And it's time now to spotlight Nvidia. Joining us now is Corey Johnson, chief market strategist at Apistrophe Capital Research. And so really, where do we start.I mean, Nvidia had quite the week last week. So really walk us through your initial thoughts here as we do approach trading this week, obviously shortened for the holiday, but given the fact that we have Nvidia earnings, they were not enough to propel a significant catalyst at least through the back half of last week. So how do you think through now ...

Group 1 - The AI trade and broader markets faced significant challenges in the past week [1]

Revolut's Nikolay Storonsky takes part in an event to open Revolut's new global headquarters in the Canary wharf financial district of east London, on September 23, 2025. (Photo by Adrian DENNIS / AFP) (Photo by ADRIAN DENNIS/AFP via Getty Images)AFP via Getty ImagesRevolut’s valuation has surged to $75 billion in a secondary share sale that brought in NVentures, the venture arm of Nvidia. The transaction marks a 66% jump from the level set just over a year ago and underscores Revolut’s appeal to one of the ...

David, coming out of the block for you, this Goldman Sachs note really has caught my my eye. They are recommending buying the dips in the markets now. Stocks are off their highs.Does buying the dip right now make sense to you. >> I think it does. When you look at the Fed potentially cutting interest rates, nobody's talking about them hiking rates.You look at unemployment numbers around 4%. And you look at uh a situation where the federal government has basically created enough stimulus that they're going to ...

Group 1 - The U.S. government is considering whether to allow NVIDIA to sell advanced AI chips to China, with President Trump seeking advice from various advisors [1][2] - There is a conflict between promoting economic expansion and maintaining national security, as highlighted by U.S. Commerce Secretary Raimondo [1] - NVIDIA has been actively lobbying the Trump administration to regain access to the Chinese market, with CEO Jensen Huang emphasizing the need for a compelling reason to export [1][2] Group 2 - Recent discussions among U.S. officials have focused on which chips could be sold to China, with some viewing the H200 processor as a compromise compared to more advanced options like Blackwell [2] - If the Trump administration approves the sale, it would represent a significant easing of trade restrictions aimed at curbing China's AI capabilities [3] - The H200 chip, which has double the performance of its predecessor H100, is currently the most advanced model approved for export to China, although demand for it has waned [3] Group 3 - Since 2022, the U.S. government has implemented strict export controls to suppress China's chip development, prohibiting NVIDIA from exporting high-end GPUs for AI applications [3] - Earlier this year, NVIDIA faced restrictions on exporting the H20 chip until it agreed to pay 15% of its sales in China to the U.S. government [3] - Chinese companies are actively working to develop domestic AI chips to replace NVIDIA's market share, with major firms like Huawei and Alibaba increasing their investment in chip R&D [4]

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 and Nasdaq each surged Monday on the back of Alphabet 's gains and expectations for a third Fed interest rate in 2025. Shares of the Google parent jumped more than 4% on excitement about the launch of Gemini 3, which also sparked debate about whether it is superior to OpenAI's ChatGPT. Jim Cramer said, "The rate cut story is really behind a lot ...

David, coming out of the block for you, this Goldman Sachs note really has caught my my eye. They are recommending buying the dips in the markets now. Stocks are off their highs.Does buying the dip right now make sense to you. >> I think it does. When you look at the Fed potentially cutting interest rates, nobody's talking about them hiking rates.You look at unemployment numbers around 4%. And you look at uh a situation where the federal government has basically created enough stimulus that they're going to ...

Group 1 - The recent sell-off in the tech-heavy Nasdaq composite has negatively impacted artificial intelligence companies like Nvidia and Palantir Technologies, pushing their stock prices below key moving averages [1] - Gold stocks, particularly Kinross Gold, have shown relative resilience during this downturn, maintaining a position on the Investor's Business Daily Leaderboard as shares bounce back [1] Group 2 - Nvidia's stock has seen fluctuations as discussions arise regarding potential U.S. government approvals for chip sales to China, indicating a possible shift in market sentiment [2] - The performance of AI stocks is under scrutiny, with companies like Google experiencing gains while others like Oracle and Meta face declines, highlighting a divergence in the sector [4] - Insider selling at Palantir Technologies has raised concerns about its stock outlook, contributing to a bearish sentiment around the company [4]

Retail investors should be aware of upcoming stock market holidays and early closures in order to plan trades and adjust settlement times. Benzinga specializes in market-moving exclusives. Read them here — before everyone else. Here’s a look at the stock market schedule for the 2025 holiday season.Read Next: Nvidia Sell Signal? 3 Market Legends Dump The StockThanksgiving Holiday & Black FridayThe U.S. stock market is closed for Thanksgiving Day 2025. This means both the New York Stock Exchange (NYSE) and th ...

Core Insights - U.S. equity markets are experiencing strong positive momentum driven by optimism regarding potential interest rate cuts by the Federal Reserve [1][5] - Major stock indexes are showing significant gains, with the Dow Jones Industrial Average up approximately 0.5%, the S&P 500 up 1.4%, and the Nasdaq Composite up 2.3% [2][3][4] Market Performance - The Dow Jones Industrial Average (DJIA) has increased by around 215 points, reflecting a nearly 1.3% advance over the last two trading sessions [2] - The S&P 500 has surged 1.4% today, building on a previous gain of 0.7% [3] - The Nasdaq Composite has risen 2.3% in midday trading, marking a significant recovery from a 2.7% decline the previous week [4] Economic Indicators - Market momentum is largely influenced by expectations of a December Federal Reserve interest rate cut, with a 77% likelihood of a 25-basis-point cut predicted by the CME FedWatch tool [5] - A series of economic data releases are anticipated this week, including delayed October U.S. retail sales and Producer Price Index (PPI) readings [7] Corporate Developments - Notable companies reporting earnings this week include Best Buy, Dell Technologies, Alibaba, and others, with Alibaba's shares gaining 4.7% in Hong Kong trading due to strong demand for its updated Qwen AI application [11][12] - Nvidia is in focus as reports suggest U.S. officials may allow the sale of its H200 AI chips to China, contributing to a 1.2% increase in its stock [10] - Diversified Energy Company has completed its acquisition of Canvas Energy, enhancing its production capabilities [12] Stock News - Novo Nordisk shares fell significantly after its oral semaglutide failed in late-stage Alzheimer's trials [9] - Deutsche Bank announced plans to issue Additional Tier 1 (AT1) capital instruments to support its capital ratios [13] - Zacks Investment Research identified Bank OZK, Boise Cascade Company, and Cool Company Ltd. as "Strong Sell" stocks due to downward earnings revisions [13]