The Dow Jones Industrial Average (^DJI) closed higher on Friday, November 28, 2025, gaining 289.30 (0.61%) points in a shortened Black Friday trading session. Dow Futures (YM=F) also reflected positive sentiment, rising 253.00 (0.5327%). The primary narrative driving the market today was strong optimism surrounding the Black Friday shopping period and the broader holiday retail season, signaling robust consumer spending expectations. This positive outlook propelled a broad range of sectors, particularly tho ...

Market Overview - U.S. stock markets closed higher on November 28, 2025, with all three major indexes extending a multi-day rally, driven by hopes for future interest rate cuts and positive economic data [1][12] - The Dow Jones Industrial Average (DJIA) rose 0.6% to 47,427.12, the Nasdaq Composite (IXIC) increased by 0.7% to 23,214.69, and the S&P 500 (SPX) gained 0.5% to 6,812.61, marking the fifth consecutive session of increases for all three benchmarks [2] Weekly Performance - For the week, the Nasdaq surged 4.9%, the S&P 500 was up approximately 3.7%, and the Dow gained about 3.2% [3] - November was mixed; while the S&P 500 and Dow extended their winning streaks to seven months, the Nasdaq ended down 1.5%, attributed to reassessment of profitability timelines for major AI companies [3] Economic Data - Initial jobless claims decreased by 6,000 to 216,000, below the consensus estimate of 229,000, indicating a strong labor market [5] - Orders for durable goods rose by 0.5% in September, missing estimates, while non-defense capital goods orders increased by 0.9%, a key indicator for business spending [5] Upcoming Events - Market participants are monitoring the potential for another interest rate cut by the Federal Reserve next month, which is a significant driver of market optimism [4] - Kevin Hassett is a key contender for the next Fed Chairman, with an announcement expected from President Trump before Christmas, which could influence monetary policy expectations [4] Individual Stock Performance - Intel (INTC) surged 10.2%, leading the S&P 500, following speculation it could become a foundry supplier for Apple (AAPL) processors [7] - Eli Lilly (LLY) shares slipped 2.6%, giving back some recent gains despite a market cap exceeding $1 trillion due to sales of weight-loss drugs [8] - Nvidia (NVDA) shares slid 1.8% amid competitive concerns, while other tech stocks like Microsoft (MSFT) and Amazon (AMZN) saw gains of 1.3% and 1.8%, respectively [9] Sector Performance - Retailers performed well on Black Friday, with Walmart (WMT), Target (TGT), and Amazon (AMZN) finishing up roughly 1% to 2% [10] - Cryptocurrency-related stocks rose as Bitcoin moved above $90,000, with Marathon Digital Holdings (MARA), MicroStrategy (MSTR), and Coinbase Global (COIN) up by 7%, 5%, and 5%, respectively [11]

Core Insights - The AI boom has significantly benefited NVIDIA Corporation, with its shares rising 33.2% over the past year, while BigBear.ai Holdings, Inc. has seen a remarkable 181% increase in the same period, raising questions about its potential as a future leader in the AI sector [1] Group 1: BigBear.ai's Performance and Growth Potential - BigBear.ai's revenues fell 20% year-over-year to $33.1 million in Q3 2023, following an 18% decline to $32.5 million in Q2 2023, largely due to reduced federal funding [1][7] - The acquisition of Ask Sage for $250 million is expected to enhance BigBear.ai's growth, as it is a widely adopted generative AI platform used by various government agencies, supporting 100,000 users across 16,000 teams [2][3] - BigBear.ai's CEO stated that integrating Ask Sage will create a secure, integrated AI platform, which aligns with market demands [3] Group 2: Financial Position and Future Outlook - BigBear.ai ended Q3 2023 with a strong cash position of $456.6 million, providing a solid foundation for growth initiatives and potential acquisitions [4][7] - The company is maintaining its full-year sales guidance between $125 million and $140 million, with a net income of $2.5 million in Q3 2023, a significant improvement from a net loss of $15.1 million in the same period last year [5][7] - Analysts project a short-term price target for BigBear.ai stock at $6.67, indicating a potential upside of 10.8% from the last closing price, with the highest target at $8, suggesting a 32.9% upside [6] Group 3: Comparison with NVIDIA - Despite the positive outlook for BigBear.ai, it is premature to label it as the "next NVIDIA" due to its operational loss of $21.9 million in Q3 2023, which more than doubled from the previous year's loss [9] - NVIDIA has consistently shown revenue and profit growth, driven by its strong position in AI hardware and competitive advantages from its CUDA software platform [9]

A Thanksgiving week rally couldn't put all three major indexes in the green for November. The S & P 500 gained nearly 4% for the week, while the Dow Jones Industrial Average added more than 3% — a strong enough showing for each to eke out gains for the month. It extends their streak of winning months to seven. And while the Nasdaq Composite ended the week higher by more than 4%, it wasn't enough to overcome selling earlier in the month triggered by valuation concerns about the artificial intelligence trade. ...

The Dow Jones Industrial Average (^DJI) was up 289.30 (0.61%) today, with Dow Futures (YM=F) also showing strength, up 253.00 (0.5327%). The positive market momentum in this shortened Black Friday trading session was largely driven by optimism surrounding potential Federal Reserve interest rate cuts in the near future, coupled with generally strong economic data. This sentiment propelled a broad-based rally across the major indices.Several key components and significant stocks posted notable gains. JPMorgan ...

本文源自：金融界AI电报 周五，美国科技股七巨头指数涨0.35%，报207.05点，本周累计上涨3.95%，11月份累跌2.18%。Meta Platforms收涨2.26%，亚马逊、微软至多涨1.77%，特斯拉张0.84%，苹果涨0.47%，谷歌A涨0.07%，英 伟达则收跌1.81%。此外，AMD收涨1.54%，台积电涨0.53%，伯克希尔哈撒韦B类股涨0.50%，礼来跌 2.61%。"超级"市值科技股指数涨0.79%，报402.65点，本周累涨6.37%，11月份累跌3.03%。除了特斯 拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外，高通收涨1.79%，奈飞涨 1.36%，博通涨1.36%，Salesforce涨1.05%，Adobe涨0.82%，甲骨文则收跌1.47%。 ...

Joining us now, David Bonson from the Bonsson Group and Michael Farre from Far Miller in Washington. It's great to have both of you here. David, I'm going to start this conversation with you because we have seen dip buying.Uh we have seen a little bit of a rebound here, particularly in some of these big tech names uh into months end. You're saying don't buy the dip. Why.Well, I think that the names that have dipped the most are grotesqually overvalued, and they could easily catch a bid and rally, but it's e ...

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 ...

Industry Overview - Artificial intelligence (AI) is revolutionizing various sectors by enabling machines to analyze large datasets, identify patterns, and make informed decisions, significantly enhancing operational efficiency and organizational agility [2] - Global AI spending is projected to reach $1.48 trillion by 2025, reflecting a growth rate of 49.7% compared to 2024, while AI infrastructure spending is expected to hit $758 billion by 2029 [3] Company Highlights - NVIDIA is experiencing strong demand for AI and high-performance computing, with its GPUs driving data center revenues, particularly for generative AI and large language models (LLMs) [6][7] - Micron Technology is benefiting from increased demand for high-bandwidth memory (HBM) and recovering DRAM prices, driven by the rising need for AI servers [8][9] - Analog Devices is capitalizing on growth in automation, AI infrastructure, and automotive electrification, with a strong market position in high-performance analog solutions [12][13] Technological Advancements - The introduction of advanced AI models, such as OpenAI's GPT-5 and Alphabet's Nano Banana Pro, is enhancing capabilities across various applications, including enterprise workflows and user engagement [4] - NVIDIA's CUDA technology is facilitating the transition from classical machine learning to generative AI for hyperscalers, while the company is also expanding into the autonomous vehicle market [7] Market Dynamics - The partnerships between AI companies and chip manufacturers, such as OpenAI with AMD and NVIDIA, indicate a growing demand for AI chips [3] - Micron's new LPCAMM2 memory is designed for AI-ready laptops and workstations, supporting heavy workloads associated with AI tasks [10][11]

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 ...