November 18, 2025 • 5 mins
Nvidia the story once again on Wall Street. Tim has details as we head toward another Whetro Wednesday
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
How are you, mister Wheatrow.
Speaker 2 (00:03):
I'm fantastic for us Tuesday. We're up and moving. Got
hit a little bit with the market yesterday, but yeah,
it doesn't go up every day.
Speaker 1 (00:10):
Yeah, a little bit.
Speaker 3 (00:11):
And and that's why I appreciate that you always do
year to date because the headline makes it sound really scary.
Navidia Bitcoin falling stars drag the US stock market lower,
So give us the real rundown on what happened yesterday.
Speaker 2 (00:29):
Yeah, I think it's becoming the world according to Navidia.
We have Navidia earnings coming out tomorrow. But yeah, everyone's
kind of looking at this technical all right, you know,
are they really making this much money or are things
going as well as what you know, the prices are
showing because they keep going up. So I think you're
gonna look at the vidio tomorrow and we're going to
get a good feel of how well they're doing. But
(00:52):
they're expecting good things. But it's all depends on what
the investors think.
Speaker 1 (00:55):
Sure, it's a question.
Speaker 3 (00:57):
It's a question of whether or not people think it's
overvalued too, because it's only over vet. Everything is only
worth as much as what someone else will pay for.
Speaker 2 (01:09):
That's exactly right. And the DW yesterday dropped five hundred
and fifty seven points, which is one point one eight percent.
The S and P five hundred dropped sixty one points,
which is almost a percent point nine two percent out,
and the NASDAC lost one hundred and ninety two and
a half points, which is point eight four. Now, if
(01:30):
we look at year to date, like you had mentioned,
Nazex up seventeen and a half year to date, SMP's
up thirteen point four four, and the Dow is up
nine point five one year to date. So yeah, we're
giving back a little bit. But again, let's see where
we're going here. We're all looking at the economy. We
actually had a report come out yesterday which was the
Empire State Manufacturing Number, which is on the East coast
(01:51):
looking around New York area on orders and things, and
it came in better than expected. So that's one little
shining star we didn't hear much about. It was previously
ten point seven on the measurement. They were expected to
be cut in half. It came in actually eighteen point seven.
And construction spending, which I wanted to see because Home
Depot came out today, which I'll talk about here in
a little bit. Spending report was delayed, and then today
(02:15):
we're expecting home builder Confidence index, so I'm gonna see
if they're going to deliver that today. They're expecting to
stay the same as last month. But then Home Depot
came out and we talked about it yesterday. We figured, okay,
people are redoing things that they're now buying houses, things
that they're staying hold on. People aren't redoing things, so
they're worried about the economy a little bit. There hasn't
been some storms and things, so people aren't rushing to
(02:36):
Home Depot to buy things to repair their houses. And
let's put pressure on Home Depot and their their forecast
outlook wasn't that great. And that just came out this morning.
And if we look at Home Depot shares yesterday, they
lost one point one nine percent. Right now in the
pre market, it's down nine point five or points, which
(02:57):
is negative two point sixty six percent wise just in
the opening. But again mark it's not open yet, so
but that earning wasn't impressing everyone. If we look at
other companies, they're a mark now five point two percent.
They do food and facility management for schools, national parks,
(03:17):
mentioned centers, things like that. They came out but said,
you know, we're looking to grow between twenty percent and
twenty five percent this upcoming year. And I guess that
wasn't good enough, so they lost a little bit. I
don't think you're not making fifty to one hundred percent.
You're not doing it.
Speaker 1 (03:34):
It's those damned analysts.
Speaker 3 (03:36):
The analysts, how we want you to hit this mark,
and then when you don't hit it, it's like, Okay,
what are we doing wrong here? You know, I thought
we had everything back it out now some of the
reports you mentioned were government reports.
Speaker 2 (03:49):
Right.
Speaker 1 (03:49):
Are we back to the regular schedule yet?
Speaker 2 (03:53):
Well, I'm checking. We still see some I see like
factory orders will come out today at ten, but it
says delayed report. Okay, so I think they're going to
drizzle on this. But I think that, you know, not
like their I know they have to do the work
and get the analysis done, but it's not like directing
airplanes around them. We're getting back to normal there, so okay,
we'll see what they're going to do with their reports.
Speaker 3 (04:14):
Bad And is there anything today that we should keep
an eye out for?
Speaker 2 (04:20):
Oh, Land. Yet we have Lazy Boy coming out later,
Pobo Industries coming out, and like I said, we have
some we're going to see about the home builder's confidence number.
So let's see how these reports. And and again we're
all in the waiting pattern for Navidio and.
Speaker 1 (04:34):
That'll be tomorrow.
Speaker 3 (04:35):
And if I read it right, it said it was
going to report how much profit it made. So we
haven't seen a report from them to give us the
numbers that we had yesterday.
Speaker 1 (04:46):
Right, that was just a reaction, not in the video.
Speaker 2 (04:50):
Yeah, they're just getting reactions kind of, you know, because
a lot of these tech companies have been getting hit
on the chin, except for Alphabet. They were up three
point one because brickshire through some money and there their
ownership is four point thirty four billion. I don't think
they're sitting on the sidelines all the way. Wow, So
that helped Alphabet, which Google, but bitcoinsil okayn going down.
(05:13):
It touched one hundred and twenty five thousand last month,
sitting at ninety two.
Speaker 3 (05:17):
All right, Well, we'll keep an eye on all of
those things. And tomorrow, of course is a wetro Wednesday.
Hopefully we'll have a good report. If you want to
check in before that, give Tim a call four one
nine eight two four thirty three hundred. Timw at wheetroa
advisors dot com, go to LinkedIn or to Facebook. Advisory
(05:38):
services are offered through Capital Investment Advisory Services l LC.
Securities are offered through Capital Investment Group, a member of
FINRA SIPC
How are you, mister Wheatrow.
Speaker 2 (00:03):
I'm fantastic for us Tuesday. We're up and moving. Got
hit a little bit with the market yesterday, but yeah,
it doesn't go up every day.
Speaker 1 (00:10):
Yeah, a little bit.
Speaker 3 (00:11):
And and that's why I appreciate that you always do
year to date because the headline makes it sound really scary.
Navidia Bitcoin falling stars drag the US stock market lower,
So give us the real rundown on what happened yesterday.
Speaker 2 (00:29):
Yeah, I think it's becoming the world according to Navidia.
We have Navidia earnings coming out tomorrow. But yeah, everyone's
kind of looking at this technical all right, you know,
are they really making this much money or are things
going as well as what you know, the prices are
showing because they keep going up. So I think you're
gonna look at the vidio tomorrow and we're going to
get a good feel of how well they're doing. But
(00:52):
they're expecting good things. But it's all depends on what
the investors think.
Speaker 1 (00:55):
Sure, it's a question.
Speaker 3 (00:57):
It's a question of whether or not people think it's
overvalued too, because it's only over vet. Everything is only
worth as much as what someone else will pay for.
Speaker 2 (01:09):
That's exactly right. And the DW yesterday dropped five hundred
and fifty seven points, which is one point one eight percent.
The S and P five hundred dropped sixty one points,
which is almost a percent point nine two percent out,
and the NASDAC lost one hundred and ninety two and
a half points, which is point eight four. Now, if
(01:30):
we look at year to date, like you had mentioned,
Nazex up seventeen and a half year to date, SMP's
up thirteen point four four, and the Dow is up
nine point five one year to date. So yeah, we're
giving back a little bit. But again, let's see where
we're going here. We're all looking at the economy. We
actually had a report come out yesterday which was the
Empire State Manufacturing Number, which is on the East coast
(01:51):
looking around New York area on orders and things, and
it came in better than expected. So that's one little
shining star we didn't hear much about. It was previously
ten point seven on the measurement. They were expected to
be cut in half. It came in actually eighteen point seven.
And construction spending, which I wanted to see because Home
Depot came out today, which I'll talk about here in
a little bit. Spending report was delayed, and then today
(02:15):
we're expecting home builder Confidence index, so I'm gonna see
if they're going to deliver that today. They're expecting to
stay the same as last month. But then Home Depot
came out and we talked about it yesterday. We figured, okay,
people are redoing things that they're now buying houses, things
that they're staying hold on. People aren't redoing things, so
they're worried about the economy a little bit. There hasn't
been some storms and things, so people aren't rushing to
(02:36):
Home Depot to buy things to repair their houses. And
let's put pressure on Home Depot and their their forecast
outlook wasn't that great. And that just came out this morning.
And if we look at Home Depot shares yesterday, they
lost one point one nine percent. Right now in the
pre market, it's down nine point five or points, which
(02:57):
is negative two point sixty six percent wise just in
the opening. But again mark it's not open yet, so
but that earning wasn't impressing everyone. If we look at
other companies, they're a mark now five point two percent.
They do food and facility management for schools, national parks,
(03:17):
mentioned centers, things like that. They came out but said,
you know, we're looking to grow between twenty percent and
twenty five percent this upcoming year. And I guess that
wasn't good enough, so they lost a little bit. I
don't think you're not making fifty to one hundred percent.
You're not doing it.
Speaker 1 (03:34):
It's those damned analysts.
Speaker 3 (03:36):
The analysts, how we want you to hit this mark,
and then when you don't hit it, it's like, Okay,
what are we doing wrong here? You know, I thought
we had everything back it out now some of the
reports you mentioned were government reports.
Speaker 2 (03:49):
Right.
Speaker 1 (03:49):
Are we back to the regular schedule yet?
Speaker 2 (03:53):
Well, I'm checking. We still see some I see like
factory orders will come out today at ten, but it
says delayed report. Okay, so I think they're going to
drizzle on this. But I think that, you know, not
like their I know they have to do the work
and get the analysis done, but it's not like directing
airplanes around them. We're getting back to normal there, so okay,
we'll see what they're going to do with their reports.
Speaker 3 (04:14):
Bad And is there anything today that we should keep
an eye out for?
Speaker 2 (04:20):
Oh, Land. Yet we have Lazy Boy coming out later,
Pobo Industries coming out, and like I said, we have
some we're going to see about the home builder's confidence number.
So let's see how these reports. And and again we're
all in the waiting pattern for Navidio and.
Speaker 1 (04:34):
That'll be tomorrow.
Speaker 3 (04:35):
And if I read it right, it said it was
going to report how much profit it made. So we
haven't seen a report from them to give us the
numbers that we had yesterday.
Speaker 1 (04:46):
Right, that was just a reaction, not in the video.
Speaker 2 (04:50):
Yeah, they're just getting reactions kind of, you know, because
a lot of these tech companies have been getting hit
on the chin, except for Alphabet. They were up three
point one because brickshire through some money and there their
ownership is four point thirty four billion. I don't think
they're sitting on the sidelines all the way. Wow, So
that helped Alphabet, which Google, but bitcoinsil okayn going down.
(05:13):
It touched one hundred and twenty five thousand last month,
sitting at ninety two.
Speaker 3 (05:17):
All right, Well, we'll keep an eye on all of
those things. And tomorrow, of course is a wetro Wednesday.
Hopefully we'll have a good report. If you want to
check in before that, give Tim a call four one
nine eight two four thirty three hundred. Timw at wheetroa
advisors dot com, go to LinkedIn or to Facebook. Advisory
(05:38):
services are offered through Capital Investment Advisory Services l LC.
Securities are offered through Capital Investment Group, a member of
FINRA SIPC
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