Happy Monday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟨 | US stocks were mixed Monday on the heels of a winning week and month. The S&P 500 rose slightly to a fresh record, while the Dow Jones ticked down.

• 📈 | One Notable Gainer: Shares of Super Micro Computer soared nearly 30% after an accounting probe found no evidence of fraud.

• 📉 | One Notable Decliner: Starbucks’ stock slipped nearly 1% after a CBS investigation revealed some cups placed in the coffee shop’s recycling bins wound up in landfills.

Plus, did you miss out on Ring? This may be your chance to secure your stake in the smart home market.

Sponsored by RYSE

Missed Out on Shark Tank’s Big Wins? Don’t Miss RYSE

The hit show Shark Tank has introduced the world to some of today’s most successful brands:

• Bombas – raised $200M in follow-on investment

• Scrub Daddy – over $300M in sales

• Ring – valued at $7M on Shark Tank, later acquired by Amazon for $1.2B, after all the Sharks passed!

Now, Dragon’s Den (the International version of Shark Tank) is proving to be another launchpad for promising brands, and RYSE Smart Shades secured not just one, but two offers from the Dragons. For a limited time, you have the chance to invest alongside the Dragons in a brand that could become the next household name.

With their breakthrough smart shade technology and distribution already in 127 Best Buy stores, RYSE is poised to be a big thing in tech!

This is your chance to invest early in a smart home company with big momentum.

MARKET MOVERS

Tesla, JPMorgan, Lululemon

TSLA (+3.5%) Roth MKM upgrades Tesla, citing Musk’s support for Trump boosting brand enthusiasm (CNBC)

JPM (-1.4%) JPMorgan Rejects Transition-Finance Trend Gripping Wall Street (Bloomberg)

LULU (+4.3%) Citi sees limited risk for Lululemon stock, maintains Neutral rating ahead of 3Q results (Investing.com)

FSLR (+4.3%) U.S. slaps more tariffs on Southeast Asian solar imports (SeekingAlpha)

PCG (-5%) PG&E Corporation Announces Launch of Concurrent Offerings of Common Stock and Mandatory Convertible Preferred Stock (PR Newswire)

OVERHEARD ON THE STREET

NPR: On Black Friday, many shoppers avoided mall crowds and spent record amounts online, while big retailers used deep discounts to attract traffic.

Bloomberg: Intel’s CEO, who oversaw a more than 60% dip in stock price, announced his immediate retirement.

CNBC: Jeep-maker Stellantis’ CEO resigned as well, amid falling sales. The company expects to appoint a new chief exec by mid-next year.

Reuters: Weak demand for package delivery companies like UPS and FedEx could benefit US online shoppers seeking on-time holiday gift delivery.

Barron’s: Bitcoin's value drops as the cryptocurrency's post-Trump rally loses momentum.

TOMORROW’S TRADE IDEA, TODAY

Like College Football? You Might Like Disney Too

More Games, More Ads

This football season is the first one with the expanded 12-team college football playoff. That means late-season games remain meaningful for more teams — and viewership is up as a result. 

In fact, Disney’s (DIS) TV stations that air college football games — including ESPN, ESPN2, and ABC — are all on pace for their highest viewership since 2016.

Consequently, advertisers have seen an increase in engagement for their in-game commercials, according to ad data company EDO — which may be great news for Disney too.

Effective Advertising

EDO reported that viewers were 11% more likely to engage with ads during games aired on Disney than the average for cable prime-time games.

In turn, those time slots are becoming more valuable to advertisers, which could potentially mean more ad revenue for Disney.

The good news doesn’t stop there. EDO also found that ads aired on Disney broadcasts were 93% more effective last year than programming happening at the same time on other networks, another checkbox for brands deciding where to direct their ad spend.

Wheeling and Dealing

Disney has already sold out its ad spots for all of the conference championship games it is airing, as well as roughly 95% of its ad slots for College Football Playoff games. 

But the boost might go beyond this season. In March, ESPN and the College Football Playoff announced a 6-year, $7.8-billion-dollar deal that will have the networks airing the games through 2032. Warner Bros. Discovery also sublicensed the rights to the first-round and quarterfinal playoff games from ESPN for five years.

Disney appears to be turning into a college football juggernaut at a time when the league’s popularity is peaking — and could be poised to remain one for the rest of the decade.

This trend may be worth tuning into, for football fans and investors alike.

Sponsored by RYSE

Missed Out on Shark Tank’s Big Wins? Don’t Miss RYSE

The hit show Shark Tank has introduced the world to some of today’s most successful brands:

• Bombas – raised $200M in follow-on investment

• Scrub Daddy – over $300M in sales

• Ring – valued at $7M on Shark Tank, later acquired by Amazon for $1.2B, after all the Sharks passed!

Now, Dragon’s Den (the International version of Shark Tank) is proving to be another launchpad for promising brands, and RYSE Smart Shades secured not just one, but two offers from the Dragons. For a limited time, you have the chance to invest alongside the Dragons in a brand that could become the next household name.

With their breakthrough smart shade technology and distribution already in 127 Best Buy stores, RYSE is poised to be a big thing in tech!

This is your chance to invest early in a smart home company with big momentum.

ON OUR RADAR

Reuters: U.S. President Joe Biden pardoned his son Hunter Biden after previously pledging not to. Here are the legal implications.

CNBC: France's prime minister plans to push through a contested budget despite the risk of a no-confidence vote.

WSJ: China's biggest EV maker, BYD, has become a major iPad assembler, employing around 100,000 people for Apple.

CNN: Sex workers in Belgium are now entitled to formal employment contracts, which include sick pay and maternity leave, under a new landmark law.

BI: Jaguar's rebrand has been criticized as “woke”, with marketing experts characterizing it as either brilliant and disrupting, or “bonkers”.

FRIDAY’S POLL RESULTS

Which stock do you think will outperform over the next 12 months?

🟨🟨🟨🟨⬜️⬜️ Brinker International (EAT)

🟨🟨🟨🟨⬜️⬜️ Darden Restaurants (DRI)

🟩🟩🟩🟩🟩🟩 Domino’s Pizza (DPZ)