CNBC·2025-11-28 19:47Market Performance - The S&P 500 gained nearly 4% for the week, while the Dow Jones Industrial Average added more than 3%, extending their winning streak to seven months [1] - The Nasdaq Composite ended the week higher by more than 4%, but fell roughly 2% in November, ending its seven-month winning streak due to earlier selling triggered by valuation concerns about artificial intelligence [1] Company Highlights - Apple shares reached three consecutive all-time highs, driven by positive demand for the iPhone 17 series, with expectations to capture 19.4% of the global smartphone market by 2025, surpassing Samsung's expected 18.7% [1] - Broadcom achieved all-time record closes during the week, benefiting from its association with Alphabet's AI dominance and the rollout of Google's latest AI model, with shares advancing more than 18% [1] - Nvidia shares hit a nearly three-month low as some tech companies seek alternatives to its chips, but it remains dominant in the AI chip market, with a slight decline of 1% for the week [1] Retail Sector Insights - Dick's Sporting Goods reported strong quarterly results, positively impacting Nike, which saw its stock jump nearly 3% as management indicated an improving relationship with Dick's and strong performance from Nike's running line [1] Investment Activities - The company executed two trades, purchasing more shares of Palo Alto Networks after a post-earnings decline, viewing it as an opportunity due to its strong quarterly performance and strategic acquisitions [1] - Procter & Gamble shares were added to the portfolio, with expectations that they will benefit from a potential rotation out of Big Tech into more economically resilient companies [1]