Seth Schachner joins Morning Movers to break down Walt Disney (DIS) earnings. He discusses the ongoing carriage dispute with Alphabet's (GOOGL) YouTubeTV platform calling it a "tiny little fleck" in the Google universe but a more serious issue for Disney. Seth sees this as the potential shift in the "power dynamic" of the streaming space. He thinks the content library for Disney is strong but has question marks about other verticals like sports broadcasting. On the broader media space, Seth addresses the different approaches from companies like Comcast (CMCSA) and Paramount Skydance (PSKY).

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David Busch describes the "data fog" in the background of the economy, making it hard for the Federal Reserve to make a rate decision in December. On the labor market, he says it is "slowing down" but does point to new ADP numbers as a source of some real-time information. David's watching layoff announcements saying there will likely be a larger unemployment rate once the federal government data is released. For investors, he says to look beyond large cap growth and find the companies that will support the A.I. buildout.

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Goldman Sachs double downgraded Dollar Tree (DLTR) to sell from buy. Ben Watson examines the downward candles on the discount retailer's stock. On the short-term 5-day chart, he displays a shift lower in the company's MACD momentum study and indicates a range between $101.50 and $109.50. Zooming out, he shows a cup and handle pattern getting tested on a 1-year chart. Ben also highlights the stock's 50-day moving average hovering around the $97 level.

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Dale Smothers says the Fed must decide which of their dual mandates to risk in the next few months. However, he’s still bullish, citing seasonal tailwinds, a strong consumer, and preliminary data showing higher than expected holiday spending. He compares the outsized AI capex to a Three Stooges skit and believes that there is a bubble, though he thinks it might deflate instead of being popped. Despite this, his stock picks right now include AAPL, AMZN, CRWV, RCL, and GLD.

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Brian Huang opines on SoFi Technologies (SOFI) offering crypto trading and what it means for both industries. “It’s great that they’re embracing crypto… but who is this for?” he asks, noting that SoFi’s clients skew towards Millennials, who have more options for crypto trading already. He thinks that traditional finance will have to move much faster to keep up with the crypto world, and expects acquisitions down the line.

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The House can potentially end the shutdown Wednesday night as they seek to vote on appropriation bills that could cement the Senate's push to reopen the government. Marley Kayden and Sam Vadas turn to the country's biggest headline and what it means for markets. As for a headline not drawing as much attention, Marley and Sam explain the significance of the rallies in gold and silver.

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The Dow is outperforming the S&P 500 and Nasdaq, according to Tim Anderson. He notes a rotation out of high-flying tech stocks and into industrials, healthcare, and financials, with many non-tech S&P 500 names hitting 52-week highs. Tim discusses the recent rally in gold and silver, attributing their rebound to shifting geopolitical fears and Federal Reserve interest rate policy, highlighting silver's significant underperformance against gold over the past decade. Finally, Tim addresses the potential impact of a U.S. government shutdown on the release of October jobs and inflation data.

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Appian (APPN) has rallied more than 50% in November during a time where other A.I.-tied stocks stumbled. George Tsilis points to the small-cap software company's earnings as a critical catalyst and calls its beat "meaningful" for growth. He takes investors through the financial math powering earnings and the analyst adjustments to the stock.

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Cisco (CSCO) last hit its all-time high in March 2000, as shares traded just a few dollars under the record heading into earnings. The stock made good momentum in 2025 with a 25% rally, though Rick Ducat shows other outperformers in its industry like Arista Networks (ANET) that show more room for Cisco to catch up. He highlights where the company juggled with support and resistance levels to explain where the stock can run next. As for the options front, those same levels can come into play with where traders are pricing stock moves.

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Ryan Steelberg, co-founder and CEO of Veritone (VERI), an AI software and data company, breaks down their quarterly earnings. He still sees upside to investing in AI but thinks investors need to be more selective. He explains how Veritone processes unstructured data, which includes audio and video, for major companies like Walt Disney (DIS). It takes the processed, tokenized data, and then applies it to different business purposes, including training AI models.

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