Stock Movers Nvidia Drops, Abercrombie & Fitch Jumps, Kohl's Rises on Earnings and CEO News
Nov 25, 2025
Tatiana Darrier, a Bloomberg reporter and market expert, shares insights on key retail stocks. She discusses Nvidia's stock dip amidst competition from Google's AI chips, signaling challenges for its market dominance. Abercrombie & Fitch receives a boost as it raises its sales outlook, driven by impressive performance from its Hollister brand. Additionally, Kohl's stock rises following positive earnings and the promotion of Michael Bender to CEO, marking a turnaround after management struggles. Tune in for an in-depth analysis of these retail trends!
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Nvidia Faces Domestic Chip Rivalry
- Nvidia's AI dominance is being challenged by Alphabet's chip push and Gemini 3 enthusiasm.
- Tatiana Darrier notes this domestic rivalry is a clear negative for NVIDIA given potential Meta-Google chip deals.
Hollister Powers Abercrombie Sales Gain
- Abercrombie & Fitch raised its sales outlook as Hollister sales jumped 16% driven by back-to-school demand.
- The upgrade signals pockets of retail resilience despite broader consumer jitters, Tatiana Darrier says.
Kohl's Rally Signals Stabilization
- Kohl's shares jumped after it trimmed expected sales declines and made Michael Bender permanent CEO.
- The market viewed the move as a sign of stabilization amid a long stretch of weakening comparable sales.