Stock Movers Nvidia Gains, Dell Rises, Hewlett Packard Enterprise Falls After Defense Contract
Nov 26, 2025
Nvidia's shares soar despite a setback with Chinese regulators blocking ByteDance from using its chips, revealing a complex demand landscape. Meanwhile, Dell thrives as it raises its forecast for AI server shipments amid a booming data center market. In contrast, Hewlett Packard Enterprise faces challenges with a recent defense contract and a significant job cut announcement. The hosts also dive into the broader implications of AI on the labor market, sparking a lively debate on its potential impact on employment.
AI Snips
Chapters
Transcript
Episode notes
China Creates A Long-Term Headwind
- China blocking ByteDance from using Nvidia chips signals tougher regulatory headwinds for Nvidia in a key market.
- Tatiana Daria warns this is a lingering long-term question despite strong current demand for Nvidia chips.
Dell Rides The AI Server Boom
- Dell raised its full-year shipments forecast for AI servers, reflecting sustained demand in the data center boom.
- Tatiana Daria points to improved operating margins and strong fundamentals driving the stock higher.
HPE's Contract Comes With Job Cuts
- Hewlett Packard Enterprise won a Defense Department cloud contract but announced a restructuring cutting about 10% of its workforce.
- Tatiana Daria highlights the tension between AI-driven efficiency and labor-market impacts that can pressure stocks short-term.