Stock Movers Nvidia Lower; Alphabet Jumps; Kohl's Soars
Nov 25, 2025
Nvidia faces pressure as Meta considers spending billions on Google's AI chips, challenging its market position. Alphabet's stock benefits from this news, with a significant rise in postmarket trading. Meanwhile, Kohl's improves its outlook for the second consecutive quarter under new leadership, signaling a positive shift in performance. The discussion also touches on Abercrombie & Fitch's optimistic sales forecast, boosted by younger shoppers and back-to-school trends, alongside insights into evolving retail dynamics.
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AI-Chip Rivalry Shifts Market Leadership
- A report that Meta may spend billions on Google TPUs shook markets and pressured NVIDIA shares while boosting Alphabet.
- The development signals increasing competition in AI chips beyond NVIDIA's dominance.
Kohl's Guidance Signals Stabilization
- Kohl's raised full-year guidance and lifted comparable-sales and EPS outlooks, sending its stock sharply higher.
- The move suggests CEO Michael Bender's actions may be stabilizing the struggling retailer.
Kohl's In-Store Experience Wins Shoppers
- Paul Sweeney describes Kohl's as a destination for price-conscious shoppers, citing coupons, Kohl's Cash and Sephora as draws.
- He mentions in-store experiences like hot dogs and Sephora visits as reasons customers keep returning.