The Rundown Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump
Nov 19, 2025
Meta scores a major legal victory, thwarting FTC plans to break up its platforms. Meanwhile, Google unveils Gemini 3, boasting impressive benchmarks and strategic rollout advantages. In retail news, Lowe's exceeds expectations while Target faces a steep sales slump, prompting a shift in strategy and leadership. The podcast dives into the implications of these shifts in big tech and retail, as well as the changing landscape of AI investment and market dynamics.
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NVIDIA Is The Market's Make-Or-Break Moment
- NVIDIA's earnings are pivotal and could either halt or accelerate the recent AI-driven market selloff.
- Options markets price an ~8% swing, signaling high volatility for a $4.4T company.
Court Finds More Competition In Social Media
- A judge ruled the FTC failed to prove Meta's Instagram and WhatsApp acquisitions violated antitrust law.
- The decision cited a changed 2025 landscape with strong competition from TikTok, YouTube, and many other apps.
Regulatory Momentum Against Big Tech Is Weakening
- Recent big-tech legal losses may discourage aggressive future enforcement.
- That could create risk of further consolidation if regulators scale back challenges.