Wall Street Today Rises as Macro Signals Next Move

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•  26 Nov 2025
 

•   AAPL  
   
  -0.38%
•   ADSK  
   
  -0.90%
•   DE  
   
  -0.24%
•   DELL  
   
  +0.44%
•   GOOGL  
   
  +0.11%

Markets open higher today with indices up around one percent after yesterday dramatic rally. Macro data remains mixed and each new figure shifts expectations for the December Fed meeting. With Thanksgiving cutting the week short and liquidity expected to thin the next moves could feel sharper than usual. If you want to explore any of leading stocks more deeply the full analysis may help you spot the next turning point.

$GOOGL is easing slightly after hitting a fresh all-time high yesterday and edging closer to a four trillion dollar valuation. The stock is still up more than 70% this year and investors continue to reward Alphabet heavy commitment to Gemini 3 and TPU development. The market now quietly debates whether Google is positioning itself to become the world largest company, a possibility that feels less theoretical with every strong session.

$NVDA is recovering after slipping 2.6% yesterday. The stock has been the center of volatility recently as traders weigh new worries that Alphabet and even $META may take bites out of Nvidia dominance in AI hardware. Reports that Meta is exploring Google TPU chips only amplified that concern. Nvidia remains the heartbeat of the AI trade, but leadership no longer looks automatic. For traders this uncertainty fuels opportunity. For long-term investors it adds complexity to an already crowded AI narrative.

$TSLA drifts lower after a sharp move earlier in the week triggered by Elon Musk. His latest message said the robotaxi fleet in Austin should roughly double next month, following another announcement about Tesla in-house AI chips. The stock continues to behave like a momentum engine where every new comment can reshape expectations for the AI and autonomy ambitions.

$AAPL is holding near record levels after closing at 276.97 dollars. Apple has become a preferred safe corner of the AI trade as some investors look for stability rather than constant excitement. With a valuation above four trillion dollars Apple remains only a short push away from overtaking Nvidia for the top spot in global market cap.

$DELL is jumping after strong third-quarter results and an upgraded forecast for AI servers. Revenue and profit beat expectations and demand for infrastructure solutions continues to strengthen. After a steep drop earlier this month investors are treating the numbers as a sign that enterprise spending in AI remains on track.

$HPQ is sliding despite better-than-expected earnings. The pressure comes from warnings about sharply rising memory chip prices. Traders worry that higher component costs could weigh on results in the current fiscal year and sentiment has turned cautious.

$LI is bouncing after falling earlier this week. The company surprised investors with an adjusted loss in the third quarter which raised questions about its expansion pace in a tightening Chinese EV market. Today rebound shows traders are still willing to give the company room but confidence is not fully restored.

$ADSK is surging on strong results that topped expectations in both revenue and profit. The company also raised its forward outlook as demand for digital design and planning tools continues to grow. Investors see Autodesk as a clear beneficiary of software modernization across industries.

$NTAP trades lower even after solid earnings. The market is focusing on signs of tougher competition in AI-supported infrastructure which could pressure growth later in the year. Strong results did not translate into strong conviction.

$NTNX is falling sharply after issuing a more conservative full-year forecast. The company met expectations for the quarter but delays in revenue recognition made traders uneasy. In a market that rewards momentum the shift in tone weighed heavily.

$URBN is soaring after reporting an eight percent rise in same-store sales. The company continues to build loyal customer demand despite the highly competitive retail landscape. The premarket strength reflects renewed confidence that Urban Outfitters can hold its edge even in a slower consumer environment.

$WDAY is under pressure after delivering results in line with expectations. The challenge is a softer outlook for cloud HR solutions, a trend already visible in several companies in the sector. Investors are quick to lock in gains after a strong year.

$ZS is sliding after offering a cautious forecast even though it reported a quarterly profit. The stock had climbed more than sixty percent this year and traders used the guidance as a reason to take profits in a name that has run far ahead of fundamentals.

$DE is approaching its earnings report as traders watch for clarity on agricultural and industrial demand. Deere faces a backdrop of mixed economic signals and uncertainty about equipment spending. The upcoming results will show whether the company can keep guidance steady in the current environment.

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