The Trend Catcher | Retail-Internet +11.59% Led by AMZN +15%; GOOG +5% Boosts Internet-Content; LPG Among 10 Stocks Nearing Breakouts
Liquidity Services, Inc. LQDT | 0.00 | |
LightInTheBox Holding Co., Ltd. Sponsored ADR LITB | 0.00 | |
eBay Inc. EBAY | 0.00 | |
Lulu's Fashion Lounge Holdings, Inc. LVLU | 0.00 | |
Wayfair W | 0.00 |
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1. Leader industry as of 5:50 pm
| Name | Price % Chg | Ind Group Rank | Ind Grp Rnk 3 Mo Ago | % Chg YTD | Ind Mkt Val (bil) |
|---|---|---|---|---|---|
| Retail-Internet | 11.59 | 101 | 41 | 7.8 | 3373.0 |
| Internet-Content | 3.14 | 123 | 32 | -3.2 | 5678.3 |
| Electrical-Power/Equipmt | 2.08 | 90 | 24 | 24.3 | 892.1 |
| Telecom - Equipment | 1.97 | 75 | 1 | 75.8 | 147.5 |
| Computer-Networking | 1.66 | 12 | 16 | 53.9 | 674.6 |
Retail-Internet related stocks: Liquidity Services, Inc.(LQDT.US) , LightInTheBox Holding Co., Ltd. Sponsored ADR(LITB.US) , eBay Inc.(EBAY.US) , Lulu's Fashion Lounge Holdings, Inc.(LVLU.US) , Wayfair(W.US) , Amazon.com, Inc.(AMZN.US) , Etsy, Inc.(ETSY.US) , JD.com, Inc. Sponsored ADR Class A(JD.US) , Alibaba Group Holding Ltd. Sponsored ADR(BABA.US)
Internet-Content related stocks: OPERA LTD(OPRA.US) , Match Group, Inc.(MTCH.US) , Alphabet Inc. Class C(GOOG.US) , Alphabet Inc. Class A(GOOGL.US) , PodcastOne(PODC.US)
Retail-Internet
Core Logic & Market Space:
AI is reshaping the retail-Internet industry, evolving from a "transaction platform" to an "AI-driven shopping assistant." Amazon's AI shopping assistant usage more than doubled in 2025, with over 50% of shoppers willing to let AI handle the complete purchase process. Proprietary agents can reduce external assistants bypassing search and sponsored products, protecting Amazon's massive advertising business. The retail-Internet market space spans trillions of dollars in U.S. e-commerce and grocery markets. Amazon has become the second-largest grocery retailer in the U.S., with its grocery business GMV exceeding $150 billion. Delivery network density continues to improve, pushing the industry standard from next-day delivery toward 60-minute free delivery.Market Dynamics:
North American Internet stocks fell 7% last week, underperforming the broader market, led lower by AMZN, META, and GOOGL. However, Morgan Stanley maintains an Attractive view on the North American Internet sector. Clear divergence is emerging within the sector: hyperscalers languished (META/AMZN flat), while mid-cap Internet names (DASH +6%, CHWY +5%, CART +3.5%) attracted capital inflows. Capital is rotating from AI hardware trades into the Internet application layer, triggered by the open-source wave and falling model costs, which lower the cost of building better products and drive broader adoption. Amazon is consolidating most of its Nova models, concentrating engineers and compute resources on fewer frontier models to improve efficiency.Risk Factors:
- If AI capex returns fall short of expectations, the investment narrative for retail-Internet platforms could be undermined.
- Intensifying competition from emerging platforms (Temu, Shein, etc.) could compress incumbents' market share.
- Rising logistics and delivery costs, combined with labor cost pressure, could erode margins.
- Regulatory risks (data privacy, antitrust) persist and could impact advertising and e-commerce business models.
2. Breaking Out Today as of 5:50 pm
No stocks today.
3. Near Breakouts as of 5:58 pm
| Symbol | Comp Rating | Industry Name | Current Price | Price % Chg | Market Cap (mil) |
|---|---|---|---|---|---|
| Dorian LPG Ltd.(LPG.US) | 98 | Transport - Oil/Gas Shipping | 46.96 | 1.56 | 1978.3 |
| Acadian Asset Management Inc.(AAMI.US) | 95 | Finance-Investment Mgmt | 84.21 | 0.31 | 2991.1 |
| FB Financial Corporation(FBK.US) | 95 | Banks-Regional | 59.82 | -0.47 | 3096.6 |
| Nucor Corporation(NUE.US) | 92 | Steel-Producers | 258.96 | 0.75 | 58538.5 |
| EOG Resources, Inc.(EOG.US) | 89 | Oil&Gas-Explorers/Producers | 146.50 | 0.68 | 77502.8 |
| V2X Inc(VVX.US) | 89 | Aerospace/Defense | 87.81 | 1.23 | 2716.2 |
| Shell Plc Sponsored ADR(SHEL.US) | 88 | Oil&Gas-Integrated | 91.20 | 0.76 | 246936.9 |
| Murphy USA, Inc.(MUSA.US) | 85 | Retail-Super/Mini Mkts | 612.78 | -0.54 | 11379.8 |
| Suncor Energy Inc.(SU.US) | 82 | Oil&Gas-Integrated | 66.97 | 0.36 | 78789.4 |
| Roku, Inc. Class A(ROKU.US) | 81 | Leisure-Movies & Related | 145.26 | 0.12 | 21523.0 |
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Notable Stock Movers as of 5:50 pm
Shares of Amazon.com Inc. Amazon.com, Inc.(AMZN.US) jumped around 15% on Friday after the company posted upbeat financial results for the second quarter.
Amazon reported second-quarter revenue of $200.61 billion, beating the consensus estimate of $196.46 billion, according to Benzinga Pro. The company posted second-quarter earnings of $5.75 per share, beating analyst estimates of $1.82 per share.
Wetour Robotics Ltd (Wetour Robotics(WETO.US) ) shares shot up 260% to $0.1077.
Shares of Mangoceuticals Inc (Mangoceuticals, Inc.(MGRX.US) ) got a boost, surging 190%. Mangoceuticals, on Thursday, announced that it has entered into a definitive business combination agreement with Nuclea Energy.
Replimune Group Inc (Replimune(REPL.US) ) shares were also up, gaining 102% after the company announced favorable outcome of FDA’s Cellular, Tissue, and Gene Therapies Advisory Committee Meeting for RP1 in advanced melanoma.
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