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Federal Reserve officially ended its 3.5-year Quantitative Tightening program on December 1, 2025, withdrawing .41 trillion in liquidity. Bitcoin plunged 27.1% from its all-time high, revealing a 0.688 correlation with Nasdaq 100. Black Friday saw AI contribute billion in sales, marking a new retail inflection point.

The final week of November 2025 witnessed three dramatic reversals in US markets. A sudden shift in Fed policy signals, Google's AI competitive comeback, and cracks in Nvidia's monopoly. These aren't just news stories—they're early signals of structural shifts that could reshape financial markets and the technology industry for years to come.

NVIDIA's paradoxical decline despite strong earnings, Fed rate policy confusion, and Eli Lilly's historic $1 trillion market cap milestone signal a major sector rotation from AI/tech to healthcare.

November 2025 retail sector reveals stark divide: Walmart surges on tech transformation while Target confirms 4-year stagnation. Delayed September jobs report intensifies uncertainty around Fed's December rate decision.

Analysis of NVIDIA earnings, Bitcoin's drop below $90K, and delayed employment data due to government shutdown

Mid-November 2025 brought three critical turning points to US financial markets. Warren Buffett's surprising tech investment, Bitcoin's dramatic crash, and NVIDIA's highly anticipated earnings report. While these events unfolded in different asset classes, they all pose a common question: When market confidence wavers, what should investors focus on?

December rate cut probability plummets from 95% to below 50% in one month. AI and tech stock volatility intensifies ahead of Nvidia earnings report. The 43-day government shutdown ends, with economic data releases resuming and increasing market uncertainty.

After 41 days, the US government shutdown nears its end, sparking a market rally. Meanwhile, Pfizer wins a B obesity drug deal, and AI stocks face valuation concerns with Palantir's P/E exceeding 400x.

The government shutdown has entered its 37th day, making it the longest in U.S. history. AI stock valuations sparked market fears, sending NASDAQ down 3% as investors questioned sky-high P/E ratios. Meanwhile, 10-year Treasury yields fell to 4.09% as flight-to-safety intensified, and major bank CEOs warned of a potential 10-20% market correction within 1-2 years.

The U.S. Supreme Court held a hearing on President Trump's tariff authority, sparking investor expectations for potential rollbacks. Palantir shares dropped 8% despite strong earnings due to valuation concerns, while Amazon and OpenAI signed a $38 billion deal, marking a new phase in the cloud wars.