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Winners And Losers In The AI Jobs Data

Winners And Losers In The AI Jobs Data

Which jobs are strong or under threat? December Rate Cut 32% likely, Nvidia Earnings, Market Tanks

The Tech Buzz
November 21, 2025

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👇️ Feature: Winners And Losers In The AI Jobs Data

Also: Market In Red, Dec. Rate Cut 32% likely, Jobs Report, Trump's AI Power Play, Tesla Safety Scrutiny, Epstein Files Release +

Company Watch: Nvidia, Google, xAI, SoftBank, Lambda, Function Health
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TECH IN THE NEWS

Market Rollercoaster — US stocks tumbled led by Nvidia stock seesawing, falling 3.1% on Thursday after an initial surge post-earnings as investors reassessed their optimism and mixed signals from the first U.S. jobs data report since the shutdown.

Rate Cut Odds Plunge — The Fed’s December interest rate cut is now just 32% likely, down from 98.9% last month. The Fed is split on inflation, balancing challenges between inflation control and a stagnating labor market.

Jobs Report Jumble — The September jobs report adds 119,000 jobs, but unemployment rises to 4.4%.

Trump's AI Power Play — Trump considers an executive order to centralize AI regulations, proposing an AI Litigation Task Force to challenge strict state laws.

Tesla Safety Scrutiny — Safety experts criticize Tesla for allegedly misleading Full Self-Driving safety data due to flawed methodology and lack of independent verification. Highlights the need for standardized safety reporting.

Epstein Files Loophole — President Trump signed a bill for the DOJ to release Epstein files, but key exceptions remain. Larry Summers resigned from OpenAI's board due to inclusion in the leaked emails.

Winners And Losers In The AI Jobs Data

TechBuzz Editorial

Wall Street just had a week that captures the mood around AI as Nvidia earnings and Jobs data create a stir. Nvidia reported record revenue and profit on Wednesday and repeated its claim that AI is “going everywhere, doing everything, all at once with a slew of major releases. The stock market reaction was initially positive, but Thursday saw Nvidia lead a seesaw as the main US indices opened sharply higher and ended the day deep in the red as investors reassessed that optimism and mixed signals from the first U.S. jobs data since the government shutdown ended.

The Fed’s December interest rate cut is now just 32% likely, down from 98.9% last month. The Fed is split on inflation, balancing challenges between inflation control and a stagnating labor market. Investors are excited by AI, yet they also may be concerned about the impact of another pause as well as the huge spending on chips and data centres and whether it will earn a clear ROI. They are also likely concerned about the uneven distribution of benefits across a few companies and a subset of jobseekers.

Jobs Data In A Fog

The latest US jobs figures add another layer to the mixed picture for markets.

The unemployment rate has climbed to about 4.4%, the highest in four years, while payrolls still grew by roughly 119,000, considered strong when the 'breakeven' level is around 50,000. It is hard to say whether the economy is safely growing or starting to slow. The rolling pace of job growth recently is the lowest this century outside recessions. On top of that, October's payrolls will now be combined with November's data and released on December 16, after the Fed's next meeting.

Where Companies Are Still Hiring

One way to look past the noise is to ask which workers firms still hire when they become more careful. A new report from Toptal, which tracks remote and hybrid roles that need several years of experience, offers some clues. Overall demand for these high skilled workers is up a little more than 12% y-o-y, even though it slipped slightly compared with September.

AI Winners: Builders and Money People

Inside that average, the gaps are striking. Market strength for data science experts is up 23% y-o-y. For developers, the increase is 24%. Finance specialists are up 22%, while marketing experts, product managers and sales experts also show strong gains. These are the people who design AI systems, turn them into products and explain to boards how the projects should make money.

Toptal describes this period as an ROI era for AI. Data teams face pressure to deliver clear results rather than open ended experiments. Companies want engineers and AI specialists who can ship tools that work in the real world and manage the risks around them. They value people who can link advanced AI skills to a specific industry so that clever models become useful features and real revenue.

The winners cluster around development and finance. Market strength for developers is up twenty four percent year over year, and hiring in these roles has jumped 40%. Market strength for finance consultants is up 22% y-o-y, and hiring is up 15%. Hourly pay for these experts has risen sharply. Boards that commit large sums to new AI systems want people who can model costs and benefits and say when a project should slow or stop.

AI Losers: Squeezed By Software

Then there are the losers. Designers show a market strength score that is 24% lower y-o-y. Companies have cut many full time design posts and pay has slipped. At the same time, generative AI tools can create decent visuals in seconds. The report does see growing demand for specialists in user experience for new AI products, but that is a smaller area that does not yet balance the wider decline.

Information security experts sit in a troubled middle. Their market strength score is down 23% y-o-y, even though hiring is up 16% and pay has edged higher. Full time postings for security roles have fallen, while consulting work tied to AI risk and complex cyber rules is growing. That means fewer permanent seats but strong demand for a narrow group of specialists.

A Tougher Hunt For The Rest

All of this plays out while the wider job market looks weaker. Toptal notes that general job postings across many large economies have fallen y-o-y and that global tech job ads and hiring remain below their peaks. The same report highlights the rise of ghost jobs, where employers post roles with no real plan to hire. More than 80% of recruiters admit to doing this. For many workers, the job hunt feels tougher and less honest, even while AI headlines talk about future growth.

The lesson from this mix of numbers and stories is simple. AI is creating bright spots in the labour market, but they are narrow. Experienced developers, data scientists, finance specialists, product leaders and marketers who understand AI are busy and often better paid. Generalists, junior staff and people in roles that software can partially automate face a harder search.

Investors now ask if the vast sums spent on AI will really produce lasting profit. The job market already gives a clue. The money is flowing to a small group of highly skilled workers who can turn AI systems into useful tools. For everyone else, the AI boom still feels more like a distant shock than a clear path to a better job.

“AI adoption is impacting junior positions a great deal more than mid- and senior-level ones.”

— Toptal High-skilled Job Report for October 2025

COMPANIES TO WATCH

Nvidia — Reported record Q3 earnings of $57B (up 62% YoY), projecting $65B for Q4, with 90% from data centers; however, expressed uncertainty about its $100B OpenAI deal, citing "no assurance" of completion.

Google — The launch of Gemini 3 led to a 5% stock increase for Alphabet. The model's advancements could bolster Google's AI leadership and potentially translate innovations into substantial revenue growth.

xAI — Elon Musk's AI company secured a major contract for a Saudi data center featuring 600,000 Nvidia chips, announced at the U.S.-Saudi Investment Forum, and is in talks to raise another $15B at a $230B valuation.

SoftBank — Plans to invest up to $3B to convert an Ohio electric vehicle facility into a production site for OpenAI's data center equipment as part of the $500B Stargate project to establish five AI data centers in the U.S.

Lambda — Secured $1.5B funding led by TWG Global after a major deal with Microsoft for AI infrastructure. This positions it as a key player against CoreWeave in the GPU cloud space, potentially leading to an IPO.

Function Health — Raised $298M in a Series B round at a $2.5B valuation to enhance its AI-powered healthcare platform democratizing personalized medicine. Will support the Medical Intelligence Lab and expansion to 200 locations.

Adobe — Acquired digital marketing platform Semrush for $1.9B to enhance Creative Cloud with SEO tools for AI-driven search. This strategic move follows a failed Figma deal and aims to strengthen Adobe's position against MS, Google.

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

ChatGPT — Atlas adds Arc-style tabs, AI summaries, Google search + group chats + Free ChatGPT for Teachers.

Google — Gemini 3 37.4 bench, Antigravity tool for coding efficiency.

xAI — Grok 4.1 excels in emotional intelligence and creativity, reducing factual errors.

Intuit — OpenAI to integrate ChatGPT into TurboTax for enhanced user interaction.

Perplexity — Comet AI voice browser + free shopping agent integrating PayPal.

WhatsApp — iOS feature for easy multiple account switching, profile management.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

IBM & Cisco Quantum Internet — Connecting quantum computers by early 2030s.

Microchip Particle Accelerator — Carbon nanotubes enable X-rays on microchip.

Paradromics — FDA approves high data transfer speech-restoration brain implant.

Zap Energy FuZE-3 — Achieves record 1.6 GPa plasma pressure in compact fusion.

Solid-State Sodium — Solid electrolyte sodium battery for safety, efficiency.

Quantum Teleportation — Photon entanglement comms across distant sources.

CRYPTO WATCH

[Open Deal] Wyoming Decentralized Exchange — WYDE Cause Coins: Join the Waitlist before this $10T Impact Investing Infrastructure play launches late 2025 ».

Bitcoin Hits 6-Month Low — Bitcoin fell to $86,325 amid strong U.S. jobs data, quelling hopes for a rate cut. This downturn affected major altcoins.

Coinbase Loans — Coinbase now offers Eth-backed loans and raised the BTC loan limit to $5M USDC. Investors eye private money lending for 10-12% returns, leveraging capital and real estate networks for swift deal closures.

Stablecoin Surge — JP Morgan launched a USD deposit token on Base for institutions, while Cash App plans to support USDC on Solana. These moves highlight the shift to public blockchains.

Circle xReserve — Circle launched xReserve, a system for issuing USDC-backed stablecoins across blockchains, enhancing interoperability and addressing liquidity issues. It uses Circle’s attestation service to verify transactions.

Kraken's Bold Move — Kraken has confidentially filed for a U.S. IPO following an $800M funding round valuing it at $20B. Led by Citadel Securities, the funding supports international expansion and payment services.

BlackRock Staked ETH ETF — BlackRock has registered the iShares Staked Ethereum Trust ETF in Delaware, entering the staked ether ETF market.

Mt. Gox Bitcoin Move — Mt. Gox transferred 10,608 BTC (~$1B) for the first time since March. The exchange still holds 35,000 BTC valued at $3.2B.

Bitwise XRP ETF — Launching on the NYSE with ticker XRP, featuring a 0.34% management fee waived for the first month under $500M.

SPACE_RACE

Artemis II_NASA preps 2026 Moon mission with integrated Orion, SLS rocket.

New Glenn 9x4_Blue Origin's larger rocket to compete with SpaceX, boosts payload

Population III Stars_JWST finds ancient, low-metallicity stars over 13B yrs old.

South Atlantic Anomaly_NASA tracks magnetic field weakness risking satellites.

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