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Token Terminal 📊· 2025-11-28 19:31
RT Milk Road (@MilkRoad)Tokenized $GOOGL just hit $1M market cap,This makes it the first tokenized stock to break the milestone. https://t.co/qEdvjN6nkx ...
Stock Market Closes November with Gains on Shortened Black Friday Session
Stock Market News· 2025-11-28 19:07
The U.S. stock market concluded a volatile November with a positive, albeit abbreviated, trading session on Black Friday, November 28, 2025. Major indexes extended their winning streaks for the week, pushing higher despite an early close at 1:00 PM ET for equities and 2:00 PM ET for the bond market, a traditional observance following the Thanksgiving holiday. The shortened trading day saw investors digesting a mix of company-specific news and continued optimism surrounding potential Federal Reserve policy s ...
Halftime Report traders talk possibility of a market rally into year-end
Youtube· 2025-11-28 17:54
Market Overview - The market is experiencing a potential "Santa Claus rally," with a reversal of negative momentum from November, attributed to expectations of a December rate cut [2][3] - The S&P 500 has reached 36 all-time highs this year, indicating strong market performance [9] - December historically shows an average increase of about 1.5%, suggesting a positive setup for the end of the year [10] Economic Indicators - Weekly jobless claims are at a four-week moving average of approximately 224,000, indicating a healthy labor market [11] - Durable goods orders rose nearly 10% in the past month, and final demand for goods showed the largest increase since February [12][13] - The economy is running above trend, with growth rates around 3.5% to 4%, leading to double-digit earnings growth [13] Sector Performance - Healthcare has been the best-performing sector in November, up 9.5%, while financials and industrials are also performing well [18] - The market is broadening out, with significant gains in various sectors beyond just technology [14][16] Technology Sector Insights - Alphabet is gaining attention as a major player, with a market cap approaching $4 trillion, indicating a healthy rotation within the tech sector [19][20] - Despite Nvidia's recent struggles, it has shown substantial growth over the past three years, with a 1,000% increase compared to Alphabet's 250-260% [25] - The dominance of tech in the S&P 500 remains strong, with eight of the ten largest companies being tech names, accounting for 35% of the index's weight [22] Investment Strategies - There is a suggestion for portfolio managers to reconsider their positions in tech, as underweighting could lead to missed opportunities [6] - The current market environment is seen as favorable for long positions into the end of the year, with expectations of an "everything rally" across various asset classes [14][10]
Nasdaq Set to Snap Monthly Win Streak Amid Tech Volatility
Schaeffers Investment Research· 2025-11-28 17:46
Traders had no shortage of buzz to unpack before and after Thanksgiving, including a handful of earnings and more AI sector turmoil triggered by Nvidia (NVDA). Monday saw markets extend the previous week's gains, as Alphabet (GOOGL) and other large cap tech stocks surged. The Dow Jones Industrial Average (DJI) enjoyed its best day since Aug. 22 on Tuesday on reignited rate cut hopes, and by Wednesday had racked up 1,674 points.The blue-chip index, Nasdaq Composite (IXIC), and S&P 500 Index (SPX) are all hea ...
美股三大股指开盘集体上涨,谷歌涨近1%
Mei Ri Jing Ji Xin Wen· 2025-11-28 17:35
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com (责任编辑:王治强 HF013) 每经AI快讯,美股开盘,三大股指集体上涨,道指涨0.16%,纳指涨0.33%,标普500指数涨 0.17%。谷歌涨近1%,谷歌首席执行官皮查伊表示,希望2027年前将TPU送上太空。甲骨文跌超3%, 多家银行正商谈再向甲骨文和数据中心建设商VANTAGE提供380亿美元贷款。存储概念股集体上涨, SanDisk涨超4%,美光科技涨2.8%,西部数据涨2%。消息面上,全球存储芯片短缺加剧,研究机构预 测存储芯片价格预计再涨50%。 每日经济新闻 ...
Stock Market Today: Dow Positive For November, But Nvidia Slides; Delayed Inflation Data Looms (Live Coverage)
Investors· 2025-11-28 19:08
BREAKING: Futures Halted, But DIA, SPY, QQQ Point Higher The Dow Jones Industrial Average and other major indexes indicated a move higher early on Black Friday before an outage halted most CME futures and options trading. Google-parent Alphabet (GOOGL) continued to lead the market, while Nvidia (NVDA), Tesla (TSLA), Robinhood Markets (HOOD) and GE Vernova (GEV) worked to reclaim key support on the stock market today. CME halted futures… Related news Get market updates, educational videos, webinars, and stoc ...
AI remains a long-term threat for Apple, says Big Technology's Alex Kantrowitz
Youtube· 2025-11-28 16:14
Welcome back. Apple may be in a strong position to dominate holiday shopping this season. Some new data shows the iPhone maker drove Singles Day smartphone sales over in China this year, accounting for 26% of smartphones sold over the month-long event.Will that momentum now carry over into the US. Let's bring in big technology founder and CNBC contributor Alex Canowitz, who joins us here at Post. Happy Black Friday, Alex. >> Happy Black Friday.>> So, this there's a lot of commentary that this is going to be ...
What Alphabet’s CEO Just Said Should Get Quantum Computing Investors Very Excited
Yahoo Finance· 2025-11-28 15:52
李 季霖 / CC BY-SA 2.0 / Flickr Quick Read Alphabet (GOOG, GOOGL) CEO Sundar Pichai compared quantum computing now to artificial intelligence five years ago before its explosive growth. IonQ (IONQ) achieved 99.99% fidelity with its trapped-ion technology and saw third-quarter revenue jump 222% year-over-year. D-Wave Quantum (QBTS) has surged more than 2,600% in the past two years while Rigetti Computing (RGTI) gained several thousand percent. If you’re thinking about retiring or know someone who is, the ...
美股异动 | 英特尔(INTC.US)涨超6.5% 谷歌TPU需求扩张或利好其代工版图
智通财经网· 2025-11-28 15:49
智通财经APP获悉,周五,英特尔(INTC.US)股价走高,截至发稿,该股涨超6.5%,报39.24美元。消息 面上,谷歌(GOOG.US,GOOGL.US)自研芯片的成功,正使业界日益关注定制ASIC在AI计算时代不断扩 大的作用。虽然台积电(TSM.US)目前是谷歌TPU的主要制造合作伙伴,这些处理器(以及广义上的定制 AI ASIC)日益增长的势头,也可能同时惠及英特尔代工服务和产品部门的路线图。这预计将强化英特尔 更广泛的复苏前景,并可能成为该股的突破性催化剂。 ...
因监管部门已启动新调查 谷歌(GOOG.US,GOOGL.US)撤回对微软(MSFT.US)欧盟反垄断投诉
Zhi Tong Cai Jing· 2025-11-28 15:03
第三项调查将关注DMA是否足以解决云计算行业中阻碍竞争或不公平的商业行为。欧盟委员会指出, 调查内容包括云服务之间的互操作性障碍、企业用户在数据访问方面受限或受条件限制、服务捆绑销 售,以及合同条款可能存在的不对等性等。 按照市场研究机构Synergy Research的数据,亚马逊、微软与谷歌合计占据约70%的欧洲云计算市场份 额,行业集中度极高。 谷歌(GOOG.US,GOOGL.US)周五表示,已撤回其向欧盟委员会针对微软(MSFT.US)云计算业务提出的 反垄断投诉。此举发生在欧盟依据《数字市场法案》(DMA)正式对微软云服务展开新一轮调查之后。 谷歌在2024年9月向欧盟委员会提交投诉,指控微软在其Azure云计算服务中采取不公平的许可政策。然 而,本月早些时候,欧盟监管机构已启动对微软与亚马逊(AMZN.US)在云计算领域市场力量的正式调 查,此举使得谷歌选择撤回投诉。 根据《数字市场法案》的框架,欧盟共启动三项调查。前两项将评估亚马逊AWS与微软Azure是否应被 认定为云计算领域的"守门人",即充当企业与消费者之间的重要数字服务入口。值得注意的是,这两项 服务目前尚未达到DMA所设定的规模、用 ...