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November 11, 2025 at 1:00 p.m. EST
First and foremost, on behalf of the NYSE, thank you to all the veterans for your service. The positive momentum that began on Friday continued to start the week. Signs the government shutdown would come to an end, a suggestion of a tariff dividend and a rebound in the AI complex all helped to push risk assets higher. With bond markets closed and attendance a little lighter due to the holiday volumes are down ~30% relative to the last month of trading. It is a mixed session. Overnight there were a couple of disappointing earnings in AI related companies and Softbank liquidated its stake in Nvidia (to fund other AI investments), which are adding to the ongoing AI debate. This is weighing on mega-cap tech (NYSE FANG+ -0.3%) and semiconductor stocks (ICE Semi Index -1.7%) but this has not bled into other areas of the market. Equities have started to push to session highs over the last hour.
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