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Source document· November 12, 2025

Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck

View original at finance.yahoo.com
Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck US stocks were mixed on Wednesday, with the Dow posting a fresh record but Big Tech stocks wobbling as chances grew that the record-long US shutdown will end soon…
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  • AMD forecasts 60% jump in data center revenue as market hits $1 trillion

    80% confidence
  • Quantum advantage gives you a better outcome than any other possible way that humans have come up with doing it on a classical computer

    80% confidence
  • AMD is well-positioned to eventually gain double-digit market share in data centers

    80% confidence
  • We're already in a rate-cutting cycle, and through that cycle we are delivering sustained growth

    80% confidence
  • We're seeing one-sided, rapid currency moves of late. It can't be denied that the negative aspects of the weak yen are becoming clearer. The government is watching for any excessive and disorderly moves with a high sense of urgency

    80% confidence
  • Economic data will be permanently damaged and upcoming releases will be permanently impaired, leaving policymakers at the Fed flying blind at a critical period

    80% confidence
  • By any meaningful metric whatsoever, from an adoption point of view, we're way in the lead. Frankly, most of our other competitors — if you really dig in, there's some like massive gaps on their roadmaps

    80% confidence
  • IEA is modeling a glut of more than 4 million bpd in 2026 as OPEC+ has spent past six months increasing production

    80% confidence
  • Both the Consumer Price Index and jobs report for October will likely never be released

    80% confidence
  • Global oil and gas demand is likely to continue to grow through 2050, with oil demand rising to 105 million bpd in 2035 and 113 million bpd in 2050

    80% confidence

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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck — Source | Via News | es.VIA.NEWS