Real Vision: Finance & Investing Nvidia Earnings, U.S. Data Resurgence, Japan’s Slowdown & Crypto Turbulence: PALvatar Market Recap, November 17 2025
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Nov 17, 2025 Nvidia's highly anticipated earnings could shake up AI stock valuations. Delayed U.S. economic data finally makes headlines, impacting market dynamics. Japan's GDP contracted, but surprising strength in capital spending and industrial production is noted. Geopolitical tensions with China weigh on Japan’s tourism stocks. Meanwhile, Italy sees easing inflation rates, while the crypto market suffers significant losses, with Bitcoin falling below $94,000 amidst increasing scrutiny of exchanges.
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Nvidia Earnings Could Reset AI Valuations
- Nvidia's upcoming earnings are the week's dominant market risk and could reshape AI stock valuations.
- A disappointing report could trigger significant downside for already stretched AI names.
Delayed US Data Clouds Rate-Cut Odds
- Delayed US economic data from the shutdown is finally arriving, revealing fresher signals for policy.
- The September jobs report and trade updates this week will materially affect rate-cut expectations.
Japan Contracts Yet Shows Recovery Signals
- Japan's GDP contracted 0.4% QoQ but outperformed forecasts and showed capital spending strength.
- Industrial production also surprised higher, hinting at a potential near-term rebound.