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Memory Crunch Incoming

Memory Crunch Incoming

Dell, HP, and others warned of a memory-chip crunch driven by AI demand.

Ankit Sinha
November 27, 2025

Silver banana goes to…

Your Daily Dose of Market & Career Clarity

📬 Delivered to 150,000+ ambitious readers

🎯 In this issue:

Banana Bits: Finance headlines that actually matter
Market Summary: Stocks rally as rate-cut bets revive ahead of month-end
What’s Ripe / Rotten: The tastiest and most disgusting stocks
Technical Trip: Interview Question with Morgan Stanley
Lesson From the Library: Go beyond basics—learn deferred taxes, NOLs, stock compensation, and complex accounting used in real-world models.
Deal Dispatch: M&A, IPOs, and other transactions
The Daily Poll: See how you stack up
Student Corner: From Business Data Science to Banking: My Journey & Lessons for Students

📉 Banana Bits

Hong Kong is grappling with deadly tower fires as officials piece together what happened.
Alibaba began selling its Quark AI glasses in China, stepping into the global wearables race.
Ukraine secured an $8.2B IMF deal despite lingering funding risks.
Dell, HP, and others warned of a memory-chip crunch driven by AI demand.
FedEx will cut 856 jobs in Texas after a major customer shifted its business.
The Pentagon cited Alibaba in an October letter on Chinese military support.
U.S. mortgage rates dipped slightly, bringing 30-year loans down to 6.23%.

Market Recap

Stocks Soar in Attempt to Erase November Losses

Just when investors thought that the market had already been exhausted with all the negative news, bulls regain their driver seats and steer a mini rally in an attempt to get the market into the green for November.

This also comes after bets for Federal Reserve interest cuts revived. Currently, the CME FedWatch Futures Index shows an 85% probability of a quarter-percentage-point cut on Tuesday afternoon.

The stock market’s Thanksgiving week parade kept marching on Wednesday. The Dow Jones Industrial Average rose 315 points, or 0.7%. The S&P 500 was up 0.7%. The Nasdaq Composite was up 0.8%. The S&P and Dow are riding their best Thanksgiving week performances since 2012, while the Nasdaq is having its best since 2008.

Source

The MSCI All Country World Index edged up for a fifth straight session on Thursday, cutting its November drop to just 0.5%. That follows seven consecutive months of gains.

Asian stocks, which also enjoyed a similar run, rose 0.2% Thursday, trimming their losses to 2.2% so far in November. The cross-asset action signals cautious optimism across global markets after concerns over tech valuations hammered equities earlier in the month.

Sentiment has also been supported by the prospect of a pro–rate-cut official becoming the next U.S. central bank chief.

Source

What's Ripe

Urban Outfitters Inc. (URBN) 13.5%

URBN surged 14%. The clothing retailer reported better-than-expected earnings Tuesday for the fiscal third quarter, as same-store sales climbed 8%.

Robinhood Markets Inc. (HOOD) 10.9%

HOOD stock climbed 11% a day after the company unveiled a futures and derivatives exchange offered in collaboration with Susquehanna International Group.
The joint venture will expand Robinhood’s prediction-market offerings.

What's Rotten

Nutanix Inc. (NTNX) 17.8%

NTNX dropped 18% after the cloud computing company met analysts’ expectations for its fiscal first quarter but cut its full-year sales outlook, citing a shift in revenue to future periods.

Workday Inc. (WDAY) 7.9%

WDAY tumbled 7.9% after the provider of human resources software posted third-quarter revenue that was in line with expectations.
The results failed to reassure investors who were worried about organic growth and encroachment by artificial intelligence.

🧠 Technical Trip

Interview Q&A from Morgan Stanley

👉 Want 1-on-1 recruiting help from Morgan Stanley bankers & 2,000+ top mentors? Apply to WSO Academy

📚 Lesson from the Library

🎥 Advanced Accounting: Mastering the Real Numbers

Go beyond basics—learn deferred taxes, NOLs, stock compensation, and complex accounting used in real-world models.

🎓 Check out the course

🌟 WSO Academy Q4 Update

📚 New Course Development

Every quarter, we’re releasing new courses. Here’s a list of what we’ve released so far (including new courses over the past few months) and courses currently in development:

Completed: