November 21, 2025

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

23 minutes

On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions.

00:00 - Intro

01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why?

06:50 - Oracle

07:40 - Home Depot

09:13 - Lowe's

09:59 - Target

10:47 - Walmart

12:46 - Blue Owl

14:15 - Mailbag: Is the 2%/20% Fair?

16:34 - Mailbag: Identifying When a Stock Has Reached Fair Value

18:23 - Mailbag: The Indian Stock Market

19:20 - Mailbag: Progressive

20:37 - Outro

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