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This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Here are five important things investors need to know to start their trading day.
1. No-Tech November
Due to last week’s recovery meeting, Dow Jones Industrial Average and S&P500 Both have won for seven months in a row. But tech stocks were unable to regain much momentum as investors weighed concerns about overspending on artificial intelligence.
I’ll summarize it below.
High-tech oriented Nasdaq Composite It fell about 1.5% in November, ending a seven-month winning streak.Palantir was a notable technical loser last month. Defense stocks fell about 16%, the biggest monthly decline in more than two years. Silver soared to record highs last week, marking the longest consecutive month of gains since 1983. Today’s trading kicks off the final trading month of 2025, poised to cap off another year of big wins for stock investors. Traders are hoping the market will end the year on a strong note. But as CNBC’s Mike Santori points out, investors have relatively low exposure to U.S. stocks. Bitcoin and Ethereum It fell this morning, indicating more pain for crypto trading going forward. Follow live market updates here.
2. Is it affordable?
Eli Lilly & Co. Zepbound Injection Pen, March 28, 2024.
Bloomberg | Bloomberg | Getty Images
Eli Lilly Starting this morning, we are starting to lower prices. The company announced it is lowering the cash cost of single-dose vials of weight loss drug Zepbound on its direct-to-consumer platform.
Starting today, patients with a valid prescription can use cash to purchase the drug on the LillyDirect platform for $299 to $449 per month, depending on dosage. This is down from its previous range of $349 to $499.
Eli Lilly’s move comes weeks after President Donald Trump struck deals with the company and its competitors. novo nordisk To make blockbuster weight loss drugs more accessible and affordable.
3. Turkey and popcorn
Disney’s Zootopia 2 follows detectives Judy Hopps and Nick Wilde as they become entangled in the tortuous trail of a mysterious reptile that turns the mammalian metropolis of Zootopia upside down.
disney
Hollywood has something to be thankful for. This year’s Thanksgiving box office is expected to be one of the best in history.
This weekend’s sales are approximately $294 million, but whether that number accounts for all of yesterday’s sales remains to be determined until today. Still, CNBC’s Sarah Witten reports that this weekend will likely be the third or fourth best Thanksgiving period of all time. disney’s “Zootopia 2” led the way, earning an estimated $156 million.
moreover, IMAX The company announced that worldwide ticket sales during the five-day weekend reached $40.8 million. This is a new high and a 70% increase from the record set last year.
4. Airbus’ predicament
A Latam Airlines Airbus A320 sits on the tarmac at Bogota’s El Dorado Airport on November 28, 2025.
Sergio Yate | AFP | Getty Images
European listed stocks airbus Shares plunged this morning after reports that dozens of the company’s A320 family aircraft were facing industrial quality issues.
Reuters reported, citing sources, that the defect was affecting the aircraft’s fuselage panels, causing delays in some deliveries. However, there is no indication that this issue is currently impacting aircraft in service.
Airbus did not respond to CNBC’s request for comment. The airline apologized in a statement on Monday for a software glitch that grounded about 6,000 of its A320s over the holidays.
5. Existential crisis
Argent Hewitt iStock | 360 | Getty Images
Family businesses that provide personalized memorial products such as headstones face a dual challenge. Over the past few years, they have continued to adjust to the rise in cremation rates. More recently, President Trump’s tariff hikes have increased pressure on profits.
Those companies told CNBC they still import granite despite the tariffs because of high labor costs in the United States. Moreover, certain types of stone are only manufactured internationally. John Dioguardi of the Roman Monument says, “God gave certain delicious things to different parts of the world.”
