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Why we love this deal

Just because tablets, laptops, and other electronic devices can cost upwards of $1,000 these days doesn’t mean you have to settle for paying that. Great deals at your favorite everyday retailers can give you exactly what you want for a fraction of the cost, and for those on the hunt for a new laptop for work or school purposes, the sale surrounding the HP 17.3-Inch FHD Laptop Computer at Amazon right now is one you won’t want to miss. 

The $1,400 laptop is 39% off during a limited-time early Labor Day deal, helping save you $540 in the long run. Available in a variety of different storage sizes and random-access memory (RAM) sizes, you can choose the best option for you and score some savings to put towards something else, like a great set of wireless headphones or a tablet, in the future. 

HP 17.3-Inch FHD Laptop Computer, $860 (was $1,400) at Amazon

Courtesy of Amazon

Shop at Amazon

Why do shoppers love it?

Measuring 15.78 inches long, 10.15 inches wide, and 0.81 inches thick, this HP laptop is actually on the larger side size-wise with a 17.3-inch screen measuring on the diagonal. The size, paired with the 1920 x 1090 in-plane switching (IPS) resolution provides a spacious, anti-glare display where you can take in crisp visuals, vibrant colors, and comfortably view spreadsheets and presentations or stream your favorite shows.

Powered by an Intel Core i3-N305 processor, this device is more entry-level compared to laptops with tons of extra features, but that doesn’t mean it’s not a power-efficient computer that helps you tackle what you need to. With 32 gigabytes (GB) of RAM and a 1-terabyte (TB) solid-state drive (SSD), this is a high-performance machine designed to multitask with ease, whether you’re creating content, gaming, streaming, compiling documents, or taking a video meeting with clients. The RAM lets you run multiple large programs at once without buffering and lagging, and the SSD is your long-term storage that holds your documents, forms, photos, and other important files. 

Sleek, silver, and weighing just under 5 pounds, the computer comes pre-installed with the Windows 11 Pro operating system. This gives you access to the Copilot AI assistant program, specialty security measures, and management tools to help you with your user experience. It has a modern interface with snap layouts, virtual desktops, and a widgets panel.  

Related: Amazon has a $729 HP laptop with 10+ hours of battery life for 56% off

You can stay connected to the internet thanks to the ultra-fast Wi-Fi 6 and Bluetooth 5.4 technology, which provides reliable wireless performance. Equipped with all the standard USB-C, USB-A, and HDMI ports you can seamlessly support external monitors, accessories, and high-speed data transfers. The laptop even has special HP Fast Charge technology, which restores up to 50% battery in approximately 45 minutes. 

Details to know

Dimensions: The laptop is 15.78 inches long, 10.15 inches wide, and 0.81 inches thick. The screen measures 17.3 inches on the diagonal. 

Weight: 4.98 pounds. 

Processor: Intel Core i3-N305 processor.

RAM and storage: 32 GB RAM and 1 TB SSD. 

Operating system: Windows 11 Pro. 

With such a massive screen, users can easily navigate the web, work on a spreadsheet, or watch their favorite show. “The 17.3-Inch Full HD display on this is incredible,” one shopper said. “It gives me so much real estate to look at files without constantly zooming out.” It’s easy to set up, works quickly, and is very minimalistic — all great wins for shoppers. “It focuses on pure performance rather than gimmicks,” another shopper said. 

Shop more deals 

Urao 10.1-Inch Android 16 Tablet, $90 (was $150) at Amazon

Anpcower 15.6-Inch 2026 Laptop, $350 (was $500) at Amazon

HP 14-Inch Business Laptop, $430 (was $520) at Amazon

Get $540 off the HP 17.3-Inch FHD Laptop Computer with this limited-time deal instead of waiting too long and paying the full $1,400 price. 

While digging through CrowdStrike’s earnings report, I came across an interesting comment from CEO George Kurtz that caught my attention.

I don’t see it as standard earnings language. Why? It’s a statement about category ownership. A claim that every enterprise deploying AI now understands it needs to secure that AI, and that CrowdStrike is the company they’re calling first.

The numbers from FQ2 themselves suggest that claim isn’t just marketing. CrowdStrike just delivered what Kurtz called “the best quarter in CrowdStrike’s history.” 

The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that’s CrowdStrike.

Morgan Stanley followed up by raising its price target to $238 from $227, maintaining its Overweight rating, in a note shared with me at TheStreet. 

Morgan Stanley calls CrowdStrike a “clear secular winner.” And looking at the latest data, that bullish case may be more compelling than it has been in years.

Also Read: CrowdStrike Holdings Inc. Latest News and Stories

Why Morgan Stanley calls this quarter a genuine inflection point

The headline number that moved Morgan Stanley’s conviction wasn’t the normal revenue or guidance or anything. It was net new annual recurring revenue (ARR).

CrowdStrike delivered record Q2 net new ARR of $333 million, up 51% year-over-year (YoY) — beating Street expectations by 17% and coming in above even the more aggressive buy-side estimate of roughly $310 million, according to the note. Total ARR reached $5.84 billion, up 25.4% YoY.

I’ll quote it directly from the note: the quarter “extinguished concerns around how long it would take for the increased threat environment to turn to customer traction.” 

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Investors had worried that the intensifying cybersecurity threat landscape was showing up in theory, but not yet translating into stronger bookings. FQ2 put that concern to rest.

Revenue grew 26% YoY to $1.47 billion, approximately 2% above consensus. Operating margin came in at 25.3%, beating Street by roughly 110 basis points. Free cash flow margin hit 25.7%, above management’s own 24.5% expectation, according to the note.

CrowdStrike Management responded by raising FY27 net new ARR growth guidance by 630 basis points to 34% YoY at the midpoint, lifting the FY27 ARR midpoint to approximately $6.607 billion, according to CrowdStrike’s statement and the note.

This AIDR number changes how you think about CrowdStrike’s ceiling

I’ve been lowkey watching CrowdStrike’s AI Detection and Response product since it launched back in Dec. 2025, and the Q2 update reframed my thinking about how big this opportunity actually is.

AIDR ARR nearly tripled Quarter-over-quarter (QoQ) in FQ2, according to the Morgan Stanley note. 

Related: CrowdStrike, AWS race to fix enterprise AI security blind spot

That’s a product finding product-market fit in real time. AIDR monitors, detects, and investigates threats targeting or originating from AI systems at runtime. As every enterprise deploys AI, it creates a new attack surface that AIDR is specifically built to protect.

Digging deeper, I find that Morgan Stanley made a statement in the note that I find genuinely striking. They described AIDR as having “the potential to be bigger than EDR eventually.” Endpoint Detection and Response built CrowdStrike into a $200-plus stock. If AIDR scales to that level, the current valuation looks different.

The broader platform metrics confirm that customers aren’t just buying one solution. Module adoption grew to 51% of subscription customers using six or more modules, 35% using seven or more, and 26% using eight or more, according to  CrowdStrike’s statement. 

Combined ARR for Next-Gen SIEM, Cloud, and Identity exceeded $2.18 billion, up more than 39% YoY, according to the note. Falcon Flex ARR surpassed $2.29 billion, growing 101% YoY.

CrowdStrike CEO Kurtz said Q2 fiscal 2026 was the best quarter in company history.Jonathan Raa/NurPhoto via Getty Images

My read on where Morgan Stanley’s thesis is strongest, and where I’d watch carefully

Morgan Stanley’s revised $238 price target is based on a 60x multiple of its CY30 free cash flow estimate of $5.44 billion per share, discounted back at a 12% weighted average cost of capital, according to the note. 

That valuation translates to roughly 34 times CY27 sales — an exceptionally rich premium to high-growth software and security peers, a point the firm explicitly acknowledges.

Related: Goldman Sachs aggressively resets CrowdStrike stock price target

I think the AIDR and Falcon Flex dynamics are the two strongest pillars of the bull case right now. AIDR because it represents a genuinely new and expanding market that didn’t exist two years ago.

Falcon Flex because ARR uplift on re-Flex customers is running approximately 25%, according to the note — meaning existing customers who convert to the flexible consumption model are spending more, not less.

The risk I’d watch most closely is the competitive dynamic. CrowdStrike operates at premium pricing in a market where lower-cost alternatives are improving. As long as AIDR and platformization continue to drive module depth, pricing power holds. If either stalls, the multiple compresses fast.

Related: Morgan Stanley reveals Cisco’s quiet edge over rivals

CRWD shares were trading at $217.88, up 85.90% year-to-date and 97.16% over the past year, according to Yahoo Finance data as of Aug. 28, 2026.

Kurtz said Q2 was the best quarter in company history. Morgan Stanley raised its target. CrowdStrike heads into its Fal.Con 2026 cybersecurity conference next week from Aug. 31 to Sep. 3, 2026 with a record Q3 pipeline and a threat environment that, by all accounts, is getting more complex. Not less.

Related: Morgan Stanley sees big change coming for Alphabet stock

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Nvidia (NVDA) posted one of the best quarters in the chip giant’s history.

Revenue reached $96.2 billion in the fiscal second quarter, up 106% from a year earlier and 18% from the previous quarter. Data center revenue alone climbed to $89 billion, a 117% year-over-year increase.

Nvidia maintained a 75% gross margin while producing GAAP earnings of $2.46 per diluted share.

Those figures help to partly explain the jump in Nvidia shares after the news and why investors are again more upbeat about the AI infrastructure cycle having legs.

But another development came nearly immediately after profits.

The Trump administration is mulling a wider set of semiconductor tariffs that could affect not only imported chips but also items based on those processors, including laptops, gaming consoles, and data-center servers, Reuters reported. The concept is still under discussion and could be drastically altered before anything is officially released.

That’s an important distinction.

Until now, there has been no revised tariff system.

What investors do have is a semiconductor corporation generating roughly $100 billion in quarterly revenue, a booming data-center sector, and possibly changing trade costs that might impact the gear needed to support that growth.

Nvidia’s numbers show why semiconductor costs suddenly matter more

The size is essential for Nvidia since the tariffs on sophisticated processors are no longer a narrow semiconductor industry concern.

In the latest quarter, NVIDIA’s Data Center division made up 92.5% of overall company sales. That means the company’s fortunes are heavily related to the servers, networking systems, and computer infrastructure being built by cloud providers, AI labs, and huge companies.

The company’s growth rates remain extraordinary:

Total quarterly revenue: $96.2 billion, up 106%

Data Center revenue: $89.0 billion, up 117%

Sequential revenue growth: 18%

GAAP gross margin: 75%

GAAP earnings per share: $2.46

Non-GAAP earnings per share: $2.22Source: Nvidia press release

CEO Jensen Huang said demand is accelerating as more AI labs, startups, and companies build AI systems.

That is the commercial backdrop for any wider semiconductor tariff to try and work.

The policy is so much more narrow now.

The White House levied a 25% levy on select advanced computing chips in January, explicitly mentioning Nvidia’s H200 and AMD’s MI325X. But the declaration made important exceptions, including chips imported for use in U.S. data centers, research and development, startups, and some consumer and industrial uses.

Thus, the present structure was partly meant to avoid adding costs to the very data-center building that is helping to fuel Nvidia’s expansion.

Nvidia, AMD, and Intel face very different exposure

The tariff talk could affect semiconductor companies differently depending on where they manufacture their products.

The company relies largely on overseas foundries to produce its most powerful processors. That style of outsourcing has allowed the corporation to put capital to the chip design and software, rather than constructing its own leading-edge fabrication operations.

So the potential tariff concern is simple: where a chip is made, where it is imported, and how the client uses it could increasingly affect its economics.

The January White House move identified powerful computing chips from Nvidia and Advanced Micro Devices (AMD) as examples of chips that would face a 25% duty if they don’t qualify for an exemption.

Intel (INTC), in contrast, maintains its own production network and has been pouring money into expanding U.S. fabrication capacity.

Related: OpenAI’s agents breached Hugging Face. Nvidia wants it.

That doesn’t automatically make Intel a winner from the tariffs. Semiconductor supply chains are very complicated, with chips, production tools, packaging materials, and other components traversing borders many times.

But a system that provides preference to corporations investing in U.S. manufacturing could change relative costs in the sector.

The White House has signaled that path already.

The January declaration outlined a potential second phase that would link larger semiconductor duties with a program to offset the tariffs for companies expanding in U.S. chip manufacture.

And that makes this week’s study less of a brand new policy concept and more a potential extension of a framework laid forth months before.

Data-center servers are where the numbers become much larger

But the most important piece of the idea may not be the tariff on any single processor.

Perhaps it is the risk of tariffs hitting the systems built around such CPUs.

Modern AI servers mix together GPUs or accelerators with high-bandwidth memory, CPUs, networking devices, storage, power systems, and cooling infrastructure.

One server can be assembled with components from several nations.

This is important because now Nvidia no longer just sells stand-alone GPUs. Its expansion is increasingly coming from larger computing platforms and networking systems meant to serve as integrated AI infrastructure.

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And the money coming into those systems has had to be significant.

Nvidia’s $89 billion in quarterly Data Center revenue is already nearly double the company’s entire quarterly revenue of $46.7 billion one year earlier. That scale of increase is what makes changes in the cost of data-center equipment relevant to investors.

Even small percentage increases become relevant when cloud enterprises are ordering on this scale.

The existing 25% tariff contains an important clue

The January policy is a great yardstick to measure what might be next.

The White House slapped a 25% levy on the chips following the Commerce Department’s probe of the U.S. reliance on imported semiconductors, which it determined was a national-security threat. The administration said U.S. chip output isn’t enough to meet domestic demand and bigger levies could follow.

But the exemptions were sweeping.

Among the excluded uses were:

U.S. data centers

U.S. research and development

Startups

Certain consumer applications

Certain industrial applications

Public-sector uses

The exemptions greatly reduce the direct impact on U.S. AI infrastructure.

That is why the headline term “tariff” matters less than the extent of any new structure.

If data-center exemptions continue to be widespread, Nvidia’s core U.S. demand could stay relatively shielded.

Taking away or limiting such exemptions could create a totally different pricing structure.

MarketWatch noted the plan under consideration could remove the previous data-center exception, which would be particularly pertinent to Nvidia, as most of its main chips are built overseas.

But nothing has been set in stone, according to Reuters, and the framework might yet be drastically changed.

Nvidia’s AI surge could be heading for a costly new test.Bloomberg / Getty Images

Nvidia investors now have 2 numbers to watch

For stockholders, the tale comes down to two figures.

First, there’s the expansion of Nvidia.

The company just posted $96.2 billion in revenue, $89 billion in Data Center sales, and 106% overall year-over-year growth. Those figures suggest AI infrastructure demand remains exceptionally strong.

The second is the eventual tariff rate and, more importantly, what products and uses are exempt.

A 25% tariff that exempts U.S. data-center installations is fundamentally different from a broad 25% charge that hits servers containing imported chips.

The first can live with the existing AI buildout rather happily.

Device makers, cloud businesses, and their suppliers would have to decide how much of the additional cost they absorb and how much gets passed through.

That’s the business problem to monitor.

Nvidia has already shown that customers are willing to spend tens of billions of dollars every quarter on AI infrastructure.

What is not clear is how elastic that demand would be if the cost of the hardware were to increase.

Related: Bank of America doubles down on Nvidia stock

T-Mobile is quietly rolling out a new rule for customers seeking assistance at its retail locations as it undergoes a digital transformation. 

The carrier has been pushing customers to use its T-Life app in recent months to handle a growing number of account tasks. For instance, last year it began requiring customers to use the app to set up payment arrangements for past-due account balances. It later added a digital switching tool to the platform. 

Also, in May, a leaked internal memo revealed T-Mobile’s plans to make customers and employees solely dependent on the app to conduct phone upgrades and new line additions. It even removed access to its legacy systems for these transactions on Aug. 1.

More recently, in July, it stopped allowing customer support representatives to manually process bill payments or set up autopay, forcing customers to use the T-Life app or the T-Mobile website to make these billing changes themselves.

T-Mobile rolls out T-Life check-in for customers visiting stores

Now, T-Mobile is starting to require customers to use the T-Life app to check into its stores, its latest move to make the company more digital-first.

In a recent post on social media platform X, Jeff Moore, principal at Wave7 Research, shared an image of a sign posted at a T-Mobile Experience location in Kansas that reads “Check in with T-Life.”

“First, turn on location services in your phone settings and allow T-Life location access,” reads the sign. “Next, open T-Life and tap Check In. That’s it! Go ahead and shop around – a Mobile Expert will see you soon.”

Moore said in the post that these tabletop signs are already present at “some T-Mobile stores.”

Related: T-Mobile suffers a loss as competition for customers intensifies

Some T-Mobile customers and employees conveyed frustration over the new rule and overall  T-Life app push on social media platform Reddit. 

“Sad to watch a company so tone deaf. A year of falling stock prices and people leaving in droves. And they’re going all in on this dumb app. Left after 13 yrs,” wrote one former T-Mobile customer on Reddit. 

“They have way too much faith in customers. Majority of customers coming into our stores are the older generation with battery and cleaning apps installed on their phone. They don’t know their passwords to anything, can’t do basic stuff on the phone. If you ask them ‘what phone are you using currently?’–they have no clue,” wrote a T-Mobile employee.

“The last 3 phone upgrades I did with TMo the staff were super friendly and the whole process was them handling it. I upgraded again this year and they said, ‘oh it’s all through the app now’. I dont blame them for that, because that’s corporate’s rules, and Im quite capable of doing all that, but I want the staff to do these things because I dont want to screw it up,” wrote a T-Mobile customer.

T-Mobile is introducing T-Life check-in at its retail stores. Helen89/Shutterstock

T-Mobile is betting big on T-Life 

The new rule from T-Mobile comes after its CEO, Srini Gopalan, revealed on an earnings call in February that the T-Life app “is an incredible source of engagement” for the company and “game-changing” for its customer relationships after surpassing 100 million downloads.

He said T-Mobile is “working really closely with OpenAI” to make the T-Life experience more personalized as more customers use the app. 

“We’ve raised the bar on what a carrier experience should look like, and using AI (artificial intelligence) and digital, we’re taking it to the next level in terms of making that experience feel a lot more personal, feel a lot more tailored to the individual,” he said.

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Gopalan also revealed that across the company’s AI and digital initiatives, it expects roughly $3 billion in savings by 2027.

As T-Mobile pushes more customers toward T-Life, it has quietly shuttered multiple authorized retail stores operated by independent third-party dealers and upgraded some to premium, company-owned Experience locations. 

The shift toward digital has also coincided with a decline in T-Mobile’s workforce. Deutsche Telekom, which owns T-Mobile, revealed in its second-quarter 2026 earnings report that the wireless carrier’s U.S. headcount has decreased by more than 4,600 since the end of 2025. 

In a February LinkedIn post, Roger Entner, a lead analyst at Recon Analytics, said T-Mobile’s T-Life app push is negatively affecting customer satisfaction. 

“T-Mobile is aggressively pushing its ‘T-Life’ app to reduce retail overhead and store staffing,” Entner said. “However, customer satisfaction scores have dropped even more than the number of employees since the rollout. The data suggests a growing friction as customers bristle at being forced into a digital-only experience for complex tasks like plan upgrades.”

T-Mobile’s T-Life has previously faced customer backlash for being difficult to navigate. 

Amid this criticism, Jeff Simon, T-Mobile’s executive vice president, said in a July blog post that T-Life had 30.5 million monthly active users as of the end of June. 

The company also rolled out updates to the app after “extensive feedback and user experience showed that customers wanted a simpler experience with more intuitive navigation and easier access to benefits.”

Related: T-Mobile customers face new restriction when paying bills 

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For decades, a pancreatic cancer diagnosis came with almost no good options. 

The disease is usually caught late, spreads fast, and resists most treatments. Patients and their families were often left with months, not years.

That grim picture just changed.

On Aug. 26, the U.S. Food and Drug Administration approved Rasonque daraxonrasib, a once-daily pill from Revolution Medicines (RVMD). 

It is the first broad RAS-targeted medicine cleared for adults with metastatic pancreatic cancer who have already had chemotherapy.

For investors, the approval turns a research-stage company into one with a product on pharmacy shelves. The stock reaction, though, was quieter than you might expect.

What Revolution Medicines’ Rasonque does that older drugs could not

Most pancreatic tumors are driven by a mutated protein called RAS. When RAS goes wrong, it tells cancer cells to keep growing.

RAS mutations show up in over 90% of pancreatic cancer cases, which made the protein one of the most important targets in cancer research, according to NPR. 

It was also one of the hardest to hit, and drugmakers spent years trying and failing.

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Rasonque attacks several forms of mutated RAS directly. The results were striking.

In the RASolute 302 Phase 3 trial of 500 previously treated patients, the drug nearly doubled median overall survival to 13.2 months, up from 6.7 months on standard chemotherapy, according to the FDA. 

It also cut the risk of death by 60%.

The drug is not a cure, and doctors are clear about that. It buys patients more time, which for this cancer is a meaningful shift.

Why the FDA cleared the pancreatic cancer drug so fast

The speed of this approval stood out almost as much as the data.

The FDA cleared Rasonque about five weeks, or 35 days, after accepting the application, BioPharma Dive reported. A typical review runs 10 to 12 months.

Revolution moved through the FDA’s Commissioner’s National Priority Voucher program, which fast-tracks drugs that address major public health needs. 

The drug also carried Breakthrough Therapy and Orphan Drug designations.

Before full approval, more than 2,000 patients had already received the drug through an expanded access program, Reuters confirmed.

That head start matters for revenue, because those patients form a ready base of early demand.

The FDA’s approval of Rasonque gives adults with previously treated metastatic pancreatic cancer the first broad RAS-targeted pill, nearly doubling median survival in its trial.Win McNamee / Getty Images

How the approval reshapes RVMD’s business

Until this week, Revolution Medicines earned no product revenue. 

It was a clinical-stage company living off its balance sheet, which held $3.9 billion in cash as of June 30, according to MedCity News.

Now it has a commercial drug and a price tag to match. Revolution set the wholesale cost at $39,800 for a 30-day supply, CNN reported. 

Some commercially insured patients could pay as little as $0 through co-pay assistance.

Analysts at RBC Capital Markets laid out how sales could ramp.

RBC’s early sales forecast for Rasonque

Third quarter 2026: About $28 million in U.S. revenue

Fourth quarter 2026: Roughly $148 million

Peak annual sales: An estimated $11.5 billion over the long term

Those figures explain why investors were watching this approval so closely.

Why RVMD stock barely moved on historic news

Here is the part that surprises people. Despite landmark data and a fast approval, RVMD shares stayed roughly flat near $211.70 on the day, CNN noted.

The reason is simple. The market already knew.

Rasonque’s trial data was widely presented at oncology conferences earlier this year, and investors bought in ahead of the news. 

That buying pushed the stock up 166% in 2026 before the FDA even ruled. By approval day, the good news was largely priced into the shares. 

As of Aug. 27, RVMD traded around $218, up about 1% from the prior close.

The risks RVMD investors should watch next

The approval clears one hurdle. However, several others remain, and they will shape whether the $11.5 billion sales dream holds up.

Insurance coverage is the big one. At nearly $40,000 a month, commercial success depends heavily on how quickly private insurers and Medicare agree to pay. Some investors are already focused on that question.

Competition is building. Rival Erasca is developing its own RAS-targeting candidates, which creates long-term market share risk.

Related: UBS strongly resets Lilly stock target

Pipeline execution still counts. Revolution is testing Rasonque as a first-line pancreatic cancer treatment and studying zoldonrasib, an experimental pancreatic cancer candidate aimed at a specific RAS mutation. 

The company is also studying Rasonque in lung cancer, which could expand the market well beyond today’s approval.

What this means for your portfolio

If you already own RVMD, the approval validates the core thesis. The company now sells a product, and the science works.

If you are considering the stock, the setup is trickier. Much of the good news is already in the price, so new buyers are betting on execution rather than a new surprise.

A few things worth tracking before Revolution’s next earnings report.

Key signals to watch for Rasonque’s launch

Early coverage decisions from major insurers and Medicare

Third-quarter sales, due to give the first real read on demand

Progress in the first-line pancreatic and lung cancer trials

None of these is guaranteed, and biotech stocks can swing hard on a single trial result or coverage decision. 

Anyone buying RVMD should size the position to their own risk tolerance and remember that even a strong stock can see sharp pullbacks when expectations run this high.

The broader takeaway reaches past one stock. After years of dead ends, researchers finally cracked one of cancer’s toughest targets, and that opens the door for more RAS-based medicines across other tumors.

Revolution Medicines spent years chasing a target most of the industry had given up on. This week, that patience paid off for patients first and shareholders second.

Related: 135-year-old healthcare giant surges on cancer vaccine breakthrough

Once upon a time, a household making $100,000 a year in America was a long way from the classic dollar-store client.

That line is becoming increasingly blurred.

Dollar General (DG) says it is seeing more high-income shoppers, those making over $100,000 a year, walk into its stores, according to Axios. Rival Dollar Tree (DLTR) also says its recent sales growth is coming from middle- and upper-income households.

Those changes are part of a broader wave sweeping American buying. Consumers aren’t necessarily giving up on spending. They are just a lot more mindful about where they spend.

Dollar General’s latest results provide some compelling proof.

Quarterly net sales increased 5.2% to $11.29 billion, while same-store sales climbed 3.5%. Customer traffic rose 2%, and profit jumped to $2.48 per share. The company subsequently raised its full-year outlook.

But maybe the most telling number isn’t even on Dollar General’s income statement.

It’s $1.

Dollar General has increased its variety of dollar-priced items to about 2,000, and sales of those goods rose nearly 16% in the second quarter, or more than four times the pace of overall same-store sales.

That tells a remarkably simple story.

Even Americans who earn considerably more money are becoming harder to convince to pay more, Axios reported.

Dollar General sees six-figure households hunting for bargains

The trend of sales growth among middle- and higher-income consumers shopping at both Dollar General and Dollar Tree is significant, since dollar stores have typically been linked with those living on considerably tighter budgets.

Just because a family with six-figure income shops at Dollar General doesn’t mean they can’t afford Walmart, Target, or a regular grocery store.

It can, however, mean something more consequential for the retail industry: They don’t want to pay more if they don’t have to.

Related: Home Depot is making a big bet on cautious consumers

For years, inflation has shifted the benchmark customers use to decide whether something is pricey.

A household making more money than it did five years ago doesn’t feel better about paying for groceries, home products, gas, insurance, and other needs, because those expenses have risen, too.

That makes it a golden opportunity for retailers who can persuade shoppers that they are receiving a discount.

Dollar General is leaning into it hard.

The company currently offers about 2,000 $1 products and plans to increase that assortment by roughly 40% before the 2026 holiday season, Business Insider noted. Its Value Valley assortment is already available at more than 9,000 locations.

The strategy is an experiment that asks an interesting question: How cheap does something have to look before even a relatively affluent shopper changes stores?

Dollar General’s recent figures show that a $1 item can still evoke a strong response.

Six-figure shoppers are sending a message retailers can’t ignore.Bloomberg / Getty Images

Dollar Tree confirms broader trend

If Dollar General were the only discount chain reporting the pattern, it would be easier to dismiss as company-specific.

It isn’t.

Dollar Tree’s net sales surged 7% to $4.89 billion in the second quarter, and sales at stores open at least a year rose 3.7%.

The average transaction size climbed 3.3%, and consumer traffic increased 0.4%, its Q2 2027 report shared.

Middle- and high-income households helped boost its performance, the business said.

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This implies that two of America’s biggest discount stores are seeing signs of value shopping by people further up the economic ladder at around the same time.

Dollar Tree’s profitability also took off.

Operating income was $690 million compared to $231 million in the prior year, according to its second-quarter report.

That said, a lot of the rise was because of tariff refunds. Dollar Tree said the net impact added $1.31 per share to second-quarter earnings and that gross margin was helped by 680 basis points.

So investors should not read the headline profit increase as all organic operating improvement.

Sales tell a cleaner consumer story. Dollar Tree now expects $20.5 billion to $20.7 billion in full-year sales, with comparable sales increasing 3% to 4%. The company also plans roughly 400 new stores.

Dollar General’s $1 bet turns the retail strategy upside down

There’s another interesting aspect of Dollar General’s plan. For years, inflation has provided cover for retailers to push up prices.

Now Dollar General is making a noticeable move in the opposite direction.

Its $1 merchandise rose around 16% last quarter, compared to the same-store sales increase nationwide of 3.5%. The shop wants more $1 goods on its shelves.

That is not charity, however. Ultra-cheap things can be a draw to get people in the door, who then purchase higher-margin merchandise along with the item that caught their eye in the first place.

It’s an old retail play that has new currency in an economy where consumers have suddenly become rather price-sensitive.

Dollar General has benefited from people seeking cheaper options closer to home due to inflationary pressures and increasing fuel prices, The Wall Street Journal reported.

The retailer is confident enough to raise its outlook. Dollar General now projects full-year earnings of roughly $7.80 to $8 per share.

Best Buy shows why consumers may keep hunting for cheaper prices

Another retailer reporting this week showed the flip side of the equation.

Best Buy (BBY) had an unexpectedly good quarter, with revenue of about $9.8 billion and a comparable sales increase of 4.1%, according to Reuters. The company boosted its outlook for full-year revenue and earnings.

But behind those results was a caution on prices.

Memory chips are becoming more expensive, which is making computers and other gadgets more expensive. Best Buy’s earnings call coverage noted that in computing, average selling prices were up a mid-teens percentage, while unit volumes were down high single digits.

This is an important distinction.

A retailer can claim larger dollar sales while customers take home less stuff.

It’s another example of why the current consumer economy is difficult to read from headline spending figures alone. Americans are still spending. They’re just becoming increasingly sensitive to what they get for every dollar.

Six-figure shoppers at Dollar General send a message

That’s why Dollar General’s move into higher-income customers matters beyond Dollar General’s stock.

What’s remarkable is not that financially challenged households demand cheap things. They always have. It’s just that the bargain hunter is now climbing the income ladder.

If households earning more than $100,000 are increasingly treating Dollar General as a totally typical place to shop, America’s bargain stores may be nailing something way more significant than a transient traffic bump.

They might be altering how many people see themselves as a customer of a dollar store.

And if consumers know the cheaper choice is perfectly fine, it can be much tougher to convince them to voluntarily spend more somewhere else.

Related: Dollar General copies Costco with a discount twist