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Global Markets Rise, Tracking Wall Street Gains Ahead of Thanksgiving
WSJ· 2025-11-26 17:30
U.S. stock futures pointed to a higher open following the prior session's broad-based gains, as delayed data boosts expectations for a Fed rate cut next month. ...
‘Hassett Effect' May Weigh on U.S. Dollar
WSJ· 2025-11-26 11:20
The U.S. dollar was steady through surging odds of Fed rate cut bets, but stumbles with the jump in odds of Kevin Hassett being nominated as the next Fed Chair, said Vishnu Varathan at Mizuho Securities. ...
Asia-Pacific markets set to track Wall Street gains on rising Fed rate-cut expectations
CNBC· 2025-11-26 07:39
SHANGHAI, CHINA - JUNE 08: Aerial view of skyscrapers standing at the Lujiazui Financial District at sunrise on June 8, 2022 in Shanghai, China.Asia-Pacific markets opened higher Wednesday, tracking Wall Street gains on hopes that the U.S. Federal Reserve could cut benchmark interest rates in December.Expectations rose after Bloomberg reported that White House National Economic Council Director Kevin Hassett was being considered as the frontrunner to become the next Fed chair. Investors see Hassett as someo ...
Tesla sales in Europe plunge, why you may be overexposed to Big Tech
Youtube· 2025-11-26 05:43
Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell on stocks higher here as the rally resumes on Wall Street.This time driven by the Dow. Let's welcome in now ENZ Fere over the touch. Joining us to break down the headlines.Enz, what are you seeing in the markets. Josh, we are looking at session highs here with the Dow up 1.3%, the Nasdaq also higher, flipping into green territory because it was in the red earlier in ...
Fed doesn't need to cut in December for markets to go higher, says Ed Yardeni
Youtube· 2025-11-26 05:16
and stocks will still climb even higher. Ed Yardeni is the president of Yard Denny Research joins us now. It's good to see you.You don't shy away from controversial takes. Some might find this to be just that. Why do you think this market can go higher even if the Fed does little.>> Well, I think that if the Fed does cut rates, we'll have to watch what the bond market does because last year when the Fed cut the Fed funds rate by 100 basis points, the the bond yield went up by 100 basis points. Uh I think mu ...
ORCL Earnings More Important Than NVDA? A.I. Spend Takes Over Trade
Youtube· 2025-11-26 00:00
Tech this morning. Welcome back to Morning Trade Live. It's time for the big picture.So, let's welcome in the team from Charles Schwab. Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Cooper Howard, director of fixed income research and strategy. Schwab Center for Financial Research.Okay, a lot to get across this morning, guys. Um, Nate, let's just start with you as far as what we're seeing with the selloff in tech here. I mean, what do you make of it.Nvidia is u ...
US stock market today: Why the Dow is up but S&P 500 and Nasdaq are sinking as Alphabet jumps and Nvidia tumbles on Meta–Google chip talks
The Economic Times· 2025-11-25 23:45
US stock market showed mixed signals on Tuesday, November 25, with the Dow Jones up 0.6%, the S&P 500 flat, and the Nasdaq down 0.3%. Monday’s tech rally couldn’t carry over as investors weighed retail sales, inflation data, and the Federal Reserve’s next move. Despite the bounce, all three indexes remain on track for monthly losses, as fears of high valuations in AI and tech stocks continue to worry traders. Tech shares led the day’s swings. 4% after reports that Meta plans to spend billions on AI chips fr ...
Meta reportedly in talks to buy AI chips from Google, Best Buy earnings beat Wall Street estimates
Youtube· 2025-11-25 22:29
AI芯片与基础设施竞争 - Alphabet股价在盘前交易中继续上涨 受Meta计划斥资数十亿美元购买谷歌AI芯片的报道推动[2] - Meta是AI基础设施最大支出方之一 预计今年资本支出在700亿至720亿美元之间[3] - 英伟达股价在盘前下跌超过3.5% 因AI基础设施公司寻求芯片供应商多元化以降低对英伟达依赖[4] - 博通股价受AI硬件需求提振 包括新产品交换机发布和基础设施交易扩展[31] - 戴尔第三季度AI服务器销售额预计降至50-60亿美元 低于上季度的80亿美元 但英伟达新Blackwell芯片相关项目可能推动新订单增长[15] AI模型与技术进展 - Alphabet最新Gemini AI模型获得积极反响 Salesforce高管宣布将放弃GPT转向Gemini[6] - Gemini在多项基准测试中表现优于GPT-5 特别是在推理和编码能力方面[7] - Anthropic发布Claude 4.5模型 声称性能超过Gemini 3和GPT-5[8] - 阿里巴巴第二季度云收入增长34% AI相关产品收入连续第九个季度实现三位数增长[11] - 阿里巴巴新版Quen AI应用一周内下载量达1000万次[11] 零售行业表现 - 百思买第三季度调整后每股收益1.40美元超过预期的1.30美元 营收96.7亿美元超过预期的95.8亿美元[43] - 科尔士连续第二个季度上调全年展望 预计全年净销售额下降3.5%-4%[44] - 迪克体育用品连续第二个季度上调展望 预计现有门店销售增长[45] - 尽管11月消费者信心下降 消费者仍愿意在假日季购物[46] 中国市场动态 - 阿里巴巴第二季度总营收增长5%至350亿美元[11] - 自动驾驶初创公司小马智行宣布与欧洲打车应用Bolt合作 计划到2026年将机器人出租车车队扩大至3000辆以上[36] - 中国机器人出租车公司正在中东和欧洲市场取得进展[37] 加密货币市场 - 比特币从10月高点下跌超过30% 过去24小时出现反弹迹象[38] - 整个加密货币市场市值自10月以来下跌约29%[39] - 比特币目前较10月历史高点下跌约29%[39] 自动化技术公司 - 仓库自动化公司Symbotic 2025财年营收同比增长26%[32] - Zoom第三季度营收12.3亿美元 同比增长4% 每股收益1.52美元均超预期[34] 美联储政策预期 - 市场预计12月降息概率超过80%[12] - 美联储官员Waller支持12月降息 预计9月就业报告将下修5-6万个岗位[48] - 纽约联储主席Williams表示近期可能降息 这改变了市场预期[52]
There's More Markets Pain Coming Soon: 3-Minute MLIV
Youtube· 2025-11-25 16:19
Strong gains in stocks globally. US into Asia. Mark, as a result of what the Fed rate cut theme does that live on US futures rolled over a little.Yeah, I think that the sell off that we started in stocks about four weeks ago is still not fully exhausted. I know that's been a kind of repeated refrain of mine for the last few weeks. I understand why people are rushing to buy the dip very quickly, but it just doesn't feel like that the pain in the digital asset sector has fully played out.And sure, there's not ...
Broadcom, Alphabet, Sandisk, Novo Nordisk And Zoom: Why These 5 Stocks Are On Investors' Radars Today - Alphabet (NASDAQ:GOOG)
Benzinga· 2025-11-25 09:13
U.S. stock futures rose on Monday, building on Friday’s gains. Optimism is fueled by New York Fed President John Williams‘ suggestion that a December rate cut remains possible. The Dow Jones Industrial Average rose 0.44% to 46,448.27, the S&P 500 added 1.5% to 6,705.12, and the Nasdaq jumped 2.69% to 22,872.00.These are the top stocks that gained the attention of retail traders and investors through the day:Broadcom Inc. (NASDAQ:AVGO)Broadcom’s stock surged 11.10% to close at $377.96, reaching an intraday h ...