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Market Overview - The stock market is experiencing a rebound, with the Dow rising by approximately 0.33% (about 160 points), the S&P 500 up by about 0.33%, and the Nasdaq increasing by about 0.25% ahead of the Thanksgiving holiday [1] - Large-cap tech stocks are showing mixed performance, with Alphabet down by 1% and Nvidia rising, indicating sector volatility [1] - Utilities and energy sectors are performing well, while consumer discretionary and communications services are lagging, with healthcare being the best performer this quarter [1] Federal Reserve and Economic Outlook - Markets are pricing in a potential rate cut in December, with Kevin Hasset emerging as a front-runner to replace current Fed Chair Jerome Powell [1][2] - Economic growth is expected to pick up in 2026, with GDP growth projected to be slightly below trend this year but improving due to tax season benefits for mid to lower-end consumers [1][2] - AI spending is estimated to contribute about 1.5% to GDP, accounting for approximately 25% of current GDP growth, indicating its importance but not suggesting a bubble [1][2] Consumer Spending and Holiday Shopping - A new survey indicates that 41% of consumers plan to do most of their holiday shopping between Thanksgiving and Cyber Monday, with 29% of holiday budgets already spent by November 1st [2][3] - Despite a cautious consumer sentiment, actual spending is anticipated to increase by 3-4% year-over-year during the holiday season, driven by discounts and promotions [2][3] - The spending behavior varies by income cohort, with lower to middle-income consumers trading down and seeking discounts, while higher-income consumers continue to spend significantly [2][3] Retail Sector Insights - Retailers like Abercrombie, Steve Madden, and TJX are expected to perform well during the holiday season due to product innovation and effective management of tariffs [4][5] - The retail market is experiencing a bifurcation, with lower-income consumers being more cautious while higher-income consumers are maintaining spending levels [4][5] - Gen Z and baby boomers are projected to be significant spenders, with Gen Z showing a shift towards in-store shopping despite initial plans to cut back [4][5] Technology Sector Developments - Alphabet's stock is nearing a $4 trillion market cap following the successful launch of its Gemini 3 AI model, outperforming other tech stocks [6] - Meta is reportedly in talks with Google to spend billions on Google's chips and data centers, indicating strong demand for AI-related technologies [6] - Analysts suggest that the market is currently favoring Google, but there may be better investment opportunities in companies like Meta and Oracle, which have been oversold [6]

MATT: RALLY INTO THANKSGIVING. WE ARE 30 MINUTES UNTIL THE START OF THE TRADE. DANI: "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. MATT: STOCKS GAIN MOMENTUM ON THIS THANKSGIVING EVE, WITH BULLISH BETS FOR 2026 STARTING TO FLOOD IN. DANI: ADDING TO THAT OPTIMISM IS NEWS THAT TRUMP ALLY KEVIN HASSETT HAS EMERGED AS THE FRONT-RUNNER TO BE THE NEXT FED CHAIR. MATT: WHILE THE A. I. COMPETITION CONTINUES TO PLAY OUT, INVESTORS TURN TOWARD MORE DEFENSIVE CORNERS OF THE EQUITY MARKETS. DANI: VIEWERS THAT HAVE BEEN W ...

U.S. equities continued their upward trajectory in afternoon trading on Wednesday, November 26, 2025, with major indexes extending a multi-day winning streak. Investor optimism was largely buoyed by increasing expectations for a Federal Reserve interest rate cut in December, coupled with a series of dovish economic data releases. Technology stocks were particularly strong performers, driving much of the market's gains as the holiday-shortened week progressed.Afternoon Trading Overview and Major IndexesAs th ...

It's time to spotlight Nvidia. The company down 16% from its high two months ago despite the strong earnings that we saw last week. Shares continue to trade lower.Joining us now, Samuel Kerr, the global head of equity capital markets at Merger Market. Samuel, thank you for taking the time to be with us. You know, my last guest, Don Kaufman, was talking about, you know, reignited concerns over an AI bubble.He thinks they're overblown. You know, I'd love to start with your thoughts on on are we in an AI bubbl ...

Market Analysis by covering: Microsoft Corporation, Alphabet Inc Class A, Apple Inc, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Core Insights - The ROBO Global Artificial Intelligence ETF (THNQ) is strategically positioned to mitigate concentration risk by holding Nvidia at only 2.25% of its assets while overweighting competitors [1][5] - Meta Platforms, Inc. is exploring alternatives to Nvidia's hardware, specifically considering Alphabet Inc.'s chips, which may indicate a shift in the tech landscape [2][7] - THNQ has attracted significant inflows, totaling $89.8 million over the past year, as investors seek diversified exposure away from Nvidia-heavy funds [5][6] Fund Positioning - THNQ tracks the ROBO Global Artificial Intelligence Index, utilizing fundamental weighting to avoid heavy concentration in Nvidia, unlike many market-cap-weighted AI funds [1][3] - The fund's top three holdings include Lumentum Holdings, Inc. (3.08%), Alphabet (2.98%), and Advanced Micro Devices, Inc. (2.93%), with Nvidia ranking as the 13th largest holding [4][6] Performance Metrics - THNQ has shown strong performance with a return of 24.7% over the past year and a three-year return of 30.2%, despite a recent decline of 7.5% in the past month [6] - The fund has a low expense ratio of 0.68%, reflecting its active methodology across 68 holdings in the AI infrastructure space [6] Market Trends - The potential shift by Meta to Google’s tensor processing units could accelerate the trend THNQ is designed to capture, as AI infrastructure costs are projected to reach $70 billion to $72 billion this year [7]

Our podcast on science and technology. The Google engineer explains how AI has given him a new perspective on intelligence—and life itself https://t.co/4ggdkuGmV0 ...

Core Insights - Sergey Brin, co-founder of Google, has surpassed Oracle's Larry Ellison to become the third richest person globally, following fellow co-founder Larry Page, due to a rise in Alphabet's stock price driven by optimistic market expectations for its AI business [1][3] Company Performance - Brin's current net worth is approximately $245.3 billion, slightly above Ellison's $239.7 billion, while Page leads with about $264.4 billion [3] - In the last two trading days, Page and Brin's net worth increased by $18.3 billion and $16.9 billion, respectively, contributing to their rise on the billionaire list [3] - Alphabet's stock has surged 73% year-to-date, with a potential market capitalization nearing $4 trillion, which would make it the fourth company to reach this milestone after Apple, Microsoft, and Nvidia [3][4] Market Sentiment - Despite concerns from some investors about a potential tech stock valuation bubble due to the AI hype, Alphabet's stock has maintained its upward trend for several months [4] - Berkshire Hathaway, led by Warren Buffett, made a rare significant investment in technology stocks by purchasing nearly $5 billion in Alphabet shares, marking a notable shift in its investment strategy [4] - Alphabet recently launched its latest AI model, Gemini 3, which received public praise from notable figures in the tech industry, indicating strong confidence in its advancements [4]