Nvidia stock slides despite strong earnings

5 articles I'm watching carefully

In partnership with

Tyler Dupont
logo

Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Nvidia stock slides despite strong earnings

Nvidia shares are down about 17% from late October despite record revenue and guidance. Investors cite AI overbuild risk, hyperscaler capex concerns, and rising competition as Meta explores Alphabet chips. Custom accelerators could reach 45% of the market by 2028.

Abercrombie surges on Q3 earnings beat

Abercrombie shares jumped 32.7% after Q3 revenue hit $1.29B, up 6.8% y/y, and GAAP EPS reached $2.36, beating estimates by 9.4%. Same store sales rose 3%, and full year EPS guidance of $10.35 topped forecasts. Shares remain 42.3% lower YTD.

US stocks rally on Fed cut hopes

US stocks climbed as traders priced an 83% chance of a December Fed rate cut. The S&P 500 rose 0.9%, Dow +664 points, Nasdaq +0.7%. Lower yields boosted sentiment, while mixed data showed weak retail sales and softer confidence. Small caps outperformed as the 10 year fell to 4.00%.

🪙 Crypto

Bitcoin outlook strained by ETF outflows and weakening liquidity

ETF outflows of 3.5 billion USD in November, shrinking stablecoin supply, and continued long term holder selling point to limited near term upside. Analysts warn any Fed driven bounce may fade, with a sustainable recovery hinging on renewed ETF inflows or corporate buying.

🌎 Global Economy

Study quantifies $14B in annual losses from chokepoint disruptions

A Nature Communications study finds disruptions at 24 maritime chokepoints affect $192B in trade yearly and drive $14B in losses through delays and freight costs. Direct losses total $10.7B, with Egypt, Yemen, Iraq, and Panama most exposed to concentrated risks.

Shoppers are adding to cart for the holidays

Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.

Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

Did you like today's newsletter?
Powered by Typeform