Stranger Things is ending. Netflix’s $NFLX ( ▼ 2.4% ) follow-up? Bigger and Better Things.

The streamer built its early growth on giant, monoculture hits. But today, it seems to be playing a different game: pricing, ads, and global churn management.

In other words? This long-awaited finale may be a big milestone. But it’s probably not a make-or-break moment.

— Brooks & Cas

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Kohl’s $KSS ( ▲ 42.53% ) beat Q3 earnings and revenue expectations.

Estee Lauder $EL ( ▼ 1.55% ) fell after Rothschild downgraded the stock to Sell.

Zoom $ZM ( ▲ 9.85% ) posted a Q3 beat and issuing stronger Q4 guidance.

Pony AI $PONY ( ▲ 5.88% ) reported strong Q3 results and plans to expand its robo-taxi fleet in China.

Burlington $BURL ( ▼ 12.24% ) slipped after mixed Q3 results, with revenue coming in just below forecasts.

To monitor hot stocks in real time, check out The Street Feed.

With Black Friday approaching, Wall Street is narrowing in on what holiday shopping patterns are emerging, and which retailers stand to come out on top.

Goldman Sachs $GS ( ▲ 1.47% ) surveyed 1,000 US consumers and found a cautious backdrop. Fewer shoppers plan to spend the same or more than last year. Optimism is now concentrated in higher-income households, while value-seeking behavior is rising across the board.

That shift, the firm argues, plays into the hands of online marketplaces and off-price retailers. Goldman expects Amazon $AMZN ( ▲ 1.5% ) and Walmart $WMT ( ▲ 2.83% ) to be the top shopping destinations, while value retailers like TJX Companies $TJX ( ▲ 2.37% ) , Burlington $BURL ( ▼ 12.24% ), Five Below $FIVE ( ▲ 3.72% ), and Ross Stores $ROST ( ▲ 1.36% ) are also well-positioned.

Goldman’s survey shows online-only and discount channels remain dominant. Even so, both categories saw slight share declines, as some consumers plan to avoid shopping entirely. Among active shoppers, the firm found, value is king. Promotions matter more. Prices feel higher. Trade-down behavior is gaining momentum.

The Street seems to think that sets up Amazon particularly well for this season.

JPMorgan’s $JPM ( ▲ 1.68% ) Doug Anmuth named the tech giant his top idea, pointing to expected 7% growth in US e-commerce holiday sales. He also noted Amazon’s wide selection, competitive pricing, and strength in one-day delivery and advertising. The company holds roughly 46% share of US e-commerce.

UBS $UBS ( ▲ 2.18% ) analyst Jay Sole also expects overall holiday spending to be lackluster. But he sees a near-perfect setup for off-price retailers. Consumer uncertainty often pushes shoppers toward bargains, and off-price chains tend to shine when budgets tighten.

Black Friday will deliver the first major read on spending trends. Wall Street expects cautious wallets but strong market-share gains for retailers that combine convenience with value. Analysts say those players already have momentum heading into the season.

Banzai International, Inc. (NASDAQ: BNZI) is scaling faster than nearly any player in the AI marketing space. Revenue is up 205%. ARR surged 182%. Margins hit 83%.

BNZI now serves more than 140,000 customers, including Cisco and New York Life, thanks to a connected suite spanning AI newsletters, high-ROI webinars, and enterprise-grade video creation.

Its stock price has yet to reflect this growth. But that may not be the case forever. Act now and discover how BNZI is turning AI-powered marketing into a profit-generating machine — before it kicks into high gear.

Reuters: US Treasury Secretary Scott Bessent said Trump would likely name a new Fed Chair before Christmas as Kevin Hassett emerged as the frontrunner.

AP: US consumer confidence fell in November as shutdown aftershocks, weak hiring, and persistent inflation darkened Americans’ economic outlook.

TechCrunch: Warner Music $WMG ( ▼ 2.17% ) settled its lawsuit with AI startup Suno, struck a partnership deal, and sold Songkick as Suno prepares licensed models for 2026.

CNBC: Nvidia $NVDA ( ▼ 2.59% ) insisted its Blackwell chips remained a generation ahead following reports that Meta might adopt Google’s TPUs.

SeekingAlpha: Klarna $KLAR ( ▲ 3.38% ) unveiled a stablecoin, KlarnaUSD, aiming to cut cross-border payment costs.

Are you bullish or bearish on Baidu $BIDU ( ▼ 1.12% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish