7 Minutes on Markets

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7IM

24 November 2025

7m 47s

Thanksgiving Insights: US Consumer Power Under the Lens

00:00

07:47

In this episode of 'Seven Minutes on Markets,' hosts Ben Kumar and Sam Hannon discuss the financial results of Nvidia, a key player in the AI industry. Despite strong earnings, market uncertainty persists about the sustainability of the AI boom. Meanwhile, Black Friday approaches, serving as a critical indicator of consumer health, particularly in the US, where delayed government data due to past shutdowns is only now feeding into news. The conversation shifts to the potential effects of the UK Budget and the significance of Black Friday as a quick source of retail insights, in light of broader economic challenges.