The following video is from Monday's MarketFoolery podcast, in which host Chris Hill, along with analysts Jason Moser and Joe Magyer, discuss the top business and investing stories.

In today's edition, a close look at who came ahead on Black Friday. The results show that it wasn't just one particular retailer, but a major overall shift in spending habits toward online shopping, with companies such as (NASDAQ: AMZN) and eBay (NASDAQ: EBAY), and toward mobile payments. Then we hear about the Canadian Imperial Bank of Commerce's surprising upgrade of Research In Motion (NASDAQ: RIMM), makers of the BlackBerry, and Goldman Sachs' not-so-surprising upgrade of Yahoo! (NASDAQ: YHOO), something the guys think was a long time coming, but at the same time, improving the financials of the company and finding a new direction for Yahoo! to stay relevant are two entirely different things.

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