Moving Markets: Daily News The Nasdaq has its best day since May
Nov 25, 2025
Mike Rauber, a product and investment content expert, shares insights on the robust US equity rally driven by AI optimism and the potential for a December rate cut. Manuel Villegas, a digital assets specialist from Next Generation Research, discusses the recent drop in crypto prices, heavy ETF flows into Bitcoin, and the risks tied to companies holding crypto treasuries. Together, they reflect on how geopolitical tensions and shifting market dynamics are influencing investor sentiment and asset performance.
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AI And Fed Signals Sparked Tech Rally
- Confidence in the AI trade and rising odds of a December Fed rate cut drove a sharp rally in U.S. tech stocks and the Nasdaq.
- Market sentiment swung quickly as Fed comments and AI chip competition shifted investor positioning.
Europe Moves Driven By News And Defence Concerns
- European gains were modest and defence stocks fell amid Ukraine peace talks and renewed attacks.
- Company-specific news drove large moves, like Novo Nordisk's drop and Bayer's surge on trial results.
Rate-Cut Odds Support Gold And Risk Appetite
- Growing odds of a Fed rate cut helped lift gold despite a firm dollar and boosted risk assets.
- The dollar staying near six-month highs kept some pressure on markets even as rate-cut bets rose.