Closing Bell Closing Bell Overtime: 11/26/25
Nov 28, 2025
Get insights into market dynamics as Black Friday trends are examined, revealing consumer skepticism yet strong shopping intent. The impact of a recent CME outage raises concerns about data infrastructure in trading. Meanwhile, experts debate investment strategies for year-end, contrasting 'buy the dip' with risk management. Discover which retail giants are capturing holiday share and explore the shift from speculative tech to quality stocks. Finally, a deep dive into private capital's surge towards nuclear energy highlights innovative solutions for the future.
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Data Center Cooling Is A Systemic Risk
- The CME outage from a cooling failure exposed critical infrastructure risk in outsourced data centers.
- Exchanges face growing heat loads as AI demand rises, making single-point failures more dangerous.
Reduce Single-Point Infrastructure Risk
- Migrate critical exchange infrastructure away from single third-party data center dependencies.
- Use multi-cloud or owned capacity to reduce single-point operational risks.
Dip Buying Can Be Speculation Not Value
- Many tech names that rallied on AI expectations now trade at valuations detached from fundamentals.
- Buying dips in those names often means speculating, not investing, due to stretched multiples.