Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look-ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday November 30th, and I'm your host, Kim Kahn.

As investors return from Thanksgiving, with heavier waistlines and lighter wallets, shopping

remains a key theme, with Salesforce and a slate of retail names reporting earnings.

Salesforce is expected to post EPS of 286 on revenue of $10.27 billion when it reports Wednesday.

Seeking Alpha analyst Luca Sachi says the market is now fixated

on whether growth can break a psychological threshold investors can't ignore. AI has flipped the

narrative, he says, instead of excitement, it's fueling doubts about CRM's moat and the long-term

payoff of agent force. But DM Insights points out that the stock trades at a historically low valuation, even below

the S&P 500, and argues that its predictable model, AI tailwinds, and attractive risk-reward profile

make it a buy. Also on the earnings calendar, MongoDB reports Monday, CrowdStrike, Marvel, and

GitLab issue numbers Tuesday. Snowflate, Dollar Tree, and C3 AI weigh in on

Wednesday with Salesforce, Kroger, Ulta Beauty, Hewlett-Packard Enterprise, and Dollar General

report Thursday. Victoria's Secret is up Friday. On the economic front, the week kicks off with

Federal Reserve Chairman Jay Powell speaking in a panel discussion at Stanford, but the Fed is in

its blackout period, so expect him to stick to the topic of the economic legacy of George

Schultz. The markets are pricing an 85% chance that the FOMC cuts by a quarter point on December

10th. The odds are the highest since Powell's last press conference, which leaned hawkish.

There will be a mix of old and new economic

data again. Fed officials will get the core PCE inflation figures ahead of their decision. The

catch is those figures are from September. Fed officials and traders might get better insight

...