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AI optimism lifts Nvidia as NKT slides on downgrade - Nov 20, 2025
As of November 20, today’s news features sharp market reactions in the cable manufacturing sector and renewed momentum in the AI industry. NKT falls as much as 3.9%, the most since September and trimming some of Wednesday’s 17% surge, after Kepler Cheuvreux cut its recommendation to reduce from hold. The analyst notes that the shares are currently trading at a “significant” premium to peers such as Prysmian and Nexans. Meanwhile, Nvidia CEO Jensen Huang said he does not see an AI bubble, but rather a tipping point. In his view, the kind of computing his company specializes in will come to…
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