Weekly Market Recap Nov17-21,2025: Nvidia, Fed Rate Cuts, and Bubble Concerns

The Reddit post recaps the U.S. stock market week of Nov17-21,2025, focusing on key events:

• Nvidia
  : Strong earnings results but failed to sustain market gains.
• Fed Rate Cuts
  : CME FedWatch Tool shifted from <50% to 71% probability of a 25bp rate cut, lifting indexes on the final day.
• S&P500
  : Dropped ~1.95% (biggest loss since Oct5,2025).
• Key Observations
  : Buffett’s $4.9B Google stake, Trump’s tariff moves, and bubble concerns.
• Nasdaq
  : Optimism for future performance despite volatility.

1. Market Volatility
   : S&P500’s largest drop since Oct5 reversed partially due to rate cut hopes.
2. Nvidia
   : Strong results didn’t translate to gains, indicating valuation or profit-taking concerns.
3. Buffett’s Stake
   : $4.9B Google investment signals confidence in tech fundamentals.
4. Tariff Impact
   : Trump’s moves added uncertainty, though details are limited.
5. Bubble Debate
   : Ongoing questions about market sustainability amid recent rallies.

• Positive
  : Rate cut hopes, Nvidia’s fundamentals, Buffett’s stake, Nasdaq optimism.
• Negative
  : Market drop, bubble fears, tariff uncertainty.

The week showed mixed signals: volatility driven by macro factors, offset by rate cut optimism. Investors remain divided on sustainability, with bubbles and tariffs as key concerns.