Based on Bpaynews, U.S. stocks traded unevenly on November 26, 2025, with the Dow up 0.6%, the S&P 500 flat, and the Nasdaq down 0.4%. Reports that Google and Meta are exploring a shift of AI workloads to Google’s in-house Tensor Processing Units (TPUs) pressured AI chipmakers like Nvidia and AMD. Nvidia fell about 5.3% to $172.90, while AMD dropped 7.5% to $198.90. Alphabet briefly hit a record high before easing, while Meta rose 2.5% as investors anticipated potential cost reductions in AI compute.
U.S. Stocks Mixed as AI Hardware Shift Pressures Nvidia and AMD
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