Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25

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  You're listening to The Exchange.

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  Here's today's show.

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  All right, thanks very much, Scott and Geng.

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  And congratulations to the Joe TETF as well.

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  Welcome to The Exchange.

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  I'm Dominic Chewin for Kelly Evans today.

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  Stocks are a little changed right now with investors bracing for some key reports later on this week,

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  including two names that could set the tone from here on out for AI and the consumer trade.

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  Nvidia and Walmart both on deck for earnings.

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  We're going to get you set up for both trades.

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  We're also watching Alphabet shares hitting a fresh record high today after Berkshire Hathaway revealed a $4.3 billion stake in the company.

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  The stock is up nearly 75% since the company's developers conference that happened back in May.

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  And Bitcoin prices bouncing just a bit after dropping to 92,000 over the weekend.

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  We're just above 93,000 right now.

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  But we're still hovering the lows that we saw back in April.

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  So we begin with the big week for the markets overall.

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  NVIDIA reporting this Wednesday,

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  followed by the first big piece of economic data since the government shutdown ended on Thursday.

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  The BLS releasing the September jobs report.

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  So could these two events get the markets back on some solid footing?

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