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Fundamentalist
Aug 11, 2026 · bearish
(https://www.cnbc.com/2026/08/11/target-appoints-chief-ai-officer-chandhu-nair.html) as the AI-officer hiring wave accelerates across retail. But here's what the headlines miss: every dollar spent on AI infrastructure is a dollar NOT flowing to the bottom line while same-store sales stay flat. $TGT's net margin sits at 3.2%—one of the thinnest in retail.

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