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Source document· November 12, 2025

Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck

View original at finance.yahoo.com
Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck US stocks were mixed on Wednesday, with the Dow posting a fresh record but Big Tech stocks wobbling as chances grew that the record-long US shutdown will end soon…
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  • IEA is modeling a glut of more than 4 million bpd in 2026 as OPEC+ has spent past six months increasing production

    80% confidence
  • AMD is well-positioned to eventually gain double-digit market share in data centers

    80% confidence
  • Quantum advantage gives you a better outcome than any other possible way that humans have come up with doing it on a classical computer

    80% confidence
  • Global oil and gas demand is likely to continue to grow through 2050, with oil demand rising to 105 million bpd in 2035 and 113 million bpd in 2050

    80% confidence
  • We're seeing one-sided, rapid currency moves of late. It can't be denied that the negative aspects of the weak yen are becoming clearer. The government is watching for any excessive and disorderly moves with a high sense of urgency

    80% confidence
  • Economic data will be permanently damaged and upcoming releases will be permanently impaired, leaving policymakers at the Fed flying blind at a critical period

    80% confidence
  • By any meaningful metric whatsoever, from an adoption point of view, we're way in the lead. Frankly, most of our other competitors — if you really dig in, there's some like massive gaps on their roadmaps

    80% confidence
  • We're already in a rate-cutting cycle, and through that cycle we are delivering sustained growth

    80% confidence
  • AMD forecasts 60% jump in data center revenue as market hits $1 trillion

    80% confidence
  • Both the Consumer Price Index and jobs report for October will likely never be released

    80% confidence

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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck — Source | Via News | fr.VIA.NEWS