Wake Up With Breakfast News!

Wake up to the latest market news, company insights, and a bit of Foolish fun -- all wrapped up in one quick, easy-to-read email, called Breakfast News. Delivered at 7:30 a.m. ET every single market day. See an example of our weekday Breakfast News email & sign-up below.

Loading paragraph...

Market Data Table

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%)

Chart showing a price comparison of Disney, JD.com, and Nice over the past five years.

1) Thursday Morning's Stock Advisor Rec Results

Disney (NYSE:DIS) 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 (NASDAQ:NICE) edged up about 2% after releasing results before the market opened, with artificial intelligence (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 (NASDAQ:JD) 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.

Loading paragraph...

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 Donald 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 Jan. 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.

Loading paragraph...

3) Ibotta Stumbles, CSCO & CLBT Get AI Boost

Ibotta (NYSE:IBTA) fell by over 18% after the market closed, with the release of quarterly results. On the earnings call, management said the macroenvironment continues to present challenges for the sector.

Beating the S&P 500 by 25% since Sept 2024 Rule Breakers recommendation: Cisco Systems (NASDAQ:CSCO) 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 (NASDAQ:CLBT) was up almost 22% in pre-market trading after results beat expectations, with CEO Thomas Hogan providing an upbeat outlook.

Loading paragraph...

4) BABA Aims for Paid AI Service Roadmap

Bloomberg reports Alibaba (NYSE:BABA) 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 term thanks to rapid AI-revenue growth (triple digits for eight consecutive quarters), low valuation, LLM, and inference chips' innovations."

Loading paragraph...

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.

Loading paragraph...