Weekly Market Recap (November 24–28, 2025)
Holiday week rally: equities surged broadly with Basic Materials, Communication Services, and Consumer Cyclical leading. AI headlines favored Alphabet while chip and solar names rebounded.
Index Performance (Weekly)
| Index | Weekly Change |
|---|---|
| S&P 500 | +2.15% |
| Nasdaq | +2.16% |
| Dow Jones | +2.73% |
Sector Snapshot (1-Week)
AI Picks Performance (Week)
| Stock | Weekly Return | Comment |
|---|---|---|
| Micron Technology (MU) | +5.60% | Semis rebounded alongside broad risk-on tone. |
| First Solar (FSLR) | +5.03% | Cyclicals and growth rallied; Energy beta helped solar. |
| Alphabet (GOOGL) | +0.50% | AI chip news vs. rotation kept gains modest. |
The Score — Stocks That Defined the Week
- Campbell’s (CPB): Fired an executive after a leaked tape with offensive remarks; shares −0.6% Wed.
- Alphabet (GOOGL): Rose as reports said Meta is in talks to buy Google AI chips; investors rewarded both AI progress and core ads strength—Alphabet +1.6% Tue while Nvidia −2.6%.
- Alibaba (BABA): Cloud revenue +34% on AI demand, but profits hit by food-delivery competition; ADSs −2.3% Tue.
- Best Buy (BBY): Beat and raised ahead of Black Friday on PC/console upgrade cycle; shares +5.3% Tue.
Outlook
- Seasonals: Post-holiday liquidity and early December flows typically support risk; watch for follow-through.
- AI race: Chip supply diversification (Alphabet vs. Nvidia) remains a key theme into year-end.
- Sectors: Materials/Cyclicals leadership suggests improving growth expectations; Energy lag bears monitoring.
Key Takeaway
A powerful year-end rally lifted nearly every sector—led by Materials and Comm Services—while AI headlines continued to shape single-stock winners. Our picks tracked the rebound, with MU and FSLR posting solid gains.
Week ended November 28, 2025. Data based on your inputs and summaries provided.
