Big Tech Just Reignited the Market: What's Moving Now Hosted by Bridget BennettNovember 24, 2025 ShareLink copied to clipboard. Play video for Big Tech Just Reignited the Market: What's Moving NowDetailsGuestsThe market is finally green again and the AI trade is waking back up. In this episode of MarketBeat Monday, Bridget Bennett is joined by analysts Chris Markoch and Thomas Hughes to break down what is driving today’s rebound, why big tech and AI names are moving, and whether this is the start of a real recovery or just a holiday head fake. We cover:- Alphabet’s renewed role in the AI trade and what it means for hyperscalers- Micron’s big move, HBM memory demand, and how analysts are pricing in AI growth- Why small caps and the Russell are suddenly perking up after last week’s “doom and gloom”- Bitcoin’s bounce and how miners like Applied Digital, Bitfarms, Terawulf and others are reacting- AI infrastructure and GPU compute names viewers asked about, including CoreWeave vs Applied Digital- Quantum stocks, drones, satellites and other high growth small caps that saw big swings today- Whether we are in an AI bubble or just a very frothy long term growth trend- How holiday trading, low volume and Thanksgiving seasonality can affect short term movesStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioGOOGLAlphabet4.1069 of 5 stars$397.00-1.0%0.21%30.27MSFTMicrosoft4.9974 of 5 stars$427.48+4.4%0.85%25.47METAMeta Platforms4.9314 of 5 stars$619.79+0.2%0.34%22.54MUMicron Technology4.2246 of 5 stars$741.87-4.4%0.08%35.08AMZNAmazon.com4.8471 of 5 stars$263.14-1.5%0.08%31.49ORCLOracle4.8517 of 5 stars$195.80+0.1%1.02%35.12AMDAdvanced Micro Devices3.3943 of 5 stars$434.13-3.5%N/A142.17AVGOBroadcom4.9111 of 5 stars$429.21-2.4%0.61%83.76NVDANVIDIA4.9621 of 5 stars$230.78-2.1%0.02%47.01APLDApplied Digital2.7208 of 5 stars$43.15-7.6%N/AN/ABITFBitfarms0.5044 of 5 stars$4.61+11.1%N/AN/AWULFTeraWulf3.7415 of 5 stars$22.47-7.0%N/AN/AIRENIREN3.464 of 5 stars$53.86-7.8%N/A112.05RGTIRigetti Computing3.3536 of 5 stars$18.35-4.8%N/AN/AQBTSD-Wave Quantum3.1 of 5 stars$20.77-6.2%N/AN/ASOUNSoundHound AI2.9315 of 5 stars$8.58+0.6%N/AN/APATHUiPath4.1023 of 5 stars$10.46+8.1%N/A20.05NBISNebius Group2.4618 of 5 stars$221.28+0.1%N/A71.20SMCISuper Micro Computer4.8948 of 5 stars$31.45-4.8%N/A16.68RCATRed Cat3.5388 of 5 stars$9.48-2.7%N/AN/ADPRODraganfly2.9905 of 5 stars$5.33-5.3%N/AN/AOUSTOuster2.5774 of 5 stars$35.65+2.3%N/AN/AASTSAST SpaceMobile1.7015 of 5 stars$80.60-2.9%N/AN/ARKLBRocket Lab1.9373 of 5 stars$125.42-5.4%N/AN/ANVONovo Nordisk A/S4.636 of 5 stars$44.38-3.1%3.94%10.43 Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms These Stocks are Soaring. 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Hosted by Bridget BennettNovember 24, 2025 ShareLink copied to clipboard. Play video for Big Tech Just Reignited the Market: What's Moving NowDetailsGuestsThe market is finally green again and the AI trade is waking back up. In this episode of MarketBeat Monday, Bridget Bennett is joined by analysts Chris Markoch and Thomas Hughes to break down what is driving today’s rebound, why big tech and AI names are moving, and whether this is the start of a real recovery or just a holiday head fake. We cover:- Alphabet’s renewed role in the AI trade and what it means for hyperscalers- Micron’s big move, HBM memory demand, and how analysts are pricing in AI growth- Why small caps and the Russell are suddenly perking up after last week’s “doom and gloom”- Bitcoin’s bounce and how miners like Applied Digital, Bitfarms, Terawulf and others are reacting- AI infrastructure and GPU compute names viewers asked about, including CoreWeave vs Applied Digital- Quantum stocks, drones, satellites and other high growth small caps that saw big swings today- Whether we are in an AI bubble or just a very frothy long term growth trend- How holiday trading, low volume and Thanksgiving seasonality can affect short term movesStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioGOOGLAlphabet4.1069 of 5 stars$397.00-1.0%0.21%30.27MSFTMicrosoft4.9974 of 5 stars$427.48+4.4%0.85%25.47METAMeta Platforms4.9314 of 5 stars$619.79+0.2%0.34%22.54MUMicron Technology4.2246 of 5 stars$741.87-4.4%0.08%35.08AMZNAmazon.com4.8471 of 5 stars$263.14-1.5%0.08%31.49ORCLOracle4.8517 of 5 stars$195.80+0.1%1.02%35.12AMDAdvanced Micro Devices3.3943 of 5 stars$434.13-3.5%N/A142.17AVGOBroadcom4.9111 of 5 stars$429.21-2.4%0.61%83.76NVDANVIDIA4.9621 of 5 stars$230.78-2.1%0.02%47.01APLDApplied Digital2.7208 of 5 stars$43.15-7.6%N/AN/ABITFBitfarms0.5044 of 5 stars$4.61+11.1%N/AN/AWULFTeraWulf3.7415 of 5 stars$22.47-7.0%N/AN/AIRENIREN3.464 of 5 stars$53.86-7.8%N/A112.05RGTIRigetti Computing3.3536 of 5 stars$18.35-4.8%N/AN/AQBTSD-Wave Quantum3.1 of 5 stars$20.77-6.2%N/AN/ASOUNSoundHound AI2.9315 of 5 stars$8.58+0.6%N/AN/APATHUiPath4.1023 of 5 stars$10.46+8.1%N/A20.05NBISNebius Group2.4618 of 5 stars$221.28+0.1%N/A71.20SMCISuper Micro Computer4.8948 of 5 stars$31.45-4.8%N/A16.68RCATRed Cat3.5388 of 5 stars$9.48-2.7%N/AN/ADPRODraganfly2.9905 of 5 stars$5.33-5.3%N/AN/AOUSTOuster2.5774 of 5 stars$35.65+2.3%N/AN/AASTSAST SpaceMobile1.7015 of 5 stars$80.60-2.9%N/AN/ARKLBRocket Lab1.9373 of 5 stars$125.42-5.4%N/AN/ANVONovo Nordisk A/S4.636 of 5 stars$44.38-3.1%3.94%10.43 Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
