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Market Data Table

Breakfast News: Tech and Retail Focus

November 24, 2025

Friday's Markets
S&P 500 6,603 (+0.98%)
Nasdaq 22,273 (+0.88%)
Dow 46,245 (+1.08%)
Bitcoin $84,904 (-2.45%)

Chart comparing Zoom's, Zscaler's, Workday's, and Autodesk's performance over the last decade.

1) Key Stock Advisor Results This Week

Monday's Breakfast News always brings you a look at the upcoming week's notable events -- so let's start with Zoom (NASDAQ:ZM), due to release third-quarter results after today's market close. After Zoom posted 39% cash flow growth in Q2, Fool analyst Jason Moser highlighted "stock-based compensation has been a point of weakness," adding "share repurchases are starting to bring the share count down."

Currently ranked No. 7 in Hidden Gems for its ability to beat the market over five years: Zscaler (NASDAQ:ZS) -- which has beaten the S&P 500 by 436% since its first Stock Advisor pick in 2018 -- will report Q1 on Tuesday afternoon. Revenue climbed 21% in Q4, as the cloud security specialist predicted $772 million to $774 million revenue in the current quarter.
Superscore of 68 on our Hidden Gems Primary database: Tuesday also brings Q3 earnings from design software developer Autodesk (NASDAQ:ADSK), following a revenue beat in Q2 -- with full-year guidance lifted to $7.03 billion to $7.08 billion. Workday (NASDAQ:WDAY) rounds off the day with a Q3 report, after the enterprise cloud software provider posted a 14% rise in subscription revenue in Q2.

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2) Eyes on Tech and Retail on Tuesday

Rule Breakers rec Nutanix (NASDAQ:NTNX) reports Q1, and investors should watch for further annual recurring revenue growth, following top- and bottom-line beats in Q4. Eyes open for rising operating costs as the company expands into new markets and products.

Tech stocks enjoying AI boosts: We're also due a Q3 update from Dell (NYSE:DELL) and Q4 figures from HP (NYSE:HPQ). Dell posted record revenue in Q2 -- up 19%, boosted by artificial intelligence (AI) server sales. HP saw a more modest 3% revenue rise last quarter.
Consumer demand in focus: Best Buy (NYSE:BBY) reports the same day, with the market for electronics and cut-price consumer goods still clouded by tariff uncertainty. Dick's Sporting Goods (NYSE:DKS) and Urban Outfitters (NASDAQ:URBN) also report, hopefully offering early hints on holiday season shopping.

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3) Economic News Getting Back on Track

The delayed September U.S. sales report is now due Tuesday, with a monthly uptick of 0.3% expected, including and excluding autos. November consumer confidence is due the same day, expected to dip to 93.4 from October's 94.6.

Wholesale price data: September producer price index (PPI) figures are also now expected on Tuesday, with a year-over-year rise of 2.6% predicted. Core PPI -- excluding volatile items like food and energy -- is expected to hit 2.8% year over year.
Interest rate uncertainty: The delayed nature of these upcoming statistics means there's little time before the Federal Reserve's next interest rate decision, due Dec. 10. The Financial Times reports Fed officials as "strongly divided," while the CME FedWatch tool has the odds of a cut at 73.5%.

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4) Your Take

Humble pie isn't anyone's favorite type of pie to eat at Thanksgiving, but as investors, we've all had our share… What investment had you eating humble pie in 2025, and how has it changed your thinking going forward? Share with friends and family, or become a member to hear what your fellow Fools are saying. P.S. There won't be a Breakfast News sent on Thursday, with stock markets closed.

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