CNBC's "Fast Money" Fast Money Live! The Desk Trades the Holidays as the S&P and Dow Close at Records 12/11/25
Dec 11, 2025
Traders dive into Broadcom's solid earnings and its implications for AI chip demand. Lululemon faces leadership changes and inventory challenges, sparking debate on its strategy. Disney's $1B deal with OpenAI raises eyebrows over potential audience reach. Discussion shifts to significant market movements with record closes, and the latest on Do Kwon's sentencing and its impact on crypto. Tips for finding the next big stock, along with holiday surprises, complete an engaging mix of insights for investors.
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Broadcom Broadens The AI Chip Narrative
- Broadcom's strong guide and AI revenue growth provide relief across the semiconductor sector.
- Custom chips and software margins reshape competitive dynamics beyond NVIDIA's dominance.
TPUs Are Changing Market Share Dynamics
- Custom in-house chips (TPUs) are shifting market share away from established suppliers like NVIDIA.
- That shift could pressure margins as the AI hardware pie expands and competitors carve slices.
Lululemon Rally Masks Operational Strain
- Lululemon beat estimates but revealed worsening Q4 guidance and inventory execution issues.
- CEO Calvin McDonald's departure signals management change amid strategic and margin challenges.