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What's Behind the Selloff in Nvidia Stock?
Youtube· 2025-11-21 17:56
Market Overview - The market is experiencing ongoing pressure despite strong earnings reports from major companies like Nvidia, indicating a risk-off mentality among investors [2][4] - Macro pressures are significantly impacting major indexes, leading to a sell-off in stocks [2][6] Company Performance - Nvidia reported a blowout earnings report, but the positive impact was short-lived as the stock faced two down days immediately after [1][2] - Apple and Google are outperforming in the current market, with Apple showing resilience and Google benefiting from optimism surrounding its Gemini 3 product [3][4] Debt Concerns - There is growing anxiety regarding debt levels among major players, particularly Oracle, as indicated by the rise in credit default swaps (CDS) [7][8] - Investors are concerned about the potential for over-leverage in companies heavily investing in AI, which could pose risks in the future [8][9]
What's Behind the Selloff in Nvidia Stock?
Bloomberg Technology· 2025-11-21 17:55
Market Trends & Dynamics - Despite Nvidia's blowout earnings report, macro pressures are weighing down major indexes, leading to a risk-off mentality in the markets [1][2] - Apple and Google are outperforming, showing a split in the market, possibly due to less exposure to AI or optimism after Gemini three [3] - Investors are scrutinizing Nvidia's accounts receivable and inventory, seeking to understand the sell-off [4] - Market reactions are sensitive to news around potential Federal Reserve rate cuts [5][6] Debt & Risk - Oracle's credit default swaps (CDS) are being used as a gauge of anxiety regarding the large debt held by certain companies, particularly in the neo-cloud sector [7] - The debt question is a significant concern for investors, fueling fears of an AI bubble and potential over-leverage [8] - Despite companies addressing debt concerns, investors remain unconvinced and worried about a potential "house of cards" scenario [9]
Don't think there's much fear in this market at all, says JPMorgan's Bill Eigen
CNBC Television· 2025-11-21 11:54
story. I want to bring into this conversation uh Bill Egan. He is the chief investment officer of the Absolute Return Fixed Income Group at JP Morgan Asset Management.Uh we've had a wild ride in the equity markets. Uh it's been quite a thing to to see. >> These guys are stuck.>> Yeah. Given the inflation picture and the unemployment picture, they're smacking against each other in the wrong directions. >> Yeah.What's interesting, Andrew, is um you know, 10 and 30-year yields are higher now than when Fed fund ...
X @Bloomberg
Bloomberg· 2025-11-21 08:58
A2MP will use the mix of debt and equity to support existing projects and target acquisitions https://t.co/YtAUTmI1Uv ...
Ray Dalio: I'm 'deeply concerned' about government credit
CNBC Television· 2025-11-20 16:30
Where is the leverage that we should be worried about if we should be at all. Do you worry about private credit and how connected that is to the banking system or not. >> Um I think we have a a challenge in private markets.If you're looking at the private equity markets, >> okay, >> they have a bunch of problems. Um in other words, can't sell deals, uh pricing of deals, returns and so on. Can't get cash out of them.And then of also um you're looking at venture >> venture is having uh problems >> and um a lo ...
'Ramsey Show' Host Asked People At Disney How Much Debt They Have. 'You're Driving Most People's 401(k)'
Yahoo Finance· 2025-11-20 14:15
Core Insights - Many Americans are struggling with significant debt, with a lack of effective plans to manage or eliminate it [1][2] Debt Overview - A couple reported a combined debt exceeding $180,000, excluding their mortgage, with individual debts of $60,000 and $75,000 [2] - Monthly debt servicing costs for the couple range from $1,200 to $1,300, highlighting the burden of their financial obligations [3] Student Loan Challenges - A recurring issue among interviewees is student debt, often without a clear repayment strategy [4] - One individual mentioned having $35,000 in loans and $100,000 in private student loans, expressing a vague plan to work extra shifts to manage her debt [4] Positive Financial Behavior - A family of three successfully saved for their $8,000 Disney vacation, demonstrating a disciplined approach to finances by using only debit and avoiding credit cards [5]
X @Bloomberg
Bloomberg· 2025-11-20 10:54
RT Bloomberg New Economy (@BBGNewEconomy)"We're at the same level of debt that we were at the end of World War II."MD & Vice Chairman @PIMCO John Studzinski at #BloombergNewEconomy.⏯️ https://t.co/J5lCJTamOX https://t.co/f7fmXRKJyw ...
X @Bloomberg
Bloomberg· 2025-11-19 17:33
German Football Team Schalke Raising Debt With a Promotion Bonus https://t.co/QvFG29qRvi ...
1929 vs. Now: The Difference is Where the Debt is
Economic Context & Debt Dynamics - The economic landscape of 1929, characterized by a budget surplus, differs significantly from the present day, marked by an enormous deficit [1] - The shift in debt burden from the private sector to the government sector is a notable difference, yet the fundamental issue of debt remains [2] - Debt, regardless of its location (private or government), represents assets for one party and liabilities for another [2] Market Bubbles - Bubble patterns tend to recur across different periods [3] Monetization - When assets are less attractive than alternatives, debt repayment necessitates some form of monetization [2]
X @Bloomberg
Bloomberg· 2025-11-19 14:40
IFFCO Group has appointed a new board of directors led by a turnaround specialist, as the UAE-based conglomerate works to address about $2 billion in debt https://t.co/y9okI8wGxO ...