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VIDEO: Why We Are Bullish on Costco and Steering Clear of Target

Plus, our thoughts on ASML's reduced outlook and recent Wall Street upgrades.

Chris Versace·Jul 17, 2025, 12:00 PM EDT

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Following up on our June Retail Sales comments, while sitting in as a guest co-host yesterday afternoon with Josh Lipton on Yahoo! Finance’s Market Domination, Chris Versace explains why we remain bullish on Costco’s COST opportunities and why we’re inclined to steer clear of Target TGT

Chris also shares his views on yesterday’s cut outlook from ASML Holding ASML, the “where have they been” upgrade on Palantir PLTR by Mizuho, and the BNP Paribas upgrade for ARM Holdings ARM.

Click here to watch why Costco, not Target

Click here to watch comments on ASML, Palantir, and ARM

At the time of publication, TheStreet Pro Portfolio was long COST and PLTR.