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Two interesting earnings reports from two very different companies -- Micron and Cintas. Both have read-thru's into the broader sector.

The govn released inflation figures for November. Good news, they were lower than expected. Bad news, the data might be skewed by the govn shutdown.

Warner Brothers' board officially responds to the Paramount Skydance tender offer to buy the company.

AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.

We'll look at oil prices over the past few years and what has been driving them lower.

After finally getting the jobs data for October and November, we see job market is still growing slower than usual -- but not collapsing.

As the year comes to a close, the market is set for another year of higher-than-expected returns. Let's take a look at the last 10 years and figure out what drove that.

AI stocks are under pressure, after less-than-perfect earnings from Broadcom. We'll also review Costco and a couple others.

As expected, the Fed announced a cut to interest rates yesterday. We'll go through that and look at the forecast for 2026.

Three months ago, Oracle announced a massive cloud computing contract. That contract seemed to catapult the company into the mega-tier of top AI cloud providers. But the story is turning out to be rocky.

The current PE multiple on Tesla is well above 200x. That's about 10x larger than its other large cap brethren. However, the Tesla story is complicated these days. It's not just about selling cars.

Berkshire Hathaway is still the 9th largest stock in the market. So even though the "oracle of Omaha" is retiring, it's still important for our radar. We'll take a look at the latest.

Home Depot held an analyst day for Wall Street. Unfortunately their outlook reflected an uncertain consumer environment.

Not willing to ride off quietly into the sunset, Paramount Skydance is making a tender offer for WBD shares. This is after losing the "official" auction to Netflix last week. This has big implications for the media landscape in general.

Consumer stocks are under pressure this morning, due to some negative analyst comments on PG. But we'll also take a broader look at the retail space in general.

Two key macro reports today -- PCE inflation and consumer survey -- should both give the Fed a green light to cut rates next week. We will also talk about how consumer stocks are faring recently.

Netflix has emerged the winner in the multi-month auction process for Warner Brothers Discovery. But the deal is a bit complex. And PSKY might not go quietly.

December 3, 2025 Summary Amazon is hosting its Amazon Web Services (AWS) conference this week. So there's lots of chatter about its AI offering relative to competitor AI cloud providers. We'll also talk briefly about monthly payrolls from ADP. In absence of the regular govn jobs figures (delayed by the shutdown), the ADP reports have taken on greater importance. Amazon AWS Amazon is hosting its AWS conference this week.  The company gave an update on the release of its own

With the ongoing buildup of warships outside Venezuela, combined with the increasing tough talk from the White House, let's talk about the real reason why America is interested in Venezuela.

OpenAI (maker of ChatGPT) declares a "Code Red" after competing AI models from Google and Anthropic appear to have caught up.