The Rundown Tech Stocks Tank, Trump Cuts Tariffs and Burry Calls It Quits
22 snips
Nov 14, 2025 The podcast dives into the recent stock market sell-off tied to the end of a government shutdown, revealing underlying economic weaknesses. NVIDIA's upcoming earnings are highlighted as potential market catalysts. Meanwhile, the Trump administration's plans to roll back tariffs aim to ease grocery prices. Merck's $9.2 billion acquisition of Cedara is discussed for its significance in healthcare. Lastly, Michael Burry's decision to shut down his hedge fund raises eyebrows as he expresses concerns about market valuations.
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Reopening Reveals Hidden Economic Risks
- The market fell after the government reopened because investors will soon get a flood of economic data.
- That renewed focus on jobs, inflation, and consumer spending can expose cracks the market ignored during the shutdown.
AI Trade Cooling Sparks Sector Rotation
- The AI trade is weakening and big tech and chip names are facing repeated sell-offs.
- Investors are rotating to defensive sectors like healthcare and energy as risk appetite falls.
Prepare For A Critical Earnings Week
- Take the weekend to rest because next week's economic data and NVIDIA's earnings could be market-moving.
- Treat NVIDIA's report as potentially the most important earnings release in years and prepare accordingly.
