Black Friday has supplanted Cyber Monday in online spending growth for the second year in a row, according to Adobe, with deal-hunting consumers getting an early start on their holiday shopping https://t.co/P6GzLewvfa ...

All right. So, so do you agree that we're kind of in a hangover period and yesterday's action it could be part of that hangover. >> It does feel like it, you know, valuations were stretched.You know, I think one reason I I may be a little more bullish than I was a week ago is, you know, the probabilities for a December rate cut are about 95% right now. You know, they were about that going into to Pal's last press conference and then they had dip below 50. So, a little more certainty around the rate picture ...

Cyber Monday https://t.co/EYDy0b9dKc ...

Market Sentiment - The technology sector continues to attract investment despite concerns about high valuations, with many investors still optimistic about tech's potential for growth [1][2] - There is speculation about an AI bubble, but current spending in AI is primarily driven by revenue-generating companies, indicating a more sustainable growth trajectory compared to the 2000 tech bubble [3][4] Earnings and Market Performance - Recent earnings reports exceeded expectations, with a year-over-year growth of approximately 14-15%, surpassing the anticipated 7% [7] - Market volatility has been influenced by shifting Federal Reserve expectations regarding interest rate cuts, with a significant increase in the likelihood of a 25 basis point cut [8][9] Consumer Behavior - Consumer confidence is declining, which raises concerns about maintaining year-over-year growth in consumer spending during the holiday season [10][21] - Black Friday sales showed a 6% increase globally, driven by higher average selling prices rather than increased order volume, indicating a cautious consumer approach [19][22] Investment Strategies - The current investment environment is challenging, with a focus on diversification and tax management strategies to protect gains from previous years [17] - Infrastructure credit investments are being favored over infrastructure equity to mitigate risk in the current market [16]

Cyber Monday Consumers Will Spend Up To $14.2 Billion—Setting New Record, Report Sayshttps://t.co/4Wf7HoPYNp https://t.co/Y70szDbnSN ...

RT The Haven (@TheHavenCrypto)🚨 CYBER MONDAY SALE 🚨Black Friday sold out FAST.You asked for more codes, we listened.We’re adding 25 additional spots for 30% OFF using the code CYBERMONDAY.This is the BIGGEST discount we'll offer for the rest of the year, do not miss it.https://t.co/6WTqzXZm4g https://t.co/rl1mlZbHZB ...

E-commerce Sales Trends - Black Friday sales reached $62 billion, a 25% increase from the previous year [1] - Peak sales hit $51 million per minute on Black Friday [1] - Real-time global commerce is approximately $25 million in sales per minute, with about 25,000 orders per minute [3] - Shopify has seen nearly 70 million unique shoppers [3] Geographic Performance - Top selling countries for Shopify include the U.S., U.K., Australia, Germany, and Canada [5] - Top selling cities in the U.S. are L A, New York, and San Francisco [5] - 17% of orders were cross-border, indicating international shipping [6] Consumer Behavior & Preferences - Consumers are buying more items for their home, such as kitchenware, puzzles, and blankets [8] - Consumers are geographically agnostic and prefer to buy from brands they love [9][10][11] - Consumers are shopping brands, not just channels, indicating a post-channel world where they interact across various platforms [11][12] AI Integration - AI-driven traffic to Shopify stores has increased sixfold since January [13] - Shopify has integrated with platforms like Perplexity and WeChat, allowing brands to sell directly within conversations [14] - Merchants are using AI tools like Sidekick to design, create marketing copy, and analyze data [16] Economic Factors - Shopify is tracking consumer confidence and spending appetite at checkout, currently seeing $25 million going through checkout every minute [18][19] - Shopify is developing tools to help merchants navigate cross-border tariffs and global uncertainty [20]

Market Overview - The cryptocurrency market is experiencing a significant downturn, with nearly $1 billion in leveraged crypto positions liquidated, leading to Bitcoin's drop of 8% to below $84,000, marking a year-to-date decline of over 9% [2] - Ether has plummeted 10%, resulting in an 18% decrease since last December, while the bottom half of the largest 100 digital assets has seen a decline of almost 70% this year [3] Retail Sector Insights - Black Friday saw record online spending of $11.8 billion, a 9% increase from last year, driven by an 85% surge in AI-driven traffic to retail sites [4] - Thanksgiving Day also set a record with $6.4 billion spent online, indicating strong demand as Cyber Week commenced [5] International Market Dynamics - Japanese stocks experienced weakness, contributing to a decline in futures, while the yen strengthened amid expectations of an interest rate hike from the Bank of Japan [7] - The 2-year yield in Japan rose to its highest level since 2008, reflecting market reactions to potential changes in monetary policy [8] Technology Sector Earnings - CrowdStrike is expected to report an EPS of around $0.94 for Q3, indicating a year-over-year growth of approximately 20%, with a revenue forecast of $1.21 billion [10] - Marll Technology is projected to have an EPS of about $0.74, up from $0.67 in the previous quarter, with revenue expected to exceed $2 billion [11] Federal Reserve Commentary - The market is closely monitoring comments from Federal Reserve officials, particularly regarding potential monetary policy changes, with rate-cutting expectations rising significantly [13]

Shopify resolves outage disrupting merchants on Cyber Monday https://t.co/OOS9e4Svqt ...

Shopify experienced an outage on Cyber Monday, affecting shopping at e-commerce sites the company hosts on one of the busiest shopping days of the year https://t.co/gGedmwXIbV ...