Federal Services - Non-essential federal offices, including Social Security Administration field offices and passport agencies, will be closed on New Year's Day [2] - IRS services will also be unavailable, requiring individuals to wait until the following day for assistance [2] Financial Markets - Major U.S. exchanges, including the New York Stock Exchange and Nasdaq, will be closed for trading on New Year's Day, with operations resuming on January 2 [3][6] Mail and Delivery Services - The U.S. Postal Service will not operate on New Year's Day, with only Priority Mail Express deliveries being made [4] - FedEx and UPS will also pause operations, with limited services available for urgent shipments [5] Banking Sector - Most major banks, including Bank of America and Wells Fargo, will be closed for the holiday, although mobile banking and ATMs will remain accessible [7] Retail and Grocery - Major retailers like Walmart and Target will operate on New Year's Day, while grocery stores show a mixed picture with some chains open and others closed [8][9] - Discount grocers such as Aldi and Trader Joe's will remain closed, while convenience stores and pharmacies like CVS and Walgreens will generally stay open [10] Restaurants - Fast-food chains, including McDonald's and Starbucks, will have many locations open, although hours may vary by franchisee [12]

Core Insights - Deep-pocketed investors are showing a bullish sentiment towards FedEx, indicating potential significant developments ahead [1] - The options activity for FedEx is unusually high, with 45% of investors leaning bullish and 36% bearish [2] Options Activity - A total of 11 extraordinary options activities were recorded for FedEx, with notable put and call volumes [2] - The put options totaled $405,795 while call options amounted to $165,726, reflecting a mixed sentiment among investors [2] - Whales have targeted a price range for FedEx between $250.0 and $310.0 over the last three months based on volume and open interest [3] Volume & Open Interest Trends - Insights into volume and open interest are crucial for understanding liquidity and interest levels in FedEx's options [4] - A snapshot of trends in volume and open interest for calls and puts indicates significant trading activity within the $250.0 to $310.0 strike price range [4] Current Market Position - FedEx's Federal Express segment accounted for 86% of total revenue in fiscal 2025, with the remainder coming from FedEx Freight and other services [8] - Recent expert ratings suggest an average target price of $305.6 for FedEx, with various analysts maintaining differing ratings and target prices ranging from $210 to $345 [10][12]

Federal Holiday Overview - January 1, 2026, is a federal holiday in the United States, with federal government offices, courts, and most federal agencies closed, providing employees a paid day off [1][2] - Federal offices will resume operations on January 2, 2026, and the next federal holiday in January is Martin Luther King Jr. Day [1][2] Banking Sector - Most retail banks will be closed on New Year's Day 2026, following the Federal Reserve schedule, but digital banking, mobile apps, and ATMs will remain accessible [3] Stock Market Operations - The New York Stock Exchange (NYSE) and other major US markets will be closed on New Year's Day, with normal operations resuming on January 2, 2026 [4] - On December 31, 2025, the NYSE will operate normal hours from 9:30 a.m. to 4 p.m. ET, while bond markets will close at 2 p.m. [4] Postal and Delivery Services - The United States Postal Service (USPS) will not deliver regular mail or packages on New Year's Day [4] - UPS and FedEx stores will also be closed on this day [5] Courts and Government Offices - All federal courts, including US District and Appellate courts, will be closed, along with Social Security offices and most other federal agencies [6]

Core Insights - The analysis focuses on unusual options activity for Tesla (TSLA), Robinhood Markets (HOOD), and FedEx (FDX) and their potential for generating income through put options [2][3]. Group 1: Tesla (TSLA) - The Tesla Dec. 26 $390 put had a bid price of $8.15, with a volume-to-open interest ratio of 1.39, indicating strong interest [3]. - Tesla's closing price on Nov. 26 was $426.58, and it increased by 13.8% over the following 18 trading days [3]. - Selling the put option at $8.15 would yield an annualized return of 25.55%, suggesting a secure income stream with low likelihood of assignment [4]. Group 2: Robinhood Markets (HOOD) - Two put options were available: the $115 put (11.5% OTM) and the $120 put (6.8% OTM), with a preference for strikes 10% or more OTM for safety [5]. - The share price closed at $120.24 on Dec. 23, indicating that the $115 strike provides a margin of safety, although the stock has declined nearly 22% from its all-time high of $153.86 in early October [6].

Core Viewpoint - FedEx Corporation (NYSE:FDX) is undergoing a significant turnaround, with recent earnings exceeding analyst expectations, indicating positive momentum for the company [2]. Financial Performance - FedEx reported $23.5 billion in revenue and $4.82 in earnings per share for the fiscal second quarter, surpassing analyst estimates of $22.8 billion and $4.12 respectively [2]. - Following the earnings report, BMO Capital raised the share price target for FedEx from $265 to $290 while maintaining a Market Perform rating [2]. Business Strategy - The CEO of FedEx, Raj Subramanian, emphasized the strength of the business-to-business segment and the healthcare vertical, which has significant growth potential, estimating healthcare could reach $40 billion [3]. - FedEx experienced a strong Black Friday performance, and although there was a subsequent decline, business has rebounded [3]. Market Sentiment - Since Jim Cramer's positive comments on December 19th, FedEx shares have increased by 2.2% [2].

Core Insights - FedEx has experienced a significant stock recovery after a 25% drop in the first four months of 2025, with a strong comeback attributed to its June quarterly report highlighting savings from the DRIVE program [2] - The company achieved its fiscal 2025 DRIVE target of $2.2 billion and aims for permanent cost reductions of $1 billion in the current fiscal year through its DRIVE and Network 2.0 transformation programs [3] - Following the June report, FedEx has seen consistent growth in revenue, net income, and earnings per share, with a 6.84% year-over-year revenue growth reported for Q2 FY26, the highest since Q2 2022 [4] Spinoff Details - FedEx plans to spin off its freight division into an independent company named FedEx Freight, which is set to begin trading on the NYSE under the ticker FDXF on June 1 [6] - This spinoff is expected to enhance shareholder value by allowing FedEx to focus on its core parcel, ground, and express shipping services, while FedEx Freight will concentrate on trucking [8] - Investors will have the option to invest in either FedEx as a pure courier stock or in FedEx Freight for those interested in the freight sector [8]

OpenAI - OpenAI is attempting to raise $100 billion at a valuation of $830 billion, which is a significant increase from a previous valuation of $500 billion just weeks prior [2][4] - The debate around OpenAI's valuation reflects broader discussions about AI spending and the volatility in the shares of data center infrastructure providers like Oracle and CoreWeave, which have seen mixed performance this year [3] NIKE, Inc. - NIKE, Inc. reported $12.43 billion in revenue and $0.53 in earnings, surpassing analyst estimates of $12.22 billion and $0.38, but faced a 17% drop in Chinese revenue leading to a post-earnings share price decline [9][10] - Analysts have cut their price targets for NIKE, with UBS reducing it to $62 from $71, citing the need for the company to adjust its inventory and concerns about performance in China [10] - Cramer remains optimistic about NIKE's turnaround under CEO Elliott Hill, emphasizing the need to focus on the brand's core identity as a sports brand rather than a lifestyle brand [11][12][13] FedEx Corporation - FedEx Corporation reported $23.5 billion in revenue and $4.82 in earnings per share, exceeding analyst expectations of $22.8 billion and $4.12, leading to a positive outlook from analysts [9][14] - BMO Capital raised FedEx's share price target to $290 from $265 following the earnings report, reflecting confidence in the company's business-to-business strategy [14] - Cramer highlighted the importance of the business-to-business segment for FedEx, indicating that it is a more stable revenue source compared to business-to-consumer [14]

Stock Picks & Recommendations - First Solar was named a top pick at Mizuho, despite a 6% drop in stock price today [1][2] - Live Nation is considered a top pick at Evercore, seen as a crown jewel in a secular trend of intensified concert attendance [2][3] - Estee Lauder's target was raised to $100 at Jefferies, with optimism for a turnaround by 2026 driven by recovery in US and China prestige makeup markets, margin rebuild plan, and cost-cutting efforts [3][4] - Amtech is at a record high, benefiting from strong momentum in electrical equipment and supplies across commercial aerospace and utilities sectors [6][7] Company Specifics & Industry Trends - Alphabet's move into clean energy benefits First Solar, as Intersect Power is a customer [1] - The speaker believes the Estee Lauder turnaround, called "beauty reimagined strategy," will be slow but driven by a CEO with extensive experience in the prestige market and fixes to distribution problems in China [5][6] - Commercial aerospace exposure has been important in 2024 and is driving momentum for companies like Halmed and Amtech [7] - FedEx is considered inexpensive and is undergoing a turnaround, with a potential run towards $300-$315 [9][10] - FedEx plans to spin off its troubled freight division into a separate publicly traded company (ticker: FDXF) in June, which is expected to unlock shareholder value [10][11] Valuation & Market Sentiment - First Solar is considered cheap on a valuation basis [2] - Amtech is considered cheap on a valuation basis [7] - FedEx is considered one of the most inexpensive names in coverage [9]

Market Schedule - U.S. stock markets will close early at 1 p.m. ET on Christmas Eve, December 24, 2025, and remain closed on Christmas Day, December 25 [9][21] - Bond markets will close early at 2 p.m. ET on Christmas Eve and will also be closed on December 25 [9][21] - Trading will resume as usual on Friday, December 26, 2025, with normal operating hours for both stock and bond markets [6][7][10] Holiday Impact on Trading - Financial markets typically experience lighter trading volumes during the final days of December, which can increase the risk of sharp price moves due to reduced liquidity [2] - The early closure schedule for Christmas and New Year's follows historical patterns as Wall Street adjusts operations around federal holidays [10][23] Banking and Government Operations - Major U.S. banks will operate on a limited schedule on Christmas Eve, typically from 9 a.m. to 2 p.m., and will be fully closed on Christmas Day [16][22] - Federal government offices will be closed on both December 24 and December 25, providing employees with a four-day break [15][22] Mail and Delivery Services - Most mail and package delivery services will operate normally on Christmas Eve, with USPS and UPS providing regular service, while FedEx will have a modified schedule [11][12] - All major carriers will suspend regular operations on Christmas Day, with only limited services available for urgent shipments [12][22] Retail Operations - Major retail stores will have shortened hours on Christmas Eve and will be fully closed on Christmas Day [18][19] - Big-box retailers like Walmart and Target will operate on reduced hours, while supermarkets will also shorten their hours on Christmas Eve [19][20]

longest streak for the transport since July. Four straight weeks of gains, which is why the spotlight for Josh Brown's best stocks in the market is shining bright on that group today. And a couple of names, which ones.>> What a what a setup. Uh CSX and FedEx. I'll do uh CSX is a little bit more cut and dry.I'll do that one first very quickly. The stock is an unqualified buy right now. It broke out.It had a low volume retest. These are all the things the technicians tell you are are important. Um I think the ...