3.8 • 950 Ratings
🗓️ 21 November 2025
⏱️ 13 minutes
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| 0:00.0 | Brian Stewart, our director of news at Seeking Alpha. |
| 0:13.4 | Welcome back to another week of Wall Street Roundup. |
| 0:15.9 | Great to be here. |
| 0:16.6 | Thank you. |
| 0:17.0 | Great to have you. |
| 0:17.8 | Talk to us about this week. |
| 0:19.1 | What's top of mind for you this week? |
| 0:20.7 | Yeah, obviously, Nvidia earnings were the centerpiece. |
| 0:23.6 | In terms of results, the company remains indomitable, 66%. |
| 0:28.6 | Data center growth driving strong revenue growth, better than expected results. |
| 0:33.6 | However, the market is squeamish. |
| 0:43.2 | Initially, you saw gains in VINVIDIA, but eventually finished lower in the day after its earnings release. |
| 0:56.8 | I think that points to an overall concern about the economic situation, the prospects of an AI bubble, and a move away from more speculative investments. |
| 1:04.5 | I think people are trying to rein in their vision of when certain investments might pay off. They're bringing in their time horizon a little bit. And I think that plays out, |
| 1:08.6 | especially in the Bitcoin market. You see Bitcoin |
| 1:11.6 | continuing to slide Bitcoin below 83,000 as we started this call. So first time since April, |
| 1:19.0 | it's lost about a third of its value from its high. You can see that play out in a lot of |
| 1:23.9 | the Bitcoin-related stocks. Stocks, you see coin down 14%, strategy down 16%, |
| 1:30.2 | circle down 16%, Robin Hood down 12%. This is all over the last five days. So I think that's a |
| 1:37.7 | clear sign that people are continuing to re-configure their portfolios for a little bit more safety. |
| 1:44.9 | Earnings-wise, what else did you see? |
| 1:47.1 | Yeah, moving beyond, Invidia, it was a big week for retailers, and a big week for kind of |
... |
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