MRKT Call

Stocks Shrug Off Geopolitical Tensions


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MRKT Matrix - Tuesday, November 19th

  • Nasdaq pops 1% as Wall Street shakes off geopolitical fears; Nvidia rises 4% (CNBC)
  • Goldman’s 2025 stock market forecast calls for the S&P 500 to gain 11% (CNBC)
  • Donald Trump’s presidency could light a speculative fire under gold, pushing the price to a fresh all-time high (Fortune)
  • Trump Picks Cantor Fitzgerald’s Lutnick for Commerce Secretary (Bloomberg)
  • Trump picks Dr. Oz to lead massive Medicare, Medicaid agency CMS (CNBC)
  • Walmart Raises Outlook on Strong Spending From Value-Seekers (Bloomberg)
  • Lowe’s beats on earnings and hikes guidance, but still expects sales to fall this year (CNBC)
  • Nvidia must show Blackwell chip can drive growth in earnings report (CNBC)
  • Microsoft introduces PC that has one job: connect users to their computers in the cloud (CNBC)
  • Antitrust Enforcers Prepare Final Blitz Against Big Tech (WSJ)
  • China’s Chip Advances Stall as US Curbs Hit Huawei AI Product (Bloomberg)
  • Car-Loan Delinquences Aren’t Scaring Off Wall Street (WSJ)
  • ---

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