Weekly Market Recap (Nov17-21,2025): Nvidia Earnings Reaction, Rate Cut Hopes, and Volatility

The week of Nov17-21,2025, was marked by mixed market signals. Nvidia (NVDA) reported record Q3 revenue ($35.1B, +94% YoY) [1] but its stock dropped 7.81% on earnings day (Nov20) due to AI spending sustainability and valuation concerns [3,10]. The S&P500 fell1.95% for the week [8], with a -2.96% single-day loss on Nov20 driven by tech sector worries [2]. However, rate cut hopes lifted the index by +0.72% on Nov21 as Dec Fed rate cut odds surged to85% post-PPI [2,7]. Buffett’s Berkshire Hathaway’s purchase of Alphabet stock was confirmed [5], though the $4.9B stake amount remains unsubstantiated [9]. Trump’s tariff extensions on Chinese products were noted [6], but their sector-specific impacts need further analysis.

1. Valuation vs. Earnings
   : Nvidia’s stock drop despite strong earnings underscores market concerns over overvaluation in tech stocks [3,10].
2. Rate Cut Dependence
   : The market’s recovery on Nov21 highlights its sensitivity to Fed policy expectations—any reversal could trigger volatility [7].
3. Unverified Claims
   : Concerns over a Venezuela conflict leading to Black Monday lack supporting data, warranting caution before acting [0].

• Valuation risk for tech stocks like NVDA [3,10].
• Market volatility tied to rate cut uncertainty [2,8].
• Unsubstantiated geopolitical risks (Venezuela conflict) [0].

• Nasdaq optimism driven by rate cut hopes [7].
• Berkshire’s Alphabet stake (if confirmed) may signal confidence in large-cap tech [5].

• NVDA’s weekly performance: -4.14% (Nov17-21) [3].
• S&P500’s weekly drop:1.95% [8].
• Dec Fed rate cut odds:85% [7].
• Info gaps: Verify Buffett’s $4.9B Alphabet stake [9], analyze tariff sector impacts [6], and assess Venezuela conflict claims [0].