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cover of episode 5 Things to Know Before the Opening Bell 6/6/25

5 Things to Know Before the Opening Bell 6/6/25

2025/6/6
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Joe Kernan: 今天是就业数据发布日,市场普遍预期5月份非农就业人数将增加12.5万人,失业率预计将保持稳定。虽然ADP数据可能不具指示性,但就业市场整体表现值得关注。同时,稳定币公司Circle的股价在盘前交易中大幅上涨,这是一个显著的市场动态。然而,Lululemon的营收虽然超出预期,但同店销售额增长未达预期,公司因此下调了全年指引,并计划通过战略性提价来缓解关税的影响。另一方面,DocuSign的股价大幅下跌,原因是第一季度的账单金额低于预期,且公司对当前季度账单的指引也低于预期。最后,Broadcom的营收和利润略高于分析师预期,当前季度指引也超出预期,这得益于强劲的AI收入增长,但由于对AI增长的担忧,股价有所回落。Broadcom电话会议上有人担心,人工智能的增长可能不如预期强劲,这给市场带来了一定的不确定性。

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On WhatsApp, no one can see or hear your personal messages, whether it's a voice call, message, or sending a password. To WhatsApp, it's all just this. So whether you're sharing the streaming password in the family chat or trading those late-night voice messages that could basically become a podcast, your personal messages stay between you, your friends, and your family. No one else. Not even us. WhatsApp. Message privately.

Courage. I learned it from my adoptive mom. Hold my hand. You hold my hand. Learn about adopting a teen from foster care at AdoptUSKids.org. You can't imagine the reward. Brought to you by AdoptUSKids, the U.S. Department of Health and Human Services, and the Ad Council. Hi, I'm Joe Kernan, co-host of Swapbox. Today, I'm with Becky Quick, and this is 5 Things to Know Before Today's Opening Bell.

It's Jobs Friday, number one. Polled forecasters expect an increase of 125,000 non-farm payrolls in May. The unemployment rate is expected to hold steady. Remember, ADP on Friday, it's not the same thing, not necessarily indicative. Maybe even jobless claims might be more jolts or something, but that was a little bit weak. This was unbelievable yesterday. I wondered, didn't you, about Circle? Shares of stablecoin company Circle...

sharply higher in pre-market trading after a big move yesterday. I think it was priced at like 31. Stock opened at 69. And today it's all the way up to 94. Up another 13%. And the shares of...

Lululemon. I wanted to lead with that this morning. I suggested that this morning. I did a double take when I saw this. No, I mean the top of the show. Oh, Lululemon? Yeah, kidding. There's some other stuff, right? A couple other things interceded. President Xi didn't even get top of the show. Yeah, President Xi didn't even get what she said. Didn't even get it. Plenty of earnings and revenue. And the other guy's he. Yeah.

He and she, right? - And she. - He, yeah. Revenue beat estimates for comp sales growth of 1%, missed estimates of 3%. Company cut its full year guidance, citing a dynamic macro environment. The CFO said they're planning strategic price increases to mitigate the effects of tariffs. And then you got the shares of DocuSign sharply lower. Earnings and revenue beat estimates, but billings in the first quarter came in weaker than expected.

The guidance, the big move to the company's guidance for billing in the current quarter also came in below estimates. Broadcom earnings and revenue came in slightly higher than analysts expected. And current quarter guidance also beat estimates on strong AI revenue growth. But the stock's pulling back a bit after a strong run up since the recent low hit in early April, just after President Trump announced.

the sweeping tariff plan. Stock's up about 70% from the April 1st. There were some concerns from the Broadcom call yesterday that maybe all of this AI growth is not going to be quite as strong as had been hoped for, had been anticipated. That's what they said. So that was five things? That was five things. Flies by.

When you're having fun. It's not National Donuts Day and Andrew's out for the second straight year. That's not the sixth thing you need to know? Well, that's the sixth thing. That's the sixth. We got our five. Which is a minimum of what he eats when he's here. Didn't he eat 14 one time? I think he did. He ate like 14 in his... That was in his prime. He has a hollow leg. That's what my mother used to say. You got a hollow leg. Hides it all. Exactly.

We'll be back later today with an all-new Squawk Pod, our daily podcast featuring the best of Squawk Box. Check it out wherever you get your podcasts. Listen anytime. Courage. I learned it from my adoptive mom. Hold my hand. You hold my hand. Learn about adopting a teen from foster care at AdoptUSKids.org. You can't imagine the reward. Brought to you by AdoptUSKids, the U.S. Department of Health and Human Services, and the Ad Council.