Month: November 2025
Nvidia turns red even after an earnings blowout. One analyst’s note may explain why
Nvidia turned red on Wednesday, giving up a sizable gain, even after what appeared to be impeccable results and guidance . That left investors and traders scrambling to find out why. One analyst may have the answer. Out of Wall Street’s major investment banks, Deutsche Bank stood alone Wednesday with its neutral stance on Nvidia […]
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Bath & Body Works stock plunges as retailer misses third-quarter earnings, announces turnaround plan
Sale signs inside the Bath and Body Works store in Edmonton. On Thursday, January 6, 2022, in Edmonton, Alberta, Canada. Artur Widak | Nurphoto | Getty Images Bath & Body Works Inc. stock plunged Thursday after the company reported “disappointing” third-quarter earnings and slashed its full-year outlook, citing “macro consumer pressures.” Shares sank nearly 25% […]
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Why Eaton’s CFO change isn’t a red flag — plus, Palo Alto’s buzzy new deal
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 Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up […]
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‘This is a structural goods recession’: U.S. freight market is starting to roll over as Chinese trade plummets
The impact of President Donald Trump’s tariffs continues to rip through the logistics and transportation sectors, with major ports experiencing a steep drop in imports after records were set earlier this year, and volumes throughout the supply chain rolling over. For the first time in 2025, rates for van, flatbed, and refrigerated loads in October […]
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Ray Dalio says we are definitely in a bubble, but that doesn’t mean you should sell yet
Get Morning Squawk directly to your inbox Nvidia’s rally lifted the stock market, with Wall Street appearing to move past fears around the AI trade faltering that weighed on stocks in recent sessions. The technology-heavy Nasdaq Composite has climbed nearly 17% in 2025, propelled by gains in megacap tech stocks amid continued excitement around AI. […]
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Google launches Nano Banana Pro, an updated AI image generator powered by Gemini 3
Sopa Images | Lightrocket | Getty Images Google on Thursday rolled out Nano Banana Pro, its latest image editing and generation tool, continuing the company’s momentum after launching its new Gemini artificial intelligence model earlier this week. The product is built on Gemini 3 Pro, which was announced on Tuesday and contributed to record-breaking stock […]
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Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders
Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows […]
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Existing home sales see small October gain, but supply is now dropping
For Sale real estate sign for Redfin in front of a townhome, Walnut Creek, California, Oct. 29, 2025. Smith Collection | Gado | Archive Photos | Getty Images Improvement in mortgage rates at the end of the summer boosted home sales, but that gain may be short-lived. Sales of previously owned homes in October rose […]
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Starbucks Workers United escalates strike during busy holiday season
Starbucks workers walk a picket line as they go on strike outside a Starbucks store on Nov. 13, 2025 in the Clinton Hill neighborhood of the Brooklyn borough in New York City. Michael M. Santiago | Getty Images One week into what baristas have threatened to make the “largest, longest” strike in Starbucks’ history, the […]
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Fed likely to not cut rates in December following delayed September data, according to market odds
Jerome Powell, chairman of the US Federal Reserve, during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Oct. 29, 2025. Al Drago | Bloomberg | Getty Images Odds of a December rate cut remained low following the release of delayed jobs data. Markets were last pricing […]
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