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Stock market update
Sleek humaniod robots
Stock market update

Goldman Sachs projects AI $8tn payoff, cautions its largely priced in US equity valuations

  • Goldman’s view suggests high US equity valuations could constrain future returns, reinforcing a relative value case for non-US markets and tempering the AI-driven exuberance behind US mega-cap tech.
Eamonn Sheridan
24/11/2025 | 00:50 GMT
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Eamonn Sheridan
24/11/2025 | 00:50 GMT
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Stock market update
globex open nq higher 24 November 2025 2
Stock market update

US markets (Globex) are open for the new week's trade, equity index futures gap higher

  • Both ES and NQ are higher in Sunday evening US time trade
Eamonn Sheridan
23/11/2025 | 23:04 GMT
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Eamonn Sheridan
23/11/2025 | 23:04 GMT
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Technical Analysis
investingLive orderflow Intel
Technical Analysis

Nasdaq Market Update from orderFlow Intel at investingLive.com

  • Advanced order flow data analysis shows that Nasdaq futures is still struggling after Yesterday little Shocker.
Itai Levitan
21/11/2025 | 08:07 GMT
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Itai Levitan
21/11/2025 | 08:07 GMT
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Stock market update
Stocks Sell Risk Off
Stock market update

Equities here in APAC taking a hit, as you'd expect

  • Follows an awful day on Wall Street (unless you were short!)
Eamonn Sheridan
21/11/2025 | 01:39 GMT
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Eamonn Sheridan
21/11/2025 | 01:39 GMT
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Stocks
SPX daily
Stocks

Nasdaq and the S&P 500 break the October low

  • Not a pretty picture
Adam Button
20/11/2025 | 20:43 GMT
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Adam Button
20/11/2025 | 20:43 GMT
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Stocks
bear
Stocks

Is it tech or is it the Fed?

  • A sour mood is descending on markets
Adam Button
20/11/2025 | 17:59 GMT
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Adam Button
20/11/2025 | 17:59 GMT
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Technical Analysis
NVDA stock up on earnings, despite what most expected
Technical Analysis

Nasdaq 100 analysis today with tradeCompass (Nov 20, 2025)

  • Intraday Nasdaq 100 technical analysis with tradeCompass levels, VWAP map, and Nvidia-driven sentiment for today.
Itai Levitan
20/11/2025 | 12:44 GMT
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Itai Levitan
20/11/2025 | 12:44 GMT
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News
Trump chip
News

White House wants Congress to oppose export-restrictions targeting Nvidia chips to China

  • Nvidia’s global revenue outlook, particularly in China, could be impacted depending on how the legislation is finalised.
Eamonn Sheridan
20/11/2025 | 03:56 GMT
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Eamonn Sheridan
20/11/2025 | 03:56 GMT
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Stocks
nvidia stock bubble
Stocks

Nvidia posts blowout quarter, lifts outlook & sees $500bn chip demand through 2026 - Recap

  • Nvidia’s beat-and-raise reinforces the strength of the AI-capex cycle and should support semiconductor and mega-cap tech sentiment. China-related restrictions remain a drag, but overwhelming global demand continues to dominate the investment narrative.
Eamonn Sheridan
20/11/2025 | 00:46 GMT
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Eamonn Sheridan
20/11/2025 | 00:46 GMT
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News
Trump Japan
News

Trump weighs AI order targeting state laws with lawsuits and broadband funding threats

  • Trump is considering an executive order to challenge state AI regulations by creating a federal “AI Litigation Task Force”.
Eamonn Sheridan
19/11/2025 | 22:55 GMT
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Eamonn Sheridan
19/11/2025 | 22:55 GMT
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News
Trump nvidia chip
News

U.S. to approve major AI-chip sales to UAE and Saudi Arabia with strict China safeguards

  • The U.S. plans to approve exports of up to 70,000 advanced Nvidia AI-chip servers to UAE and Saudi state-backed AI firms.
Eamonn Sheridan
19/11/2025 | 22:36 GMT
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Eamonn Sheridan
19/11/2025 | 22:36 GMT
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Stocks
Nvidia to the moon
Stocks

Nvidia sees $500bn chip pipeline through 2026, but China sales hit by geopolitics

  • Nvidia’s forward visibility reinforces the strength of the global AI-capex cycle, while confirmation of China softness may shift investor focus toward demand concentration in the U.S. and non-China sovereign AI markets.
Eamonn Sheridan
19/11/2025 | 22:16 GMT
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Eamonn Sheridan
19/11/2025 | 22:16 GMT
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News
Trump Trade Tariffs
News

U.S. may delay chip tariffs as White House weighs risks of China backlash

  • Washington is quietly cooling on near-term chip tariffs as it tries to avoid higher consumer prices and a clash with China.
Eamonn Sheridan
19/11/2025 | 21:59 GMT
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Eamonn Sheridan
19/11/2025 | 21:59 GMT
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Stock market update
nq nvidia beat 20 November 2025 2
Stock market update

US equity index futures have risen further after Nvidia reports beats

  • NVDA earnings are out, solid beats have eased markets fears. For now.
Eamonn Sheridan
19/11/2025 | 21:37 GMT
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Eamonn Sheridan
19/11/2025 | 21:37 GMT
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Stocks
nvidia stock bubble
Stocks

Nvidia Q3: Adj. EPS 1.30 (expected 1.24), Revenue 57.00bln (expected 54.41bln),

  • The most important numbers in world history, if you believe the hype, are out now!
Eamonn Sheridan
19/11/2025 | 21:20 GMT
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Eamonn Sheridan
19/11/2025 | 21:20 GMT
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Nvidia & AMD can ship H200 chips to China, but 25% goes to US. Traders eye impact on AI chip valuations.

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