Late Night Market Recap Winners and Losers in Friday Trading

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•  21 Nov 2025
 

•   BABA  
   
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•   BBWI  
   
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•   CRDO  
   
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•   CWAN  
   
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•   FRO  
   
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The broader market sentiment remained fragile. The Fear and Greed Index stayed firmly in the Extreme Fear zone on Thursday, even as the Nasdaq dipped over 2% despite Nvidia earnings beat. Concerns about hidden consumer debt also rattled investors, with analysts pointing to $1.2 trillion in phantom debt that may have contributed to Thursday's market crash. As trading closed for the week, market participants remained on edge about valuations, particularly in the artificial intelligence sector where enthusiasm has given way to skepticism about whether current prices can be justified by fundamentals.

$NVRI emerged as one of the day biggest winners, soaring 28.27% after announcing a blockbuster $3.04 billion sale of its Clean Earth business to French waste management giant Veolia. The deal represents a significant strategic shift for Enviri Corporation, which also unveiled plans for a taxable spinoff of its Harsco Environmental and Rail businesses to shareholders. The transaction provides Enviri with substantial capital to restructure its operations and focus on core business segments, sending investors rushing to buy shares in after-hours trading.

$NFE experienced extreme volatility throughout the session, plunging 17.12% on alarming news that New Fortress Energy warned of potential bankruptcy if ongoing restructuring talks fail. However, the stock showed remarkable resilience in after-hours trading, jumping over 20% to $1.76 after ending the regular session at $1.46. The dramatic intraday swings reflect the high-stakes nature of the financial situation, with traders betting on either a successful turnaround or complete collapse.

$ORCL continued its brutal November decline, dropping another 5.65% on Friday as concerns about an AI bubble intensified. Oracle Corporation has now lost more than 20% this month, with some reports suggesting the stock has plunged as much as 40% from recent highs. The selloff comes despite the aggressive investments in data center infrastructure to support AI workloads. Jim Cramer weighed in on the situation, calling the Oracle case instructive as investors reassess valuations across the artificial intelligence sector.

$BBWI faced a rough day, declining 5.11% after Bath & Body Works delivered soft third-quarter earnings and unveiled a major transformation plan. The company reported adjusted earnings per share of just 35 cents, missing analyst expectations and prompting management to slash its full-year outlook. Despite the weak results, Bath & Body Works introduced a new Consumer First strategy aimed at reigniting growth. Analysts responded with a flurry of downgrades, though some maintained optimism that the strategic reset could eventually pay dividends for patient investors.

$LOW saw modest gains of 2.56% as Lowe shares crossed above their 200-day moving average of $236.07, reaching as high as $236.56 during trading. The home improvement retailer received a wave of analyst attention, with major firms including Bank of America Securities, UBS, JP Morgan, and Truist Securities all maintaining Buy or equivalent ratings. The consensus price target suggests approximately 24% upside potential, reflecting confidence in the ability to navigate a challenging consumer environment.

$BABA traded slightly lower, down 0.25% ahead of its highly anticipated second-quarter earnings report. Alibaba faces mounting headwinds including deflationary pressures in China and intensifying competition, leading some analysts to recommend investors wait for a better entry point. However, the company received a boost from news that co-founder Jack Ma made a rare appearance at Ant Group Hangzhou campus, coinciding with the launch of LingGuang, the fintech giant next-generation multimodal artificial intelligence assistant.

$CWAN gained 3.9% after DA Davidson maintained its Buy rating on Clearwater Analytics Holdings amid reports of takeover interest. The mid-cap software company has attracted attention from hedge funds and strategic buyers, positioning it as an attractive acquisition target in the financial technology sector.

$FRO rose 3.72% despite Frontline missing third-quarter earnings expectations with non-GAAP EPS of $0.19, falling short by five cents. The shipping revenue of $432.65 million beat estimates by $163.63 million, and management pointed to a significant jump in shipping rates expected for the fourth quarter, giving investors reason for optimism about near-term profitability.

$CRDO dipped 0.92% as Credo Technology Group Holding traded at $125.83 per share. Options traders noted that investors cautious about the current valuation could consider selling put options at a $70 strike price to potentially earn a 27.4% premium while committing to purchase shares at a lower level.

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