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CommSec Market Update

Morning Report 12 Nov 25: Dow rises 500 points led by healthcare stocks

11 Nov 2025

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Wall Street saw mixed fortunes overnight, with the Dow rising 500 points while the Nasdaq slipped as investors rotated out of tech stocks. SoftBank sold its Nvidia stake for $5.8 billion to fund fresh AI bets, while CoreWeave cut its forecast following a delay to a major customer contract. In commodities, oil prices rose as investors weighed sanction risks, while gold flatlined as traders booked profits. Back home, Aussie shares are expected to open higher on Wednesday, supported by strength in energy stocks. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

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