SOTS 2nd Hour: Nvidia/Microsoft/Anthropic Deal Details, AI Bubble Fears, & The Home Depot Breakdown 11/18/25

SOTS 2nd Hour: Nvidia/Microsoft/Anthropic Deal Details, AI Bubble Fears, & The Home Depot Breakdown 11/18/25

  • Af
  • Episode
      2402
  • Published
      18. nov. 2025
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Episode
2402 of 2509
Længde
47M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's also notched a new valuation of $350B. Get the key details, what it means for stocks, and a discussion on whether we're reaching bubble territory this hour. Plus: did Jensen Huang already reveal what to expect from earnings tomorrow? How to read the tea leaves - going back to October.

Also in focus: the retail wrap-up according to UBS, as Home Depot kicks off a huge week of reports from Target and Walmart later on... And one former Fed governor's take on what to expect in December when it comes to rate cuts.

cnbc.com/squawk-on-the-street-disclaimer

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