Core Viewpoint - The U.S. government has launched a new initiative called the "Genesis Mission," aimed at revolutionizing scientific research through AI, which is seen as a core driver of national competitiveness [2][3]. Group 1: Initiative Overview - The "Genesis Mission" is described as an unprecedented mobilization of government resources to accelerate research productivity and impact [2]. - The initiative will integrate top scientists, supercomputers, and vast scientific data into a unified AI platform to tackle key scientific challenges [2][3]. - The plan aims to shorten research timelines from years to weeks or months by utilizing AI as a critical scientific tool [3]. Group 2: Implementation Structure - The U.S. Department of Energy is tasked with the implementation of the initiative, while the Assistant to the President for Science and Technology will provide overall leadership and coordination [4]. - A series of specific actions and timelines have been set for the Department of Energy, including the submission of a list of at least 20 national technology challenges within 60 days [4]. Group 3: Challenges and Bottlenecks - A significant challenge for the initiative is funding, as the executive order does not specify costs, and funding must be approved by Congress [6]. - The energy supply and infrastructure in the U.S. may not meet the demands of AI development, with predictions that energy needs for data centers will nearly double by 2027 [7]. - The initiative faces the issue of "data silos" within government agencies, which complicates the integration of scientific data necessary for AI training [8].

Market Overview - U.S. stock markets are experiencing cautious premarket activity on November 25, 2025, following a strong tech-driven rally on the previous day [1] - Investors are digesting delayed economic data and anticipating key corporate earnings reports, with futures showing slight declines [2] Premarket Trading and Futures Movements - As of early Tuesday, U.S. stock futures are broadly lower, with Dow Jones futures down approximately 0.07% to 0.2%, S&P 500 futures slipping by 0.1% to 0.2%, and Nasdaq 100 futures falling between 0.1% and 0.4% [2] - The pullback follows a strong performance on Monday, primarily driven by a rebound in AI stocks, but traders are cautious due to high valuations and the upcoming Thanksgiving holiday [2] Major Market Indexes Performance - On November 24, 2025, the Nasdaq Composite surged by 2.7% to close at 22,872.01, marking its best daily performance since May [3] - The S&P 500 rose 1.6% to finish at 6,705.12, while the Dow Jones climbed 0.4% or 202.86 points to close at 46,448.27 [3] - Despite the strong showing, all three major indexes are on track to close November in negative territory due to earlier sell-offs in AI stocks [3] Upcoming Market Events - Key economic data releases on November 25 include October's U.S. retail sales figures, September's Producer Price Index (PPI), and the November Consumer Confidence report [4] - These reports are significant as they will be among the last inflation readings considered by the Federal Reserve before its next policy meeting in December [4] Earnings Season Continues - Notable companies reporting quarterly results include Alibaba Group, Nio Inc., Analog Devices, NetApp Inc., HP Inc., and Dell Technologies, along with retailers Best Buy and Kohl's [5] Federal Reserve Outlook - Market participants are focused on the Federal Reserve's monetary policy, with expectations of a 25-basis-point rate cut in December, supported by recent statements from Fed officials [6][7] Major Stock News and Developments - The AI sector remains a dominant theme, with Alphabet Inc. seeing a 6.3% stock jump following the announcement of its upgraded AI platform, Gemini 3 [8] - Nvidia is experiencing selling pressure, with shares down between 3% and 4.5%, amid increased competition from Meta Platforms' discussions to invest in Google's AI chips [9] - Other AI-related companies like Broadcom, Micron Technology, and Advanced Micro Devices saw significant gains, with Broadcom surging 11.1% [9] Corporate Earnings Highlights - Kohl's reported a 2.8% decrease in net sales but raised its full-year outlook and appointed a new CEO [10] - Best Buy reported a 2.7% increase in comparable sales and raised its FY26 adjusted diluted EPS guidance [10] - Nio Inc. announced a 16.7% increase in total revenues from the third quarter of 2024 and projected vehicle deliveries between 120,000 and 125,000 for Q4 2025 [11]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and publications, personal analysis, and opinions intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Viewpoint - Wedbush maintains a positive outlook on the technology sector, asserting that despite increasing discussions about an "AI bubble," the market is still in the early stages of a multi-year investment cycle [1] Group 1: Market Insights - Capital expenditures of large tech companies are expected to reach between $550 billion to $600 billion by 2026 [1] - Significant spending from governments, the Global 2000 organizations, and regions such as Asia and the Middle East is anticipated to drive a surge in AI-related expenditures [1] - U.S. tech giants are expected to benefit from this wave of spending [1] Group 2: Stock Recommendations - Wedbush has identified ten stocks to hold until the end of the year, which include Microsoft, Palantir, NVIDIA, AMD, Tesla, Apple, Meta, Alphabet, Crowdstrike, and Palo Alto Networks [1]

Group 1: Semtech Corp Financial Results - Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million [1] - The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share [1] Group 2: Stock Performance - Semtech shares dipped 7.2% to $65.00 in pre-market trading [2] - Other stocks also experienced declines in pre-market trading, including Arcus Biosciences Inc, which fell 6.7% to $21.63, and Nanobiotix SA, which fell 6.2% to $20.64 [4]

Group 1: Semtech Corp Financial Results - Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million [1] - The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share [1] Group 2: Stock Performance - Semtech shares dipped 7.2% to $65.00 in pre-market trading [2] - Other stocks also experienced declines in pre-market trading, including Arcus Biosciences Inc, which fell 6.7% to $21.63, and Nanobiotix SA, which fell 6.2% to $20.64 [4]

Core Insights - Google, under parent company Alphabet, is reportedly in discussions to sell its Tensor AI chips to Meta Platforms, marking a significant move in its competition with Nvidia [1] - The collaboration with Meta and others could expand Google's market presence in the AI chip sector, traditionally dominated by Nvidia and AMD [1] Company Developments - Google's Tensor AI chips have primarily been utilized within its own data centers, indicating a shift in strategy by potentially offering these chips to external companies [1] - The news has positively impacted Google's stock and its AI chip partner Broadcom, while negatively affecting Nvidia and AMD stocks [1] Market Reactions - Following the news, Broadcom's stock surged by 11%, reflecting investor optimism about the potential partnership and its implications for the AI chip market [1] - In contrast, Nvidia and AMD experienced declines in their stock prices, highlighting the competitive pressures arising from Google's strategic move [1]

Market Overview - U.S. stock futures showed slight declines, with Nasdaq 100 down approximately 0.19%, S&P 500 down around 0.10%, and Dow Jones down about 0.13% following a strong performance in the previous session [2] - The S&P 500 climbed 1.55% to close at 6,705.12, the Nasdaq Composite surged 2.69% to settle at 22,872.01, and the Dow Jones gained around 202.86 points, or 0.44%, to end at 46,448.27 [3] Economic Indicators - Key economic reports are anticipated, including October's U.S. retail sales and Producer Price Index (PPI) readings, which are crucial for assessing inflation and consumer spending [4] - Upcoming reports include October Durable Orders, November Chicago PMI, October New Home Sales, and October Personal Income and Outlays [4] Company Performance - Alphabet (GOOGL) shares rallied over 6% following the announcement of its upgraded AI model, Gemini 3 [5] - Other AI-related companies saw strong performance: Broadcom surged 11.1%, Micron Technology gained about 8%, Palantir Technologies rose 4.8%, and Advanced Micro Devices advanced 5.5% [5] - Alibaba Group shares surged 5.1% after announcing its AI app, Qwen, had 10 million downloads in its first week [6] - Novo Nordisk shares tumbled 5.6% after a clinical trial for its Alzheimer's treatment failed [6] - Corporación América Airports shares gained 1.6% after reporting third-quarter revenues that beat estimates [6] Market Sentiment - There is a growing expectation of a Federal Reserve interest rate cut in December, with traders betting on an 85% probability of a rate cut next month [8] - Recent dovish remarks from Fed officials have contributed to this shift in expectations, positively impacting stock performance despite concerns about AI sector valuations [8]

Core Insights - AMD has informed supply chain partners of a price increase for graphics cards starting from the New Year of 2026, with a minimum increase of 10% due to rising memory prices [1][2] - This marks AMD's second price adjustment in recent months, with the first aimed at internal cost absorption, impacting its profit margins [1] - The graphics card pricing has been a contentious issue, influenced by factors such as rising power consumption, cryptocurrency demand surges, and potential supply restrictions by manufacturers [1] Price Trends and Market Dynamics - The price increase is occurring amidst a broader trend of rising hardware prices, particularly in the data center sector, where there is a significant demand for GPUs, CPUs, and memory [1] - Memory prices have seen a dramatic increase, with single memory module prices rising nearly 200% in recent months, affecting the graphics card market directly [1] - AMD's flagship RX 9070 XT has struggled to reach its suggested retail price, only recently hitting a historical low of $599 during Black Friday, indicating potential volatility in pricing [2] Competitive Landscape - AMD is not the only company planning price hikes; NVIDIA has also delayed the release of its RTX 50 Super series due to memory shortages, suggesting a high likelihood of price increases in their offerings as well [2] - The profitability of data center operations may lead NVIDIA to prioritize profit margins over competitive pricing in the gaming segment [2]

Artificial intelligence (AI) chipmaker Nvidia's stock took a 2.7% hit on reports that tech giants Meta and Alphabet are in discussions for Google chips, Bloomberg reported on 25 November. Mark Zuckerberg's Meta Platforms is in talks with Alphabet to rent Google Cloud's chips from next year and to spend billions for the chips in its data centres from 2027, according to a report by The Information, citing sources. Notably, Meta has been among Nvidia's biggest customers since 2022. In 2025, the company announc ...