Nvidia AMD and the Fragile Momentum Driving Wall Street Today

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•  25 Nov 2025
 

•   AMD  
   
  +4.82%
•   AVGO  
   
  +2.80%
•   BABA  
   
  -1.65%
•   COIN  
   
  +3.76%
•   GOOGL  
   
  +0.20%

$NVDA is at the center of today’s market pressure as the stock falls more than 5% during active trading, dragging the Nasdaq with it and reminding investors how quickly sentiment can shift in the AI trade. Reports that Meta is exploring Google’s TPU chips for 2027 create a sense of competitive uncertainty, and traders are reacting before waiting for clarity. Nvidia long term story still looks powerful, especially with Bank of America reiterating a bullish stance and a $275 target, but in a thin holiday week market every headline hits harder than usual.

$AMD is sliding more than 8% as the entire chip complex absorbs the shock from the Meta Google reports. Investors who spent the past month positioning for renewed AI momentum are suddenly questioning how the supply chain might realign if hyperscalers diversify their silicon. The stock’s pullback is not driven by fundamentals and not by guidance, but by fear that competition in custom accelerators is accelerating faster than expected.

$GOOGL is trading firmer even as chips sell off and the divergence is striking. The company benefits from renewed excitement around Gemini 3 and growing confidence that Google has become a structural force in the AI infrastructure race. Momentum this strong pushes Alphabet closer to the four trillion-dollar valuation zone and keeps buyers active on dips despite the wider tech weakness.

$AVGO continues to hold its upward trend as investors rotate toward names tied to TPU momentum. The involvement in Google next generation silicon gives it a demand story that feels more visible in the near term. In a session where leadership is rotating, Broadcom is one of the few large cap semis that traders feel comfortable leaning into.

$BABA is trading higher after delivering strong quarterly results and signaling a new phase of investment in AI. Investors respond positively to the combination of better-than-expected revenue and a renewed strategic push in its cloud and intelligence platforms. Even the early excitement around its chatbot Qwen is helping sentiment during a messy market day.

$NIO is showing strength after reporting more than 87K vehicle deliveries in the third quarter, a jump of 41% year over year. Losses came in narrower than expected and traders are treating the update as a sign that operational momentum is improving at a critical time for the company. In a mixed tape, NIO stands out for the right reasons.

$MSTR is pulling back as Bitcoin struggles to reclaim the $89K level. The crypto sector enjoyed a strong rebound yesterday but today the weakness in the underlying asset is weighing directly on sentiment. Traders in this corner of the market are dealing with higher-than-normal volatility and rapid intraday reversals.

$COIN is sliding as the crypto complex loses footing, reversing some of the sharp gains recorded yesterday. The stock remains highly sensitive to Bitcoin direction and today retreat is a reminder that the macro story is not the only pressure point. Liquidity is thinner, volatility is higher and investors are cautious.

$HOOD is lower as risk assets cool and crypto names reset. The company benefited from the surge in trading activity earlier in the week but the rotation out of speculative pockets of the market is pushing the stock back into selling pressure. Traders are watching to see if buyers return once volatility calms.

$SNDK continues to trade with a constructive tone ahead of its inclusion in the S&P 500 later this month. The upcoming index addition brings automatic inflows and the stock is already approaching the $30 billion valuation zone. Even on a shaky day, this scheduled catalyst provides support.

$ZM is holding gains after beating earnings expectations and showing continued growth in customers spending more than 100 thousand dollars a year. The revenue stability is resonating with investors who are searching for names that can deliver through noisy macro conditions.

$KEYS is trading higher as the market responds positively to double digit growth in its communications solutions segment. After a challenging stretch for the electronic equipment sector, numbers give traders a reason to reprice the near term.

$SPX moves in and out of flat territory as investors digest a mix of strong rebounds from yesterday and fresh concerns from macro readings. Retail sales rose only 0.2% against expectations for 0.4% and producer inflation came in at 0.3%, exactly in line with forecasts. With data still arriving late due to the government shutdown, traders are navigating the session without the usual visibility they count on.

$NDX remains under pressure as heavy tech weighs on the index and the market tries to determine whether the weakness is temporary rotation or the start of a deeper recalibration of AI valuations. Holiday week liquidity is thin, which magnifies every move and keeps traders alert.

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