Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Welcome back to the Stock Market Daily Podcast. Today’s podcast episode was created from the following stories:
Heres how much traders expect Nvidia stock to move after Wednesdays earnings
By: Kara Greenberg | Published: November 18, 2025
Options markets are pricing a nearly 7% move in Nvidia shares by weeks end as the AI chip leader reports earnings after Wednesdays close, with analysts expecting about 60% revenue growth to roughly $55.4 billion. While Wall Street remains broadly bullish, recent sell-the-news reactions raise the bar for a beat-and-raise to sustain the rally. With Nvidia at the center of the AI trade, the print could sway broader market sentiment.
Goldman Sachs pinpoints the 5 stocks that will get the biggest productivity boost from AI
By: William Edwards | Published: November 18, 2025
Goldman says the next leg of AI gains will favor companies poised for productivity improvements, highlighting H&R Block, Robert Half, Cognizant, EPAM Systems, and IQVIA. These firms have high labor costs and large portions of work exposed to AI automation, positioning them for outsized earnings leverage as adoption scales. The call shifts focus from infrastructure winners like chipmakers to the downstream application layer.
2 growth stocks to buy hand over fist before December
By: (not specified) | Published: November 18, 2025
The piece spotlights Nvidia as a continued leader in AI compute and Taiwan Semiconductor as a key supplier to virtually every major AI player. For investors positioning into year-end, the duo offers direct exposure to AI demand and the chip supply chain enabling it. The takeaway: own the core picks-and-shovels of AI.
Dollar falls ahead of U.S. jobs data
By: (not specified) | Published: November 18, 2025
The U.S. dollar slipped as traders awaited fresh labor-market signals that could influence the Federal Reserves policy path. The move reflects a cautious tone across markets with participants reluctant to take big positions ahead of the data. A softer print could reinforce expectations for easier policy in 2026.
Baidu posts worst sales fall on record despite major AI spending
By: (not specified) | Published: November 18, 2025
Baidu reported its steepest sales decline on record, underscoring the lag between heavy AI investment and monetization. The results highlight the challenge many tech giants face in turning large-scale AI capex into measurable revenue gains. Investors will watch closely for milestones that convert R&D into adoption and profitability.
Why its time to look at China for AI investment, according to a head strategist at a $6.6 trillion wealth manager
By: William Edwards | Published: November 18, 2025
UBSs Jason Draho argues Chinese tech offers attractive, less-correlated AI exposure versus U.S. mega-cap leaders, with ETFs like CQQQ and CTEC as access points. While valuations are lower than U.S. peers, theyre elevated versus Chinas own history, so selectivity is key. The diversification angle is compelling as U.S. AI valuations stretch and performance drivers diverge.
Taken together, these stories capture a market at an inflection point: a high-stakes Nvidia earnings moment for AI infrastructure, a shift toward productivity-driven winners, and a broader rethink of global and macro positioning from the dollar to China tech. For investors, the theme is clearfocus on where AIs value creation shows up next, while staying nimble around key catalysts and crosscurrents.
