Squawk Pod 5 Things to Know Before the Opening Bell 11/26/2025
Nov 26, 2025
Discover key insights into the stock market as Urban Outfitters sees a rise in shares. Meanwhile, HP faces job cuts of 4,000–6,000 due to a disappointing forecast. Deere delivers mixed news with a strong quarter but a dim outlook for 2026. Learn about Medicare's groundbreaking negotiations that have slashed prices for crucial medications like Ozempic, saving billions. Workday's revenue exceeded expectations, yet a lowered margin guidance led to a dip in shares. Tune in for the latest market trends and financial analysis!
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Watch Guidance And Cost-Cut Announcements
- Prepare for companies to guide conservatively after reporting and adjust positions accordingly.
- Watch for explicit guidance and cost-cutting announcements like HP's job cuts before trading decisions.
Earnings Beats Don’t Guarantee Gains
- HP, Deere, Urban Outfitters and Workday moves show earnings beats can still leave stocks down on weak forward guidance.
- Market reaction reflects that future outlooks and cost cuts matter more than one-quarter beats.
Same-Store Sales Can Drive Outperformance
- Urban Outfitters surged on beats and strong comp sales, while Deere fell despite topping estimates due to weak outlook.
- This highlights that same-store sales strength can drive upside even when peers falter on forward views.