The massive market transformation this month that some on Wall Street called a "once in a decade opportunity" might have just been a one-off technical move because of taxes.Marketsread more
The Pentagon will deploy U.S. forces to the Middle East on the heels of the attack on Saudi Arabian oil facilities, United States Secretary of Defense Mark Esper announced...Defenseread more
CNBC did a deep dive through the most recent Wall Street research to find stocks that analysts say are underappreciated.Marketsread more
Shares of MasterCard are up 46% this year, and 1120% since 2011, getting a boost from the strong U.S. consumer.Investingread more
Trade with China is the 'big unknown' for the Federal Reserve as it decides how best to support the U.S. economy, says Council on Foreign Relations Director of International...Futures Nowread more
Lobbying experts said the visit is likely an attempt to be in lawmakers' ears as they consider legislation that would impact Facebook.Technologyread more
Yardeni Research's Edward Yardeni believes the U.S. economy is picking up steam.Trading Nationread more
Iran's audacious drone and cruise missile attack on Saudi Arabia's oil producing facilities has provided a critical test yet for the Trump administration's foreign policy. A...Politicsread more
Chinese trade negotiators suddenly canceled a visit to meet U.S. farmers after they wrapped up trade talks in Washington this week.Marketsread more
Blackstone Executive Vice Chairman Tony James says he's less optimistic now than before that the U.S.-China trade war could be resolved, but even a smaller deal could help...World Economyread more
The retail stock carnage among Amazon's victims is one of the biggest market stories during the past year.
But the Wall Street firm that was early in calling out the risk for some retailers with its prescient "Death by Amazon" index in 2014 is now saying there are companies that can survive the e-commerce giant's onslaught.
To complement "our existing … index of companies most vulnerable to Amazon's rise, we are introducing a new index of retail companies that should be less exposed to the DBA [death by Amazon] threat," Bespoke Investment Group said in a note to clients Tuesday. "Our new index is composed of retail and apparel companies that have their own brands or focus on goods that Amazon ignores."
Source: Bespoke Investment Group
The research firm cited how its equal-weighted "Death by Amazon" index is down 21 percent in the past year from July 29, 2016, to Aug. 21, 2017, versus the 8 percent drop of its new "Amazon Survivors" list. This compares with the 26 percent return for Amazon shares and 11 percent gain for the S&P 1500 in the same time period.
Here are 10 top-performing stocks on Bespoke's Amazon Survivors list.
Others on Wall Street are still negative on the brick-and-mortar retailer industry.
Amazon is "eating the retail world," MKM Partners analyst Rob Sanderson wrote last month in a note to clients. Sanderson cited how the median sales growth for top-20 U.S. retailers was 2.4 percent in the fourth quarter of 2016, 0.8 percent during the first quarter of 2017 and is forecast to decline by 0.2 percent in the second quarter of this year.
In comparison, Amazon's sales grew more than 20 percent in each of the past four quarters. The e-commerce giant is the "best long-term growth story available to investors today," Sanderson added.
The analyst said Amazon's market share in key retail categories such as sporting goods, clothing, personal care and electronics will only continue to accelerate from here.
— CNBC's Lauren Thomas contributed to this report.