Core Insights - Dollar Tree reported quarterly earnings that surpassed analysts' expectations, leading to an increase in its outlook [1] - The company's shares rose nearly 4% following the earnings report, reflecting positive market sentiment [1] Financial Performance - Adjusted earnings per share (EPS) reached $1.21, with revenue increasing by 9.4% year-over-year to $4.75 billion in the third quarter, both exceeding analysts' estimates [1] - Same-store sales grew by 4.2%, and the average spending per shopper increased by 4.5% [1] Consumer Behavior - CEO Michael Creedon Jr. attributed the strong results to the company's value proposition and the "value-seeking behavior" of consumers in a budget-constrained environment [1] - An additional 3 million households shopped at Dollar Tree in the third quarter compared to the previous year, with over half of these new customers coming from households earning more than $100,000 annually [1] Future Outlook - Dollar Tree revised its full-year adjusted EPS forecast to a range of $5.60 to $5.80, up from the previous estimate of $5.32 to $5.72 [1] - The sales forecast was narrowed to $19.35 billion to $19.45 billion, and same-store sales growth was adjusted to 5% to 5.5% from the earlier range of 4% to 6% [1] - Following the recent gains, Dollar Tree's shares have increased by half their value in 2025 [1]

Core Insights - American Eagle Outfitters shares surged approximately 15% following the release of better-than-expected earnings and an improved outlook for the company [1] - The retailer's success is attributed to effective marketing campaigns featuring celebrities such as Sydney Sweeney and Travis Kelce [1] Financial Performance - American Eagle reported earnings per share of $0.53 and a revenue increase of 5.7% year-over-year, reaching $1.36 billion in the third quarter, both surpassing analysts' expectations [1] - The company has revised its full-year adjusted operating income forecast to between $303 million and $308 million, up from a previous estimate of $255 million to $265 million [1] - Comparable store sales growth is now expected to be in the low-single digits, compared to an earlier forecast of flat growth [1] Market Impact - The enthusiasm generated by celebrity endorsements has helped American Eagle's stock recover from a year spent in negative territory, with shares up nearly 45% for 2025 [1] - The company experienced a record-setting Thanksgiving weekend and reported a strong start to the fourth quarter [1]

### Key Takeaways* Global smartphone shipments are expected to be 1.5% higher in 2025, up from the previous prediction of a 1% gain, thanks to demand for Apple's iPhone 17, according to tech information provider International Data Corporation.* IDC said Apple will post a record number of shipments this year because of the success of the iPhone 17, led by demand in China.* Apple shares hit a new all-time high Wednesday morning.A new report predicts worldwide smartphone shipments for 2025 will be up 1.5% from ...

### Key Takeaways* Anthropic's IPO could set the benchmark for other AI companies that follow it.* The startup's public debut would test investor appetite for AI amid concerns about bloated valuations. And its filing would offer a look under the financial hood of a well-known chatbot company.Here come the big AI IPOs. (Maybe.)Anthropic, maker of the Claude chatbot, is preparing for an initial public offering that could come next year, according to*the Financial Times*.The company is also said to be in talks ...

Core Insights - Salesforce is expected to report rising revenue and profits in its upcoming quarterly earnings report [1] - Analysts predict a potential stock movement of up to 7% in either direction by the end of the week [1] Financial Performance - Projected adjusted earnings per share for Salesforce are $2.86, with a 9% year-over-year revenue increase to $10.28 billion for the third quarter [1] - The stock is currently around $235, with potential high and low targets of $251 and $218, respectively [1] Market Sentiment - Deutsche Bank analysts anticipate Salesforce will exceed estimates and raise its outlook, indicating the stock is undervalued due to "excessive negative sentiment" in recent quarters [1] - Despite a nearly 30% decline in stock value in 2025, the majority of analysts remain bullish, with 14 out of 18 recommending a "buy" [1] - The mean target price for Salesforce is approximately $310, suggesting a potential upside of around 32% from the recent close [1]

Core Insights - Walmart is considering opening "dark format" stores in urban areas to better serve high-income customers and fulfill e-commerce orders [1] - The company has seen a shift in its customer base towards wealthier shoppers, which has contributed to its recent growth [1] - One of the best-selling items during Black Friday was Apple AirPods, indicating a change in Walmart's customer demographics [1] Urban Expansion Strategy - Walmart aims to establish a presence in urban areas to cater to affluent customers who have started shopping with the retailer [1] - The traditional store format has not been effective in urban settings, prompting the exploration of "measured and responsible" alternatives [1] - The concept of "dark stores," which are not open to the public, is being tested to enhance the speed of online order deliveries [1] Customer Demographics - There has been a notable increase in consumers with six-figure salaries shopping at Walmart, significantly impacting the company's growth [1] - The shift in customer demographics is reflected in sales trends, such as the popularity of higher-end products like AirPods [1] - Walmart's previous urban expansion attempts faced challenges, leading to a reevaluation of its strategy in dense urban environments [1]

Market Performance - Major U.S. equities indexes showed mixed results, with the Dow increasing by 0.4% and the S&P 500 rising by 0.1%, while the tech-heavy Nasdaq decreased by 0.2% [1] Company Highlights - Microchip Technology was the best-performing stock in the S&P 500, with shares climbing nearly 10% after the company raised its guidance due to strong bookings and an improved backlog [1] - American Eagle Outfitters saw a 15% increase in shares after reporting better-than-expected earnings, attributed to successful advertising campaigns featuring Sydney Sweeney and Travis Kelce [1] - Dollar Tree's shares rose approximately 3% as the discount retailer reported quarterly profits exceeding analysts' estimates and raised its outlook, benefiting from increased consumer demand for value [1] - Alexandria Real Estate Equities was the worst-performing stock in the S&P 500, with shares down 7% following weak guidance and a dividend cut [1] - Acadia Healthcare's shares fell 13% after the company warned of higher-than-expected liability costs [1] Industry Trends - Oil and gold futures advanced, indicating a positive trend in commodity markets [1] - The yield on the 10-year Treasury note decreased to 4.07%, reflecting changes in bond market dynamics [1] - The U.S. dollar weakened against the euro, pound, and yen, suggesting shifts in currency markets [1] - Prices for most major cryptocurrencies increased, indicating a positive trend in the digital asset space [1]

Group 1: Climate Change Costs - A study indicates that households in the 10% of U.S. counties most affected by climate change incur an average of $1,300 annually in extra costs, while the nationwide average ranges from $400 to $900 [1] - The study attributes increased costs to more frequent natural disasters, higher insurance premiums, and rising expenses for housing, energy, and food [1] - Lower-income households are disproportionately affected by these climate change-related costs [1] Group 2: Sandisk Stock Performance - Sandisk shares have declined by 6.5% after joining the S&P 500, marking a 14% drop for the week and a loss of about one-third of their value since reaching an all-time high on November 12 [1] - Despite the recent decline, Sandisk's shares have increased over 400% since being spun off from Western Digital in February [1] Group 3: Pure Storage Financial Results - Pure Storage's stock fell 13% after reporting a fiscal 2026 third-quarter GAAP profit of $0.16 per share, below the expected $0.23 per share [1] - Revenue for the quarter was $964.5 million, a 16% year-over-year increase, and the company raised its full-year revenue forecast to between $3.63 billion and $3.64 billion [1] Group 4: GitLab Financial Results - GitLab's stock dropped 9% despite reporting a revenue increase of 25% to $244.4 million and lifting its full-year outlook [1] - The company reported a GAAP Q3 loss of $0.05 per share, compared to a profit of $0.17 a year ago, while adjusted earnings of $0.25 per share exceeded estimates [1] - GitLab has revised its full-year adjusted EPS forecast to a range of $0.88 to $0.89, up from $0.82 to $0.83 [1]

### Key Takeaways* Climate change costs households in some parts of the country an average of $1,300 a year, according to a new study.* The figure is a minimum: the researchers tallied some important costs, such as more expensive insurance, but haven't accounted for everything.* Climate change-related costs are likely to increase in the future unless action is taken to counteract it.Researchers have put a price tag on how much climate change costs you, and the price can be steep depending on where you live. ...

Group 1 - Marvell Technology reported adjusted earnings of $0.76 per share for Q3 of fiscal 2026, exceeding analyst estimates, with revenue of $2.07 billion in line with expectations [1] - The company experienced strong demand for its data center products, projecting full-year revenue growth of over 40% compared to fiscal 2025, and at least 10% growth in fiscal 2027, with data center revenue expected to surge more than 25% [1] - Marvell announced the acquisition of Celestial AI for $3.25 billion, with an additional $2.25 billion in potential stock awards based on revenue milestones, expected to close in Q1 of next year [1] Group 2 - Following the earnings report and acquisition announcement, Marvell's stock rose nearly 5%, indicating renewed confidence in the AI sector and the company's position within the semiconductor industry [1] - Analysts at Oppenheimer raised their target price for Marvell stock to $150 from $115, reflecting optimism regarding the Celestial AI acquisition [1] - Despite the recent gains, Marvell's stock has declined approximately 12% for 2025 due to earlier concerns about its outlook [1]