has recruited Peter Steinberger, the developer of the viral open-source AI assistant OpenClaw, to lead its next generation of personal AI agents.
Anthropic's new model, Sonnet 4.6, claims to have "human-level" capabilities for complex computer tasks like navigating spreadsheets and updating presentations.
What did you think of this issue of the newsletter?
Disclaimer: The information provided in this newsletter is for general informational purposes only and does not constitute individual investment, legal, accounting, or tax advice. Nothing in this newsletter is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational and illustrative purposes.