US markets will be closed tomorrow, and so will we. We’re taking a brief break on Turkey Day to give thanks for food, football, and family. We hope you all are able to do the same, and will pause bargain shopping for a few minutes to join us on Black Friday, when we’ll resume our usual programming.

Until then, happy Thanksgiving!

— Brooks & Cas

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Kohl’s $KSS ( ▲ 2.03% ) climbed again as its sharp post-earnings rally continued.

Deere $DE ( ▼ 1.15% ) slipped despite beating fiscal Q4 expectations.

Dell $DELL ( ▲ 0.07% ) issued upbeat Q4 sales guidance driven by strong AI demand.

Embecta $EMBC ( ▲ 1.47% ) fell as investors extended their pullback following underwhelming guidance.

CleanSpark $CLSK ( ▲ 12.27% ) reported full-year revenue that doubled from last year.

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Piper Sandler $PIPR ( ▲ 0.3% ) has turned more bullish on Oscar Health $OSCR ( ▼ 1.05% ) after taking a close look at its performance in Miami-Dade, the company’s largest county.

The firm upgraded the stock to Overweight and more than doubled its price target to $25, implying roughly 38% upside from current levels.

Analyst Jessica Tassan said the team focused on how Oscar is preparing for a potential shift in the insurance landscape next year. Enhanced advance premium tax credits are set to expire at the end of 2025.

Oscar expects that change to shrink the broader ACA Marketplace, but expand both its margins and market share in 2026.

Piper Sandler noted that Oscar has already priced for a scenario in which enrollment across the Individual Marketplace falls sharply, and built its 2026 product lineup specifically for this tougher environment.

Oscar’s strategy centers on differentiated, condition-specific offerings. One example is HelloMenu, aimed at women in menopause. Tassan said these targeted programs reduce underwriting risk, boost engagement, and support better clinical outcomes.

The firm also highlighted how Oscar structured its 2026 plans to retain members even as premiums rise. Many customers will be able to “buy down” to a similar plan at a different metal tier, helping preserve continuity with both providers and care plans.

Tassan also pointed to a revamped bonus program that rewards brokers and agents for high-volume November enrollments. Because November tends to be the slowest month of open enrollment, the incentive could improve guidance quality and strengthen plan selection.

Oscar shares are up 34% this year, but Piper Sandler believes the next phase could be more meaningful. With products tailored for retention, a margin recapture strategy already in place, and incentives that align the enrollment cycle with better decision-making, the firm sees a clearer path ahead.

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CNBC: Amazon $AMZN ( ▲ 1.77% ) faces a federal probe after an MK30 delivery drone clipped an internet cable in Texas.

Engadget: Uber $UBER ( ▲ 2.2% ) and WeRide $WRD ( ▲ 2.49% ) launched fully driverless robotaxis on Abu Dhabi’s Yas Island.

CNN: School districts alleged that Meta $META ( ▲ 2.26% ), YouTube $GOOGL ( ▲ 0.07% ), TikTok, and Snapchat $SNAP ( ▲ 0.92% ) knowingly targeted teens despite warnings of addictiveness.

TechCrunch: General Motors $GM ( ▲ 0.98% ) lost three top software executives in a month as it consolidated tech teams.

QZ: An MIT study found AI could replace nearly 12% of US workers after simulating 151M jobs to gauge automation potential.

Which sector will outperform over the 2025 holiday shopping season?

▇▇▇▇▇▇ 🛒 E-Commerce

▇▇▇▇▇▇ 🏷️ Off-Price Stores

▇▇▇▇▇▇ 💎 Luxury Retailers

And, in response, you said: