President Donald Trump and Mark Cuban finally agree on something: cutting out the middleman. The former announced deals with Eli Lilly $LLY ( ▲ 1.26% ) and Novo Nordisk $NVO ( ▼ 4.02% ) to lower the cost of popular GLP-1 drugs, with monthly prices starting between $150 and $250.

Even longtime critic Cuban praised the plan as “great,” saying it mirrors his own direct-to-consumer model that cuts pharmacy benefit managers out of the supply chain. Cuban recently unveiled his own price cut with his firm Cost Plus Drugs, slashing a top autoimmune drug from $80,000 a year to about $1,400.

Let’s take a moment to appreciate an economic move with “no downside for anyone” — and an increasingly rare bit of bipartisan consensus.

Plus, read to the end for the closest thing to jobs data we’ll get all week...

— Brooks & Cas

Own the AI powering Fortune 1000 brands with recurring 7-figure contracts in place. 4,900% growth, 10,000+ investors, backed by Adobe & Insiders @Google. $0.81/share, price changes 11/20.

Qualcomm $QCOM ( ▼ 3.63% ) warned it may lose Apple $AAPL ( ▼ 0.14% ) as a modem customer.

Under Armour $UAA ( ▼ 1.3% ) slipped even after beating earnings and revenue estimates.

Snap $SNAP ( ▲ 9.73% ) unveiled a $500M buyback and announced a $400M AI partnership with Perplexity.

Duolingo $DUOL ( ▼ 25.49% ) issued weaker bookings guidance despite topping Q3 sales estimates.

DoorDash $DASH ( ▼ 17.45% ) reported mixed Q3 results with weaker earnings but stronger revenue.

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Scotts Miracle-Gro $SMG ( ▲ 0.84% ) is back in Wall Street’s good graces.

Stifel upgraded the fertilizer and lawn-care company to Buy after a better-than-expected fourth quarter and stronger earnings guidance for fiscal 2026.

Analyst W. Andrew Carter kept his $70 price target, roughly 32% above current levels, as Scotts is starting to trade more like its consumer-staples peers again.

While shares have fallen 14% this year, the company’s latest results gave the analyst reasons for optimism.

Adjusted losses of $1.96 per share came in narrower than forecasts, and management’s 2026 EPS outlook topped expectations. Carter said the firm’s gross margin trajectory is “above our expectations,” helped by cost controls and improved shipment efficiency across the supply chain.

Stifel raised its earnings forecast to $4.26 per share for 2026, up from $4.07, adding that the company’s leading position in the home and garden segment remains intact. Retailers continue to depend on its flagship Miracle-Gro and Ortho brands even amid sluggish home-improvement spending.

Though the environment is still imperfect, Carter argued that Scotts’ performance “validates the category’s resilience.”

With more disciplined operations, a cleaner balance sheet, and steady retailer demand, the stock could finally be turning a corner.

If the company executes through the next growing season, investors may find that Scotts’ fertilizer isn’t just for lawns, but also margins.

Own the AI powering Fortune 1000 brands with recurring 7-figure contracts in place. 4,900% growth, 10,000+ investors, backed by Adobe & Insiders @Google. $0.81/share, price changes 11/20.

Reuters: Microsoft $MSFT ( ▼ 1.98% ) is launching the MAI Superintelligence Team to develop AI systems that surpass human capabilities.

NYT: ESPN $DIS ( ▼ 0.78% ) ended its PENN $PENN ( ▼ 10.4% ) partnership and named DraftKings $DKNG ( ▲ 0.22% ) its exclusive sportsbook provider.

CBS News: Starbucks’ $SBUX ( ▼ 0.8% ) $30 “bearista” mug, shaped like a honey bear, sold out instantly and is now reselling on eBay $EBAY ( ▼ 0.2% ) for up to $300.

CNBC: Meta $META ( ▼ 2.68% ) reportedly made about $16B from scam and banned product ads in 2024.

AP: Boeing $BA ( ▼ 0.57% ) avoided criminal charges over the 737 Max crashes after a judge approved a deal requiring $1.1B in fines, payouts, and safety reforms.

The future of work, apparently, is less work.

Job cuts surged to 20-year highs last month, led by tech and logistics. Not the best news, but hey. It’s the second month in a row without a federal jobs report. We’ll take our labor data dopamine wherever we can get it.

Are you bullish or bearish on Yum Brands $YUM ( ▼ 1.19% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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