A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25

美联储分歧,比特币崩盘与AI焦虑 11月14日,2025年

The Exchange

2025-11-15

43 分钟
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A December rate cut is looking less likely, but does the market need it for support? Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming? And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • You're listening to The Exchange.

  • Here's today's show.

  • Thank you, Scott.

  • And thank you for joining us for The Exchange.

  • Today, I'm Contessa Briller in for Kelly Evans.

  • Stocks staging a turnaround with a Dow down nearly 600 points at this point at the low,

  • now down just a little more than 100 points.

  • We're seeing the biggest reversal in the tech heavy Nasdaq down nearly 2% earlier now,

  • up half a percent.

  • Oracle, Palantir, Tesla, some of the biggest losers this week, all higher now.

  • Tesla back above the $400 level after it dipping below it for the first time since September.

  • With today's move higher, Tesla joins its MAG7 peers in the green year to date.

  • And our traders are buyer from here.

  • And it's not the only name on his shopping list.

  • We have that ahead.

  • A quick check here on Bitcoin.

  • Down 2% it has dipped below $95,000 today and hit the lowest level since May earlier.

  • Now it's just above $96,000 but still down nearly 7% for the week.

  • We start with a divided Fed and the rising uncertainty over whether there's a rate cut coming next month.

  • Now, the odds of a December cut went from a near certainty to now about 50%.