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Here is Your Complete Market Rundown (11/25/2025)
Today's Top Stories:
Ukraine Backs Core Terms of US Peace Plan as Russia Signals Potential Rejection
Ukraine has agreed to the essence of a revised US-brokered peace framework following Geneva talks, with officials calling remaining issues "not insurmountable." However, Russia's Foreign Minister Lavrov suggested Moscow could reject modifications to the original Alaska proposal. US Army Secretary Driscoll held secret talks with Russian officials in Abu Dhabi as negotiations intensify.
Company News:
Alphabet Inc. (GOOG)
Performance Overview
1D Change: 1.63%
5D Change: 13.6%
News Volume: 423
Unusual Volume Factor: 3x
Alphabet Surges Toward $4 Trillion Valuation as Meta Eyes Google AI Chips, Pressuring Nvidia
Alphabet shares hit record highs on November 25, 2025, climbing as much as 4.3% and adding approximately $178 billion in market value, positioning the company to become only the fourth to reach a $4 trillion market capitalization.
The rally was fueled by reports that Meta Platforms is in advanced talks to spend billions of dollars on Google’s Tensor Processing Units starting in 2027, with potential cloud rental arrangements beginning as early as next year.
Nvidia Corporation (NVDA)
Performance Overview
1D Change: -2.61%
5D Change: -1.97%
News Volume: 373
Unusual Volume Factor: 1x
Nvidia Shares Plunge 6% as Meta-Google AI Chip Partnership Threatens Market Dominance
Nvidia shares tumbled 6.3% Tuesday, erasing $243 billion in market value in the chipmaker’s worst single-day decline in seven months, after reports emerged that Meta Platforms is negotiating a multi-billion-dollar deal to purchase Google’s Tensor Processing Units (TPUs) for AI data centers starting in 2027.
The Information reported Meta may also rent TPUs through Google Cloud as early as next year, marking a significant challenge to Nvidia’s dominance in the AI chip market.
Meta Platforms, Inc. (META)
Performance Overview
1D Change: 3.74%
5D Change: 6.45%
News Volume: 177
Unusual Volume Factor: 2x
Meta in Talks for Multi-Billion Dollar Google AI Chip Deal, Threatening Nvidia’s Market Dominance
Meta Platforms is negotiating a multi-billion-dollar agreement with Google to purchase the search giant’s Tensor Processing Units (TPUs) for its data centers starting in 2027, with potential cloud rental arrangements beginning as early as next year, according to The Information.
The reported deal would mark Google’s first major external sale of its custom AI chips and could enable the company to capture up to 10% of Nvidia’s annual revenue in the AI chip market.
Best Buy Co., Inc. (BBY)
Performance Overview
1D Change: 5.39%
5D Change: 7.08%
Best Buy Beats Q3 Expectations and Raises Full-Year Outlook on Strong Tech Demand
Best Buy reported third-quarter earnings that exceeded Wall Street forecasts, with adjusted earnings per share of $1.40 versus estimates of $1.30 and revenue of $9.67 billion against expected $9.58 billion.
The electronics retailer posted comparable sales growth of 2.7%, driven by strength in computing, gaming, and mobile categories as consumers upgraded their technology devices.
Keysight Technologies, Inc. (KEYS)
Performance Overview
1D Change: 9.9%
5D Change: 11.78%
Keysight Technologies Surges 13% on Strong Q4 Earnings and AI Data Center Demand
Keysight Technologies posted strong Q4 2025 results, beating forecasts on robust demand from AI data centers and driving shares up 13% to a 52-week high of $201.02.
The stock outperformed the S&P 500 as analysts raised price targets across the board, citing AI growth opportunities.
Analog Devices, Inc. (ADI)
Performance Overview
1D Change: 5.35%
5D Change: 9.53%
Analog Devices Reports Strong Q4 Results, Forecasts Robust Q1 Revenue on Industrial and Communications Strength
Analog Devices exceeded fourth quarter expectations with adjusted earnings per share of $2.26 versus estimates of $2.23 and revenue of $3.08 billion topping the $3.02 billion consensus.
The chip maker’s profit soared with net income reaching $788 million, up 26 percent year-over-year.
Technology Events
HP Plans Up to 6,000 Job Cuts Through 2028 as AI Integration Drives Cost Reduction
HP Inc. announced plans to eliminate 4,000 to 6,000 positions by fiscal year 2028, leveraging artificial intelligence tools to achieve $1 billion in annual cost savings. The company issued fiscal year earnings guidance of $2.90 to $3.20 per share, falling short of analyst estimates amid rising memory chip costs.
Alibaba Cloud Revenue Surges on Overwhelming AI Demand
Alibaba reported strong Q3 results driven by accelerating cloud growth, with its AI division jumping 34% as customer demand outpaces supply capacity. The company's new AI applications boosted shares, while China commerce operations also rebounded, pushing total revenue above analyst estimates.
Dell Raises Annual AI Server Outlook on Strong Data Center Demand
Dell increased its annual projections for artificial intelligence server shipments, citing sustained demand from the ongoing data center expansion and robust AI-related growth across its business.
Warner Music Settles Lawsuit with AI Startup Suno, Announces Licensing Partnership
Warner Music Group reached a settlement with AI music generator Suno, ending copyright litigation and establishing a licensing deal that allows the startup to develop new models using Warner's song catalog.
Autodesk Shares Surge on Strong Q3 Beat Driven by Cloud and AI Demand
Autodesk reported third-quarter results exceeding expectations, with earnings beating estimates by $0.17 and revenue topping forecasts, driven by robust demand for cloud subscriptions and AI-powered design tools.
Geopolitics Events
Trump Sends Envoy Witkoff to Moscow as Ukraine Peace Talks Advance
President Trump directed Special Envoy Steve Witkoff to meet with Putin in Moscow to finalize a Ukraine peace plan. Trump stated he will only meet both leaders once a deal is complete. Witkoff previously advised Russia on presenting their Ukraine proposal to Trump and held discussions with Putin adviser Ushakov in October.
Trump Considers Removing FBI Director Kash Patel
President Trump is weighing the dismissal of FBI Director Kash Patel, according to MSNBC reports, marking potential leadership upheaval at the bureau.
Bessent Says Trump Likely to Name Fed Chair Before Christmas
Treasury Secretary Bessent indicated a strong likelihood that President Trump will announce his Federal Reserve Chair selection before December 25, signaling an imminent decision on the central bank's leadership.
White House Clarifies Trump's Healthcare Stance Amid Subsidy Extension Confusion
The White House walked back speculation about President Trump considering a direct two-year Obamacare subsidy extension, stating he is not pursuing that approach. Officials indicated Trump will make healthcare policy recommendations "soon" without specifying details. Separately, Indiana Republicans are reconsidering congressional redistricting following Trump's advocacy for new maps. Paramount appears receptive to producing "Rush Hour 4" following Trump's expressed interest in the film franchise.
Macro Events
US Retail Sales Miss Forecasts While Producer Prices Show Mixed Inflation Signals
US retail sales rose 0.2% in September, falling short of the 0.4% consensus estimate and marking a slowdown from August's 0.6% gain. The retail control group, closely watched by economists, declined 0.1% versus expectations of a 0.3% increase. Sales excluding autos and gas also disappointed at 0.1%, below the 0.4% forecast. Producer price data presented a mixed inflation picture. Headline PPI increased 0.3% month-over-month, matching estimates, while the annual rate rose to 2.7% from 2.6%, slightly above the 2.6% forecast. However, core PPI excluding food and energy came in softer than expected at 0.1% monthly and 2.6% annually, below the 2.7% estimate. Energy costs drove the headline increase with a 3.5% monthly jump, while food prices rose 1.1%. The weaker retail sales and softer core wholesale inflation could support expectations for continued Federal Reserve rate cuts, potentially weighing on the dollar. Analysts noted the data suggests inflation remains less concerning than labor market weakness.
Fed Officials Signal December Rate Cut as Treasury Secretary Predicts New Fed Chair Announcement
Federal Reserve officials are coalescing around another interest rate cut in December, with San Francisco Fed President Mary Daly expressing support and Fed Governor Jared Miran advocating for large cuts to reach the neutral rate quickly. Miran emphasized the need for mortgage rate relief and hopes upcoming jobs data will convince colleagues to support reductions. Treasury Secretary Scott Bessent indicated Fed governors appear inclined toward cutting rates and suggested a "very good chance" President Trump will name a new Fed chair before Christmas. High-yield savings accounts currently offer rates up to 4.3% APY. Bessent noted the recent government shutdown reduced GDP by 1.5% and cost at least $11 billion, while observing the bond market is having its best year since 2020.
US Consumer Confidence Plunges to Lowest Level Since April Amid Labor Market Concerns
US consumer confidence fell sharply in November, with the Conference Board index dropping to 88.7 from 95.5, missing expectations of 93.3. All components declined, with the expectations index sliding to 63.2 from 71.8, marking the gloomiest consumer sentiment since 2020. The weakness stems primarily from labor market concerns, as economists note a "frozen" job market with continued lack of churn. The present situation index also weakened to 126.9 from 131.2. Meanwhile, wholesale inflation data showed modest increases, with core PPI coming in below consensus. The deteriorating consumer outlook arrives as the holiday shopping season begins, potentially supporting the case for Federal Reserve rate cuts despite persistent inflation concerns.
German Q3 GDP Stagnates as Consumer Spending Contracts Despite Government Support
Germany's final Q3 GDP figures confirmed zero quarterly growth and 0.3% annual expansion, matching expectations. Private consumption fell 0.3%, missing forecasts of 0.2% growth and reversing prior gains. Government spending rose 0.8%, slightly above estimates, while capital investment increased 0.3% but fell short of the 0.4% forecast. The data underscores weakness in Europe's largest economy despite fiscal stimulus efforts.
US Consumer Confidence Drops to 88.7 in November, Missing Estimates
The Conference Board's November consumer confidence index fell to 88.7, significantly below the expected 93.3 and down from October's 95.5. Both present situation and expectations components declined, with the labor market differential weakening further in what analysts characterized as a broadly weak report across all measures.
Kevin Hassett Emerges as Leading Candidate for Federal Reserve Chair
Kevin Hassett has become the frontrunner in President Trump's search for Federal Reserve Chair, according to multiple reports indicating the selection process is nearing completion.
US Producer Prices Rise Above Expectations While Core Inflation Cools
September producer prices climbed 2.7% year-over-year, slightly exceeding the 2.6% forecast, driven by higher energy costs. Core PPI however rose just 0.1% monthly, missing the 0.3% estimate, suggesting underlying inflation pressures may be moderating.
Crypto Events
XRP and Solana ETFs Lead Crypto Fund Surge as Dogecoin Launch Disappoints
Franklin and Grayscale's new XRP ETFs dominated first-day trading with combined inflows exceeding $120 million and 1.23 million XRP accumulated, outperforming Bitcoin, Ethereum, and Solana funds. Solana ETFs extended their momentum with $567 million in inflows over a 20-day streak as SOL tests the $130-$138 range. Meanwhile, Grayscale's Dogecoin ETF debuted weakly with just $1.41 million in volume.
Bitcoin Steadies Near 7-Month Low as $13.3B Options Expiry Looms
Bitcoin stabilized after hitting a seven-month low, with analysts warning November's decline may continue without key level reclamation. Short-term holders show renewed panic as $13.3 billion in monthly options expire while trading below max pain levels. A $40 million whale shifted long on Ethereum near $2,800.
Bitcoin Miners Struggle as Hashrate Hits Record High While Price Stalls Below $90K
Bitcoin faces consolidation below $90,000 despite rebounding to $87,000 following U.S. PPI data and rate cut optimism. Miners confront mounting pressure as record hashrate collides with falling prices and shrinking rewards, testing operational viability. Meanwhile, traditional finance accelerates crypto adoption: Klarna launches its dollar-backed stablecoin KlarnaUSD, U.S. Bancorp tests blockchain infrastructure, and institutional players including MSCI and JPMorgan drive renewed Bitcoin interest. On-chain data suggests continued consolidation rather than reversal.
Texas Becomes First US State to Purchase Bitcoin with $10 Million Investment
Texas has made history as the first US state to invest in Bitcoin, allocating $10 million to establish a new Strategic Reserve, marking a significant milestone in state-level cryptocurrency adoption.
Klarna Launches KlarnaUSD Stablecoin, Partners with Stripe on Blockchain Payments
Buy-now-pay-later firm Klarna has entered the digital currency market by launching KlarnaUSD, a dollar-backed stablecoin, while forming a blockchain payments partnership with Stripe. The move signals intensifying competition in the digital payments sector as traditional fintech companies expand into cryptocurrency infrastructure.
Stock Markets Events
Wall Street Rallies as Investors Rotate Into Healthcare and Mega-Cap Options Surge
Major indexes jumped Tuesday with the Dow, S&P 500, and Nasdaq advancing despite Nvidia lagging. Hedge funds are rotating from tech into healthcare stocks, boosting the sector. Individual movers include Select Medical, Carter's, and Amentum surging, while AMD and Merck led market cap changes. Mega-cap options activity spiked significantly, and notable movement occurred in Carnival, AMC, and AST SpaceMobile shares.
Dow Surges 660 Points as Markets Rebound, Nvidia Lags Behind Rally
U.S. stocks posted strong gains Tuesday as markets continued their recovery from November lows. The Dow Jones Industrial Average jumped 664.66 points, or 1.43%, closing at 47,112.93. The S&P 500 rose 0.9% while the Nasdaq gained 0.7%. Notably absent from the rally was Nvidia, which underperformed as the broader market advanced. Healthcare stocks attracted attention as hedge funds rotated out of technology positions into the sector. The session marked a continuation of the market's rebound momentum heading into the Thanksgiving holiday.
Earnings Events
Best Buy Raises Full-Year Outlook After Third Quarter Earnings Beat Expectations
Best Buy exceeded Wall Street's third quarter earnings forecasts, prompting the retailer to upgrade its full-year outlook as consumers continue spending despite tariff concerns, sending shares higher.
Abercrombie & Fitch Shares Surge 18% on Strong Earnings Beat
Abercrombie & Fitch stock jumped 18% after reporting better-than-expected earnings, driven by growth at its Hollister brand.
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