Wall Street tumbles on AI and rate worries

5 articles I'm watching carefully

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Tyler Dupont
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Good morning 👋

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

 📈 Stocks / Finance

Wall Street tumbles on AI and rate worries

U.S. stocks fell sharply, with the S&P 500 down 1.7% and Nasdaq 2.3%, led by Nvidia’s 3.6% drop and broader AI sell-offs. Traders cut odds of a December Fed rate cut to 51.9%. Rising 10-year yields and weak earnings from Disney added pressure.

Disney stock plunges 7.8% on Q4 revenue miss

Disney shares fell 7.8% after Q4 revenue hit $22.46B, missing the $22.83B estimate. Linear TV revenue dropped 16% and operating income 21% amid ad declines. EPS beat at $1.11 vs. $1.07 expected. Streaming profits rose to $352M as Disney+ added 3.8M subscribers.

Tesla falls as Ark Invest trims stake for fourth day

Tesla stock fell 6.6% to 401.99 after Cathie Wood's Ark Invest sold 70,474 shares worth $30.35M, marking four straight days of selling. TSLA has dropped 12% in November and trades 15% below its 470.75 buy point as investors eye robotaxi and leadership updates.

🪙 Crypto

Shutdown deal seen as catalyst for crypto bull run

Crypto executives say ending the US government shutdown and advancing a bipartisan CFTC oversight bill could lift sentiment and liquidity. Bitget CEO expects renewed institutional inflows, while analysts see Bitcoin stabilizing near $103K amid post-cycle volatility.

🌎 Global Economy

Global debt hits record $337.7 trillion, biggest ever surge

Global debt rose to $337.7 trillion at end-Q2 2025, driven by looser financial conditions, a weaker USD and stepped-up issuance in the US, China, France, Germany and Britain. Debt-to-GDP holds above ~324%, emerging markets at 242.4%.

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.

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