One of these consumer-facing businesses presents a better investment opportunity.Amazon (AMZN +0.27%) has been a wonderful investment. In the past decade, its shares have soared 664%. Nike, on the other hand, is in the midst of a major turnaround effort. The apparel stock trades a gut-wrenching 64% below its peak from November 2021. Between these two consumer-facing businesses, which one will dominate over the next decade? Nike continues to struggleIt could be a while until Nike gets back on stronger footi ...

Core Insights - Under Armour Inc (NYSE:UAA) shares increased by 0.5% to $5.45 following Fairfax Financial Holdings' increase in ownership stake to nearly 42 million shares, representing about 22% of the company [1] Stock Performance - The stock has struggled since an 18% bear gap in early August but has risen approximately 32% since its 15-year low of $4.13 on November 20, 2025 [2] - UAA has finished higher in nine of the last ten trading sessions and is currently facing long-term pressure at the 200-day moving average, which it surpassed earlier today [2] Short Interest and Analyst Ratings - Short interest remains high with a 29.22% short interest to float ratio, indicating potential for a short squeeze; it would take nearly six days to cover the 55.05 million shares sold short [4] - Analyst ratings show three analysts recommending the stock as a "buy" or better, while 22 rate it "hold" or worse, suggesting potential for upgrades [4] Options Activity - Options trading is active, with 3,067 calls exchanged, which is double the intraday average volume; the most active contract is the January 6 call, followed by the January 2027 22.5-strike call [5]

Barb, happy almost new year. Let's get right into it. You you you like Broadcom. Uh it had quite a run for a while. It was up more than Nvidia this year. Why is it still worth buying? >> Well, I think the stock when you look at the growth rates on this, they keep accelerating. Their backlog now is at some 73 billion. Their AI revenue is up over 70% and the management is looking out the next 18 months. See chips doubling and growth continuing strong. So I think that that what you're seeing is that people are ...

Core Viewpoint - The article discusses the investment potential and market position of Nike (NKE), highlighting its strong brand presence and financial performance as key factors for investors to consider [1]. Financial Performance - Nike reported a revenue increase of 10% year-over-year, reaching $12.3 billion in the latest quarter [1]. - The company's net income rose to $1.5 billion, reflecting a 15% increase compared to the previous year [1]. Market Position - Nike maintains a leading position in the athletic footwear and apparel market, with a market share of approximately 27% [1]. - The brand's global reach and innovative product lines contribute significantly to its competitive advantage [1]. Investment Considerations - Analysts suggest that Nike's strong financial metrics and brand loyalty make it a compelling investment opportunity [1]. - The company's strategic initiatives in sustainability and digital transformation are expected to drive future growth [1].

Market Overview - U.S. stocks closed higher on Friday, with a rebound in technology shares offsetting declines in consumer stocks like Nike [8] - The Dow Jones Industrial Average rose by 183.04 points (0.38%) to 48,134.89, the S&P 500 gained 59.74 points (0.88%) to 6,834.50, and the Nasdaq Composite increased by 301.26 points (1.31%) to 23,307.62 [8] - For the week, the S&P gained 0.11% and the Nasdaq rose 0.48%, while the Dow fell by 0.67% [2] Sector Performance - Seven of the S&P 500 sectors closed higher on Friday, while utilities and consumer staples stocks lost 1.34% and 0.49%, respectively [3] - Nike shares dropped by 10.5% due to a decline in gross margins for the second consecutive quarter, impacted by poor sales in China [3] - Lamb Weston experienced a nearly 26% plunge after signaling muted demand for its products for the remainder of the fiscal year [3] - Conagra fell by 2.5% following weak earnings reports [3] Technology Sector Insights - Micron Technology's strong forecasts reignited optimism around AI-related shares, which had faced pressure due to high valuations and funding concerns [8] - Micron reached a record closing high on Friday, ending the day up 7% [8] - Nvidia rose by 3.9% as the U.S. initiated a review that could permit the first shipments of Nvidia's second-most powerful AI chip to China [8] - Oracle jumped by 6.6% after ByteDance signed agreements to transfer control of TikTok's U.S. operations to a group of investors, including Oracle [8] Economic Indicators - Investors found reassurance in U.S. consumer prices rising less than expected in November, although some analysts cautioned that the data might be distorted due to a 43-day government shutdown [3] - Traders are betting on at least two 25-basis-point interest rate cuts from the Federal Reserve next year, with a 20% chance of the first reduction as early as January [5] Market Dynamics - Analysts warned of increased volatility due to "triple witching," which involves the simultaneous expiration of stock options, stock index futures, and stock index options contracts [6] - Advancing issues outnumbered decliners by a 1.44-to-1 ratio on the NYSE, with 269 new highs and 72 new lows recorded [7] - On the Nasdaq, 2,781 stocks rose and 1,890 fell, with advancing issues outnumbering decliners by a 1.47-to-1 ratio [7] - The S&P 500 posted 16 new 52-week highs and five new lows, while the Nasdaq Composite recorded 85 new highs and 158 new lows [7] - Volume on U.S. exchanges was 24.60 billion shares, compared to the 17.19 billion average over the last 20 trading days [8]

Key Points Nike's revenue edged higher in the second quarter, but profits continued to fall. The company is making progress in its turnaround, especially in North America. It sees revenue declining in the third quarter. 10 stocks we like better than Nike › Shares of Nike (NYSE: NKE) were heading lower today after the sportswear giant beat estimates in its fiscal second-quarter earnings report, but offered disappointing guidance, saying that revenue would decline in the third quarter after growing ...

Stocks look set toclose out a choppy week on a steady note, building on Thursday’s gains, spurred by cooler inflation that backs the case for lower borrowing costs. As of 8:00am, S&P 500 futures were 0.1% higher while Nasdaq 100 contracts were up 0.2% after the WSJ reported that OpenAI is set to raise $100BN in fresh capital (from sov wealth funds) removing near-term funding pressures across the AI sector. In premarket trading Oracle is up 6%, off session highs, with the rest of the Mag 7 complex mostly hig ...

Sportswear giant Nike reported a sharp drop in second-quarter profit on Friday, overshadowing better-than-expected revenue and earnings and sending its shares down more than 10% in premarket trading, ... ...

Core Viewpoint - Nike Inc. shares fell nearly 11% in after-hours trading due to a cautious outlook characterized by shrinking margins and challenges in China during the second-quarter earnings call [1] Financial Performance - Nike reported revenue of $12.43 billion, exceeding analyst estimates, but warned of a fragile recovery with a disappointing forecast for the third quarter [2] - The CFO guided for third-quarter revenue to decline in the low single digits and for gross margins to contract by approximately 175 to 225 basis points [2] Cost Pressures - A significant rise in product costs due to reciprocal tariffs is expected to create a $1.5 billion annualized headwind [3] - Without the projected 315-basis-point impact from tariffs, gross margins would likely be positive in the third quarter, highlighting severe macroeconomic pressures [3] Regional Challenges - Revenue in Greater China fell 16% in the second quarter, with digital sales down 36% due to declining store traffic and a promotional marketplace [4] - The CEO indicated that the region faces a "longer road to a healthier business," and the turnaround is not occurring at the necessary pace [5] Domestic Performance - North America revenue increased by 9%, driven by a 24% surge in wholesale, indicating that Nike's "Win Now" strategy is gaining traction domestically [5] Future Outlook - The CEO described the company as being in the "middle innings" of its recovery, emphasizing that success must be earned [6] - Shares of NKE ended lower at $65.63, down 13.27% year-to-date and 14.66% over the year, but up 10.28% over the last six months [6]

Nike investors will look for signs this week that the recovery glimpsed last quarter is sustainable and that a bigger marketing budget is helping the sportswear maker claw back market share lost to ni... ...