The American rail system could be thrown into disarray as soon as December 5, just in time for the busy holiday shipping season. The CEO of the American Association of Railroads tells us why he’s confident a deal will get done before that strike deadline. Zillow Co-Founder Spencer Rascoff on where he expects home prices to fall the most and why there’s a silver lining in today’s market versus 2007’s. And from rising food costs to changing consumer behaviro, the CEO of Dickey’s Barbecue Restaurants gives us a peek at the back of the house. Plus, the one semi stock you need to own right now.

Stocks popping on a cooler-than-expected PPI number, but one strategist says much like the reaction to CPI data, the markets are reacting too wildly. He tells us why and where he’s putting money to work. A double upgrade for Netflix from Bank of America’s new analyst…what’s got her so excited about the new ad tier. And Walmart crushed its third quarter, will TJX and Target follow suit? We’ve got the action, the story and the trade on both ahead of their reports.