Weekend Update 11/23/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets slide despite Nvidia’s earnings and more jobs added…
🚀 Nvidia blowout. Nvidia’s earnings were a blowout topping expectations for the current quarter as well as the forecast for next. No question hyperscalers are still spending. However, it did not answer recent concerns over whether that #AI spending is sustainable.
💼 More jobs added. More jobs were added than expected in September－more than double the forecast. However, unemployment also grew to 4.4% above forecasts for flat and more revision losses for July and August. It ended up a more mixed #LaborMarkets report…
🐻 Bearish markets. Markets opened cautious and failed in the rally attempt after Nvidia’s blowout #AI earnings. Investors likely also more cautious given Bitcoin’s plummet signaling weakening risk appetite. The S&P 500 ended the week down -2%.
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As of the publish date, Ursa portfolios may own NVDA. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.