US Markets Wrap: Nvidia’s Rollercoaster and the Fed Dilemma

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

Stocks fell on Thursday after a market-wide rally fizzled, with Nvidia’s early gains reversing and investor hopes for a December Fed rate cut fading. The Dow dropped 387 points, the S&P 500 shed 1.6%, and the Nasdaq fell 2.2%, despite a midday surge. Frank Cappelleri, Founder and President, CappThesis discusses Nvidia’s surprising reversal, the ripple effects on the broader market, and whether the chip giant is a buy amid AI hype. We also dissect the latest jobs data, Walmart’s earnings, and Ray Dalio’s warning signs of a potential market bubble. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 21, 2025

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US Markets Wrap: Nvidia’s Rollercoaster and the Fed Dilemma

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