GOOGLE DEAL WITH META IS BAD NEWS FOR NVIDIA, RATE CUT PROBABILITY RISES, HOLIDAY SCHEDULE
By Nigam Arora
To gain an edge, this is what you need to know today.
Bad News For Nvidia
Please click here for a chart of Nvidia stock (NVDA).
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of NVDA stock is being used to illustrate the point.
- In yesterday’s Morning Capsule, we wrote:
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On several benchmarks, the new version of Google’s (GOOG, GOOGL) Gemini is beating the latest version of OpenAI’s ChatGPT. This has two implications.
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Google might be able to keep its search dominance.
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This is a problem for Nvidia (NVDA) because Google is using its own chips.
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November 25, 2025