
China chips, Nvidia’s moment, key data ahead 11/20/25
About this episode
Nvidia delivers a powerful third-quarter trifecta, with CEO Jensen Huang insisting there’s no bubble. Plus, Nvidia’s surge sparks a global relief rally, with futures jumping early. And later, two key reads on the consumer and the U.S. economy: the final jobs report before the Fed meeting, and Walmart’s results before the open.
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