SOTS 10AM: Broadcom buckles, money in the banks, and a potential turnaround for a downward dog 12/12/25

A mixed session in early trading following record highs for the S&P 500 a day earlier. Adam Parker from Trivariate Research and Anastasia Amoroso from Partners Group join with their outlook for equities and private markets. Broadcom shares pulled back sharply despite upbeat results and bullish commentary around AI demand. Analyst Vijay Rakesh gives his take on the drop. Plus, why regional banks could be a good bet in 2026, high hopes for pot stocks, and details behind the CEO change at Lululemon. Squawk on the Street Disclaimer