CrowdStrike Holdings, Inc.

Salesforce, Inc.

Dollar Tree Inc. R

Wall Street begins the last month of the year with a <a href="https://www.barrons.com/articles/salesforce-marvell-technology-dollar-general-ulta-beauty-and-more-stocks-to-watch-this-week-c660c7b4?mod=RTA#:~:text=a%20packed%20slate%20of%20earnings%20and%20economic%20data">busy</a> schedule of macroeconomic data releases and corporate reporting. Since any signs of weakness in the labor market or economic activity will increase the likelihood of a Fed interest rate cut, the market may react to the results of the November surveys on industrial and service sector sentiment, as well as employment data to be released in the U.S. this week, The Wall Street Journal <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=ISM%20surveys%20for%20November%20for%20manufacturing%20on%20Monday%20and%20services%20on%20Wednesday%2C%20as%20well%20as%20the%20ADP%20private%20payrolls%20figures%20for%20November%20on%20Monday%2C%20will%20be%20closely%20watched.%20Any%20signs%20of%20weakness%20in%20the%20job%20market%20or%20in%20economic%20activity%20would%20add%20to%20prospects%20of%20a%20rate%20cut.">writes.</a> Traders now estimate the probability of a rate cut at the December meeting of the central bank at about 80% - indicating that the market does not yet consider the issue fully resolved, WSJ <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=Most%20market%20commentators%20expect%20a%20rate%20cut%2C%20but%20it%20isn%E2%80%99t%20yet%20considered%20a%20done%20deal.%20U.S.%20money%20markets%20currently%20price%20around%20an%2080%25%20chance%20of%20a%20rate%20reduction.">notes</a>. The Fed itself late last week <a href="https://finance.yahoo.com/news/stocks-drift-back-towards-record-highs-as-the-final-month-of-2025-gets-underway-what-to-watch-this-week-122743129.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9uZXdzLw&amp;guce_referrer_sig=AQAAAGMfpdQ197q3j2A6VuOXkEy6Amd2MpudikCdhDVbwuIlfJy8aYipfZICQVWSAmxKR7eHxtVSoa4gk1CGiuNp8BiRWy1vd3d_sCAZJ0SECg5h89NpNHHgohfVRjNcP58ZU3eFBMOZK2iOn55agc3A8nq-1EcQSN2R1yP3zYard4yU#:~:text=The%20Fed%20entered%20its%20mandatory%20blackout%20period%20on%20Saturday%2C%20marking%20the%20start%20of%20a%20quiet%20week%20and%20a%20half%20before%20the%20Federal%20Open%20Market%20Committee%20meets%20on%20Dec.%209%2D10.">entered a</a> period of silence before the December meeting.

Salesforce and discounters report: what investors need to know this week

Victoria's Secret & Co.

Once the most popular lingerie store in the U.S. has been in crisis for almost a decade. The market capitalization of Victoria’s Secret is slightly over $2.5 billion now, whereas investors have <a href="https://www.cnbc.com/2025/11/12/skims-5-billion-valuation-funding-round.html">valued</a>&nbsp;Kim Kardashian’s underwear brand Skims at $5 billion.

Victoria’s Secret's turnaround has analysts warming to the story


American Eagle Outfitters, Inc.

Macy's, Inc.

The introduction of agent-based AI will save U.S. retailers about $6 billion in total costs and increase profits by 20% by 2026, <a href="https://finance.yahoo.com/news/how-the-ai-boom-could-unleash-billions-for-some-of-americas-biggest-retailers-163430103.html?guccounter=1">according to</a> Morgan Stanley, one of the largest investment banks. He named the companies that stand to gain the most. However, there are skeptics in the market who warn: everyone has the same access to technology, so it will be extremely difficult to get ahead.

Agency AI could lift retail profits by 20% - Morgan Stanley. Who is the beneficiary?

American Airlines Group Inc.

Super Micro Computer, Inc.

The Hershey Company

Goldman Sachs analysts recommend investors to avoid shares of some companies before the reporting season. Most of the reports will be released next week, but already the bank is recommending selling securities that could disappoint investors. Its <a href="https://www.cnbc.com/2025/07/15/beware-owning-these-stocks-during-earnings-season-goldman-sachs.html">analytical note <a href="https://www.cnbc.com/2025/07/15/beware-owning-these-stocks-during-earnings-season-goldman-sachs.html">is cited</a> by CNBC.

Goldman Sachs names six stocks to avoid during the reporting season

Amazon.com, Inc.

First Solar, Inc.

Eli Lilly and Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Middle East conflict increases uncertainty

Victoria's Secret, the world-famous lingerie maker, is facing a new activist attack. Barington Capital Group&nbsp;<a href="https://www.wsj.com/business/retail/victorias-secret-is-under-mounting-pressure-from-latest-activist-investor-a3ada347?mod=e2li">plans to seek</a>&nbsp;changes in the company's board and a reversal of a shareholder-rights plan put forward by the company. Less than a week ago, another Victoria's Secret investor, Australia's BBRC International, <a href="https://oninvest.com/article/investor-aktivist-obvinil-sovet-direktorov-victoria-s-secret-v-nizkoj-dohodnosti">accused</a> the board of "systematic value destruction."&nbsp;&nbsp;

Victoria's Secret faces second activist fight in a week

Victoria's Secret, the world-famous lingerie retailer, is engaged in "systematic value destruction," <a href="https://www.victoriassecretandco.com/static-files/dbb5121c-549c-43bc-9869-6f67b262a4d4">alleges</a>&nbsp;a letter from activist investor and shareholder,&nbsp;BBRC International PTE Limited, of Australia. The stock, against this backdrop,&nbsp;<a href="https://www.marketwatch.com/investing/stock/vsco/analystestimates?mod=mw_quote_tab">dropped</a>&nbsp;more than 2% yesterday, June 10.