WSJ Your Money Briefing What’s News in Markets: Soup Stock, AI Angst, Lululemon Rebound
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Dec 13, 2025 Investors are getting jittery over Campbell's soup struggles and persistent worries about AI impacting companies like Oracle and Broadcom. Meanwhile, Lululemon is showing signs of a rebound after a rocky period marked by a CEO departure and positive proxy reports. It's a week of dramatic stock moves driven by both consumer sentiment and corporate shifts.
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Fed Cut Boosted Dow, Not Tech
- The Fed cut rates by a quarter point, which buoyed the Dow even as growth stocks slipped.
- Markets showed mixed reactions with the Nasdaq and S&P 500 finishing the week lower despite the cut.
Campbell’s Soup Faces Critical Season
- Francesca calls this time of year 'critical soup season' and notes Campbell's relies on it for revenue.
- Campbell's blamed tariff-driven price increases for top- and bottom-line declines, and its stock fell after the report.
AI Optimism Meets Earnings Reality
- Investor enthusiasm for AI has cooled after earnings showed higher spending and missed expectations.
- Oracle and Broadcom slid sharply as reports raised doubts about how quickly AI investments will pay off.