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AI trade splinters
Hassett emerges as Fed Chair frontrunner, AI trade splinters as Google challenges Nvidia, Alphabet on pace to hit $4 trillion market value, Ackman's Pershing targets $5 billion IPO, and Robinhood, Susquehanna to launch prediction exchange ...
Market Briefing
November 26, 2025
Good morning.
The Fast Five → Hassett emerges as Fed Chair frontrunner, AI trade splinters as Google challenges Nvidia, Alphabet on pace to hit $4 trillion market value, Ackman's Pershing targets $5 billion IPO, and Robinhood, Susquehanna to launch prediction exchange …
📌 Wall Street Legend: ”Trump Tariffs Will Accelerate the Greatest Wealth Transfer in History”— A financial insider with decades on Wall St. has released a controversial video from his oceanfront estate. He reveals the unseen connection between Trump's economic vision and a tech revolution silently reshaping America. This hidden synergy is creating both unprecedented wealth and poverty. What can you do about it? Go here to see » (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Wednesday, Nov 26 🦃
BEFORE THE OPEN
As of market close 11/25/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑32.58% for Week of NOV 20 2025
Previous week: 31.62%
Market Wrap:
Dow +664, S&P +0.9%, Nasdaq +0.7% after early dip.
Fed cut odds jump to ~83% for December.
Trump may name new Fed chair before Christmas.
Alphabet +1.5% on report Meta may buy its AI chips.
Nvidia –2% as investors eye AI chip competition.
Cheaper compute could broaden enterprise AI adoption.
November still weak: S&P –1%, Nasdaq –3%, Dow –1%.
EARNINGS
Nothing watched today. Happy Thanksgiving! See full calendar here »
The window for preparation isn't just closing —
It's slamming shut
What I've uncovered about the true impact of President Trump's tariffs and DOGE initiative has left me deeply troubled —
As someone who worked inside the Federal Reserve system and managed billions for America's wealthiest families, I recognize the warning signs others miss. I urge you to see my urgent message immediately. The window for preparation isn't just closing — it's slamming shut.
- a message from InvestorPlace Digest -
HEADLINES
With Hassett, Trump would have a close ally whom the president knows well and trusts installed at the independent central bank.
Reports that Facebook parent company Meta Platforms is in talks with Alphabet to use Google's custom AI chips gave markets a jolt, sending Google stock higher and AI chip king Nvidia lower.
Stocks rally as Federal Reserve rate cut bets gather momentum (more)
Bessent takes aim at Fed's interest rate control system (more)
Key economic sectors show weak job growth (more)
US consumers dial back in sign of anxiety heading into holidays (more)
Sellers are taking their homes off the market at fastest pace in a decade (more)
Retailers deliver investors some holiday spirit (more)
US tech valuations stretched further as earnings contribute less (more)
Alphabet on pace to hit $4 trillion market value as AI gains momentum (more)
Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips (more)
Robinhood, Susquehanna to launch prediction markets exchange (more)
Pentagon: Boeing awarded more than $7 billion in military contracts (more)
Warner Bros. to ask bidders to submit sweetened offers (more)
HP announces job cuts as profit outlook falls short of estimates (more)
Ackman's Pershing targets $5 bln IPO for closed-end fund (more)
DEALFLOW
M+A | Investments
US judge approves Elliott affiliate’s $5.9B bid to acquire PDV Holding, parent of CITGO Petroleum Corp
Majesco, an insurance software company, acquired Vitech
Gloo acquires XRI Global
Xoriant acquires TestDevLab
Paxos, a blockchain infrastructure platform, acquired Fordefi
MiCare Path acquires Compwell, LLC
VC
DualBird, a data infrastructure startup, raised $25M in combined Seed and Series A funding
SubImage, a company bringing an open-core cloud security graph to the enterprise, raised $4.2M in Seed funding
Votre, an on-chain investment bank, raised $3.75M Seed funding
Greenshoe, an AI-native platform provider built to automate and improve SEC disclosures, raised $3M in Seed funding
Helio AI, an AI-powered recruiting platform provider, raised $1M in Seed funding
BEAM Media Corp, a livestreaming and multistreaming tech company, raised an undisclosed amount in Seed funding
CRYPTO
BULLISH BITES
😬 The turkey pardon: A quirky White House custom.
🇺🇸 They bet everything on Palantir and became millionaires.
🦈 AI is too risky to insure, say people whose job is insuring risk.
🦃 Coming to an office near you: Lush balconies and thermostats that know you.
DAILY SHARES
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