Wall Street slides as AI stocks swing and Fed uncertainty

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•  20 Nov 2025
 

•   ADBE  
   
  -1.77%
•   AMD  
   
  -6.83%
•   CSCO  
   
  -4.08%
•   GOOGL  
   
  -3.68%
•   IBM  
   
  -1.73%

The Nasdaq slid 1.2% in a session that felt like a perfect snapshot of the current psyche restless, conflicted, and torn between excitement for the AI future and fear of its price tag. Even with $NVDA offering yet another set of blockbuster numbers, the early strength evaporated fast as uncertainty over December Fed decision resurfaced. With unemployment ticking up to 4.4% and job data lagging reality, traders are operating in an information vacuum, forced to price risk without the clarity they crave. It’s the kind of environment where confidence is fragile, rotations are abrupt, and reactions feel amplified.

Under the surface, the tug-of-war is intense. The Fed now faces a market that expects easing but may not have the labor-market softness to justify it. Claims remain low, yet layoffs at giants like Amazon and Target hint at deeper cracks. That disconnect is keeping volatility alive and traders cautious. In the absence of fresh employment data before the next FOMC meeting, investors know the decision will rely more on Powell judgment than on hard numbers and that alone is enough to inject drama into every bounce and breakdown.

$ORCL with a massive jump in credit default swaps, surging debt issuance, and a brutal one-third plunge in the stock price have pushed Oracle to the center of a debate no one expected so soon whether the capital race behind AI infrastructure is about to expose the first signs of financial strain. For many traders, Oracle is starting to feel like the canary in the AI liquidity coal mine.

$WMT announcing its historic move to the Nasdaq and deepening its partnership with OpenAI, turning ChatGPT into a personal shopping agent. Strong earnings should have fueled even more enthusiasm, yet investor reaction remained split proof that even great numbers can get lost inside macro fog. $VZ made headlines for the wrong reasons as it prepares to cut 13,000 jobs in a major restructuring effort aimed at stabilizing subscriber trends. And then came $TSLA, firing higher by 6% and clearing a $1.3T valuation as traders connected the dots between strong NVIDIA demand and Tesla AI-driven future. Add xAI giant upcoming raise and Arizona approval for Tesla robotaxi operations, and you get a picture of a market leaning back into the Musk ecosystem with fresh conviction.

$NVDA earnings and guidance blew past expectations $57B in Q3 revenue and a stunning forecast of $65B for Q4. Jensen Huang confidence on the call moved more than just his own stock; it reignited the entire AI complex. $AMD climbed 3.7% as U.S. regulators cleared it to sell up to 70,000 advanced chips to Middle Eastern firms, including Saudi Arabia Humain, giving AMD the global foothold investors have been waiting for. Meanwhile, $GOOGL added another 2.7% as enthusiasm around Gemini continues to reposition Alphabet as a top contender for next-gen AI leadership.

$IBM and $CSCO quietly unveiled a vision that could redefine the next decade: a functioning quantum computing network within five years. If they deliver, it will reshape cybersecurity, logistics, medicine, and energy and potentially rewrite the competitive map far faster than Wall Street is currently pricing.

$ADBE pushing deeper into AI by acquiring Semrush for $1.9B. Investors remain skeptical, but Adobe is betting that marketers will want integrated AI workflows, not scattered point solutions. In a market where every company is racing to secure its place in the AI stack, that bet may age better than the near-term reaction suggests.

The market is moving fast, and the emotional temperature is rising just as quickly. Traders can feel it: we’re not just pricing earnings anymore we’re pricing ambition, leverage, regulation, and the limits of what the AI boom can support. When everything is moving at once, clarity becomes alpha.

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