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Source document· November 26, 2025

Stock market today: Dow, S&P 500, Nasdaq jump as Wall Street eyes 4th straight win before Thanksgiving

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq jump as Wall Street eyes 4th straight win before Thanksgiving US stocks moved higher on Wednesday, looking to add to a run of wins on the last day of trading before Thanksgiving as Wall Street stays upbeat on an interest-rate cut next month…
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  • Nvidia is putting money into money-losing companies in order for those companies to order their chips

    80% confidence
  • JPMorgan sees S&P 500 reaching 7,500 by end of 2026, potentially surpassing 8,000 if Fed continues cutting rates

    80% confidence
  • Both corporates and governments across the world are racing to invest in AI in search of productivity gains and out of fear of becoming obsolete

    80% confidence
  • Current market conditions set up for punishing oversupply in Q4 2025/Q1 2026, which may necessitate a pronounced step lower in oil prices and OPEC policy pivot

    80% confidence
  • HSBC sees S&P 500 hitting 7,500 by end of 2026

    80% confidence
  • This disruption is unfolding within an already unhealthy K-shaped economy, with AI expected to amplify this polarization even further. The AI 'Wall of Worry' is likely to persist for years to come

    80% confidence
  • JPMorgan sees Brent crude falling to $58 per barrel in 2026, with WTI to trade $4 lower

    80% confidence
  • Nvidia's GPUs are clearly not going anywhere, and potential Google-Meta deal is sign of high AI computing demand but not necessarily big competitive threat

    80% confidence
  • While demand is robust, supply is simply too abundant

    80% confidence
  • The magnitude suggested by market imbalances is unlikely to fully materialize in practice. Adjustments are expected on both the supply and demand sides

    80% confidence
  • Goldman Sachs sees Brent and WTI trading at $56 and $52 respectively in 2026

    80% confidence
  • Despite AI bubble and valuation concerns, current elevated multiples correctly anticipating above-trend earnings growth, an AI capex boom, rising shareholder payouts, and easier fiscal policy

    80% confidence
  • Robinhood is seeing strong customer demand for prediction markets, and we're excited to build on that momentum

    80% confidence
  • The earnings benefit tied to deregulation and broadening AI-related productivity gains remain underappreciated

    80% confidence
  • Nvidia is a generation ahead of rivals in AI chips

    80% confidence
  • Nvidia is not engaged in vendor financing or circular financing schemes

    80% confidence
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Ce que nous observons
Q4 2026 Biotech Catalyst Cluster: Late-Stage Data and PDUFA Dates Converge
Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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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
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Stock market today: Dow, S&P 500, Nasdaq jump as Wall Street eyes 4th straight win before Thanksgiving: Source | Via News | fr.via.news