Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 21, 2025
Welcome back! Today’s podcast episode was created from the following stories: a powerful mix of earnings, market moves, and strategic bets shaping sentiment across equities, crypto, and global finance.
Wall Street says Nvidia’s blockbuster earnings prove the AI boom is nowhere near its peak
By Lee Chong Ming and Robert Scammell — November 20, 2025
Nvidia posted $57 billion in Q3 revenue with $51 billion from data centers and guided to $65 billion for Q4, easily topping estimates as shares jumped premarket. Analysts said the print undercuts “AI bubble” fears, with half a trillion dollars in Blackwell and Rubin chip orders booked through 2026, even as power and land constraints loom. Why it matters: the results reinforce that AI infrastructure spending remains robust and could continue to drive broader tech leadership.
5 biggest takeaways from Nvidia’s Q3 earnings — from the AI bubble to new Saudi partnerships
By Katherine Li — November 20, 2025
CEO Jensen Huang pushed back on AI bubble chatter and highlighted deepening partnerships with OpenAI, Anthropic, Uber, and xAI, including massive infrastructure plans. Nvidia flagged China export headwinds but pointed to growth in robotics and AI infrastructure, with hyperscalers expected to drive roughly half its long-term opportunity. Why it matters: Nvidia’s pipeline and partner ecosystem suggest durable demand even amid policy and competitive pressures.
Stocks rally before the open on upbeat Nvidia earnings, U.S. jobs report in focus
By Staff Reports — November 20, 2025
Equities were higher ahead of the bell as Nvidia’s results lifted risk appetite and investors awaited U.S. jobs data for clues on growth and Fed policy. The combination of strong corporate earnings and anticipated macro reads set a supportive tone. Why it matters: a solid labor print could extend the rally, while a hot report might rekindle rate worries.
Hong Kong stocks reverse 4-day slide as Nvidia earnings lift sentiment
By Staff Reports — November 20, 2025
Hong Kong’s Hang Seng rose for the first time in four sessions after Nvidia’s beat eased concerns over an AI-driven bubble. Why it matters: global tech leadership and earnings momentum continue to ripple across Asia’s markets, stabilizing sentiment after recent weakness.
Nvidia’s strong earnings boost U.S. futures while markets await long-delayed September jobs report
By TERESA CEROJANO and MATT OTT, Associated Press — November 20, 2025
Wall Street rallied as Nvidia’s results tempered worries about stretched AI valuations, with attention turning to overdue U.S. jobs data. Why it matters: futures strength signals investors are willing to lean risk-on if macro confirms a soft-landing path.
AI and HPC bitcoin miners surge premarket following stellar Nvidia earnings
By James Van Straten — November 20, 2025
AI/HPC-linked bitcoin miners led premarket gains as Nvidia’s outlook lifted risk sentiment; IREN, Cipher Mining, and Hive Digital all jumped. Separately, Kindly MD (NAKA) reported a delayed Q3 with minimal revenue and a large net loss tied to non-cash items and bitcoin. Why it matters: AI tailwinds are spilling over into crypto-adjacent equities, even as fundamentals diverge.
Ark Invest buys the slide, adds almost $40M of crypto stocks, as market drops
By Jamie Crawley — November 20, 2025
Ark Invest scooped up roughly $39.6 million across Bullish, Circle Internet, and Bitmine as crypto shares fell alongside a bitcoin pullback. Why it matters: the dip-buy underscores ARK’s high-conviction, long-term stance on crypto infrastructure despite volatility.
Bullish and Circle Internet stocks are struggling. Cathie Wood’s ARK buys more
By Staff Reports — November 20, 2025
Despite weakness in crypto-linked names, ARK continued to add exposure, signaling confidence in company fundamentals and future catalysts. Why it matters: active rebalancing and accumulation by high-profile managers can help set floors in volatile sectors.
Kotak, Federal Bank in talks to acquire Deutsche Bank’s India retail and wealth portfolios
By Joel Rebello & Shilpy Sinha, ET Bureau — November 20, 2025
Kotak Mahindra Bank and Federal Bank are negotiating to buy Deutsche Bank’s India retail and wealth units as the German lender seeks a full exit. Why it matters: a deal could reshape India’s retail banking landscape and signal ongoing global portfolio realignments by multinationals.
Here’s why The Cigna Group (CI) traded lower in Q3
By Staff Reports — November 20, 2025
An investor letter from SCCM Value Equity Strategy discussed Cigna’s Q3 performance and factors behind the stock’s recent move. Why it matters: manager commentary can illuminate what’s driving payer valuations into year-end.
Here’s what lifted Morgan Stanley (MS) in Q3
By Staff Reports — November 20, 2025
The same letter highlighted drivers of Morgan Stanley’s Q3 improvement, pointing to business mix and market environment. Why it matters: insights into wealth and institutional trends help frame big-bank earnings momentum.
