2025-11-27
43 分钟All right, thanks very much, Frank.
And happy Thanksgiving Eve.
Welcome to The Exchange.
I'm Dominic Chu.
In for Kelly Evans today.
Stocks are higher and on track for a winning week, a week that saw, by the way,
a big shift in AI and a big move towards a rate cut next month,
all of that helping the small cap stocks to the biggest gains, relatively speaking.
The Russell 2000 is up more than 4% just since Monday, outperforming the major three indices.
So is the setup finally right to own that small cap trade?
And we're watching Nvidia shares, of course,
the biggest Mag7 laggard so far this week as Google's Gemini 3 stole the AI spotlight,
Nvidia responding that its chips are a generation ahead of the competition.
But now there's new competition coming out of China.
We've got that story as well.
And while Alphabet went from AI Lager to AI Leader, another name has fallen from grace.
That's Oracle.
It's getting cheap enough to own right now, is it?
Or is it a good trade to fade right now?
That's all ahead.