Closing Bell Closing Bell Overtime: November 11, 2025
Nov 11, 2025
Mike Santoli, a Senior market commentator, shares insights on market volatility, explaining the divergent sector moves affecting the VIX and investor behavior. Jacob DeWitt, Co-founder and CEO of Oklo, discusses advanced nuclear reactors, emphasizing their fuel strategy and regulatory hurdles. The conversation dives into the economic impacts of a government shutdown and the potential consumer sentiment shifts, alongside updates on the crypto market and AI investments that have industry players buzzing.
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Rotation From Momentum To Value
- The market rotated away from momentum toward value with the Dow rallying and tech lagging.
- Healthcare and cyclical sectors led gains while chips and crypto pulled back amid profit-taking.
SoftBank Sale Raises Competitive Risk For Nvidia
- SoftBank's sale of its NVIDIA stake and ARM's AI push created direct competitive pressure on NVIDIA.
- Hardware and third-party data center delays highlight how single bottlenecks can derail AI buildouts.
Market Is Splitting Into Winners And Losers
- The market is separating into winners and losers, increasing single-stock dispersion and volatility.
- The AI capex boom will keep surfacing questions about payback and may trigger intermittent 'gut checks.'