Oracle (ORCL) weighed on markets Thursday morning but Diane King Hall turns to stocks seeing strength. Synopsys (SNPS) added muscle to the tech trade with an earnings beat and strong 2026 guidance that boosted bullish expectations from analysts. Piper Sandler hiked its price target on Alphabet (GOOGL) on the thesis Gemini will accelerate its A.I. reach. Diane then turns to the healthcare space where Eli Lilly (LLY) moved higher on positive retatrutide weight-loss drug trial results.

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Thursday morning's downside action can be attributed to a number of movers, though Kevin Hincks says it's weakness worth watching. He takes investors through the jobless report which showed 236,000 initial claims. Kevin makes the case Thanksgiving week skewed the numbers. On the Fed, he sees a path for quantitative easing as the FOMC looks to buy $40 billion in treasury bills.

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Joyce Huang expects one rate cut next year, saying there’s a chance inflation could spike if it cuts too much. “Rates are likely to remain rangebound,” she adds, and highlights opportunities in the short end of the curve. Joyce still likes the tech sector and sees momentum in its rally, however she thinks there could be more volatility as the AI thesis continues to be tested. Joyce looks at the record amounts still in money markets and similar products and argues why she thinks cash will be deployed back into markets in early 2026.

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Rebecca Walser says she hasn't seen the Fed this divided in ten years, something she sees as notable. While she sees the rate cut being good for equities, she's not convinced it's great for bonds. The "pushback" against debt financing seen in Oracle's (ORCL) earnings is something Rebecca sees as justifiable with more investors questioning A.I. profitability. Her stock picks include Linde (LIN) and Visa (V).

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Wealth management's A.I. adoption is something Justin Whitehead sees growing that includes a "narrative shift" coming in 2026. He talks about 2025 as the year of "internal function" for firms while the coming year will turn to expansion. Justin shares his point of view as a fintech firm CEO.

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Lululemon (LULU) never recovered from tariffs, with the stock now down 50% in 2025. Rick Ducat takes investors through key levels to watch if a rebound were to materialize. Tom White turns to the options front for Lululemon.

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Heading toward 24 hours after the FOMC cut interest rates by 25bps, Kevin Green takes everything we learned Wednesday and explains what it means for Thursday's trading action and beyond. He notes one more rate cut priced in for 2026 and a door opening for quantitative easing. Something else KG sees as substantial: the amount of dissenting votes compared to historic metrics. As for Oracle's (ORCL) earnings, KG calls the report "not great" as debt continues to balloon for the A.I. data center buildout. Nvidia (NVDA) also ticked lower after Oracle's earnings.

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Carvana's (CVNA) breakout through $400 is something that Charles Schwab's Kevin Horner considers stunning. That said, he urges investors and traders alike to watch for a recent gap that formed in the chart.

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Joseph Shaposhnik sees Broadcom (AVGO) as "very well positioned" to meet or exceed earnings. The question will come down to guidance. He points to the CEO's new contract as a company commitment to accelerating A.I. revenue. Joseph adds notes short and long-term tailwinds for Broadcom, from Alphabet (GOOGL) eating OpenAI's market share to Oracle's (ORCL) earnings.

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Dr. Yung-Yu Ma shares an analysis of Oracle (ORCL) earnings, noting that the market overstates Oracle's capital expenditure concerns. He discusses the Federal Reserve's recent dovish rate cut and its implications for the U.S. economy, interest rates, and the labor market. Dr. Ma also offers his perspective on long-term yields and the trajectory of inflation.

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