Breakfast News: Early Earnings Delivered
November 13, 2025
| Wednesday's Markets |
|---|
| S&P 500 6,851 (+0.06%) |
| Nasdaq 23,406 (-0.26%) |
| Dow 48,255 (+0.68%) |
| Bitcoin $101,661 (-1.28%) |
1. Thursday Morning's Stock Advisor Rec Results
Disney (DIS +1.57%) dropped 2.5% ahead of the market opening as reported sales fell short of expectations, with guidance stating the film studio's expenses will weigh on the coming quarter.
- "Our AI momentum continues to accelerate": NICE (NICE 1.19%) edged up about 2% after releasing results before the market opened, with AI annual recurring revenue jumping 49% year over year, causing CEO Scott Russell to flag enhanced potential going forward.
- "We are confident to further solidify our leading market positions in electronics and home appliances": JD.com (JD 1.06%) rose around 5% in pre-market trading after reporting net revenue that beat analyst estimates, with CFO Ian Su Shan focusing on key markets alongside a push into the food-delivery space.
2. Dow Hits Fresh High as Shutdown Ends
U.S. stock markets rose yesterday, with the Dow Jones hitting a fresh record high, partly driven by optimism around the government shutdown ending, which was signed into law by President Trump late Wednesday.
- Cutting 1.5% off Q4 GDP growth: The Congressional Budget Office estimated a six-week shutdown could cost the economy $11 billion by the end of 2026, with the possibility that October inflation and jobs data might never be compiled.
- Interim spending package funds most of the government through January 30: The House vote, passed 222 to 209, raises only temporary relief of a longer-term solution, but provides a boost to sectors including travel, tourism, and agriculture.
3. Ibotta Stumbles, CSCO & CLBT Get AI Boost
Ibotta (IBTA +5.02%) fell over 18% after the market closed with the release of quarterly results. On the earnings call, management said the macro environment continues to present challenges for the sector.
- Beating the S&P 500 by 25% since Sept 2024 Rule Breakers recommendation: Cisco Systems (CSCO +3.14%) rose more than 7% following the closing bell thanks to earnings providing an upbeat outlook, with CEO Chuck Robbins saying demand is high "as customers more quickly to unlock the potential of AI."
- "Good companies grow, good companies expand margins, great companies do both, which is exactly what we did": Hidden Gems rec Cellebrite (CLBT +1.72%) was up almost 22% in pre-market trading after results beat expectations, with CEO Thomas Hogan providing an upbeat outlook.
4. BABA Aims for Paid AI Service Roadmap
Bloomberg reports Alibaba (BABA 1.80%) is planning to revamp its mobile AI app to resemble ChatGPT more closely, including adding features and rebranding, as it aims to get a roadmap to charge for AI services in the future.
- End goal to make "Qwen" a fully functioning AI agent: The revamped app will initially remain free for users to allow Alibaba to build a larger customer base, even expanding globally, before looking to charge for certain features down the line.
- "On a recent [Motley Fool Money podcast] episode, I picked Alibaba as the most attractive risk-adjusted stock for artificial intelligence": Fool analyst Yasser El-Shimy said the stock "may well have room to run in the medium-to-long terms thanks to rapid AI-revenue growth (triple digits for 8 consecutive quarters), low valuation, LLM and inference chips' innovations."
5. Your Take
What's the one defense trend you're most confident about investing in right now, and why – space, autonomous systems, cybersecurity, or something else? Debate with friends and family, or become a member to hear what your fellow Fools are saying.