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ZnWC : Alibaba's earnings for Q4 were expected to be:
Revenue: $39.15 billion
Earnings per share (EPS): $2.75
Risks include Chinese economy performance and competitions from rivals such as PDD and JD.com.
Walmart's earnings for Q4 were expected to be:
Revenue$173.39 billion
Earnings Per Share (EPS): $1.80
The company announced a $2.3 billion deal to buy smart-television maker Vizio on Tuesday. Risks include US inflation rate and competitions from rivals like Costco and Amazon.
Bottom line:
I don't see any fundamental changes (of the 2 companies) for the long term. But for the shorter term, the possible escalation of China-US trade war may affect how the stock perform. How the company manages cost and improves productivity is also crucial.