The Rundown

Lululemon Founder Launches Board Fight, Silver Hits Meme Territory

Dec 29, 2025
Lululemon's founder is shaking things up with a proxy fight for board control, following a significant stock drop. Nvidia makes waves with a huge investment in Intel, while DigitalBridge sees stocks soar after a SoftBank buyout. Silver experiences wild fluctuations, fueled by a mix of speculation and industrial demand, sparking interest in this once-traditional metal. Meanwhile, children's show Bluey continues to dominate streaming charts, showcasing the power of kids' viewing habits. It's a lively mix of finance and fun!
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INSIGHT

Silver Became A Meme Asset

  • Silver surged to nearly $80, driven by supply concerns and retail speculation.
  • The metal's move into 'meme' territory shows retail interest can meaningfully affect commodity prices.
INSIGHT

Founder Vs. Activists At Lululemon

  • Chip Wilson launched a proxy fight and nominated three directors while owning nearly 9% of Lululemon.
  • The move complicates Elliott Management's simultaneous $1B stake and CEO push, creating a governance battle.
INSIGHT

Leadership Turmoil Signals Strategic Risk

  • Lululemon's CEO Calvin McDonald is stepping down amid a 44% YTD stock decline and US sales weakness.
  • Leadership change heightens the importance of board composition and shareholder trust.
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