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Breaking Macro Events: Market Impact & Analysis2025年11月11日

iPhone Sales Exceed Expectations + New Film Sets All-Time Box Office Record Sony Raises FY Guidance  

Thanks to strong performance in semiconductors and film/TV, Sony Group shares surged 5.51% Tuesday after earnings, nearing all-time high again. Company reported for H1 current FY ending September, operating profit up 20% YoY to ¥768.9 billion. Sales up 3%...

iPhone Sales Exceed Expectations + New Film Sets All-Time Box Office Record Sony Raises FY Guidance  
Breaking Macro Events: Market Impact & Analysis2025年11月11日

U.S. AI Choked by Power? Massive Data Centers Face Idling Risk, Power Equipment Industry Sees Opportunity  

Reports say due to local utility unable to supply power, U.S. data center providers Digital Realty and Stack Infrastructure's two data center projects in Santa Clara, California—Nvidia's headquarters location—may idle for years. Digital Realty appl...

U.S. AI Choked by Power? Massive Data Centers Face Idling Risk, Power Equipment Industry Sees Opportunity  
Article2025年11月11日

Robots are the future

🚀 The Future of Robotics & Stocks to Watch 🤖💡The robotics industry is on the cusp of a massive transformation. With advances in AI, sensors, and automation, robots are evolving from factory lines to healthcare, logistics, and even our homes. Here's a sn...

Market Morning Wrap2025年11月11日

GoAI Market Morning Wrap - 11th Nov

Stock Market Eastern Time Monday, three major indices all closed higher, U.S. Senate took key step to end government shutdown, market risk appetite rebounds, heavyweight AI concepts Nvidia, Palantir led gains. U.S. longest-ever federal government shutdown like...

GoAI Market Morning Wrap - 11th Nov
Article2025年11月10日

Occidental Petroleum Exceeds Q3 2025 Production Guidance with $0.64 Adjusted EPS

Occidental Petroleum (OXY.US) reported adjusted income attributable to common stockholders of $649 million, or $0.64 per diluted share, for the third quarter of 2025. This adjusted EPS figure surpassed analyst estimates of $0.48. The company also generated ope...

Article2025年11月10日

CoreWeave (CRWV.US) Reports Record Q3 2025 Revenue, Exceeding Analyst Estimates

CoreWeave (CRWV.US) announced its financial results for the third quarter ended September 30, 2025, reporting record revenue of $1.36 billion. This represents a significant increase of 134% compared to the $583.9 million reported in the same quarter last year,...

Breaking Macro Events: Market Impact & Analysis2025年11月10日

Tonight's Highlights | U.S. Government Shutdown Deadlock Breakthrough Global Assets Rise Together

As the U.S. Senate made breakthrough progress on funding, Monday U.S. stocks pre-market various assets broadly strong. U.S. futures, gold, oil, industrial metals, even crypto all surged together. As of publication, Nasdaq 100 futures (2512 contract) up 1.43%,...

Tonight's Highlights | U.S. Government Shutdown Deadlock Breakthrough Global Assets Rise Together
Article2025年11月10日

Tyson Foods (TSN.US) Reports Q4 2025 Adjusted EPS of $1.15, Exceeding Estimates Amidst Sales Growth

Tyson Foods (TSN.US) announced its financial results for the fourth quarter of fiscal year 2025, reporting an adjusted earnings per share (EPS) of $1.15. This figure represents a 25% increase compared to the prior year's fourth quarter adjusted EPS of $0.92, a...

Article2025年11月10日

VG Reports Q3 2025 Profit Surge, Driven by Plaquemines Project LNG Sales

Venture Global (VG) reported a significant increase in profit for Q3 2025, with net income attributable to common stockholders reaching $429 million, a substantial increase from a net loss of $347 million in Q3 2024. This turnaround was primarily driven by hig...

VG Reports Q3 2025 Profit Surge, Driven by Plaquemines Project LNG Sales
How Are Asian Markets Performing Today?2025年11月10日

APAC Market Wrap - Nov 10

China Stock Market: At close, Shanghai Composite up 0.53%, Shenzhen Component up 0.18%, ChiNext down 0.92%. Sectors: baijiu, tourism & hotels, duty-free led gains; gas, wind power equipment, robotics led declines. Hong Kong Stock Market: Hong Kong's three...

Breaking Macro Events: Market Impact & Analysis2025年11月10日

Goldman Clients "Pulse" AI Sector: Favor Energy and Healthcare Innovation, Boom Not Bubble!  

Recently at Goldman's "At The Helm" private wealth conference, bankers with over 100 wealthy clients discussed hottest topic: artificial intelligence (AI)—from AI investment hotspots to whether AI is a bubble. AI now focus—from office workers worri...

Goldman Clients "Pulse" AI Sector: Favor Energy and Healthcare Innovation, Boom Not Bubble!  
Breaking Macro Events: Market Impact & Analysis2025年11月10日

Japan Bull Market Not Over! Goldman: U.S. Capital Inflow Fastest Since "Abenomics" Era  

Thanks to stronger yen and investor optimism on Japanese PM Sanae Takaichi's stimulative economic stance, Nikkei 225 up about 30% YTD—far outperforming S&P 500's 14%. Goldman sees foreign inflows further lifting Japan stocks, despite possible short-t...

Japan Bull Market Not Over! Goldman: U.S. Capital Inflow Fastest Since "Abenomics" Era  
Weekly Briefing2025年11月10日

Global Highlights This Week: Buffett May Deliver "Final Lesson"  

As the overvalued U.S. tech sector saw its biggest drop in nearly six months last week, investors will continue this week seeking clues on U.S. economic conditions and any good or bad news on ending the government "shutdown." Though bipartisan talks improved p...

Global Highlights This Week: Buffett May Deliver "Final Lesson"  
Market Morning Wrap2025年11月8日

GoAI Market Morning Wrap - 8th Nov

Stock Market Last night into this morning, with signs of U.S. government shutdown easing, U.S. stocks staged "V-shaped reversal," S&P and Dow flipped positive in late session. That said, Nasdaq just shy of green still posted largest weekly drop since early...

GoAI Market Morning Wrap - 8th Nov
Breaking Macro Events: Market Impact & Analysis2025年11月7日

Tonight's Highlights | Market Sentiment Still Weak U.S. Stock Futures Continue Lower  

Friday, tech stocks continue pullback, showing market sentiment still weak, U.S. three major index futures keep falling. Major European indices all down. U.S. major indices all closed lower Thursday, Nasdaq heavy on tech down 1.9%, Dow down nearly 400 points....

Article2025年11月7日

TELUS (TU) Reports Strong Q3 2025 Adjusted EBITDA Growth, Reiterates Full-Year Outlook

TELUS (TU.CA) announced robust financial performance for the third quarter of 2025, with adjusted net income of C$370 million and adjusted basic EPS of C$0.24. Consolidated operating revenues and other income reached C$5.1 billion, remaining flat year-over-yea...

Article2025年11月7日

Enbridge Q3 2025 Profit Declines Amidst Higher Interest Expense and Depreciation

Enbridge (ENB.US) reported earnings attributable to common shareholders of C$682 million, or C$0.30 per common share, for Q3 2025. This marks a significant decrease from C$1,293 million, or C$0.59 per common share, in Q3 2024. The results fell short of analyst...

Article2025年11月7日

CEG Narrows 2025 Adjusted Operating Earnings Guidance to $9.05 - $9.45 Per Share for Q3 2025

Constellation Energy Corporation (CEG.US) announced its financial results for the third quarter of 2025, reporting Adjusted (non-GAAP) Operating Earnings of $3.04 per share. This marks an increase from $2.74 per share in the third quarter of 2024, representing...

Article2025年11月7日

KKR Reports Record Q3 2025 Fee Related Earnings and Strong Capital Raising

KKR (KKR.US) reported robust financial results for the third quarter of 2025, with Adjusted Net Income reaching $1.3 billion, an increase of 8% year-over-year. Fee Related Earnings (FRE) also hit a record $1.0 billion, up 3% from the prior year. The company's...

Article2025年11月7日

DUK Reports Q3 2025 Adjusted EPS of $1.81, Exceeding Analyst Estimates and Narrows 2025 Guidance

Duke Energy (DUK.US) announced third-quarter 2025 adjusted EPS of $1.81, surpassing analyst estimates of $1.74. This represents an over 11% increase compared to the adjusted EPS of $1.62 reported in the third quarter of 2024. The company's performance for the...

Breaking Macro Events: Market Impact & Analysis2025年11月11日

iPhone Sales Exceed Expectations + New Film Sets All-Time Box Office Record Sony Raises FY Guidance  

Thanks to strong performance in semiconductors and film/TV, Sony Group shares surged 5.51% Tuesday after earnings, nearing all-time high again. Company reported for H1 current FY ending September, operating profit up 20% YoY to ¥768.9 billion. Sales up 3%...

iPhone Sales Exceed Expectations + New Film Sets All-Time Box Office Record Sony Raises FY Guidance  
Article2025年11月11日

Robots are the future

🚀 The Future of Robotics & Stocks to Watch 🤖💡The robotics industry is on the cusp of a massive transformation. With advances in AI, sensors, and automation, robots are evolving from factory lines to healthcare, logistics, and even our homes. Here's a sn...

Article2025年11月10日

Occidental Petroleum Exceeds Q3 2025 Production Guidance with $0.64 Adjusted EPS

Occidental Petroleum (OXY.US) reported adjusted income attributable to common stockholders of $649 million, or $0.64 per diluted share, for the third quarter of 2025. This adjusted EPS figure surpassed analyst estimates of $0.48. The company also generated ope...

Breaking Macro Events: Market Impact & Analysis2025年11月10日

Tonight's Highlights | U.S. Government Shutdown Deadlock Breakthrough Global Assets Rise Together

As the U.S. Senate made breakthrough progress on funding, Monday U.S. stocks pre-market various assets broadly strong. U.S. futures, gold, oil, industrial metals, even crypto all surged together. As of publication, Nasdaq 100 futures (2512 contract) up 1.43%,...

Tonight's Highlights | U.S. Government Shutdown Deadlock Breakthrough Global Assets Rise Together
Article2025年11月10日

VG Reports Q3 2025 Profit Surge, Driven by Plaquemines Project LNG Sales

Venture Global (VG) reported a significant increase in profit for Q3 2025, with net income attributable to common stockholders reaching $429 million, a substantial increase from a net loss of $347 million in Q3 2024. This turnaround was primarily driven by hig...

VG Reports Q3 2025 Profit Surge, Driven by Plaquemines Project LNG Sales
Breaking Macro Events: Market Impact & Analysis2025年11月10日

Goldman Clients "Pulse" AI Sector: Favor Energy and Healthcare Innovation, Boom Not Bubble!  

Recently at Goldman's "At The Helm" private wealth conference, bankers with over 100 wealthy clients discussed hottest topic: artificial intelligence (AI)—from AI investment hotspots to whether AI is a bubble. AI now focus—from office workers worri...

Goldman Clients "Pulse" AI Sector: Favor Energy and Healthcare Innovation, Boom Not Bubble!  
Weekly Briefing2025年11月10日

Global Highlights This Week: Buffett May Deliver "Final Lesson"  

As the overvalued U.S. tech sector saw its biggest drop in nearly six months last week, investors will continue this week seeking clues on U.S. economic conditions and any good or bad news on ending the government "shutdown." Though bipartisan talks improved p...

Global Highlights This Week: Buffett May Deliver "Final Lesson"  
Breaking Macro Events: Market Impact & Analysis2025年11月7日

Tonight's Highlights | Market Sentiment Still Weak U.S. Stock Futures Continue Lower  

Friday, tech stocks continue pullback, showing market sentiment still weak, U.S. three major index futures keep falling. Major European indices all down. U.S. major indices all closed lower Thursday, Nasdaq heavy on tech down 1.9%, Dow down nearly 400 points....

Article2025年11月7日

Enbridge Q3 2025 Profit Declines Amidst Higher Interest Expense and Depreciation

Enbridge (ENB.US) reported earnings attributable to common shareholders of C$682 million, or C$0.30 per common share, for Q3 2025. This marks a significant decrease from C$1,293 million, or C$0.59 per common share, in Q3 2024. The results fell short of analyst...

Article2025年11月7日

KKR Reports Record Q3 2025 Fee Related Earnings and Strong Capital Raising

KKR (KKR.US) reported robust financial results for the third quarter of 2025, with Adjusted Net Income reaching $1.3 billion, an increase of 8% year-over-year. Fee Related Earnings (FRE) also hit a record $1.0 billion, up 3% from the prior year. The company's...

Breaking Macro Events: Market Impact & Analysis2025年11月11日

U.S. AI Choked by Power? Massive Data Centers Face Idling Risk, Power Equipment Industry Sees Opportunity  

Reports say due to local utility unable to supply power, U.S. data center providers Digital Realty and Stack Infrastructure's two data center projects in Santa Clara, California—Nvidia's headquarters location—may idle for years. Digital Realty appl...

U.S. AI Choked by Power? Massive Data Centers Face Idling Risk, Power Equipment Industry Sees Opportunity  
Market Morning Wrap2025年11月11日

GoAI Market Morning Wrap - 11th Nov

Stock Market Eastern Time Monday, three major indices all closed higher, U.S. Senate took key step to end government shutdown, market risk appetite rebounds, heavyweight AI concepts Nvidia, Palantir led gains. U.S. longest-ever federal government shutdown like...

GoAI Market Morning Wrap - 11th Nov
Article2025年11月10日

CoreWeave (CRWV.US) Reports Record Q3 2025 Revenue, Exceeding Analyst Estimates

CoreWeave (CRWV.US) announced its financial results for the third quarter ended September 30, 2025, reporting record revenue of $1.36 billion. This represents a significant increase of 134% compared to the $583.9 million reported in the same quarter last year,...

Article2025年11月10日

Tyson Foods (TSN.US) Reports Q4 2025 Adjusted EPS of $1.15, Exceeding Estimates Amidst Sales Growth

Tyson Foods (TSN.US) announced its financial results for the fourth quarter of fiscal year 2025, reporting an adjusted earnings per share (EPS) of $1.15. This figure represents a 25% increase compared to the prior year's fourth quarter adjusted EPS of $0.92, a...

How Are Asian Markets Performing Today?2025年11月10日

APAC Market Wrap - Nov 10

China Stock Market: At close, Shanghai Composite up 0.53%, Shenzhen Component up 0.18%, ChiNext down 0.92%. Sectors: baijiu, tourism & hotels, duty-free led gains; gas, wind power equipment, robotics led declines. Hong Kong Stock Market: Hong Kong's three...

Breaking Macro Events: Market Impact & Analysis2025年11月10日

Japan Bull Market Not Over! Goldman: U.S. Capital Inflow Fastest Since "Abenomics" Era  

Thanks to stronger yen and investor optimism on Japanese PM Sanae Takaichi's stimulative economic stance, Nikkei 225 up about 30% YTD—far outperforming S&P 500's 14%. Goldman sees foreign inflows further lifting Japan stocks, despite possible short-t...

Japan Bull Market Not Over! Goldman: U.S. Capital Inflow Fastest Since "Abenomics" Era  
Market Morning Wrap2025年11月8日

GoAI Market Morning Wrap - 8th Nov

Stock Market Last night into this morning, with signs of U.S. government shutdown easing, U.S. stocks staged "V-shaped reversal," S&P and Dow flipped positive in late session. That said, Nasdaq just shy of green still posted largest weekly drop since early...

GoAI Market Morning Wrap - 8th Nov
Article2025年11月7日

TELUS (TU) Reports Strong Q3 2025 Adjusted EBITDA Growth, Reiterates Full-Year Outlook

TELUS (TU.CA) announced robust financial performance for the third quarter of 2025, with adjusted net income of C$370 million and adjusted basic EPS of C$0.24. Consolidated operating revenues and other income reached C$5.1 billion, remaining flat year-over-yea...

Article2025年11月7日

CEG Narrows 2025 Adjusted Operating Earnings Guidance to $9.05 - $9.45 Per Share for Q3 2025

Constellation Energy Corporation (CEG.US) announced its financial results for the third quarter of 2025, reporting Adjusted (non-GAAP) Operating Earnings of $3.04 per share. This marks an increase from $2.74 per share in the third quarter of 2024, representing...

Article2025年11月7日

DUK Reports Q3 2025 Adjusted EPS of $1.81, Exceeding Analyst Estimates and Narrows 2025 Guidance

Duke Energy (DUK.US) announced third-quarter 2025 adjusted EPS of $1.81, surpassing analyst estimates of $1.74. This represents an over 11% increase compared to the adjusted EPS of $1.62 reported in the third quarter of 2024. The company's performance for the...

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