2025-11-20
42 分钟You're listening to The Exchange.
Here's today's show.
Welcome to The Exchange, I'm John Fort in for Kelly Evans.
Stocks rebounding from a four day slide but still looking like a down week led by concerns about the AI trade.
Will Nvidia calm or catalyze those concerns today?
That's what Wall Street is waiting to see in overtime with the stock up one and a half percent right now.
Almost two percent will get you set up into the print and retail earnings rolling on with lows in TJX delivering target disappointing.
We're going to look at how that sets Walmart up for tomorrow.
and Bitcoin down once again,
touching the 88,000 level earlier back to 89 now, the lowest level since April.
It's down 18% in a month.
But we'll begin here with NVIDIA, Christina Parks-Nevillez has the final setup.
Christina.
Well, John, Nvidia announcing right now new details about its partnership with AI startup Humane.
So I'll start with that first
because Humane is committing to 600,000 GPUs across Saudi Arabia and the US over the next three years.
This is really just the playbook Nvidia is running as China revenue disappears,
sovereign AI deals with countries building their own infrastructure that are filling that China hole
since revenue has gone down to zero according to the company.
But heading into this afternoon's print,