Francesca Fontana

speaker

586 appearances 22 recordings 1 series first heard Feb 2025 last heard 10 Jan

Francesca Fontana’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Dec 2025 with 3.

Appearances

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WSJ What’s News · What’s News in Markets: Soup Stock, AI Angst, Lululemon Rebound · 13 Dec 2025 podcast

And the report drained Campbell shares, which dropped 5.2% on Tuesday.

But the stock paired some of its losses and ended the week down 2.9%.

Now let's circle back to the tech stocks that were weighed down by continued concern about the AI trade.

The two in focus?

Oracle and Broadcom, which both posted quarterly reports.

In its report, Oracle missed expectations for its revenue and operating income, and it raised its spending forecast, fueling investor concern that its AI aspirations will take longer to pay off.

Oracle shares sank 11% on Thursday, dragging the Nasdaq down into the red for the day and putting into stark relief how the sentiment around the brave new world of AI has shifted.

After all, it was just back in September that Oracle posted a one-day gain of 36% as the AI trade was boosting markets to records this year.

Then, chip designer Broadcom followed a similar trajectory on Friday after its own earnings report, in which its rapid sales growth didn't outweigh concerns over its sales forecasts and contracts backlog.

And Broadcom's shares sank 11% on Friday.

On a weekly basis, Oracle lost about 13%, and Broadcom lost about 7.8%.

Last but not least, let's talk Lululemon.

The athleisure stock has had a rough year, but on Friday, shares were riding high after the company announced the departure of its CEO and after The Wall Street Journal reported that its estranged founder is eyeing a proxy fight to address the brand's so-called loss of cool.

Let's take a look.

The company's U.S.

sales have stumbled as of late, and so has its stock price.

Year-to-date, Lululemon shares are down roughly 46% as of Friday's close, compared with the S&P 500's year-to-date gain of roughly 16%.

But Friday's news helped the stock turn things around, at least for the day, with Lululemon shares jumping 9.6% and ending the week with a gain of 7.9%.

And now you know what's news in markets this week.

You can read about more stocks that moved on the week's news in The Score, my column in the Wall Street Journalist Exchange section.

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