WSJ What’s News How Nvidia Is Powering the Market Turnaround
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Nov 20, 2025 Seema Shah, Chief Global Strategist at Principal Asset Management, dives into Nvidia's soaring profits and what they mean for the AI market's resilience. She highlights the significance of Nvidia's record earnings in boosting investor confidence. The discussion also touches on the broader chip industry's need to maintain strong guidance to keep the AI momentum alive. Additionally, Seema offers insights into the White House's peace plan for Ukraine and the potential bidders for Warner Bros. Discovery, spotlighting who might be the frontrunner.
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Nvidia's Results Recenter The Market
- Nvidia's record sales and raised guidance reassure markets and sparked a broad rally.
- Seema Shah warns rising stakes mean investors will need repeated delivery to sustain confidence.
Watch Future Guidance Not Just One Quarter
- Expect markets to demand consistent forward guidance from major AI chipmakers.
- Monitor upcoming quarterly guidance across the sector before assuming the AI trade's durability.
Nvidia Matters, But The Industry Must Follow
- Nvidia is the most important player but the market needs corroboration from other chipmakers.
- Broader industry guidance will determine whether the AI-driven rally is sustainable.