Stock Movers American Eagles Rises, Apple Drops on Meta Poach, Netflix Slips
Dec 3, 2025
The discussion highlights American Eagle's impressive third-quarter results, showcasing an optimistic shift in sales expectations. Meanwhile, Apple's stock dips after losing a top design executive to Meta. Netflix's shares also face turbulence with a cash bid for Warner Bros. Discovery's assets. The hosts delve into broader market trends and earnings insights, including Salesforce's strong performance and ongoing concerns about AI spending. Tune in for a lively analysis of the market's pulse!
AI Snips
Chapters
Transcript
Episode notes
Market Breadth Favored Cyclicals Over Tech
- The S&P 500 saw broad gains with 337 stocks up versus 165 down, led by energy, financials, industrials, and consumer discretionary sectors. Communication services and information technology lagged, dragging big tech names lower as a group.
Salesforce Beat And AI Demand Shows
- Salesforce topped revenue guidance for the fourth quarter and beat on adjusted EPS for the third quarter, prompting a sizable after-hours rally. Investors rewarded the outlook that suggests strong AI-tool demand driving future sales.
Earnings Temper AI Execution Fears
- Market worries about AI-sales execution (e.g., Microsoft) created volatility, but Salesforce's results eased concerns by showing AI-driven bookings. Positive guidance suggests corporate customers are continuing to buy AI tools despite earlier cautionary headlines.