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- Top Pros' Top Picks 11/19/25
Top Pros' Top Picks 11/19/25
Mike Larson
November 19, 2025
Mike Larson | Editor-in-Chief
It’s been a rough few days on Wall Street, though stocks look like they’re trying to make a stand here. Gold and silver are also rising a bit, though crude oil is lower. Treasuries and the dollar are mostly flat.
It’s going to be an eventful 24 hours for markets, with Nvidia Corp. (NVDA) reporting quarterly results after the bell. Top Artificial Intelligence (AI) stocks have gotten pummeled in the last few weeks, and NVDA’s numbers and commentary could either stem the bleeding...or make it worse. Analysts expect the company to report $1.25 in Q3 earnings per share on about $55 billion in revenue.
Meanwhile, the government will finally release the September jobs report tomorrow morning. Like many other “official” economic reports, it was delayed by the shutdown, leaving investors (and policymakers) to fly partially blind. Wall Street is looking for a job gain of about 50,000.
NVDA, LOW, TGT, ADBE (YTD % Change)
Lowe’s Cos. (LOW) sang a happier tune than Home Depot Inc. (HD) did yesterday, beating EPS estimates by six cents and saying that digital and contractor sales were healthy. LOW recently spent $8.8 billion to buy Foundation Building Materials, a step designed to increase sales to contractors versus do-it-yourselfers.
Elsewhere in the retail sector, Target Corp. (TGT) reported disappointing results – with same-store sales shrinking more than expected and the company trimming its full-year EPS forecast. The big-box retailer is trying to recapture momentum by spending $5 billion to remodel stores and increase shelf space dedicated to lower-priced seasonal items.
Lastly, Adobe Inc. (ADBE) is reportedly set to buy Semrush Holdings Inc. (SEMR) for $1.9 billion, or $12 per share. That’s a massive premium to SEMR's closing price of $6.76 yesterday. Adobe wants to add Semrush’s software for online advertising, social media research, and other uses to its product lineup, which includes Photoshop and Illustrator, according to the Wall Street Journal.
S&P 500 6,617.32 (-0.83%) ↓ | VIX 23.87 (-3.32%) ↓ |
Dow Jones Industrial Average 46,091.74 (-1.07%) ↓ | Gold $4,111.70 per ounce (+1.11%) ↑ |
Nasdaq Composite 22,431.85 (-1.21%) ↓ | Oil $59.24 per barrel (-2.47%) ↓ |
Thomas Tzitzouris is a managing director at Strategas Securities, directing the firm's fixed income research efforts. In his presentation from this week’s MoneyShow Virtual Expo, he takes a hard look at the budget deficit, Treasury issuance, and bond market health. Plus, he explores the potential risks to equity and credit markets as the Treasury begins to raise coupon auctions.
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AI Stocks: Does Burry's Hyperscaler Depreciation Thesis Hold Water?
👉️ TICKERS: AMZN, GOOGL, META, MSFT, QQQ, SPX
Michael Burry, the man behind the “Big Short” during the Great Financial Crisis, is shorting the AI trade because he notes that hyperscalers have been depreciating their GPU chip investments over more than three years. We side with the hyperscalers rather than Burry, notes Ed Yardeni, editor of Yardeni QuickTakes.
PFE: The Winner in the Metsera Bidding War
👉️ TICKERS: CDTX, MRK, NVO, XBI, PFE
Pfizer Inc. (PFE) finally topped Novo Nordisk (NVO) to buy Metsera after Novo raised its bid twice. Metsera’s crown jewel is MET-097i, a weekly and monthly injectable GLP-1 asset that’s about to begin Phase III development, writes John McCamant, editor of Medical Technology Stock Letter.
