Stock Movers Broadcom Rises on Strong Forecast, Lululemon's CEO Steps Down, Oracle Sinks
Dec 11, 2025
Jordan Fitzgerald, an equities reporter for Bloomberg News, dives into the latest market movers. He highlights Broadcom's impressive forecast, expecting AI semiconductor revenue to double, signaling robust demand. Lululemon's shares soar after announcing a leadership shake-up and an optimistic outlook, while Oracle faces a steep decline due to disappointing cloud sales growth projections. The discussion sheds light on the reaction of analysts and investors to these transformative shifts in major companies.
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Broadcom Confirms Big AI Chip Growth
- Broadcom expects AI semiconductor revenue to double year‑over‑year to $8.2 billion next quarter.
- That reiteration reassured investors after recent mixed AI chip results elsewhere.
Black Friday Foot Traffic At Lululemon
- Jordan Fitzgerald describes seeing a packed Lululemon store on Black Friday as a signal of strong consumer demand.
- The anecdote accompanies news of Lululemon raising guidance and ousting its CEO, which lifted the stock.
Leadership Change Fuels Lululemon Rally
- Lululemon raised its full‑year outlook and announced CEO Calvin McDonald will step down, without naming a successor.
- The combination of leadership change, buybacks, and upgraded guidance drove a strong postmarket rally.