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Source document· November 26, 2025

Stock market today: Dow, S&P 500, Nasdaq rally into Thanksgiving, notch best 4-day stretch since May

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq rally into Thanksgiving, notch best 4-day stretch since May US stocks moved higher on Wednesday, notching their best four-day streak since May heading into the Thanksgiving holiday as Wall Street optimism grew over the odds of an interest-rate cut next month…
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  • Brent crude will fall to $58 per barrel in 2026, with WTI to trade $4 lower

    80% confidence
  • AI Wall of Worry is likely to persist for years to come

    80% confidence
  • Nvidia's GPUs are clearly not going anywhere

    80% confidence
  • Identified 10 stocks to own in AI sector

    80% confidence
  • Nvidia is a generation ahead of rivals in AI chips

    80% confidence
  • Both corporates and governments across the world are racing to invest in AI in search of productivity gains and out of fear of becoming obsolete

    80% confidence
  • Robinhood is seeing strong customer demand for prediction markets

    80% confidence
  • S&P 500 could surpass 8,000 in 2026 if Federal Reserve continues cutting interest rates

    80% confidence
  • Nvidia is not engaged in vendor financing or circular financing schemes

    80% confidence
  • There is no AI bubble

    80% confidence
  • Investment in infrastructure will position Robinhood to deliver better experience and more innovative products for customers

    80% confidence
  • If market adjustments aren't made, oil could trade in the $40s per barrel

    80% confidence
  • While demand is robust, supply is simply too abundant

    80% confidence
  • If market adjustments aren't made, oil could trade in low $50s per barrel

    80% confidence
  • Expected earnings growth of between 13%-15% over next two years supports 7,500 target

    80% confidence
  • Current market conditions set up for punishing oversupply in Q4 '25/Q1 '26, which may necessitate a pronounced step lower in oil prices and OPEC policy pivot

    80% confidence
  • Bitcoin fourth quarter gains rarely come without a catalyst

    80% confidence
  • AI sector's momentum is spreading geographically and across diverse industries including Technology, Utilities, Banks, Health Care and Logistics

    80% confidence
  • Potential Google-Meta chip deal is a sign of sky-high demand for AI computing power but not necessarily a big competitive threat for Nvidia

    80% confidence
  • Earnings benefit tied to deregulation and broadening AI-related productivity gains remain underappreciated

    80% confidence
  • S&P 500 will hit 7,500 by end of 2026

    80% confidence
  • S&P 500 will reach 7,500 by end of 2026

    80% confidence
  • Brent crude will trade at $56 per barrel in 2026 and WTI at $52

    80% confidence
  • AI disruption is unfolding within an already unhealthy K-shaped economy, with AI expected to amplify this polarization further

    80% confidence
  • Current elevated multiples correctly anticipate above-trend earnings growth, an AI capex boom, rising shareholder payouts, and easier fiscal policy

    80% confidence
  • The magnitude suggested by market imbalances is unlikely to fully materialize in practice. Adjustments are expected on both the supply and demand sides

    80% confidence
  • Nvidia is putting money into money-losing companies in order for those companies to order their chips

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Oncology Data Season and Biotech Capital Allocation: ESMO Readouts, Ivonescimab PDUFA, and Diverging Corporate Moves
Late-2026 biotech is driven by a dense catalyst calendar. ESMO 2026 delivers data from ivonescimab, Enhertu, R-DXd and bemarituzumab, and the FDA has set a 14 Nov PDUFA date for the ivonescimab BLA. Capital allocation is diverging. Krystal Biotech authorized a $400M buyback while lowering FY2026 spend guidance and pushing milestones into 2027. Spago is moving to delist from Nasdaq First North. The facts are clinical and corporate events, not AI or fintech, so the finance angle is limited to capital markets (buybacks, guidance, delistings, regulatory timelines).
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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✓ Checked against the original source
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