Shares of retail companies are trading lower as growing expectations for tighter monetary policy may raise borrowing costs and slow consumer demand.

'Senators Move To Force AI Companies To Disclose More' - Semafor Exclusive

https://www.semafor.com/article/09/24/2026/senators-move-to-force-ai-companies-to-disclose-more

'DeepSeek Aims to Close $7.5 Billion Funding Round by End-October' - The Information

https://www.theinformation.com/briefings/deepseek-aims-close-7-5-billion-funding-round-end-october

Alibaba's Quick Commerce Growth Accelerates: Can It Boost Revenues?

Alibaba's China Quick Commerce revenues surged 45% year-over-year to RMB53.3 billion in Q2 2026, driven by Freshippo and Taobao Instant Commerce. The company expects Quick Commerce to eventually represent 30% of platform GMV, though profitability isn't targeted until fiscal 2029. Meanwhile, Amazon and DoorDash are aggressively expanding their own quick-commerce offerings, intensifying competition in the ultrafast delivery space.

Best Buy, Amazon Deepen Fire TV Alliance

Best Buy and Amazon expand their Fire TV deal, keeping Fire OS on Insignia TVs and introducing new connected TV ad tools powered by AI.

Best Buy And Amazon Announce Expanded Multiyear Fire TV Partnership, With Best Buy Ads Offering Fire TV Ad Inventory On Insignia TVs

U.S.-China Talks Seem Successful: ETF Areas in Focus

Ahead of an expected Trump-Xi meeting in Washington, U.S.-China trade negotiations focusing on tariff reductions and AI could benefit semiconductor, technology, retail, and auto sectors. Companies with significant China exposure including Qualcomm, Intel, Micron, Applied Materials, NVIDIA, Apple, Walmart, Target, Best Buy, Costco, and Tesla may see positive sentiment if trade tensions ease.