WSJ Your Money Briefing What’s News in Markets: Investor Jitters, Retail Rivalries, Nuclear AI
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Nov 22, 2025 This week, a mix of investor jitters and AI valuation fears sent markets reeling. Home Depot faced challenges with a downgraded outlook, while Lowe's celebrated a strong sales quarter. Target is making a bold move with a $1 billion investment to revamp its stores, aiming for e-commerce and customer experience improvements. Meanwhile, Constellation Energy's revival efforts at the Three Mile Island site are backed by a significant loan to enhance AI-driven power generation. Stay tuned for the latest on retail rivalries and stock market shifts!
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AI Rally Couldn't Rescue Market
- Investors fled AI stocks amid worries about stretched valuations and aggressive spending.
- Even NVIDIA's record quarter couldn't stop the broader market sell-off tied to growth and Fed concerns.
Jobs Strength Lowers Fed Cut Odds
- A stronger-than-expected jobs report reduced hopes for a near-term Fed rate cut.
- Good labor data helped workers but pressured risk assets by dimming hopes for policy relief.
Home Depot Vs. Lowe's Split Week
- Home Depot trimmed its full-year outlook and blamed weak demand and lack of storms.
- Lowe's reported stronger sales and optimism, sending their shares higher while Home Depot fell.