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Why Thursday's Nvidia Earnings-Led Stock Market Early Rally Turned Into a Rout
The Motley Fool· 2025-11-21 11:00
Two key reasons for Thursday's market reversal were increased concern that the Federal Reserve would not cut interest rates in December and jitters about an AI bubble not fully extinguished by Nvidia's earnings report.Many investors in Nvidia (NVDA 3.17%) stock and other artificial intelligence (AI) stocks probably went to bed on Wednesday night believing that Thursday would be a good day for their stock. Indeed, many investors likely thought the same about the entire stock market.That's because AI tech lea ...
CNBC Daily Open: From AI enthusiasm to bubble worries in one day
CNBC· 2025-11-21 09:52
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 20, 2025.U.S. stocks delivered one of their sharpest mood swings in months on Thursday. The Nasdaq Composite ended down 2.16% after spending the morning stateside up as much as 2.6%. The wild swings from high to low (regrettably, not in the opposite direction) were also seen in the S&P 500, which lost 1.56% at the end of the day after reaching a high of 1.9%. The Dow Jones Industrial Average followed the same arc, c ...
Stock market today: Dow, S&P 500, Nasdaq futures rise as Fed rate-cut bets jump; bitcoin sinks
Yahoo Finance· 2025-11-21 07:18
US stock futures turned higher Friday after the week's latest bout of turbulence, while bitcoin kept tumbling to hit a multimonth low as AI worries continued to weigh on investors. Contracts on the tech-heavy Nasdaq 100 (NQ=F) rose 0.4%, while those on the S&P 500 (ES=F) gained 0.5%. Dow Jones Industrial Average futures (YM=F) led the way higher, gaining 0.7%. Stocks closed sharply lower on Thursday in a remarkable turnabout. US equities perked up in premarket after the New York Fed president, John Will ...
Stock market today: Dow, Nasdaq, S&P whipsaw higher as Fed rate-cut bets jump; bitcoin slides
Yahoo Finance· 2025-11-21 07:18
US stocks climbed on Friday during a turbulent session amid rising optimism for a December interest rate cut, while bitcoin (BTC-USD) kept tumbling amid a brutal stretch for cryptocurrencies. The tech-heavy Nasdaq Composite (^IXIC) put on more than 1%, while the S&P 500 (^GSPC) added 1.2%, reversing losses for the two gauges earlier in the trading day that had wiped out initial gains. The Dow Jones Industrial Average (^DJI) rose around 1.5%, or near 700 points. Stocks had closed sharply lower on Thursday ...
Peter Thiel Dumps NVIDIA and Slashes Tesla Stake—Is the AI Bubble About to Pop?
Yahoo Finance· 2025-11-21 07:18
A glowing digital sphere with circuit patterns reflects mounting concerns over an AI bubble in overheated tech markets. Key Points Thiel Macro fully sold its $100M NVIDIA stake and cut Tesla by 76% in Q3. The moves come as concerns rise about an overheating AI-driven tech rally. Investors should assess valuations and risk tolerance before following Thiel’s lead. Interested in Tesla, Inc.? Here are five stocks we like better. Billionaire investor Peter Thiel’s hedge fund, Thiel Macro LLC, reported t ...
Demmert: Investors Overblew A.I. Bubble Fears, NVDA Growth Justifies Valuation
Youtube· 2025-11-21 07:00
All right, [music] ready, set, go. Opening bell has rung. Stocks are taking off.Nvidia is up about 5% bringing the whole market up along with it. You also had some good news on jobs and Walmart as well. James Demer, founder and chief investment officer, Main Street Research, is joining me now.He is notoriously bullish. In fact, you had a hat that said Dow 100,000 and you gave us that some time ago. Tell me a bit about your thoughts on Nvidia.You know, I think that um people have underestimated Nvidia going ...
Thursday's Final Thoughts: Markets Can't Shake A.I. Fears, Digesting Jobs Report
Youtube· 2025-11-21 06:00
劳动力市场数据 - 9月非农就业人数增加119,000个 远超预期的50,000个 [2] - 8月就业人数经下调后为减少4,000个 7月数据亦下调至72,000个 较此前公布值减少7,000个 [2] - 失业率微升至4.4% 为2021年10月以来的最高水平 [2] - 此为美联储在下次潜在降息前获得的最后一份就业报告 10月和11月数据将于12月16日FOMC会议后同时发布 [3] 美联储政策预期 - 10月美联储会议纪要的鹰派言论结合今日数据 使12月降息的可能性低于40% [4] - 官方政府数据开始零星公布 但在12月议息会议前不会获得大量数据 市场对12月降息的定价已发生显著转变 [10] 科技行业与市场情绪 - 尽管英伟达业绩稳健 但对人工智能的担忧再次浮现 市场出现抛售 [5] - 当前市场波动剧烈 对融资循环性及债务市场资金来源存在潜在担忧 [6] - 市场存在对估值过高、投资回报、折旧及AI泡沫的潜在忧虑 这些并未因英伟达的业绩而消失 [7] - 有观点认为不应因存在泡沫而卖出 这暗示其承认泡沫存在 [7] 零售业财报 - BJ's Wholesale将于次日早晨公布财报 预计营收同比增长约5%至53.5亿美元 预计每股收益为19美元 [8] - 其财报和评论将与好市多、塔吉特、沃尔玛已公布的数据和观察形成对比 [8] 美联储官员讲话 - 次日将有美联储官员威廉姆斯和洛根发表讲话 [9]
Nvidia says there’s no AI bubble. Investors agree — for now
Yahoo Finance· 2025-11-21 05:09
The vibe across the sell-side was the same: Whatever you think about AI froth, the growth itself isn’t imaginary.Inside the call, the subtext was louder. Nvidia reaffirmed that its next two years of supply are effectively spoken for. Chief financial officer Colette Kress pointed to a 63% sequential jump in supply commitments — an absurd number in a normal hardware cycle, but a fitting one in an industry where every hyperscaler is fighting for floor space, power, and delivery windows. Analysts who cover the ...
Analyzing Nvidia's Sharp Sell-Off & NVDA Options Activity
Youtube· 2025-11-21 05:01
The market on close. Taking another look at Nvidia. The stock has dropped significantly from its pre-market highs of $198.[music] The company did post another beat and raise on its earnings report. CEO Jensen Wong dismissing talk of an AI bubble on the call, saying, quote, "From our vantage point, we see something very [music] different." Now, what we have seen today is very different trading action in Nvidia. It's been all over the place.So, that means it's time for Options Corner. We'll take a closer look ...
Nvidia market rally couldn’t save Bitcoin’s price: BTC sinks to new low. What’s up with this crypto crash?
Yahoo Finance· 2025-11-21 05:00
Is this the beginning of the end for Bitcoin? Most Read from Fast Company A Bitcoin (BTC) sell-off on November 20 sent the cryptocurrency down 3% to $86,410.50 in midafternoon trading, after a rally had it above $93,000 earlier in the day. It’s now hit its lowest level since April. It’s part of an overall decline in the crypto market that also saw closely watched digital asset XRP (XRP-USD) fall below $2 per token on Thursday, while Ethereum (ETH-USD) shed nearly 3% and was trading at $2,832 at the time ...