Market Trends & Investment Strategies - Thanksgiving week market rallies are no longer guaranteed due to the rise of algorithmic trading [2][3][4] - The market is closely scrutinizing data points, research, and earnings, even during holiday weeks [4] - High-quality dividend stocks offer relative safety during volatile periods, with Enbridge, Pfizer, and Realty Income highlighted as examples yielding over 5% [26][28][30] - The speaker advocates for buying into weakness, citing Oddity Tech as a compelling value after a pullback [67] - Monitoring specific "tells" like Micron, SanDisk, and Bitcoin's overnight trading can help spot market bottoms [109][111][112] Company Performance & Outlook - Zoom is facing challenges from competitors like Microsoft Teams [5] - Retail sales are expected to be weak, potentially leading to Federal Reserve rate cuts [8][9] - Dell Technologies is expected to perform well due to its data center and enterprise business [14] - HP is considered vulnerable to commodity price fluctuations [15] - Oddity Tech's new skincare brand, Methodic, aims to address unmet needs in dermatology using AI and telehealth [60][61][62][63] Healthcare Industry Dynamics - AstraZeneca is investing $2 billion to expand its manufacturing footprint in Maryland, creating approximately 2600 jobs [27][76][78] - AstraZeneca's share price has increased by 15% over the past year, driven by strong oncology results [80] - AstraZeneca is focusing on developing treatments for difficult cancers, including triple-negative breast cancer [83][84] - AstraZeneca aims to reach $80 billion in revenue by 2030, with half coming from the United States [94]
Mad Money 11/21/25 | Audio Only
CNBC Television·2025-11-22 01:02