Stock Movers Lululemon Surges, Broadcom Slides, Tilray Brands Rise on Possible Trump Order
Dec 12, 2025
Lululemon is on the rise, boosting its outlook and preparing for a CEO transition, which analysts see as overdue. Meanwhile, Broadcom struggles with disappointing AI revenue projections, leaving investors feeling uneasy. On a lighter note, Tilray Brands and other cannabis stocks are soaring as President Trump hints at reclassifying marijuana, though there's uncertainty about whether this policy will hold. The podcast dives deep into the dynamics shaping these companies and their industries.
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Lululemon Rally After Leadership And Outlook Change
- Lululemon's stock jumped after it raised its full-year outlook and announced CEO Calvin McDonald will step down at end of January.
- The company has faced two years of declining comp-store sales and rising athleisure competition.
Hosts Joke About Expensive Leggings And Competition
- Emily notes Lululemon's products are high quality and long-lasting, which might reduce repeat purchases.
- She and the Show Host joke about expensive leggings and increased competition from brands like Athleta and Amazon.
Broadcom Hit By Sky-High AI Expectations
- Broadcom shares plunged after AI revenue outlook missed lofty expectations despite a $73 billion AI backlog.
- Investors punished the stock because market expectations had run very high heading into earnings.