Stock Movers Nvidia's Rally Fades, Walmart Rises on Results, Oracle Drops
Nov 20, 2025
Nvidia's stock took a hit after initially soaring, spurred by concerns over AI spending and potential rate cuts. Meanwhile, Walmart impressed investors by raising its sales and profit forecasts, successfully catering to both price-sensitive shoppers and those seeking higher-end products. Oracle's substantial AI investments are under scrutiny as traders use its credit-default swaps to navigate rising risks in the AI landscape, reflecting heightened anxiety in the market.
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Nvidia Rally Undermined By AI And Rate Fears
- Nvidia reported stronger-than-expected results but the rally later faded amid AI spending and rate-cut worries.
- Investors worry mega deals and lack of China AI-accelerator sales may be inflating demand for Nvidia hardware.
Walmart Ups Forecast As Customers Hold
- Walmart raised its full-year sales and profit outlook, signaling strength with price-sensitive shoppers.
- The retailer is winning customers across income levels and boosting e-commerce and higher-end pushes.
Oracle CDS Volume Signals AI Credit Anxiety
- Oracle has become a credit-market barometer for AI risk as traders flood its credit-default swaps.
- Heavy AI spending and rising net adjusted debt have pushed CDS volumes and investor hedging activity sharply higher.