Stock Movers Nvidia Drops, Oracle Falls, NIO ADRs Sink on Earnings
Nov 25, 2025
Bailey Lipschultz, a Bloomberg reporter specializing in market trends, dives into the recent declines of Nvidia, Oracle, and NIO. He highlights how a potential partnership between Meta and Google threatens Nvidia's AI leadership, resulting in a stock drop. Lipschultz also discusses CFRA's downgrade of Oracle due to heavy debt concerns, projecting negative cash flow for years. Finally, he addresses NIO’s disappointing revenue and sales forecasts, drawing comparisons with rivals like BYD in the competitive EV market.
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AI Chip And App Rivalry Moves Markets
- Nvidia's share drop reflects growing debate over whether Google can rival Nvidia in AI chips and apps.
- Market moved as investors weigh Nvidia's Blackwell chips against Google's TPUs and Gemini's potential.
Debt Concerns Cloud Oracle Outlook
- CFRA downgraded Oracle citing rising debt after recent capital raises and forecasted negative free cash flow through FY28.
- The downgrade pressured Oracle shares and highlighted investor concerns about its balance sheet and cash generation.
Hosts Compare Company Scale And EV Impressions
- Bailey noted Oracle is a half-trillion dollar company but its stock is down 41% from September peak, emphasizing scale and volatility.
- Scarlet shared personal impressions of BYD cars from Asia, describing them as quality and competitively priced compared with Tesla.