AI Frenzy Fuels Record Wall St Rally as Shutdown Drags On – Key Market News (Oct 6-7, 2025)

Stock Market Today 19.11.2025


LIVEMarkets rolling coverageStarted: Updated:

Gloo Holdings raises $72.8M in US IPO; faith-based software provider lists on Nasdaq

November 19, 2025, 2:30 AM EST. Gloo Holdings priced its U.S. IPO at $8 per share, selling 9.1 million shares to raise $72.8 million and valuing the company at about $582.2 million. The Boulder, Colorado-based platform connects Christian churches and other faith groups with providers of technology solutions, content, marketing services and donor solutions. Trading is set to begin on Nasdaq under the ticker GLOO. The offering comes amid broader IPO activity resuming after the government shutdown. The company has expanded AI initiatives, including chatbots with a Bible-grounded safe search feature, and former Intel CEO Pat Gelsinger is stepping in as head of technology and executive chairman. Roth Capital Partners served as sole book-running manager.

Nvidia earnings poised to test market nerves as AI spending remains in focus

November 19, 2025, 2:28 AM EST. Markets await Nvidia's earnings to gauge where AI spending is headed. Nvidia's results are often a market proxy, and Wednesday's report could drive sentiment across tech equities. Analysts expect more than 50% growth in both revenue and net income for the quarter, led by demand from Microsoft, Amazon, Alphabet and Meta. Bloomberg data show AI spending could rise to roughly $440 billion over the next 12 months, a major tailwind for Nvidia. But a slowdown by key AI buyers or a failure to meet sky-high expectations could unsettle investors, as said by strategists warning that the stock's performance now tests the market's nerves about AI spending and its implications for OpenAI and peers.

LG and LSEG launch AI-powered equity forecast score with EXAONE-BI

November 19, 2025, 2:26 AM EST. LG and the London Stock Exchange Group (LSEG) have rolled out an AI-powered equity forecast score that blends LG AI Research's models with LSEG's financial datasets to deliver faster, more accurate market predictions and risk assessments. The service, powered by EXAONE-BI, outputs a numerical four-week return forecast and an AI-generated commentary that explains the signals behind it. It uses mixed-frequency data and deep learning to cover thousands of companies, including nano-caps, and combines structured data with unstructured documents for actionable insights. The approach emphasizes transparency and regulatory compliance, enabling broader access to sophisticated analytics and scalable insights beyond traditional human research.

Vyome Posts Transformational Q1 After Nasdaq Listing; VT-1953 Phase 2 Readouts and AI Strategy

November 19, 2025, 2:24 AM EST. Vyome Holdings (NASDAQ: HIND) reported a transformational first quarter after listing on the NASDAQ, delivering a lean capital structure and a cash runway extending through 2026. The lead asset, VT-1953, posted encouraging interim Phase 2 data addressing malignant fungating wounds (MFW) with a statistically significant reduction in malodor (P

European markets set for soft open as Nvidia earnings loom

November 19, 2025, 1:56 AM EST. European shares are set for a soft open as doubts linger over AI stocks and investors await Nvidia's earnings after the U.S. close. The FTSE 100 is seen flat, Germany's DAX down about 0.2%, France's CAC 40 down around 0.11%, and Italy's FTSE MIB modestly higher. Global markets have been on edge over AI valuations, while U.S. futures were little changed after tech-led losses. Nvidia's report is due after the U.S. market closes and is expected to show strong demand for its AI chips, though valuations have stretched. UK October inflation data and earnings from Sage Group, Severn Trent and Smiths Group are also on the radar.

US Stock Market Investing: Direct Brokers vs Fintech Platforms vs Indian ETFs – Which Is Cheaper?

November 19, 2025, 1:54 AM EST. Investors looking to gain exposure to US stocks have three main routes: direct brokers with international accounts, fintech platforms that simplify access, or Indian ETFs that track US indices. Direct brokers can offer full access to US-listed equities and ETFs but may incur higher per-trade costs, FX conversions under LRS, remittance fees, account maintenance, and possible minimum balances-penalties for small, infrequent trades. Fintech platforms aim to lower friction with app-based onboarding, fractional investing, and bundled portfolios, but may charge platform fees, FX markups, or advisory costs. Indian ETFs and mutual funds offer rupee-based purchases with no abroad remittance; however, expense ratios (TER) and tracking error can influence long-term performance. For passive, long-term exposure, low-cost index funds may be competitive, while active routes suit specific needs.

Clime Investment Management Ltd Holdings Analysis Reveals Concentrated Ownership in CIW Options

November 19, 2025, 1:46 AM EST. Clime Investment Management Ltd (AU: CIW) released an analysis showing a highly concentrated ownership of its listed options, with about 71% held by a small group of 15 holders. The concentration could influence market dynamics, governance, and stakeholder interests, potentially affecting liquidity and strategic decisions. The options in focus are valued at $0.44 with an expiry on June 30, 2026. The latest analyst rating remains a Hold with a target price of A$0.50. Investors can consult the AU:CIW stock forecasts and TipRanks' Stock Analysis page for broader perspectives. Additional context includes a reported average trading volume of around 50,742 and a current market cap of A$29.78M. The report notes a Sell technical sentiment signal and references standard disclosures.

Roche's Giredestrant Stuns Markets as AstraZeneca Lurks on Rival Data

November 19, 2025, 1:42 AM EST. Roche (RHHBY) stunned investors with a solid late-stage read on giredestrant, sending shares up as much as 8.2% in Zurich and at a multi-month high. The interim data show the strategy for ER-positive breast cancer extended progression-free survival, fueling optimism that the pill could become a meaningful revenue driver. Roche pegs the addressable market around $15 billion, with upside in adjuvant settings that account for much of the opportunity. Analysts weigh the risk of competition from AstraZeneca, which is due to report rival data next year. With OS data still immature, the company aims to sharpen its case at the San Antonio Breast Cancer Symposium. If durability holds, giredestrant could become a pivotal late-stage asset.

NVIDIA (NVDA) Receives Consensus Buy From 49 Brokerages; Insider Activity Notable

November 19, 2025, 1:38 AM EST. NVIDIA Corporation (NVDA) has earned a consensus Buy rating from 49 brokerages covering the stock; breakdown: 41 Buy and 5 Strong Buy, 1 Sell, 2 Hold. The average 12-month target price is $240.49. Analysts have uplifted targets: Loop Capital to $350, HSBC to $320; Seaport Global to $140 but with a Sell; Robert W. Baird to $225 outperform; BNP Paribas Exane to $250 outperform. Insider activity includes Mark A. Stevens selling 350,000 shares (~$61.74M) and CEO Jen Hsun Huang selling 75,000 shares (~$13.32M); total insider sales in three months around $583M; insiders own 4.17%. Institutions added and trimmed positions; Longfellow increased its NVIDIA stake by 47.9% in Q2.

Asia Open: Bitcoin Rebounds From Sub-$90K Lows as Stocks Struggle for Traction

November 19, 2025, 1:26 AM EST. Bitcoin rebounded in Asia after briefly dropping below $90,000 to a seven-month low, trading around the low $90s as risk appetite remained fragile. The token has given back about 26% of its October peak and sits with roughly $1.2 trillion of crypto value erased in six weeks. US ETF outflows intensified pressure on spot Bitcoin funds, adding to dip-buying constraints. Asian equities offered little relief as nerves over stretched AI valuations kept investors cautious ahead of Nvidia results. The Nasdaq slid, while the Nikkei inched higher and Kospi eased. S&P 500 futures and Nasdaq futures hovered near flat as traders reassess rate cut expectations and inflation risks.

Faith-based software platform Gloo raises $72.8M in US IPO, valued at about $582M

November 19, 2025, 1:24 AM EST. Gloo Holdings priced its US IPO at $8 a share, selling 9.1 million shares to raise $72.8 million and valuing the company at about $582.2 million. The Boulder, Colorado-based provider operates a faith-based ecosystem platform that connects churches and faith groups with technology solutions, content, marketing services and donor tools. The debut comes as December IPO activity is expected to pick up and as the SEC resumes reviews following the government shutdown. Former Intel CEO Pat Gelsinger has been named head of technology and executive chairman, underscoring leadership momentum to scale this niche software player.

Nasdaq Dips Over 1% Ahead of Nvidia Earnings as Fear & Greed Index Stays in Extreme Fear

November 19, 2025, 1:22 AM EST. The CNN Money Fear & Greed index stayed in the Extreme Fear zone at 11.3, signaling continued caution in the market. The Nasdaq Composite slipped more than 1% ahead of Nvidia Corp.'s highly anticipated results, while the Dow and S&P 500 also closed lower on Tuesday amid mixed sector performance. Investors calibrated pace ahead of federal indicators and the Fed outlook, with initial jobless claims at 232,000 and ongoing data on private payrolls shaping expectations. Several components saw gains in energy, health care and real estate, but the consumer discretionary and information technology sectors lagged. Traders await Nvidia, Target and Lowe's earnings as markets navigate fear-driven sentiment.

Macy's (M) Valuation in Focus After Share Surge and Renewed Investor Interest

November 19, 2025, 1:07 AM EST. Macy's (M) has seen a renewed stock move as investors weigh the retailer's valuation against a shifting consumer environment. Over the past year, the stock delivered a total shareholder return of ~35%, with 90-day momentum above 51%, fueling renewed optimism about sales growth and margin recovery. Analysts and narratives debate whether the stock remains undervalued or has already priced in its upside. Key drivers include significant real estate exposure and a plan to raise roughly $600-$750 million from asset sales over three years to fund deleveraging and investments. A lower P/E multiple versus peers hints at potential upside if margins stabilize, though challenges like store closures and retail headwinds add risk to the bull thesis.

EU to push US-style capital market as Brussels readies sweeping ESMA reforms

November 19, 2025, 12:54 AM EST. Brussels is preparing a Dec. 3 package to overhaul financial markets, aiming for a US-style capital market across the EU. The plan would strengthen the European Securities and Markets Authority (ESMA) and make the watchdog independent of political meddling in capitals, enabling swifter action in cross-border crises such as a clearinghouse failure. Proponents say a single supervisor would ease cross-border financing and unlock investment, while critics warn of new risks if oversight remains uneven among member states. The reforms come as Europe seeks to close the gap with the U.S. and China after pandemic pressures and tight national budgets. If approved, the package could reshape how finance firms operate across the 27 member states and heighten the stakes of regulatory governance.

Warren, Reed Urge Probe Into World Liberty Financial Over National Security Concerns

November 19, 2025, 12:50 AM EST. Senators Elizabeth Warren and Jack Reed have raised national security concerns about Trump family-linked World Liberty Financial (WLFI), asking the DOJ and Treasury to provide information on possible enforcement actions by Dec. 1. Citing a watchdog report, they flag WLFI's token sales to entities with alleged ties to a North Korean hacking group, a sanctioned Russian tool, an Iranian crypto exchange, and Tornado Cash. The move heightens regulatory risk and could dent WLFI's market reputation amid broader scrutiny of the Trump crypto venture. Warren has previously called WLFI's post-debut fortune growth, corruption, plain and simple. The episode highlights how regulatory risk, token sales, and national security concerns are shaping investor sentiment around WLFI and related crypto investments.

Booking Holdings: Is the 5% Price Drop Creating an Undervalued Opportunity?

November 19, 2025, 12:36 AM EST. Booking Holdings (BKNG) has faced a modest 5% weekly pullback even as travel demand evolves. Our 6-point valuation check flags it as undervalued, with a DCF read suggesting a long-run intrinsic value of about $7,658 per share, implying a ~37.5% discount to current prices. The analysis notes a strengthening free cash flow trajectory-$8.23B trailing, projected to rise to $13.38B by 2029, with further estimates reflecting longer horizons. While headlines highlight travel trends and regulatory shifts, the stock passes many value filters for patient investors. The piece also hints at comparing valuation methods and unveils a unique angle to spot value that could surprise readers.

Enphase Energy Q3 Beat but Q4 Guidance Falls Amid Europe Demand Softening

November 19, 2025, 12:34 AM EST. Enphase Energy (ENPH) reported a strong Q3 with an adjusted EPS of $0.90 and revenue of $410.4 million, topping expectations. However, Q4 revenue guidance of $310-$350 million fell short of consensus around $385.8 million, weighing on the stock. Management blamed weakening demand in Europe, signaling growth is moderating. The guidance also implies elevated operating expenses in the $77-$81 million range. The company highlighted upcoming launches, including the IQ9N-3P Commercial Microinverter, IQ EV Charger 2, and IQ Battery 5P with FlexPhase. Enphase remains a key player in home energy solutions, but investors should monitor demand trends in Europe and how new products affect margins and growth.

Solanki cautions against short-term bets on high-flying IPOs as Groww crosses ₹1 lakh crore

November 19, 2025, 12:18 AM EST. Market expert Narendra Solanki from Anand Rathi cautions against chasing short-term gains in high-flying IPOs even as marquee listings like Groww push India's IPO narrative. Groww's market cap recently crossed ₹1 lakh crore and trades at about 25-27x its top line, prompting Solanki to say post-listing run-ups have been strong but valuations are rich and it may take quarters to judge how new clients and business momentum unfold. While a 91% return since listing highlights the sector's upside, he notes the decision remains individual and that long-term investors benefited from subscribing. PhysicsWallah's listing also impressed but he warns valuations appear pricey. The takeaway: steer clear of short-term bets and maintain a long-term focus on India's digital finance and education themes.

Tenneco Clean Air India IPO: Strong GMP Signals, Fair Valuation, Long-Term Subscribe

November 19, 2025, 12:08 AM EST. Tenneco Clean Air India sets up for a debut with a post-issue valuation around ₹1,60,231 million, based on FY26 earnings. The stock is pitched at a P/E of 23.8x and a MCap-to-Sales ratio of 3.2x, presenting what the issuer calls a fairly priced IPO. The company's leadership in clean air and advanced automotive components, a strategically diversified product portfolio, long-standing OEM partnerships, and access to global R&D underpin its growth story. Domestic demand, SUV and premium-vehicle trends, and export opportunities further bolster the thesis. For investors with a long horizon, the issue earns a Subscribe for Long Term Only rating, supported by strong GMP signals that indicate appetite and potential upside in the auto components space.

Bitcoin Plunges Below $90,000 as Trump Sparks Selloff and Rate-Cut Bets Roil Markets

November 19, 2025, 12:06 AM EST. Bitcoin has tumbled from its October peak of about $126,000 to briefly below $90,000, marking a roughly 25% drop as markets turn risk-averse. Traders pointed to Trump's renewed crypto stance and fresh trade-war fears, sending investors toward safer assets and triggering heavy liquidations-about $20 billion, per BTC Market. A softer US dollar thanks to bets on a Fed rate cut also fed volatility, though officials have signaled a December move may not occur. Analysts say the volatility remains an obstacle to broader institutional adoption, even as regulators warm to the asset class. Still, some see a quick rally if rate-cut expectations persist; others warn the selloff could continue if risk assets stay under pressure.

Asian shares slip as Nvidia earnings loom, AI optimism takes a breather

November 19, 2025, 12:04 AM EST. Asian shares trimmed gains amid caution ahead of Nvidia's earnings, a bellwether for AI enthusiasm. Tokyo's Nikkei 225 hovered near flat; Hong Kong and Shanghai slipped; Australia and Korea edged lower. Nvidia's results loom over sentiment after a Wall Street pullback that sent the S&P 500, Dow and Nasdaq lower. The AI rally has cooled, with Nvidia steering much of the market and some observers warning of an AI bubble risk. Traders also eye a US jobs report and the prospect of a December rate move by the Fed, despite prior rate cuts. Markets weigh the outlook for inflation, rates, and demand for AI chips, while Bitcoin drifts around the $90k region and the dollar retreats on Wednesday.

Asian shares retreat ahead of Nvidia earnings on AI rally watch

November 19, 2025, 12:02 AM EST. Asian shares pulled back in cautious trading ahead of Nvidia's quarterly report, seen as a bellwether for the AI rally. In Tokyo, the Nikkei 225 hovered near 48,724 as traders awaited earnings. Hong Kong's Hang Seng and China's Shanghai Composite slipped, while Australia's ASX 200 and South Korea's Kospi edged lower. Nvidia's results loom after Tuesday's sell-off, leaving the stock down about 2.8% and dragging its monthly loss past 10%. Broader US indices also eased, with the S&P 500 retreating and the Dow and Nasdaq lower. Investors weigh the Fed's rate path and the risk of an AI bubble, even as a US jobs report due Thursday keeps sentiment cautious.

Stock Market Today

  • Gloo Holdings raises $72.8M in US IPO; faith-based software provider lists on Nasdaq
    November 19, 2025, 2:30 AM EST. Gloo Holdings priced its U.S. IPO at $8 per share, selling 9.1 million shares to raise $72.8 million and valuing the company at about $582.2 million. The Boulder, Colorado-based platform connects Christian churches and other faith groups with providers of technology solutions, content, marketing services and donor solutions. Trading is set to begin on Nasdaq under the ticker GLOO. The offering comes amid broader IPO activity resuming after the government shutdown. The company has expanded AI initiatives, including chatbots with a Bible-grounded safe search feature, and former Intel CEO Pat Gelsinger is stepping in as head of technology and executive chairman. Roth Capital Partners served as sole book-running manager.
Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast
Previous Story

Microsoft Stock Today (18 November 2025): EU Cloud Probe, AI Mega‑Deal and Analyst Downgrade Hit MSFT

Go toTop