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 RatioGOOGLAlphabet4.7435 of 5 stars$347.15-1.4%0.25%26.48MSFTMicrosoft4.9912 of 5 stars$397.75-1.1%0.92%23.68METAMeta Platforms4.9477 of 5 stars$643.81-0.3%0.33%23.40MUMicron Technology4.9742 of 5 stars$970.82+12.2%0.06%21.98AMZNAmazon.com4.7658 of 5 stars$247.55-1.0%N/A29.61ORCLOracle4.9919 of 5 stars$127.13+4.7%1.57%21.81AMDAdvanced Micro Devices3.6806 of 5 stars$544.43+8.1%N/A178.50AVGOBroadcom4.9953 of 5 stars$386.50+2.2%0.67%64.42NVDANVIDIA4.9844 of 5 stars$207.29+2.0%0.48%31.74APLDApplied Digital3.56 of 5 stars$30.05+7.9%N/AN/ABITFBitfarms1.0508 of 5 stars$4.34+9.9%N/AN/AWULFTeraWulf4.0828 of 5 stars$19.87+5.4%N/AN/AIRENIREN3.1356 of 5 stars$41.29+2.7%N/A86.02RGTIRigetti Computing3.1545 of 5 stars$15.28+7.2%N/AN/AQBTSD-Wave Quantum3.3811 of 5 stars$17.81+6.5%N/AN/ASOUNSoundHound AI2.4308 of 5 stars$6.55+3.8%N/AN/APATHUiPath4.0851 of 5 stars$12.03-1.1%N/A20.04NBISNebius Group2.1373 of 5 stars$216.92+18.8%N/A69.97SMCISuper Micro Computer4.791 of 5 stars$25.50+7.0%N/A13.49RCATRed Cat3.8488 of 5 stars$8.59+10.7%N/AN/ADPRODraganfly3.7573 of 5 stars$4.54+6.8%N/AN/AASTSAST SpaceMobile3.1368 of 5 stars$63.34+10.3%N/AN/ARKLBRocket Lab3.3474 of 5 stars$69.12+5.1%N/AN/ANVONovo Nordisk A/S4.2697 of 5 stars$49.40-0.4%3.54%11.60 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 99% of You Will Miss This Memory Stock DipMarketBeat TV | July 17, 2026Watch VideoRelated VideosShort Squeeze Alert. These Two Stocks Could Explode.MarketBeat TV | July 7, 2026Watch VideoThe Hype is Over. This Is the Buying Window.MarketBeat TV | July 6, 2026Watch VideoIf You Are a Microsoft Shareholder...Get READY for ChristmasMarketBeat TV | July 2, 2026Watch Video Featured Articles and OffersThe Ugliest Stocks in the Market Just Got a Very Expensive Vote of ConfidenceJuly 20, 2026SPCX Warning - and Worst News for Stocks in 50 YearsFrom TradeSmith (Ad)Why Abbott Laboratories Stock Is Suddenly Winning Back Wall StreetJuly 16, 2026Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to BenefitJuly 19, 2026Why Johnson & Johnson’s Earnings Dip Looks Like a Buying OpportunityJuly 15, 2026Three companies about to leapfrog Nvidia [And transform the entire industry]From Eagle Publishing (Ad) Search Headlines Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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 RatioGOOGLAlphabet4.7435 of 5 stars$347.15-1.4%0.25%26.48MSFTMicrosoft4.9912 of 5 stars$397.75-1.1%0.92%23.68METAMeta Platforms4.9477 of 5 stars$643.81-0.3%0.33%23.40MUMicron Technology4.9742 of 5 stars$970.82+12.2%0.06%21.98AMZNAmazon.com4.7658 of 5 stars$247.55-1.0%N/A29.61ORCLOracle4.9919 of 5 stars$127.13+4.7%1.57%21.81AMDAdvanced Micro Devices3.6806 of 5 stars$544.43+8.1%N/A178.50AVGOBroadcom4.9953 of 5 stars$386.50+2.2%0.67%64.42NVDANVIDIA4.9844 of 5 stars$207.29+2.0%0.48%31.74APLDApplied Digital3.56 of 5 stars$30.05+7.9%N/AN/ABITFBitfarms1.0508 of 5 stars$4.34+9.9%N/AN/AWULFTeraWulf4.0828 of 5 stars$19.87+5.4%N/AN/AIRENIREN3.1356 of 5 stars$41.29+2.7%N/A86.02RGTIRigetti Computing3.1545 of 5 stars$15.28+7.2%N/AN/AQBTSD-Wave Quantum3.3811 of 5 stars$17.81+6.5%N/AN/ASOUNSoundHound AI2.4308 of 5 stars$6.55+3.8%N/AN/APATHUiPath4.0851 of 5 stars$12.03-1.1%N/A20.04NBISNebius Group2.1373 of 5 stars$216.92+18.8%N/A69.97SMCISuper Micro Computer4.791 of 5 stars$25.50+7.0%N/A13.49RCATRed Cat3.8488 of 5 stars$8.59+10.7%N/AN/ADPRODraganfly3.7573 of 5 stars$4.54+6.8%N/AN/AASTSAST SpaceMobile3.1368 of 5 stars$63.34+10.3%N/AN/ARKLBRocket Lab3.3474 of 5 stars$69.12+5.1%N/AN/ANVONovo Nordisk A/S4.2697 of 5 stars$49.40-0.4%3.54%11.60 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
