Dogecoin Price Analysis: DOGE Breaks Key Support as On-Chain Flows Turn Positive and Whale Accumulation Signals Possible Bottom
November 20, 2025, 2:36 AM EST. Dogecoin dug below the critical $0.155 support, slumping to the multi-month low near $0.149-$0.151 as volume spiked and the descending-triangle pattern played out. The move came despite a shift in on-chain dynamics: exchange net inflows turned positive for the first time in months, and whale accumulation crossed 4.7B DOGE (~$770M) over two weeks, hinting that downside pressure may be exhausting. Analysts note bearish signals like RSI divergence and fading MACD, but the data also show a growing likelihood of a near-term bottom ahead of potential catalysts such as a DOGE ETF decision (Section 8(a)) within days. Expect DOGE to trade in a tight range around $0.149-$0.158 until catalysts or broader crypto sentiment shifts unlock a directional move.
3 Best ETFs to Invest In, According to AI Analyst – SGRT, QLTY, NSCR (11/18/2025)
November 20, 2025, 2:26 AM EST. TipRanks' AI analyst highlights three ETFs with an Outperform rating and at least 10% upside: SGRT, QLTY, and NSCR. SGRT (SMART Earnings Growth 30 ETF) targets 30 large-cap names; its AI target sits at $28, implying about 23% upside, powered by holdings like Micron (MU) and Palantir (PLTR). QLTY (GMO U.S. Quality ETF) emphasizes strong balance sheets and earnings stability; AI target is $42, or roughly 15%+ upside, supported by Broadcom (AVGO), Microsoft (MSFT) and Lam Research (LRCX). NSCR (Nuveen Sustainable Core ETF) focuses on ESG-aligned firms; AI target around $35, ~15%+ upside, with positions in Nvidia (NVDA), Microsoft, and Broadcom.
3 ETFs to Buy According to AI Analyst: SGRT, QLTY, NSCR With 10%+ Upside
November 20, 2025, 2:25 AM EST. TipRanks' ETF AI analyst spots three names with an Outperform rating and at least 10% upside: SGRT, QLTY, and NSCR. SGRT, launched in August, selects 30 large-cap equities with above-average earnings potential; its AI target sits near $28, implying roughly 23% upside on current levels, with holdings like Micron (MU) and Palantir (PLTR) driving the call. QLTY favors quality balance sheets and durable earnings; AI target around $42 signals >15% upside, supported by Broadcom (AVGO), Microsoft (MSFT), and Lam Research (LRCX). NSCR emphasizes ESG screens; target ~ $35 equals >15% upside, led by Nvidia (NVDA), Microsoft, and Broadcom.
Excelsoft Technologies IPO Day 2: GMP, Subscription Status, and Key Dates
November 20, 2025, 2:14 AM EST. Excelsoft Technologies' IPO opened on Nov 19 and will close Nov 21. The issue is priced in a band of ₹114-₹120 per share to raise ₹500 crore (₹180 crore fresh issue, ₹320 crore OFS). MUFG Intime India is registrar; Anand Rathi Advisors is lead manager. Allotment basis likely Nov 22; listing on BSE/NSE on Nov 26. Use of net proceeds includes land purchase, building, IT infra upgrades, and general corporate purposes. Anchor investor ₹150 crore secured. 50% QIB, 35% retail, 15% NIIs. Lot size 125 shares; retail min 1 lot; max 13 lots (₹1,95,000). IPO GMP stood at ₹15.5 on Nov 20 implying listing around ₹135.50, a ~12.9% premium to ₹120. The subscription status in the provided excerpt is incomplete.
Louisiana-Pacific (LPX) Valuation: Undervalued With Fair Value $105.88 vs. $74.99
November 20, 2025, 2:12 AM EST. Louisiana-Pacific has seen a volatile spell, with a 17% drop in the last month and a 32% slide over the past year, though long-term shareholders remain up about 129% over five years. The stock trades well below analysts' fair value, with a target of about $105.88 – suggesting undervalued status versus the current close near $75. Analysts expect accelerated demand for LP's SmartSide and ExpertFinish products, helping volume and margins. The bear case centers on a softer housing backdrop and OSB pricing pressure that could hurt near-term results. The stock's P/E of 24.2x sits well below peers, supporting a bullish longer-term narrative if the catalysts materialize.
South Korean stocks rise over 2% as chipmakers lead gains
November 20, 2025, 2:03 AM EST. South Korea's KOSPI jumped more than 2% on Thursday, led by chipmakers after Nvidia's upbeat earnings forecasts calmed AI-stock fears. The index rose 92.81 points to 4,022.32, snapping two sessions of losses, with Samsung Electronics up 3.63% and SK Hynix 3.74%, while LG Energy Solution gained 2.00%. Hyundai Motor and Kia posted modest gains, and POSCO Holdings climbed 2.87%. Of 922 issues, 757 advanced and 133 declined. Foreigners were net buyers of about 271.5 billion won. The won traded around 1,467 per dollar. In debt markets, three-year yields slipped slightly while the 10-year stayed flat, as traders weigh tariff risks and other macro signals.
BlackRock's Bold Move: Staked ETH Trust ETF to Reshape Crypto Investing
November 20, 2025, 2:00 AM EST.BlackRock has registered a staked ETH trust ETF in Delaware, signaling a major push toward institutional adoption of crypto assets. The move lays groundwork ahead of formal regulatory submissions and highlights Delaware's role as a business-friendly domicile for innovative funds. A staked ETH trust ETF would let investors gain exposure to Ethereum while earning staking rewards, blending growth potential with passive income and offering potential regulatory clarity for crypto exposure. Following BlackRock's success with Bitcoin ETFs, the product could unlock new liquidity channels and greater institutional access to staking. Potential hurdles include regulatory scrutiny, evolving SEC policy, and operational complexities. If approved, the vehicle could reshape crypto markets by channeling sizable, regulated capital into Ethereum staking.
BlackRock Registers Delaware Name for iShares Staked Ethereum ETF, Signals ETH Staking Fund
November 20, 2025, 1:58 AM EST. BlackRock has filed a Delaware name registration for the iShares Staked Ethereum Trust ETF, signaling a new ETH staking fund. The registration, handled by Daniel Schweiger-the same BlackRock MD who filed the first iShares Ethereum fund in 2023-is an early public cue that a staking-focused ETF is in the works. Bloomberg's Eric Balchunas said a BlackRock ETH staking fund is coming soon. The development follows rival efforts from Grayscale, 21Shares and REX-Osprey, as well as Grayscale's staking approvals for ETHE/ETH. ETHA remains the largest Ethereum ETF with about $11.5B in AUM, though it has faced outflows in a risk-off crypto environment. BlackRock's Robert Mitchnick has said the SEC could greenlight ETH staking as a next phase for crypto ETFs.
Nebius Stock Soars on AI Cloud Backlog; Could a $10K Investment Turn Into $1 Million?
November 20, 2025, 1:56 AM EST. Nebius Group (NBIS) has surged on booming AI cloud infrastructure demand. In Q3 the company posted a 355% year-over-year revenue increase to about $146 million, with capacity fully booked. Major contracts bolster the story: Meta around $3B over five years and Microsoft up to $19.4B, with revenue slated to flow from 2026 as capacity expands. The backlog and ongoing capacity upgrades are key drivers as hyperscalers race to secure AI workloads. The shares trade near $95 after a roughly 350% rally in the past year, meaning a $10,000 stake a year ago would be near $45,000 today. The question for investors: can further capacity expansion and sustained AI spend unlock even bigger gains, or do execution risks and demand cycles cap upside?
Nvidia's blockbuster earnings prove the AI boom still has room to run, Wall Street says
November 20, 2025, 1:54 AM EST. Wall Street greeted Nvidia's blockbuster earnings as proof that the AI boom is far from over. The company topped revenue and guided higher, highlighting robust demand from data centers, hyperscalers, and AI workloads. Traders shrugged at valuation chatter and focused on the durability of AI-led spend, gross margins, and the chip cycle. The result: renewed conviction that the AI investment cycle has legs beyond a single quarter. Analysts lifted targets, pointing to resilient cloud demand, ecosystem momentum around Nvidia's GPUs, and software services layered atop hardware. Caution persists on multiples and competitive risk, but the take-away is clear: Nvidia remains a bellwether for AI adoption, market sentiment, and the broader tech rally.
SGX and Nasdaq Strike Landmark Global Listing Board to Simplify Dual Listings
November 20, 2025, 1:52 AM EST. Singapore's stock market is pushing its global appeal after SGX teamed with Nasdaq to launch a Global Listing Board for firms with a market cap above SGD 2 billion, enabling easier dual listings in Singapore and the U.S. via a single set of documents and a streamlined review by mid-2026. SGX says the move will boost cross-border access to capital, investors and liquidity, delivering near 24/7 price discovery across time zones. Nasdaq's Adena Friedman called the bridge a first of its kind for Asian footprints seeking global exposure and a unified regulatory experience. The plan sits alongside MAS measures, including a SGD 30 million Value Unlock package to bolster corporate strategy, and an additional SGD 2.85 billion asset-manager allocation to deepen Singapore's fund ecosystem.
IPO Super-Cycle Powers Another Big Year for Indian Investment Banks
November 20, 2025, 1:50 AM EST. India's IPO boom shows few signs of cooling, with over ₹1.50 lakh crore raised from about 90 listings this year, buoying the revenue of investment banks. Prime Database data imply lead managers could collect more than ₹3,500 crore in fees in 2025, after a roughly similar tally in 2024. Large issues like Tata Capital, HDB Financial Services, LG Electronics India, Hexaware Technologies, Groww, and Lenskart have anchored a hefty fee pool, underscoring how fee income scales with deal size and anchor investors. Historically, fees were around 1-2%, now hovering around 2-2.5% on midsize deals and up to 1.75% on large ones. A favorable backdrop-liquidity, mutual fund inflows, PE exits, stable rates, and robust secondary markets-keeps the primary market sprint alive for bankers.
Asian stocks rally as Nvidia earnings lift sentiment
November 20, 2025, 1:48 AM EST. Asian shares jumped as Nvidia's stronger-than-expected quarterly results soothed fears that AI-driven stocks had run too far. The rally lifted tech names and helped global sentiment, with Japan's Nikkei 225 up about 2.6% in late trading, South Korea's Kospi up around 3%, and Australia higher. Hong Kong and Shanghai posted modest gains, while Taiwan's Taiex rose about 3%. U.S. futures and oil prices also climbed ahead of key earnings and policy signals. Nvidia reported roughly $57 billion in quarterly revenue and climbed in after-hours trading, underscoring how the stock's moves can steer the broader market and influence the S&P 500.
Asian equities rise as Nvidia earnings lift sentiment; Nikkei leads gains
November 20, 2025, 1:44 AM EST. Asian stock markets advanced after Nvidia posted stronger-than-expected quarterly results, easing fears that AI-driven rallies had run too hot. The Nikkei surged intraday before settling higher, with tech and energy shares leading gains. Samsung and SK Hynix pushed Korea's Kospi up, while Hong Kong and Shanghai posted modest advances and Taiwan's Taiex climbed. In the U.S., futures and oil prices rose as Nvidia's $57 billion revenue fueled risk appetite. Investors weighed the prospect of fewer Fed cuts against ongoing AI optimism, with Nvidia acting as a key sentiment barometer for markets.
ICE Valuation Faces Divergent Signals After Pullback: Is Intercontinental Exchange Undervalued?
November 20, 2025, 1:40 AM EST. ICE has faced a modest pullback amid volatility, yet its long-run thesis remains intact. Year-to-date gains softened by a recent dip, while a multi-year record shows solid total returns for patient holders. A widely cited valuation narrative puts ICE well above the near-term close, supported by rising transaction revenues, expanding operating leverage, and the ongoing digitization of global trading platforms. By contrast, a DCF view suggests the shares are trading at or above fair value, highlighting a split between models. Investors should balance headwinds from energy exposure and integration risks with strong growth and a compelling insider ownership backdrop. In short, mixed signals call for careful scenario analysis as markets price in different future earnings paths.
Asia's November 2025 Stocks Priced Below Estimated Value: Key Undervalued Picks Across China and Japan
November 20, 2025, 1:39 AM EST. Asian markets are surfacing a set of undervalued names trading well below their estimated fair value. Key picks include Naruida Technology (SHSE: 688522) with a 27.7% discount to fair value (CN¥52.57) and solid nine-month revenue of CN¥254.02m, net income CN¥73.16m. In Japan, JAC Recruitment Co., Ltd. trades at ¥1,075 vs. fair value ¥1,327.64, a roughly 19% discount, underpinned by projected earnings growth of about 19.9% and a ¥1b buyback. Other stocks showing ~49% discounts include Zhejiang Jiemei Electronics, Visional, Tongyu Communication, PharmaResearch, Ningxia Building Materials, New Zealand King Salmon, King Yuan Electronics, EROAD, Beijing Beimo, and Alibaba Health Information Technology. The list emphasizes a cash-flow-based approach identifying opportunities where upside may outpace broader markets.
Asia markets mixed as Nvidia beat lifts tech sentiment; CATL lock-up ends pressure HK shares
November 20, 2025, 1:35 AM EST. Asia-Pacific stocks were mixed as Nvidia's earnings beat and bullish forecast boosted tech sentiment. In Hong Kong, CATL slid more than 8% after early stakeholders unlocked roughly 77.5 million shares, weighing on the Hang Seng while the CSI 300 in mainland China rose modestly. Global chip optimism supported other markets: Japan's Nikkei surged, with SoftBank and Tokyo Electron among leaders, and South Korea's Kospi and Kosdaq climbed on chip-name strength. Australia's ASX 200 and Taiwan's Taiex also advanced. Yields moved higher across major government bonds, with the long end at fresh highs as investors priced in higher rates into a tech-led rally. The AI chip cycle remains the key driver for sentiment and near-term flows.
Global Tech Stocks Rally as Nvidia Earnings Boost AI Bulls
November 20, 2025, 1:28 AM EST. Global equity markets rallied in response to Nvidia's blockbuster earnings, reigniting the AI-driven rally that has lifted technology shares. Investors rotated into mega-cap semiconductors and AI-enabler names as Nvidia signaled continued strength in data-center demand and GPU demand. The upbeat results buoyed sentiment for the broader tech sector, pushing indices such as the Nasdaq and the S&P 500 Information Technology higher. Traders expect ongoing AI capex and robust cloud activity to support earnings growth in the coming quarters, even as some warn of volatility ahead if guidance softens or regulatory noise grows. Overall, the market mood shifted to a more constructive stance as investors priced in a durable AI-led growth narrative.
Indivior (INDV) Valuation in Focus After 34% Monthly Surge
November 20, 2025, 1:26 AM EST. Indivior (INDV) has surged 34% in the last month, building on a year-to-date rally of 160% and a 12-month total return of 208% with dividends. The stock trades at a steep 55x P/E, well above the US pharma industry average (19.4x) and peers (32.1x). That premium implies high growth expectations but raises risk if targets aren't met. On a stand-alone basis, the fair P/E is estimated at 32.9x, suggesting the market could reprice if growth slows. Yet a DCF model points to a fair value of about $105.33, implying potential undervaluation despite the current premium. Investors should weigh momentum, earnings trajectory, and the risk of multiple compression when evaluating INDV.
BRAG:CA Bragg Gaming Group – AI Signals: Short Near 3.69, No Long Plans, Weak Ratings
November 20, 2025, 1:24 AM EST. Updated on November 19, 2025, 10:59 PM ET, Stock Traders Daily Canada reports AI-generated signals for BRAG:CA Bragg Gaming Group. The only active trading plan is a short near 3.69 with a 3.71 stop loss; no long positions are offered. The AI ratings for BRAG:CA on the date show Near: Weak, Mid: Neutral, and Long: Weak outlook. A note directs readers to the updated AI-generated signals page. The piece highlights the absence of long-term strategies and underscores a cautious stance pending fresh data.
Nvidia Q3 earnings: 5 key takeaways from the AI hype to Saudi partnerships
November 20, 2025, 1:22 AM EST. Nvidia's Q3 print underscores five takeaways: AI demand resilience powering data-center GPUs; concern over the AI bubble and whether lofty multiples are sustainable; ongoing profitability gains driven by mix and pricing, even as margins face pressure from product mix; a cautious cadence on guidance and capital-return plans; and the spread of Saudi partnerships expanding Nvidia's AI ecosystem and geopolitical footprint. Investors face a balance of growth catalysts against valuation risk, supply dynamics, and policy headwinds that could shape Nvidia's trajectory in the near term.
Getty Realty (GTY) Valuation After Recent Price Move
November 20, 2025, 1:20 AM EST. Getty Realty (GTY) saw a 1-month return of 3.3% and steady longer-term performance, with the stock trading below analysts' fair value estimate of $32.14, suggesting it is undervalued on a near-term basis. The article notes high occupancy (99.7%), long lease durations (~10 years), rising rent coverage (2.6x), and a diversified tenant base undergirding stable cash flows and ongoing dividend growth. Despite a 1-year total return of -7.5%, momentum is resurging, prompting renewed attention to whether current prices reflect future growth or if risks-like EV-driven automotive trends-could challenge the outlook. Analysts' fair value of $32.14 implies ~upside to the current price, though investors should weigh valuation against sector dynamics and risks.
Texas Cities Lead Strongest US Buyer's Market, San Antonio Tops Redfin's List
November 20, 2025, 1:18 AM EST. Texas dominates the latest Redfin study of buyer's market versus seller's markets, with San Antonio at the top as the strongest buyer's market in nearly two decades. There are 117.3% more sellers than buyers in San Antonio, followed by Austin (114.7% more sellers than buyers), Dallas (98.3%), Fort Worth (77.3%), and Houston (43.1%). Median sale price ranges from about $303,896 in San Antonio to $449,647 in Austin, with Dallas, Fort Worth, and Houston in between. A buyer's market is defined as more than 10% more sellers than buyers; Texas cities' gains reflect a robust supply picture as homebuilding remains high. This marks the strongest buyer's market since the post-2008 crisis; Redfin notes ongoing negotiation gaps between buyers and sellers.
Nvidia-fueled Asia rally lifts tech shares; crude edges higher
November 20, 2025, 1:17 AM EST. Asian equities surged as Nvidia's better-than-expected results and optimistic guidance lifted sentiment, offsetting jitters about an AI-driven bubble. Investors also trimmed expectations for a December rate cut after the Fed signaled caution, weighing on the dollar but lifting futures for the S&P 500 and Nasdaq. Nvidia rose over 5%, with peers like Samsung, SK hynix, TSMC and SoftBank among the day's top gainers; Tokyo's Nikkei jumped, and broad gains extended across Hong Kong, Shanghai, Sydney and Singapore. Analysts described Nvidia's performance as an AI playbook, while the MSCI Asia-Pacific ex-Japan index rose about 0.6%. In commodities, Brent and WTI edged higher amid sanctions deadlines linked to Rosneft and Lukoil, with crude showing a bullish bias above $55.
Asia Morning Briefing: Market Turns Defensive as BTC Loses Its Bid
November 20, 2025, 1:14 AM EST. Bitcoin faces a weaker market structure as demand wanes and upside stalls below the 365-day moving average. CryptoQuant notes the core demand wave has passed, with ETF accumulation cooling, Treasury-company buying fading, and Strategy purchases dropping. Polymarket traders price a move toward around 85,000 and assign little weight to upside. Glassnode flags short-term holders realizing losses near the 88,600 cost basis while ETF flows stay negative and derivatives tilt into risk-off with rising puts and implied volatility. The next stop could be the True Market Mean around 82,000, a level that could usher a bear-market structure if breached. BTC trades near $92,000 (briefly under $90,000); ETH around $3,038; Gold near $4,067. The Nikkei 225 gains (~3.7%) on Nvidia, signaling cautious risk sentiment.
Nvidia Beats Estimates, Guides Higher; Shares Rally After Hours
November 20, 2025, 1:10 AM EST. Nvidia beat revenue and earnings estimates for fiscal Q3, driven by a 62% year-over-year revenue rise to $57.01 billion and adjusted EPS of $1.30, above consensus of $1.25. After-hours shares jumped about 5% to $196, keeping a path toward record highs. Management guided current-quarter revenue above street and whisper levels, with optimism that the $500 billion AI and computing transitions supported by Jensen Huang's remarks will sustain growth. The CEO highlighted three simultaneous computing transitions: CPU to GPU based accelerated computing, AI at a tipping point, and expanding demand for AI workloads like generative AI. The stock remains rated hold-equivalent with a raised price target to $230, as Nvidia eyes robust visibility on next year's revenue.
Nvidia sees AI tipping point, but skeptics flag concentration risk and big capex
November 20, 2025, 1:06 AM EST. Nvidia CEO Jensen Huang says we are at a tipping point for AI, not a bubble, with Nvidia guiding infrastructure growth powered by its silicon architecture. He sees AI moving from coding and simulations to the real world-robots and cars-via new software categories like coding assistants. But skeptics warn of risks from concentration and capital expenditure. In Q3, about 61% of revenue came from four unnamed customers, a tally that fuels questions about dependency on giants such as Microsoft, Meta, and Oracle. Nvidia also rents back its chips to cloud customers, totaling around $26 billion through 2031, and has pledged large bets on OpenAI and Anthropic. Critics worry the cycle could falter if losses persist, while Huang argues the three transitions sustain demand.
Stocks rally as Nvidia earnings offset Fed rate-cut concerns
November 20, 2025, 1:05 AM EST. Global equities rose after Nvidia delivered blowout quarterly results, easing fears of an AI bubble and helping tech shares lift markets even as investors priced in limited relief from the Fed. Nvidia topped expectations on fierce chip demand, propelling its stock into the rare $5 trillion club and lifting S&P 500 and Nasdaq futures. In Asia, tech names led gains across Korea, Taiwan, Japan, and Australia, with Tokyo posting sharp intraday gains. Still, many analysts warn valuations remain stretched as markets balance AI euphoria against debt and a softer labor market. Minutes from the Fed's policy meeting signaled officials are unlikely to cut rates in December, cooling hopes for an imminent rate-cut cycle into 2026. The rally hinges on earnings momentum and the path of monetary policy.
Fear of an AI bubble and rate jitters pull the ASX as Nvidia lifts sentiment
November 20, 2025, 1:02 AM EST. Global markets wobbled as investors weigh whether the AI rally is a bubble. Nvidia's blowout results provided relief, yet the Australian market still retreated from record highs, with the ASX 200 down about 7% from its October peak. The move reflected doubts about future rate cuts in the US and Australia, pushing sentiment from risk-on to risk-off. The ASX is still dominated by banks and miners, but valuation concerns linger after a sharp rally, with Commonwealth Bank surging earlier before retreating on high multiples. Australian tech names remained volatile (TechnologyOne, WiseTech Global, Life360). Analysts say the market looks modestly overvalued, with investors paying more for the same assets as rate expectations cool.
Shaadi.com Operator Eyes IPO as People Interactive India Explores Listing
November 20, 2025, 1:00 AM EST. People Interactive India Pvt., the Mumbai-based operator of Shaadi.com, is reportedly preparing for an IPO. The company has held preliminary talks with investment bankers in recent weeks to explore a potential listing. The process is still in its early stages, and no advisers have been appointed yet, according to people familiar with the matter who asked for anonymity. The development could broaden its financing options and provide liquidity for early investors, but timelines and terms remain unclear.
Palantir Stock Focuses on AI Growth as PwC UK Invests in Expanded Collaboration
November 20, 2025, 12:54 AM EST. Palantir (PLTR) and PwC UK expanded their strategic partnership with a multi-million-pound investment to scale AI and data solutions for corporate clients. The deal extends the 2023 collaboration that paired Palantir's Foundry with PwC's consulting across healthcare, supply chain and financial services. Under the pact, PwC will fund joint offerings bundling data integration, analytics and deployment, while Palantir supplies AI tools and engineering to accelerate deployments across client systems. Executives say the move could shorten project timelines and broaden access to advanced AI workflows via cloud and on-premise deployments. For investors, the arrangement could support steadier revenue, though outcomes depend on contract scale and delivery. Palantir shares traded lower amid caution on near-term margins, and analysts will watch for recurring business from European markets and further contract wins.
BNP Paribas: Fair Value €89.72 Signals Undervaluation After Pullback
November 20, 2025, 12:52 AM EST. BNP Paribas (ENXTPA: BNP) recently pulled back after a strong 2024 run, yet the longer-term thesis remains intact. The stock trades roughly 27% below analyst targets, even as revenue and profit trends stay resilient, delivering a 26.2% total shareholder return over the past year. A key takeaway: the fair value model points to €89.72, signaling the stock is undervalued relative to current levels. The bull case leans on ongoing digital banking investments, harmonized Eurozone tech spend, and €600 million in annual cost savings through 2026 that could boost ROE and margin. Risks include persistent eurozone margin pressure and tighter regulation. For investors, the path is to assess whether the pullback represents a buying opportunity or if expectations are already priced in.
Is It Too Soon to Buy the Dip in Coinbase (COIN)?
November 20, 2025, 12:50 AM EST. Coinbase (COIN) trades around $257 and has fallen more than 25% this month as BTC weakness underscores crypto volatility. Traders weigh a potential uplift in volumes for the largest US crypto exchange against weaker fee revenue and slower growth as assets rally/fall. Coinbase beat Q3 estimates and signaled a cautiously optimistic outlook amid ongoing crypto volatility, with a bull case for further liquidity and a clearer regulatory backdrop. Zacks projects sales up 11% this year and another 13% in FY2026 to about $8.3B; FY25 EPS seen at $8.01 with FY26 around $5.87. The stock now trades at about 32x forward earnings (vs. a 65x-90x range). With a Hold rating, more FY26 EPS revisions may be needed to confirm a buy.
Thursday's big stock stories: Nvidia leads after earnings as AI policy looms
November 20, 2025, 12:48 AM EST. Stocks @ Night previews Thursday's session after Nvidia jumps on robust earnings and Jensen Huang's note that AI GPU demand is 'off the charts.' The key driver could be a White House plan to establish a single federal AI standard, potentially reshaping sentiment for big AI names such as Nvidia, Alphabet, Microsoft, and Amazon. After-hours action includes Palo Alto Networks reacting to earnings as the AI backdrop intensifies. The piece also tracks other movers: IBM, Tesla, Meta, and retailers like Walmart and Target, with IDGT and AI infrastructure themes in focus. CNBC's coverage on Squawk Box and Worldwide Exchange will spotlight numbers and headlines, with Walmart reporting Thursday. In short, policy shifts and AI demand dynamics look set to steer Thursday's trading.
Ares Management Valuation After Price Volatility: Is ARES Undervalued?
November 20, 2025, 12:44 AM EST. ARES faced a mixed session: up ~2% yesterday but down ~6% over the week and ~19% YTD. Yet the stock's long-run trajectory remains compelling: total shareholder returns exceed 100% over three years. The latest fair value referenced at about $183.94 positions ARES as undervalued, though at a 62.5x earnings multiple it trades well above the sector average of 23.7x and peers at 13.1x. Growth drivers include expansion into infrastructure, real estate, sports/media, secondaries, plus successes like the GCP acquisition and scaling of data center asset management. International fundraising and expanding distribution partnerships broaden the addressable market. Investors must weigh growth expectations against margin pressure and competition, and decide if current pricing already reflects the outlook.
N Nvidia CEO says AI isn't a bubble as results spark market rally
November 20, 2025, 12:42 AM EST. The S&P 500 rebounded, snapping a four-day losing streak, as Nvidia posted better-than-expected earnings and forecast stronger Q4 revenue. CEO Jensen Huang framed AI as something more durable than a bubble, lifting sentiment in the tech complex after the report. The stock jumped about 5% in after-hours trading, helping lift major indices. The quarter's net income rose about 65% year-over-year to $31.91 billion, with guidance for the next quarter topping estimates. Separately, the Fed minutes showed officials split on a possible December rate cut. In corporate moves, Meta's AI chief Yann LeCun said he's leaving to pursue his own startup, adding another AI-talent note to today's market backdrop.
Alphabet's AI Push Propels GOOG Stock Higher as AI Momentum Lifts Price
November 20, 2025, 12:40 AM EST. Alphabet, the parent of Google, is rallying on AI momentum as GOOG climbs to new highs. The stock trades around $292.99, up 2.82% after a year-high of $304.25, reflecting investor confidence in AI innovations and the payoff from Google Cloud and AI-driven services. Analysts cite the company's robust profitability (P/E around 28.9) and a track record of growth, with a year-to-date rise of about 52%. Investors are optimistic that Alphabet's continued AI investments will boost scale, efficiency, and revenues. The upcoming early 2026 earnings event is viewed as a potential catalyst. Overall, Alphabet's strategic focus on AI and cloud solutions is translating into market enthusiasm for GOOG shares.
Nvidia CEO Jensen Huang rebuts AI-bubble chatter, cites three growth drivers behind the GPU boom
November 20, 2025, 12:38 AM EST. On Nvidia's earnings call, CEO Jensen Huang dismissed chatter about an AI bubble, saying, 'From our vantage point we see something very different.' He argued that three dynamics will sustain infrastructure growth: (1) GPUs replacing older CPU-based systems across data processing, ad tech, search, and engineering; (2) AI enabling new applications beyond today's deployments; and (3) 'agentic AI' that can reason and plan, driving even more computing demand. With Nvidia's customer base including Amazon, Microsoft, Google, Oracle, and major AI developers, Huang framed the rally as a fundamental shift rather than a speculative spree. Nvidia reported stronger-than-expected revenue and profit, guiding higher, and backed a $500 billion forecast for AI-chip sales in 2025-2026.
Is Sandoz Group Still Attractive After a 43.6% Rally in 2025?
November 20, 2025, 12:34 AM EST. After a 43.6% YTD rally, Sandoz Group has attracted attention amid strategic investments in innovative generics and biosimilars and a wave of partnerships. Our valuation snapshot shows a mixed picture: a 2/6 score on undervalued checks, signaling important caveats. The DCF implies an intrinsic value of $88.39 per share, with the current price trading at about a 39% discount to that level. Free Cash Flow sits at $332.1M, with analysts projecting it to rise beyond $1.1B by 2026 and near $1.5B by 2029, supporting a longer-term bull case. However, near-term profitability and growth risk keep the case unresolved, suggesting the stock may still need time to prove itself.
Nvidia posts blowout AI-chip demand, beats estimates as China sales stall
November 20, 2025, 12:32 AM EST. Nvidia stock rose after beating earnings expectations as AI demand for its GPUs surged. The company reported profit of $31.9 billion on record quarterly revenue of $57 billion, with Blackwell sales described as off the charts and cloud GPUs sold out. CEO Jensen Huang argued the market isn't in an AI bubble, highlighting a shift from CPUs to AI-infused systems and rapid growth in new foundation models, startups, and deployments worldwide. The narrative also notes ongoing China headwinds as sales stall amid trade tensions, even as Nvidia expects robust data-center GPUs demand. For the upcoming quarter, management guided about $65 billion in revenue, about $3 billion above consensus, underscoring continued AI-adoption momentum.
Nvidia rides 'off the charts' AI chip demand as earnings beat on data-center GPUs
November 20, 2025, 12:30 AM EST. Nvidia beat quarterly earnings on explosive demand for AI chips as its GPUs power data-centers and new foundation-model ecosystems. CEO Jensen Huang argued the AI transition is real, with customers shifting from CPUs to GPU-based systems and software that embraces generative AI. The company said revenue topped $57 billion for the quarter, with profit of about $31.9 billion, and projected $65.0 billion next quarter. Shares rose after the print, even as management noted China sales have stalled amid US-China tensions. Analysts, including Wedbush's Dan Ives, described the results as a "pop the champagne" moment, suggesting fears of an AI bubble are overstated. Nvidia highlighted strong demand for Blackwell GPUs, cloud GPUs and continued growth across industries and geographies.
Corn Falls on Wednesday as Futures Slump; Cash Price Dips to $3.91
November 20, 2025, 12:28 AM EST. Corn futures slid on Wednesday, with most contracts down 7 to 8 cents as demand and macro markets pressured prices. The CmdtyView national cash price fell to $3.91 1/4. External markets contributed to the softness: crude oil declined about $1.15 and the dollar index rose, lifting pressure on grains. The EIA reported a weekly jump in crude production to 1.091 million bpd for the week ended Nov 14, while ethanol stocks rose 88,000 barrels to 22.307 million and exports slipped 12,000 bpd to 145,000; ethanol inputs were down 7,000 bpd to 888,000. On the year, August corn exports set a record at 6.397 MMT; distillers and ethanol exports also reached records. CFTC data showed funds adding to net short. Dec 25 corn settled at $4.29 3/4; nearby cash at $3.91 1/4; Mar 26 at $4.41 1/2; May 26 at $4.49.
Japan Stocks Rebound as Nvidia Earnings Deliver Tech Relief
November 20, 2025, 12:26 AM EST. Japan's stock market rebounded from a four-day loss as Nvidia's stronger-than-expected outlook spurred AI-related gains. The Nikkei 225 climbed as much as 3.7% to 50,343.25, while the Topix rose about 2.3% in early Tokyo trade. SoftBank Group surged up to 9.1%, and chip gear names Tokyo Electron and Ibiden gained more than 7%. Nvidia's post-market rally-driven by a brighter January quarter forecast-helped ease fears over AI spending. Analysts say the result could underpin a broader rebound in Japanese equities, though risks remain: China tensions, domestic stimulus policy bets, and a yen near multi-decade lows could temper gains.
Soybeans Fall on Profit Taking as EPA Credit Delay Looms and US Exports Highlight Demand
November 20, 2025, 12:24 AM EST. Soybeans finished lower on Wednesday as front-month contracts slid about 15 to 17 1/4 cents, with the cmdtyView cash price at roughly $10.63 3/4. Soymeal and Soy oil also slipped. Reuters reported the EPA may delay the 50% cut to credits on imported feedstocks beyond the previously proposed 2026 start date. The USDA's daily announcements showed another 330,000 MT of soybeans sold to China, following 792,000 MT on Tuesday. Delayed Census data pointed to August exports of 2.273 MMT (83.53 mbu), a 3-year high for the month, with soymeal exports of 1.336 MMT (a record for August). Traders awaited next week's USDA delayed report, with bookings seen in the 0.6-1.6 MMT range. Funds remained net short, adding exposure to the crop amid Brazil's estimates and global demand.
Cotton Falls on Wednesday as Outside Pressure Persists
November 20, 2025, 12:22 AM EST. Cotton futures closed Wednesday 27-61 points lower as outside pressure from crude, a firmer dollar, and thinning exports weighed on prices. Crude slipped about $1.15 to $59.59 and the U.S. dollar index rose to 100.06. August exports at 642,851 bales marked a 10-year low for the month, down 31.39% from July. Managed funds added 2,736 contracts to net short, leaving about 64,740 contracts in the red. The Seam sold 6,538 bales at 63.22 cents. The Cotlook A Index fell to 74.30 cents; ICE stocks steady at 20,344 bales; the Adjusted World Price stood at 51.83 cents. Front-months Dec 25, Mar 26, and May 26 closed down 27, 61, and 54 points, respectively.
Bitwise XRP ETF Debuts on NYSE With 0.34% Fee Waiver on First $500M
November 20, 2025, 12:20 AM EST. Bitwise Asset Management launched the Bitwise XRP ETF on the NYSE, trading under the ticker XRP starting November 20, 2025. The fund provides exposure to spot XRP, the digital asset powering the XRP Ledger, with a 0.34% management fee that is waived for the first month on the first $500M in assets. Bitwise says XRP has a 13-year track record, handles large daily volumes, and aims to disrupt the $250 trillion cross-border payments market projected by 2027. Investors should note the fund is not an investment company registered under the 1940 Act and carries notable risks. Bitwise CEO Hunter Horsley and CIO Matt Hougan emphasize XRP's utility and the potential for broader crypto adoption.
Hogs Rebound on Wednesday as Futures Edge Higher; USDA Prices Rise
November 20, 2025, 12:18 AM EST.Lean hog futures closed higher on Wednesday, climbing $1 to $1.85. The USDA's national average base hog negotiated price ticked up to $89.86, up $1.02 on the day. The CME Lean Hog Index slipped 21 cents to $89.47 as of Feb. 24. The Wednesday afternoon FOB plant pork cutout value rose $1.01 to $96.66 per cwt, with the belly leading gains, up $10.30, while the Butt, Rib, and Ham were weaker. Federally inspected hog slaughter for Wednesday was estimated at 490,000 head, lifting the week-to-date to 1.469 million, which is 12,000 higher than last week but down 1,325 from the same week a year ago.
Dick's Sporting Goods (DKS) Stock Dips Ahead of November 25 Earnings; Valuation Mixed
November 20, 2025, 12:16 AM EST. Dick's Sporting Goods closed at $207.04, down 1.49%, underperforming the S&P 500 (+0.38%). The Dow rose 0.1% and the Nasdaq gained 0.59%. In the last month, DKS slid about 7.7%, lagging the Retail-Wholesale sector and the broad market. Investors eye the upcoming Nov 25, 2025 earnings release, with a projected EPS of $2.69 (−2.18% YoY) and revenue of $3.19B (+4.25% YoY). For the full year, the Zacks Consensus is $14.39 per share and $14B in revenue (+2.42%, +4.12%). The stock trades at a Forward P/E of 14.6 versus the industry 18.25, with a PEG of 3.01 and a Zacks Rank of #3 Hold.
Wheat Futures Slip on Wednesday as Weather, Ukraine Talks Pressure Markets
November 20, 2025, 12:14 AM EST. Wheat futures softened on Wednesday across CBOT SRW, KC HRW, and MPLS spring wheat as traders weigh demand news against potential supply factors. CBOT SRW futures fell about 9-10 cents, KC HRW slid 10-11¼ cents, and MPLS spring wheat closed 1-3 cents lower. Ongoing pressure from talk of a possible Ukraine-Russia peace deal weighed on sentiment. The Southern Plains could see substantial rainfall next week (4-6 inches in TX, OK, AR), with other areas receiving >1 inch, potentially affecting harvest dynamics. Export sales data due Thursday are anticipated at 350k-600k MT for the week. Traders also noted longer-term positioning shifts, with specs expanding net shorts in CBT and KC wheat. Ukraine expects 17 MMT exports in 2025/26.
Cattle futures slide as Wednesday trade weighs on feeder markets
November 20, 2025, 12:10 AM EST. Live cattle futures closed lower Wednesday, with nearby contracts down $3.50 to $5. Feeder cattle fell $4.50 to $5, and November rose $1.07 ahead of Thursday's expiration. Cash trade was seen at $218-220 in the north and $224 in the south, while the Fed Cattle Exchange reported no sales on 1,576 head offered. The CME Feeder Cattle Index ticked up 56 cents to $340.02 (Nov 18). USDA August beef exports at 190.7 million lbs, the lowest for August since 2015. CFTC data showed managed money trimming large net longs in feeder cattle, with October placements expected down about 7.9% and on-feed down about 2.2%. Wholesale boxed beef margins widened as Choice and Select prices moved lower.
Copa Holdings (CPA) Beats Q3 EPS but Revenue Misses Consensus
November 20, 2025, 12:06 AM EST. CPA reported Q3 earnings of $4.39 per share, beating the Zacks Consensus of $3.74 and up from $2.91 a year ago. The result, adjusted for non-recurring items, reflects a 17.4% earnings surprise. Revenue came in at $867.71 million, modestly below the consensus and up from $809.45 million a year earlier. Over the last four quarters, Copa has topped estimates four times. The stock has gained about 9.9% year-to-date, lagging the S&P 500's 17.1% rise. Looking ahead, the street's Q4 estimate stands at $3.58 on $898.44 million in revenue, with the current fiscal year seen at $14.47 on $3.45 billion in revenue. Zacks Rank: #3 Hold; near-term movement may align with the market.
Is The AI Boom Creating A Market Bubble? A Stock Market Perspective
November 20, 2025, 12:02 AM EST. AI hype has spurred huge bets from Meta, Amazon, Microsoft, and Google, fueling rallies in their stock prices and lifting Nvidia to a $5 trillion peak. Corporate pledges to invest hundreds of billions in AI-roughly $380 billion this year-have fed the narrative that AI will unlock productivity and profits. But a growing debate asks whether this spending is justified or if a bubble is inflating valuations beyond fundamentals. The answer depends on real earnings power, deployment timelines, and competitive dynamics. Investors must weigh the upside of durable AI gains against risks from regulatory shifts, capital intensity, and possible mean reversion in richly priced equities.
Wall Street swings on nerves as Nvidia earnings loom and AI stocks lead ahead of jobs data
November 20, 2025, 12:00 AM EST. Wall Street swung through another unsettled session as investors weighed a raft of tests ahead: the S&P 500 rose 0.4%, after trading between a small loss and a 1.1% rally, while the Dow Jones inched up 0.1% and the Nasdaq gained 0.6%. Nvidia led the charge before its results, climbing about 2.8% and cementing its status as a market bellw as it eyes roughly $65 billion in quarterly revenue; the chipmaker has been a flashpoint for the AI rally. Constellation Energy jumped 5.3% on a $1 billion DOE loan to restart Three Mile Island, while Lowe's rose 4% on stronger summer profit. Target slipped about 2.8% amid weaker quarterly revenue and holiday-demand concerns. Investors also weighed longer-term questions about AI profitability and a looming jobs data release.
