WSJ What’s News What’s News in Markets: Soup Stock, AI Angst, Lululemon Rebound
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Dec 13, 2025 Investors are getting jittery over AI concerns, particularly following Oracle's disappointing earnings and Broadcom's slowdown worries. Meanwhile, Campbell's soup is facing challenges due to tariffs, hitting their sales hard. In brighter news, Lululemon might be staging a comeback despite CEO turmoil, sparking excitement among traders. Dive into the week’s major stock shifts and the events driving them!
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Fed Cut And Divergent Index Moves
- The Fed cut rates a quarter point, shifting market dynamics for the week.
- The Dow gained while the S&P and Nasdaq fell, showing uneven market responses.
Critical Soup Season And Campbell's Woes
- Francesca calls this time of year critical soup season and notes her personal enthusiasm.
- Campbell's reported declines partly blamed on tariff-driven price increases that hurt sales.
AI Euphoria Meets Earnings Reality
- Investor sentiment toward AI cooled after earnings from Oracle and Broadcom disappointed.
- Oracle and Broadcom plunged as growth concerns and higher spending forecasts raised doubts about AI payoffs.