OpenAI Era Pushes Old-School Stock Analysts Into Private Markets

Published on November 20, 2025

The growing clout of private companies like OpenAI is causing Wall Street to redraw the boundaries of its equity research business.

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Nvidia’s Upbeat Forecast Soothes Fears of AI Market Bubble

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Nvidia Corp. delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector.

Employment Report: 119K Jobs Added in September, Higher Than Expected

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The latest employment report showed that 119,000 jobs were added in September, up from the loss of 4,000 in August and higher than the expected 53,000 addition. Meanwhile, the unemployment rate rose to 4.4%, its highest level since October 2021.