November 4, 2025

By Nigam Arora

Nigam Arora returns to the Schwab Network and weighs in on Nvidia’s (NVDA) eye-watering rally, the Mag 7’s general outperformance, and why he expects institutional investors to push the market leaders higher into the end of 2025. He sees portfolio managers buying more shares to match stock performance, pointing to pullbacks in companies like Meta Platforms (META) as one many will watch. Nigam also explains the January Effect and how investors can see upwards of 30% upside in their portfolio. November is the time to start January Effect positions.

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