Market Recap for 11/25/25

Market Overview - US stocks closed higher for the third consecutive session, driven by expectations of a Federal Reserve rate cut at the upcoming FOMC meeting on December 9-10, with probabilities for a 25-basis-point reduction rising to 81% from 42% the previous week [1] - The market is experiencing a volatile month influenced by a recent government shutdown and a tech selloff, with economic reports indicating softer retail spending and easing producer prices [1] Company Performance - Nvidia experienced a significant drop, marking its worst month since 2022 with a decline of approximately 15% in November due to increased competition in AI hardware [2] - Advancing stocks outnumbered decliners on Nasdaq, with 3,121 risers compared to 1,462 decliners, indicating a positive market sentiment [2] - Companies such as RKT, OPEN, and CARR are expected to perform well in a lower interest rate environment, alongside IWM/TNA [3] - META showed positive movement, while MSFT/MSFU is anticipated to follow suit, and GOOGL reached new all-time highs [3]