Squawk on the Street Futures Trading Outage, November Volatility, Black Friday Bonanza 11/28/25
6 snips
Nov 28, 2025 The podcast kicks off with a discussion on the recent halt in stock futures trading due to a data-center cooling failure. November's market volatility and the effects of AI trading are also explored. Highlights include forecasts for a record Black Friday, the strong performance of key retailers, and patterns in consumer behavior. Attention is given to Oracle’s financial situation, Bitcoin's performance, and the ongoing healthcare rally. Lastly, Apple’s holiday strategy is examined alongside concerns about supply constraints and AI integration into their products.
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Oracle's Cash Crunch Amid Hyperscaler Buildout
- Oracle's negative free cash flow stems from massive hyperscaler spending and contrasts with cash-rich peers like Microsoft and Amazon.
- That makes Oracle more vulnerable to credit and borrowing-cost scrutiny amid the AI buildout.
Adapt Retail Models For Agentic Commerce
- Retailers must evolve profit pools as pricing becomes more commoditized by AI-driven agentic commerce.
- Focus on retail media, technology deployment, and differentiated shopping experience to preserve margins.
Black Friday Foot Traffic And Online Surge
- Courtney Reagan reported long store lines at Lululemon and other malls on Black Friday morning.
- Adobe forecasted nearly $12 billion in U.S. online sales and the NRF expected 130.4 million Americans shopping.