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Original headline: Walmart’s Total Return From 5 Milestones: Jet.com to the All-Time High
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In this Motley Fool podcast, the hosts discuss diesel prices, which AAA puts at a record $6.51 per gallon, up 76% from a year earlier. They note trucking firms pass diesel costs to customers through fuel surcharges, so the impact reaches everyday consumers, and jet fuel is also about $200 a barrel, twice its level before the Iran conflict. Analyst Tyler Crowe says Senator Chuck Grassley’s proposal to ban diesel exports could bring a short-term price swing but would likely cause many unintended consequences. The U.S. exports about 5 million barrels per day of refined products and imports about 2 million barrels per day of crude, and the U.S. exports a lot more diesel but is a net importer of gasoline. The transcript cuts off while discussing refinery capacity utilization.
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Dutch Bros (BROS) trades 52% below its record high, even though the coffee chain has grown quickly through small-format and drive-through locations. Bulls point to store growth: the company had 1,225 locations as of June 30, up 17% from a year earlier, and management sees room for 7,000 stores, almost six times its current footprint. Same-store sales have grown for 13 straight quarters, and analysts project revenue will rise 97% from 2025 to 2028. Bears point to a crowded market with low barriers to entry and no switching costs for customers, which makes a durable moat hard to prove. Dutch Bros also faces scale competition from Starbucks, McDonald's and Dunkin' in real estate, marketing and sourcing, plus smaller rivals such as 7 Brew and Biggby Coffee.
- Cameco Stock Is Down 36% From Its All-Time High. Here's What Needs to Happen to Make It a Buy
Cameco (CCJ) shares are down nearly 26% over the past six months and 36% from their all-time high, even though uranium trades at prices rarely seen outside brief spikes. A weak second-quarter report drove the decline, with declines across all three segments, including uranium production falling to 3.9 million pounds due to spring road conditions and a temporary Cigar Lake suspension. Management nonetheless maintained full-year Westinghouse EBITDA guidance of $370 million to $430 million and uranium production guidance of 19.5 million to 21.5 million pounds, and raised its expected realized uranium price to CA$91 to CA$96 per pound. The author argues that 10.1 million pounds in the first six months and solid third-quarter results could restore confidence, while the upcoming Westinghouse IPO, in which Cameco holds 49%, could release value for shareholders.
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- Hyperliquid Just Fell 17% From Its All-Time High. Here's Why I'm Not Buying the Dip.
Hyperliquid (HYPE) hit an all-time high of $97.98 on Sept. 23 before falling 17% to about $81. The token is up more than 235% year to date and 2,440% since its launch in November 2024; the exchange reportedly accounts for 60% or more of decentralized perpetual futures trading and uses trading revenue to buy back its token daily. Momentum is cooling, however: over the past 90 days HYPE is up 19%, versus 28% for Bitcoin. The author attributes this to the CFTC greenlighting perpetual futures trading in the U.S., which drew in Kalshi, Coinbase and Robinhood, and to the Clarity Act failing in the Senate, which casts doubt on the Trump administration's pro-crypto moves and on concerns over Hyperliquid's offshore status. The author says they are not buying the dip for now.
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