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Market Rally: Rising Hopes on Rate Cut Bets?
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AI. The need for speed, innovation, and future tech is alive

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Jessica Amir joined discussion · Nov 24, 2025 18:18
Stocks rally on record AI spending & hopes for a US rate cut, with chances rising to 77%
Markets bounced overnight so too did precious metals (gold and silver), while investors rotated back into tech and higher-risk assets. Was it all because simply two Fed officials, Christopher Waller and Mary Daly — signalled support for a rate cut next month, lifting the probability of a December cut to 77%, up from 30%. Rate-sensitive tech led the charge, pushing the Nasdaq 100 up 2.6%, now 4.3% above last Friday’s lows.
Buying across the S&P 500 was broad, which UBS says suggests some believe the sell-off has passed. But has it? The VIX slipped to 20, a positive step — though you’d want to see it fall further before declaring a firm bottom.
Crypto traders are also leaning into risk again, with Bitcoin up 10.5% from its recent low.
Today’s focus: AI. The need for speed, innovation, and the race to build the future
Despite warnings of an “AI bubble,” global spending continues to power higher. Corporates are expected to lift AI budgets from 1% of total spend today to 10% by 2030. Overnight reinforced one theme: AI investment remains a one-way street. Here are 8 key AI updates, some of which came over the last 24 hour
1. Amazon. Plans to invest $50 billion in AI infrastructure to support US government agencies.
2. Anthropic. Launched its third major AI model in two months — Opus 4.5 — designed for coding and complex enterprise tasks.
3. Alphabet (Google). Upgraded its model to Gemini 3, just eight months after launching 2.5, signalling rapid progress in the model race.
4. Tencent. It recently announced AI capex will exceed last year’s $10.7 billion, reflecting accelerating build-out.
5. Alibaba. Recently committed $52 billion to AI and cloud over the next three years.
6. ByteDance (TikTok owner). Recently budgeted $20 billion for capex this year — most of it for AI.
7. Nvidia — China demand rises and potential export shift. Nvidia could soon be allowed to send its most advanced chips to China if President Trump approves the move. Meanwhile, orders from Chinese clients — including Foxconn, Alibaba, Tencent and Baidu — have risen sharply in recent months.
8. Nvidia — responded to fraud allegations with a bang. Nvidia rejected comparisons to Enron and dismissed claims of accounting irregularities raised by Michael Burry, saying its financial reporting is sound and transparent.
The bull case takeaway: These eight developments underscore a powerful theme — the world’s biggest companies need AI to grow. The investment cycle appears early, broad, and accelerating.
The bear case — yes it's still alive. But not as strong as the bullish long term case. Michael Burry doubled down overnight on his AI-bubble view, and concerns persist regarding AI-company debt levels and rising regulatory pressure, particularly in China. The debate isn’t going away.
Participate in moomoo's AI bottom survey to receive points
Easy ways to get AI exposure
– CHIP ETFs like the $iShares Semiconductor ETF (SOXX.US)$ and $VanEck Semiconductor ETF (SMH.US)$ – SMH ETF — up 236% in five years
- AI stock leaders. Stocks are volatile in the short term but the long-term picture remains powerful: $NVIDIA (NVDA.US)$ : +1,459% in 5 years. $Broadcom (AVGO.US)$ : +859% in 5 years for example.
Stocks to add to your watchlist
Broadcom $Broadcom (AVGO.US)$ surged 11% overnight, lifting it to its third-highest price on record at US$377.96 and taking its year-to-date gain to 60%. The market continues to view Broadcom as a core winner in the AI build-out, particularly as it partners with Google on its in-house tensor processing units (TPUs) powering the newly upgraded Gemini 3 model. Google says Gemini 3 outperformed OpenAI’s ChatGPT 5.1 and Anthropic’s Claude Sonnet 4.5 in several tasks, which helped fuel the rally. Broadcom also surpassed Meta in market cap last month and is increasingly being positioned by analysts as one of the strongest beneficiaries of a more diversified AI trade. The stock carries a “strong buy” rating from the average investment bank analyst, with a price target of US$404.59.
Coinbase $Coinbase (COIN.US)$ also jumped, rising 6.47% overnight as crypto markets rebounded. Although the stock is still down 25% this month — wiping out its earlier gains for the year — institutional flows suggest sentiment is shifting again. The US options market signalled bullish positioning from large investors, with a bullish call-spread approaching US$30 million. Analysts maintain a “buy” rating, reflecting expectations that Coinbase could benefit if both Bitcoin and broader crypto activity continue recovering into year-end.
Webjet / Web Travel Group $Web Travel Group Ltd (WEB.AU)$ delivered record first-half numbers this morning, with EBITDA up 17% and the company on track for a record FY26. The stock hit a low last week before rebounding 3.6% yesterday. While shares remain down 6% over the past 12 months, the latest results signal improving momentum. Analysts also maintain a “buy” rating, supported by solid travel demand and continued digital booking growth.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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Jessica Amir
Moomoo Market Strategist
moomoo, market strategist. Seen/heard on Fox News Business, ABC, SBS, Reuters wires. Investor/Trader.
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