AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer. …
TNB Tech Minute: National-Security Concerns Hold Up Trump’s U.A.E Chips Deal
Plus: TSMC plans to speed up its Arizona expansion to meet rising demand for chips. GE Aerospace raises guidance after earnings beat. Ariana Aspuru hosts.
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Stocks steady, Pepsi and Delta beat, gold still shining
US stocks hold near record highs after the S&P 500 (^GSPC) and Nasdaq (^IXIC) both closed at all-time highs. Gold remains near $4,000 an ounce, driven by safe-haven demand and central bank buying, even as Fed minutes showed policymakers divided on the pace of rate cuts. Chair Jerome Powell delivers…
Nvidia powers market rebound, jobs data surprises, Walmart beats big
US stocks push higher as Nvidia’s (NVDA) blowout earnings reset sentiment across global markets and help offset a surprisingly strong September jobs report. Nvidia topped expectations on revenue and profit, guided to $65 billion for the current quarter, and CEO Jensen Huang dismissed AI bubble conc…
Retail cools, Alphabet races toward $4T, Nvidia slips on Google chip threat
US stock futures are little changed as fresh economic data shows a pullback in consumer spending and moderating wholesale inflation — a combination that strengthens the case for a December Fed rate cut. September retail sales rose just 0.2%, down sharply from August’s 0.6% jump, while core wholesal…
Micron renews AI chip enthusiasm
Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)Show NotesBuy Tesla call options ahead of two October catalyst events - GoldmanDurable goods orders come in flat in August; core…
ADSK Raises Guidance, WDAY Wobbles Despite Earnings Beat
George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it t…
Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse
Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear t…
Delta Sets the Pace for Airline Earnings Season
As Delta Air Lines kicks off Q3 earnings, Gordon and Jay unpack the numbers. Plus, could Southwest be eyeing widebody aircraft? And what's behind the latest slide in JetBlue's share price?
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