Activist Elliott loads up on lululemon

Wall Street Breakfast · Dec 18, 2025 · 4m

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MU, LULU and moreU.S. approves $11.1 billion arms sales to TaiwanHouse passes Republican healthcare bill without extending ACA subsidiesInstacart stock falls on report of FTC probe over AI pricing toolSign up for our daily…