1. Nvidia Earnings: The Market’s Most Anticipated Catalyst

Nvidia ($NVDA), the global leader in semiconductors and AI hardware, will report its quarterly earnings this Wednesday after the market close. Investors are closely watching this release, as Nvidia’s results often act as a key barometer for the tech sector and the global artificial intelligence boom.

Since OpenAI launched ChatGPT in late 2022, Nvidia shares have surged nearly 1,000%, making it the first company ever to reach a $5 trillion market cap.

This earnings release could have more market impact than the latest U.S. jobs report, whose momentum has already faded.

Analysts agree: if Nvidia beats expectations, it could fuel another leg up for AI-related stocks. A miss, however, could trigger spikes in volatility across global markets.

2. U.S. Supreme Court to Rule on Emergency Tariff Powers

The U.S. Supreme Court is preparing to issue a crucial ruling on the legality of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) of 1977.

This case questions whether the executive branch can impose or maintain tariffs without Congressional approval, making it one of the most important legal tests for U.S. trade policy in years.

Possible market reaction according to Bank of America:
• Stock market declines driven by political uncertainty
• Higher interest rates amid potential inflationary concerns
• A weaker U.S. dollar due to reduced confidence
• Greater volatility across global markets

This decision could reshape the balance of power in U.S. economic and trade policy.

3. Autonomous Vehicle Race: Waymo and Baidu to Compete in the UK in 2026

Report 17 /11/2025

The global robotaxi race between the U.S. and China will reach a historic milestone in 2026 as both countries enter direct competition in the UK.

The contenders:
• Waymo (Alphabet – $GOOGL)
Expected to launch its robotaxi service in London using autonomous Jaguar I-Pace electric vehicles.

• ApolloGo (Baidu – $BIDU)
Already operating across multiple Chinese cities, Baidu plans to expand its robotaxi service into the UK and Germany.

This will be the first time autonomous mobility giants from the U.S. and China compete head-to-head in the same international market.

A defining moment for the future of transportation, AI mobility, and global tech competition.

4. Where Is the World’s Corporate Cash Concentrated? Asia and Europe Lead

Global corporate cash reserves are no longer dominated by U.S. companies. Financial giants in Asia Pacific (APAC) and Europe have taken the lead.

Global leaders:
• Industrial and Commercial Bank of China (ICBC)
• Allianz (Europe)

Both hold nearly $700 billion in cash and equivalents.

These figures surpass the largest U.S. corporations, highlighting the growing financial strength of Asian and European institutions.

Leading companies in the Americas:
• JPMorgan Chase ($JPM)
• Bank of America ($BAC)
• Berkshire Hathaway ($BRK)
• Citigroup ($C)

The shift reflects a new global landscape in terms of liquidity and corporate financial resilience.

5. Buffett Invests Billions in Alphabet and Reduces Apple Exposure

Warren Buffett, through Berkshire Hathaway, has opened a new position in Alphabet worth $4.34 billion, purchasing roughly 17.85 million shares. Alphabet is now the tenth-largest holding in Berkshire’s U.S. portfolio.

This move is particularly notable as Buffett has historically been cautious with major tech companies—making this a highly strategic, selective bet.

Key portfolio changes:
Report 17 /11/2025
• A significant reduction in Berkshire’s holdings in Apple, from 280M shares to 238.2M
• Despite the cut, Apple remains Berkshire’s largest stock investment, valued at $60.7 billion

This strategy suggests a reallocation within the tech sector and growing confidence in Alphabet’s long-term potential.