Youtube·2025-12-12 15:50分组1 - Stock futures show a mixed picture, with NASDAQ under pressure due to an AI-led downturn in tech stocks, while Dow futures are higher after record closes for both the Dow and S&P 500 [2][6] - All 11 S&P 500 sectors are in the green year-to-date, indicating a broadening stock rally beyond tech, which has been the primary market driver this year [3][8] - Broadcom reported better-than-expected earnings and revenue but saw its shares decline due to a sales outlook that did not meet high investor expectations, despite a backlog of $73 billion in AI product orders [4][14] 分组2 - Lululemon's CEO Calvin McDonald will depart in January, with analysts reacting positively to the news as the stock had declined over 50% this year [5][30] - Despite the CEO change, Lululemon's latest earnings results beat analyst expectations, and the company raised its full-year outlook [5][36] - The company has struggled with product innovation and competition, leading to a series of CEO changes over the years, indicating ongoing challenges in maintaining market position [30][32] 分组3 - Cannabis stocks surged following reports of President Trump's plans to ease federal restrictions on marijuana, which could significantly impact the industry by lowering taxes and increasing financing accessibility [40][41] - Fairmy shares fell over 40% after a tenant terminated a construction funding agreement, although the company remains optimistic about meeting its power delivery schedule [42][43] - RH shares rose after reporting stronger revenue growth than competitors, despite challenges in the housing market [44]