Marketplace All-in-One AI to the rescue (for now)
Nov 20, 2025
Nvidia's latest earnings report reassures investors amidst AI market tensions, showcasing its dominance in chip production. The conversation shifts to the impact of a delayed jobs report due to a government shutdown, affecting the Fed's upcoming decisions. Additionally, escalating tensions between China and Japan are explored, with China using economic coercion as a response to recent comments about Taiwan. Experts analyze the implications for U.S.-China relations, highlighting a more assertive stance from China on the world stage.
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NVIDIA Validates The AI Boom
- NVIDIA's results reassured investors that AI-driven demand is real and strong right now.
- The company expects another large revenue jump, signaling continued AI spending by hyperscalers.
Stale Jobs Data Complicates Fed Decisions
- The upcoming U.S. jobs report will be delayed and partially stale because of the government shutdown.
- Policymakers, including the Fed, will have to act with incomplete labor-market data in December.
Watch The December Jobs Combination
- Expect the BLS to combine partial October payroll data with November's report on December 16.
- Watch that combined release carefully because it may influence the Fed's rate decision on December 9–10.