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Today is Friday, December 12, 2025.
The Early Bird Index today is 86.07.
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PRESENTED BY YOUSOLAR
A Rare Opening in a Trillion-Dollar Energy Mega-Trend
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The round is closing soon.
Broadcom’s Backlog Confusion 🤔
Despite posting good financial earnings results on Thursday, the semiconductor company Broadcom $AVGO ( ▼ 11.43% ) fell 4.47% in after-hours trading.
Financials: Broadcom reported earnings of $1.95 per share in the past quarter and revenue of $18 billion. Both were better than expected.
Details: The company achieved record revenue due to its AI semiconductor revenue increasing by 74%. Broadcom expects that revenue will double in the current quarter.
Powering the Story: Broadcom reported a substantial $73 billion backlog for its AI products over the next 18 months. But investors were confused by that number. They expected more, and the backlog did not meet their expectations.
Early Bird’s Nest Egg Gains: Broadcom’s backlog was less explosive than what many had hoped for relative to the company’s AI hype, recent stock run, and peers’ disclosed pipelines.
With AI sales expected to double, investors were primed for a blow‑out order number that would clearly outshine other AI hardware names.
Some investors saw $73 billion over six quarters as good but not transformational.
Investors were also confused about the company’s margins in the quarter.
Final Thoughts: It’s a setback for Broadcom. The stock had soared 75% this year.
Notables
Notable Earnings Today: Johnson Outdoors (Nasdaq: JOUT).
Notable IPOs Today: Wealthfront Corporation Common Stock (Nasdaq: WLTH), Twelve Seas Investment Company III Units (Nasdaq: TWLVU), Newbridge Acquisition Limited Unit (Nasdaq: NBRGU), ITHAX Acquisition Corp III Units (Nasdaq: ITHAU).
Notable Equity Crowdfunding Campaigns Ending Today: Clubhound (Wefunder), Collab (Wefunder), Macrovey (Netcapital), Good Tenants Services (Netcapital), SprinkleBites (Honeycomb).
Notable Economic Events Today: N/A.
Lululemon Begins CEO Search
It’s a new day for Lululemon Athletica $LULU ( ▲ 9.6% ). The company jumped 10.67% in after-hours trading on Thursday after posting strong financial earnings results.
Financials: Lululemon reported earnings of $2.59 per share in the past quarter and revenue of $2.6 billion. Both were better than expected.
Powering the Story: Investors were pleased that the company also announced on Thursday that CEO Calvin McDonald was stepping down, and a search for a replacement was underway. Under his leadership this year, the stock had lost nearly half its value.
Final Thoughts: On the bright side, Lululemon also announced a $1 billion stock buyback on Thursday to boost the beaten-down stock price.
Costco’s Mixed Financial Results
Retail giant Costco $COST ( ▼ 0.0% ) posted mixed financial earnings results on Thursday, causing the stock to slip by 0.68% in after-hours trading.
Financials: Costco reported earnings of $4.50 per share in the past quarter, which were better than expected. But revenue was only $65.98 billion, which was lower than expected.
Final Thoughts: It’s been a lackluster year for Costco. The stock is down over 2%.
Trends to Watch
Good and Bad: Bitcoin Rebounds to $93K From Post-Fed Lows, but Altcoins Remain Under Pressure (CoinDesk)
Impressive Results: Major Weight Loss and Knee-Pain Relief Seen With New Eli Lilly Drug (New York Times)
Zealous: Rivian announces new AI tech, chip and robotaxi ambitions (CNBC)
Bullish: XRP buy signal flashes as funding rate turns deeply negative: Will bulls step in? (Cointelegraph)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
