According to The Kobeissi Letter, Walmart stock ($WMT) has fallen over 8% following their earnings report, which highlighted potential weaknesses due to upcoming tariffs in Mexico and Canada. This decline indicates significant market sensitivity to geopolitical trade factors, which traders should monitor closely for potential impact on retail equities.

According to The Kobeissi Letter, Walmart's stock, $WMT, fell over 8% following the release of its earnings report, which indicated potential weaknesses attributed to upcoming tariffs from Mexico and Canada.