Nasdaq posts its biggest jump since May while Fed comments lift sentiment.
US equities started the shortened Thanksgiving week with a decisive rebound, powered by a renewed wave of enthusiasm for AI and shifting expectations around monetary policy. The Nasdaq surged 2.7 percent, marking its strongest gain since May, while the S&P 500 climbed 1.6 percent and the Dow added 0.4 percent. The recovery helped counter the recent pullback that had pressured major benchmarks through November.
The tone improved after Christopher Waller joined New York Fed President John Williams in signaling that policy has become only modestly restrictive following recent cuts. Their comments strengthened the case for a potential December rate cut, encouraging traders to reprice easing odds higher and reassess positioning across tech and rate-sensitive sectors.
Investors also prepared for a dense slate of delayed US economic releases that could influence the Fed’s next moves. September’s updates on producer prices and retail sales, alongside a fresh reading of November consumer confidence, are expected to offer clearer insight into the economy’s momentum. The data will help refine expectations for both inflation trends and demand resilience.
Earnings remain part of the backdrop as well, with Alibaba (BABA), Kohl’s (KSS) and Best Buy (BBY) among the key names reporting this week. Additionally, markets are watching developments around US–EU trade talks as officials meet for the first time since July, with President Trump’s tariff strategy facing a potential legal test in the Supreme Court.
📊 Market Wrap Nov 25th 2025
🧠 Analyst Notes
💬 Market Highlights
Google Signs Multi Year Cloud Deal with NATO
Google (GOOG) (GOOGL) announced a multi year partnership with NATO’s Communications and Information Agency to support the alliance’s digital modernization. The deal includes securing sensitive workloads using Google Distributed Cloud at JATEC facilities. Google said the effort will help NATO build a more resilient and sovereign cloud infrastructure.
Tesla Rises as Musk Highlights Next Gen AI Chip Roadmap
Tesla (TSLA) climbed after Elon Musk revealed progress on its in house AI chips, with AI5 nearing completion and AI6 already underway. Musk said Tesla aims to release a new, more powerful chip design every 12 months for FSD, robotics, and data center workloads. Analysts reiterated bullish views, highlighting Tesla’s integration across hardware, software, and AI systems.
Norwegian Cruise Line Lifts EPS Guidance After Record Quarter
Norwegian Cruise Line (NCLH) reported its best quarter ever, posting record revenue and a 106.4 percent load factor. Management raised full year adjusted EPS guidance and expects 7 percent capacity growth in 2026 with new ships arriving. Strong family demand, higher yields, and upgrades to Great Stirrup Cay continue to support bookings.
📅 Earnings Watch
Markets remain sensitive to major catalysts today, and traders are watching how sentiment evolves as economic data and earnings are released.
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