LULU's discount dilemma

lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)  Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, DOCU, and moreThe summer box office blitz is starting to heat upCrowdStrike CEO brushes off post-earnings dip, points to exploding AI demandNvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.