Stock Movers Closing Bell: Vita Coco Rises, Dell and Nvidia Fall
Nov 17, 2025
Vita Coco's shares jumped after a tariff relief order and a favorable analyst upgrade. Meanwhile, Dell's stock plummeted nearly 10% following a downgrade due to weak demand. Nvidia faced significant sell-offs by major investors, including Peter Thiel’s hedge fund, just before its earnings report. The discussion also touched on lithium producers gaining from positive supply forecasts. Insightful banter about coconut water preferences lightened the analysis, making for an engaging overview of the market's movers and shakers.
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Tariff Cut Boosts Vita Coco
- Vita Coco rallied after BofA upgraded it and an executive order reduced tariffs on imported food including coconuts.
- The company said it expects coconut water products to be exempt from reciprocal tariffs as of Nov. 13th.
Hosts' Coconut Water Banter
- Carol Massar jokes about colleague Romaine being a coconut water fan and fondly recalls being an early Vita Coco drinker.
- The hosts share light banter about personal hydration habits during the segment.
Watch Memory Cycle Risks
- Monitor hardware vendors like Dell when analysts warn of a weakening memory cycle and downgrade ratings.
- Expect pressure on earnings for OEMs and component makers when memory demand softens.