Marketplace Morning Report AI to the rescue (for now)
7 snips
Nov 20, 2025 Nvidia's impressive earnings report eases concerns about the AI market, demonstrating strong demand for its chips. Stale job data raises questions about the impact on the Fed's December interest rate decisions. Meanwhile, tensions rise between Japan and China, with potential economic reprisals looming. China's coercive tactics are compared to U.S. strategies, signaling a shift in global economic dynamics. This complex interplay of tech performance and international relations reveals much about today's economic landscape.
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Nvidia's Results Reassure Markets
- NVIDIA's earnings showed much stronger-than-expected growth, driven by AI chip demand.
- That performance reassures investors that the AI-driven rally may have staying power for now.
Huge Forward Revenue Forecast
- Nvidia expects revenue to jump further, forecasting a 75% year-over-year increase next quarter.
- Continued demand from cloud giants like Amazon and Microsoft underpins that optimistic outlook.
Stale Jobs Data Ahead Of Fed Decision
- The upcoming U.S. jobs report will be delayed and partially stale because of the government shutdown.
- Policymakers like the Fed will face decisions with incomplete labor-market data as a result.