Stock Movers HP Sinks on Profit Outlook, AI Race Heats Up for Nvidia
4 snips
Nov 25, 2025 Nvidia's shares hit a low as competition heats up with Google eyeing AI chips, posing a challenge to Nvidia's dominance. Meanwhile, HP's profit outlook disappointed investors, leading to a significant stock drop and plans to cut thousands of jobs while embracing AI tools. In a more positive light, Urban Outfitters saw a surge in shares after exceeding sales expectations for their third quarter. The podcast dives into how retail earnings are strong, even amidst gloomy consumer sentiment.
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AI Chip Leadership Is Now Contested
- The market is starting to question whether Nvidia will remain unchallenged as the AI chip leader.
- Bloomberg reported Meta may spend billions on Google's AI chips, intensifying the AI chip rivalry and shifting investor sentiment.
Alphabet Narrows The Gap With Nvidia
- Google (Alphabet) has surged on narratives it can rival Nvidia in AI infrastructure.
- Alphabet's market cap and year-to-date gains have brought it close to Nvidia, signaling a much tighter competition.
Urban Outfitters Beats Sales Expectations
- Urban Outfitters jumped about 12% in after-hours trading after beating third-quarter net sales estimates.
- Emily and hosts discussed the company's brands like Anthropologie and Free People and recent solid retail earnings despite weak consumer sentiment.