Target's (NYSE:TGT) data breach means that as many as 40 million consumers' credit and debit cards could be in the hands of identity thieves -- just in time for the holidays. It's a dump truck of coal for Target shoppers, but what does it mean for shareholders? In the lead story from Motley Fool Investor Beat, analysts Jason Moser and David Hanson explain what Target investors should really be worried about this holiday season and how the embattled retailer can keep a PR nightmare from impacting the bottom line.

Then, our analysts take a look at four stocks making moves on the market today. Darden Restaurants (NYSE:DRI) makes plans to jettison Red Lobster. Rite Aid (NYSE:RAD) takes a hit despite beating analysts' expectations. Oracle (NYSE:ORCL) soars in the cloud even though critics thought its stock couldn't fly. And Realty Income (NYSE:O) -- along with other REITs -- has Bernanke to thank for a bad day.

And in today's final segment, Jason and David explain why they're keeping close watch on shares of CarMax (NYSE:KMX) and Nike (NYSE:NKE). With the average age of a vehicle on the road today in America up around 12 years, Jason sees CarMax as still having a lot to gain by consumers looking to replace their old vehicles affordably with used cars. Meanwhile, David will be watching when Nike reports earnings after market close today. While the company is world-class, Nike's valuation makes it a bit expensive today. David gives investors one metric he'll be watching for tonight with the sports apparel giant.

Alison Southwick has no position in any stocks mentioned. David Hanson owns shares of CarMax and Nike. Jason Moser owns shares of and Nike. The Motley Fool recommends and owns shares of, CarMax, and Nike. It also owns shares of Darden Restaurants and Oracle. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.