Eli Lilly’s price cut, Thanksgiving box office, trouble for gravestone makers and more in Morning Squawk

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Here are five key things investors need to know to start the trading day:

Last week’s recovery rally allowed the Dow Jones Industrial Average and S&P 500 to both finish their seventh straight winning month. But technology stocks weren’t able to regain as much ground, as investors weighed concerns about overspending on artificial intelligence.

Here’s a recap:

• The tech-heavy Nasdaq Composite dropped around 1.5% in November, snapping its seven-month win streak.
• Palantir was a notable tech loser last month. The defense stock dropping around 16% for its biggest monthly decline in more than two years.
• Silver surged back to all-time highs last week and notched its longest streak of positive months since 1983.
• Today’s session kicks off the final trading month of 2025, which is poised to cap another year of big wins for stock investors.
• Traders are hoping that that market will end the year on a high note. But as CNBC’s Mike Santoli notes, investors have relatively low exposure to U.S. stocks.
• Meanwhile, Bitcoin and Ethereum fell this morning, indicating more pain for the crypto trade ahead.
• Follow live markets updates here.

Eli Lilly is getting in on the price-cutting action this morning. The pharma company said it’s lowering the cash cost of single-dose vials of weight-loss drug Zepbound on its direct-to-consumer platform.

Beginning today, patients using cash and with a valid prescription can buy the drug for between $299 and $449 a month, depending on the dose, on the LillyDirect platform. That’s down from the prior range of $349 to $499.

Eli Lilly’s move comes weeks after President Donald Trump signed deals with the company and its competitor Novo Nordisk to make their blockbuster weight-loss drugs more accessible and affordable.

Hollywood has something to be thankful for. This year’s Thanksgiving box office performance is poised to be one of the best in history.

The holiday weekend brought in around $294 million, though that number won’t be finalized until today to account for all of yesterday’s sales. Still, CNBC’s Sarah Whitten reports that this weekend will likely equate to the third or fourth best Thanksgiving period ever. Disney’s “Zootopia 2” led the way, bringing in an estimated $156 million.

Additionally, IMAX said it saw $40.8 million in global ticket sales over the five-day holiday weekend period. That’s a new all-time high and marks a 70% increase from the record set last year.

European-listed shares of Airbus tumbled this morning following reports of an industrial quality issue facing dozens of its A320-family aircraft.

Reuters reported, citing sources, that a flaw is affecting the planes’ fuselage panels, resulting in some some delayed deliveries. However, there are no indications that the issue is affecting planes currently in service.

Airbus did not respond to CNBC’s request for comment. In a Monday statement, the company apologized for a software glitch that grounded about 6,000 of its A320-family planes over the holiday weekend.

Family businesses that provide personalized memorial products like gravestones are facing dual challenges. For several years, they’ve been adjusting as the cremation rate grows. More recently, Trump’s tariff increases have added pressure to their bottom lines.

These businesses told CNBC they still import granite despite the levies, due to higher labor costs in the U.S. On top of that, certain types of the stone are only made internationally. As Rome Monument’s John Dioguardi put it, “God gave the different parts of the world certain yummies.”