Today is Monday, November 17, 2025.
The Early Bird Index today is 79.18.
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AI Stock Bubble About to Burst? 🤔
Artificial Intelligence stocks have been struggling over the past few weeks amid fears of a potential market bubble. Is there an AI stock bubble? A new episode of the Early Bird podcast today explores this topic and some winning AI stocks.
Background: The Global X Artificial Intelligence & Technology ETF $AIQ ( ▼ 0.18% ) is up 30.40% this year, but it is down about 6% in November.
Details: Proponents of the AI stock trade say that fears about a so-called AI bubble are overblown, as most valuations for many AI stocks are still somewhat reasonable.
Yes, But: Questions loom about the surge in AI spending. Can this high level of AI spending be sustained in the future?
Some expect future waves of AI technology to fuel further spending.
Bigger Picture: About half of Nvidia’s $NVDA ( ▼ 1.67% ) revenue comes from just a handful of companies. What happens if those companies slow down on AI spending? There are still questions about the long-term business strategy with those companies that are spending a lot of money.
Final Thoughts: What are the top AI stocks to buy right now? Find out by listening to today’s new episode of the Early Bird podcast.
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Notables
Notable Earnings Today: Trip.com Group (Nasdaq: TCOM), JinkoSolar (NYSE: JKS), Aramark (NYSE: ARMK), Brady (NYSE: BRC), XPeng (NYSE: XPEV), LifeMD (Nasdaq: LFMD), J&J Snack Foods (Nasdaq: JJSF), Arbe Robotics (Nasdaq: ARBE), Danaos (NYSE: DAC), Freightos (Nasdaq: CRGO), Full Truck Alliance (NYSE: YMM), H World Group (Nasdaq: HTHT), i3 Verticals (Nasdaq: IIIV), NRX Pharmaceuticals (Nasdaq: NRXP), VerifyMe (Nasdaq: VRME), XP (Nasdaq: XP).
Notable IPOs Today: Apex Treasury Corporation Class A Ordinary Share (Nasdaq: APXT), Senseonics Holdings, Inc. Common Stock (Nasdaq: SENS).
Notable Equity Crowdfunding Campaigns Ending Today: N/A.
Notable Economic Events Today: NY Empire State Manufacturing Index (8:30 a.m. ET), Federal Budget Balance (11:00 a.m. ET).
Bitcoin Erases 2025 Gains
Nearly all of the gains Bitcoin $BTC.X ( ▼ 0.63% ) has made in 2025 have been wiped out in October and November. For 2025, Bitcoin is now up just about 1%.
Price Details: Bitcoin has lost about 17% of its value since October 1.
Background: The selloff started in October as market sentiment worsened after the government shutdown, which delayed crucial economic data releases and caused more uncertainty. There’s now a growing and surprising chance the Federal Reserve won’t cut interest rates in December.
Powering the Story: This uncertainty resulted in high liquidation as investors sold off risky assets such as crypto.
Final Thoughts: The good news? As quickly as Bitcoin lost its gains, there’s always the chance it could regain positive momentum in the coming weeks.
Airbus Reportedly Beats Boeing
Reuters reported on Sunday that Airbus $EADSY ( ▲ 0.76% ) is expected to win most of the major jet orders from this week’s Dubai Airshow, beating Boeing $BA ( ▼ 0.38% ).
Final Thoughts: Boeing is up 13.18% this year, while Airbus is up 46.07%.
Trends to Watch
Golden Recovery: Gold Edges Up After Two Days of Losses on Reduced Rate-Cut Bets (Bloomberg)
Driving With Style: Ford Motor shows off new high-tech HQ. It has a ‘crown jewel’ showroom and room for 4,000 employees (Associated Press)
Crypto Heat: Americans are heating their homes with bitcoin this winter (CNBC)
Big Week: U.S. stock futures little changed as investors anxiously await Nvidia earnings (MarketWatch)
Bonding Together: Bonds Are Heading for the Best Year Since 2020 (Wall Street Journal)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.


