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Wall Street Breakfast

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 21 November 2025

⏱️ 13 minutes

🧾️ Download transcript

Summary

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).

Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn

Episode transcripts: seekingalpha.com/wsb

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Transcript

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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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