U.S. equities presented a mixed picture on Wednesday, November 12, 2025, as investor optimism surrounding a potential end to the prolonged government shutdown propelled the Dow Jones Industrial Average (DJI) to a new record high. However, the tech-heavy Nasdaq Composite (IXIC) struggled, reflecting ongoing concerns about valuation in the technology sector. The S&P 500 (SPX) managed a modest gain, hovering near its recent all-time peak.Market Performance RecapThe Dow Jones Industrial Average (DJI) was the st ...

Jensen Huang, CEO of Nvidia, which is scheduled to report quarterly results next week. Woohae Cho / Getty Images Close Key Takeaways Nvidia is slated to report quarterly results next Wednesday. It could be a make-or-break moment for the bull market. Anxiety about AI is running high on Wall Street heading into Nvidia's (NVDA) print. AI stocks weighed on the broader market last week, when the Nasdaq notched its worst weekly performance since early April's "Liberation Day†tariff announcement roiled markets. T ...

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If you’re familiar with the covered call options strategy, you know it’s a beginner-friendly way to generate consistent income. But what happens when the market moves unexpectedly, and your covered call is no longer a perfect fit? More News from Barchart That’s where rolling comes in. In his latest video, Gavin McMaster breaks down exactly what it means to roll a covered call, why traders do it, and how to manage your positions like a pro — using real examples from Salesforce (CRM), NVIDIA (NVDA), and ...

You've got this great take on sort of what the drivers are going for. Do you call it tire. But we are still trying to digest trade, We are still trying to think about interest rates.I think you go into what's happening with inflation, but earnings, what are we hearing from earnings to vindicate the run up that we've had of late. A looks thus far, right. I think it's fair to say that earnings have been really, really good.If you look at the performance of the HYPERSCALERS, in particular this most recent earn ...

You've got this great take on sort of what the drivers are going for. Do you call it tire. But we are still trying to digest trade, We are still trying to think about interest rates.I think you go into what's happening with inflation, but earnings, what are we hearing from earnings to vindicate the run up that we've had of late. A looks thus far, right. I think it's fair to say that earnings have been really, really good.If you look at the performance of the HYPERSCALERS, in particular this most recent earn ...

Chuck Robbins, Cisco CEO, speaking on CNBC's Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 22, 2025.Cisco reported better-than-expected profit and revenue for its fiscal first quarter on Wednesday. The stock rose about 5% in extended trading. Here's how the company did in comparison with consensus estimates from LSEG:Earnings per share: $1 adjusted vs. 98 cents expectedRevenue: $14.88 billion vs. $14.77 billion expectedRevenue increased 8% from $13.84 billion in the same period a ...

Core Insights - The Aerospace Index has surged 45% over the past year, outperforming the Semiconductors Index which gained 41% [1] - Key players in the aerospace sector include Rocket Lab Corp (+250%), Planet Labs PBC (+374%), and Archer Aviation Inc (+92%) [1] - Investors are shifting focus from semiconductor companies to aerospace, betting on the potential of the space economy [1][5] Aerospace Sector Performance - Rocket Lab has transformed from a "mini SpaceX" into a highly watched stock due to its steady launch cadence and defense work [6] - Planet Labs has seen its satellite imaging services triple in value this year, impacting various sectors including climate analytics and national security [6] - Archer Aviation is leveraging the hype around electric vertical takeoff and landing (eVTOL) vehicles and recent FAA approvals to advance electric air taxi developments [6] Market Trends - The space economy is growing faster than the semiconductor cycle, indicating a potential shift in investment focus [5] - Aerospace stocks are beginning to exhibit characteristics similar to early-stage AI winners, suggesting a new wave of innovation [5] - Nvidia's recent partnership with Palantir Technologies reflects a strategic pivot towards building an ecosystem for AI, indicating a broader industry trend [4]

Tony, thank you very much uh for joining us. So, give me your overall thesis around the idea of AI debt. It sounds like yes, it's growing.The numbers are impossible to ignore, but not a worry point for you. Why not. >> Yeah, you know, I think that definitely is something to watch, but um to me, what's most important is that the kind of outcomes that you can get with generative AI are still there. I think that we're looking towards Agentic AI um to push the productivity um potential of the technology. I thin ...

Michael Burry, best known for betting against the U.S. housing market from 2005 onwards when the sector was red hot but eventually crashed in 2008, is now betting against artificial intelligence (AI) plays. 13F filings reveal that his Scion Asset Management bought put options on both Nvidia (NVDA) and Palantir (PLTR) in Q3 2025. Both these stocks have been at the forefront of the AI trade, and betting against them is nearly blasphemous for a section of the market, even as Burry has suggested that he has cl ...