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Closing Bell

Closing Bell Overtime: Markets, AI, and Year-End Plays 11/17/25

Closing Bell

CNBC

News, Business

4.4139 Ratings

🗓️ 17 November 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market.

Transcript

Click on a timestamp to play from that location

0:00.0

Well, that's the end of regulation.

0:03.7

C&Rail, bringing the closing belt, the New York Stock Exchange.

0:06.0

National Vision doing the honors at the NASDAQ.

0:08.5

Stocks falling across the board today, sinking throughout the session.

0:12.3

The Dow losing about 557 points it looks like here.

0:16.7

Now roughly 1,700 points, and it's down 1,700 points in its three-day losing streak.

0:22.2

The S&P 500 and NASDAQ, both down almost 1% tech among the worst performing sectors today.

0:27.6

But financials and energy are both down even more for this session.

0:32.3

The two worst performing stocks in the financial sector, Coinbase and Robin Hood. Both falling along with Bitcoin. We've got more

0:38.9

on the Crypto Crush coming up. And that's the scorecard on Wall Street, but winter stay late. Welcome to closing bell overtime. I'm John Ford alongside Morgan Brennan, and we're going to get you set for a very busy week for the markets. InVidia, of course, reports on Wednesday. But Walmart, Target Home Depot Lowe's also on the docket.

0:55.4

And as we wait to hear what Home Depot and Lowe's tell us about the housing market, we will ask the CEO of Invitation Homes, what he is seeing in the single-family space right now. That is coming up later on overtime. But let's start with the declines that we saw for stocks today. Christina Parts of nevelas joining us with more. Christina. Yeah, we started on firm footing in the morning, but it really came under increasing pressure as the session wore on. It was a low volume grind with market volume down about 10 to 20 percent depending on the sector. Mondays have been the slowest trading days over the last few months and today's action really continue that trend. That's what you're seeing all of that right on the screen. If we move on to just tech though, tech did, it was in the middle of the pact, but really it was communication services that stood out, and that was helped in part by Alphabet, the parent of Google. You can see Alphabet shares closing 3% higher. The reason being is that it rallied after Berkshire Hathaway revealed that they took a large position.

1:49.0

You also had separately Google announcing in a blog post that they're going to use AI for travel search.

1:56.0

So Expedia shares actually fell following that announcement, following about 7%, almost 8% on the news.

2:02.6

And then you guys spoke about Nvidia. Invideo shares closed about two, almost 2% lower.

2:07.3

Peter Thiel's hedge fund selling at stake in Nvidia during the third quarter following similar

2:11.3

news from SoftBank just last week.

2:13.4

InVita also tends to sell off into earnings.

2:15.8

We saw that last quarter, which are out Wednesday afternoon.

2:19.4

And lastly, AlbaMAL.

2:21.0

Shares grows about, look at that, 2%.

2:23.7

So they were initially 5% higher, came down after Argus research raises price

2:27.4

target on the lithium manufacturer, citing improving prospects tied to lithium prices and

...

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