Global Markets Rise Despite AI Bubble Concerns (2025-11-24)

The Wall Street Journal reported global markets rose on November 24, 2025, amid AI bubble concerns [1]. Internal data shows all major U.S. indices closed higher: NASDAQ (+1.73%, tech-heavy), Russell 2000 (+1.75%), S&P500 (+1.03%), and Dow (+0.17%) [0]. The Tech sector (+2.08%) outperformed broader markets, while Utilities (+3.23%) led gains—reflecting a balanced approach of growth exposure with defensive assets [0].

1. Tech Resilience
   : Despite AI bubble worries, Tech sector momentum persisted, suggesting short-term optimism outweighed long-term valuation concerns.
2. Defensive Rotation
   : Utilities’ outperformance indicates investors sought stability alongside growth plays.
3. Volume Trends
   : NASDAQ volume (8.09B shares) exceeded S&P500 (4.45B), confirming strong tech sector activity [0].

• Risks
  : Ongoing AI bubble concerns may trigger volatility if earnings fail to meet expectations [1]. Thanksgiving week low volume could amplify price swings.
• Opportunities
  : Defensive sectors like Utilities offer stability; tech momentum may continue if fundamentals support valuations.

Key metrics: NASDAQ +1.73%, Tech +2.08%, Utilities +3.23%, S&P500 +1.03%. Sentiment is mixed—short-term gains vs long-term AI valuation risks. No specific tickers identified, but tech and defensive sectors are impacted.