U.S. futures tread water as investors await Nvidia’s earnings and delayed jobs data. S&P 500 and Nasdaq show cautious upside while the Dow lags; volatility has ticked higher as the AI trade meets macro uncertainty. Tech and data-centre names lead swings, Treasuries edge lower and crypto remains under pressure after big outflows.
Ukraine is bolstering its air arsenal while reporting a major wave of Russian drone attacks. The pair of developments underline Kyiv’s urgent push to shore up defences ahead of winter and sustain battlefield momentum.
600 billion – Estimated crypto market value wiped since October peak.
Kyiv vows to clean up a corrupt energy sector while lining up immediate winter supplies. The moves aim to stabilize power delivery and reduce vulnerability to Russian strikes and supply cuts.
Washington signals progress on a delicate rare-earths deal with China even as it races to diversify supply. Policy makers are pressing for alternatives to Chinese dominance while talks continue on a bilateral framework.
Swiss Re reports $4bn net income for 9M 2025
Swiss Re posted $4bn net income for the first nine months of 2025, an 85% jump year-on-year, signalling an underwriting recovery and improved investment returns for the reinsurance sector.
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Nvidia’s upcoming results are shaping market sentiment and could determine the next leg of the AI trade. Investors are braced for earnings that may either validate the rally or trigger fresh volatility.
Crypto markets are under strain as investors withdraw capital and bitcoin slides to multi-month lows. The twin signals are heightening concerns about liquidity and sentiment across digital assets.
Oracle’s AI shake-up sends shares tumbling 25%
Oracle’s strategic shift around AI triggered a sharp market sell-off, with shares plunging roughly 25% amid investor concern over execution and near-term earnings impact.
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President Trump abruptly backed releasing Epstein files, prompting a partisan scramble in Congress. The reversal reshapes political dynamics and forces House GOP votes ahead of a potentially explosive disclosure.
Officials say proposed $2,000 tariff dividend checks need congressional approval, complicating a headline policy pledge. Lawmakers and the administration now face a legislative test over trade-derived payments.
FAA lifts shutdown-era flight cuts at 40 airports; Japan proposals to reclassify crypto and cut tax rates move forward; Germany set to lift arms export limits to Israel; tariff-dividend checks would require congressional legislation.
The FAA is ending shutdown-era flight restrictions, allowing airlines to restore schedules. The move should ease travel disruption and normalize holiday air traffic ahead of Thanksgiving.
TotalEnergies is building scale in flexible power through large acquisitions and joint ventures. The deals mark a push by oil majors into power and renewables to capture new margins on electricity and grid services.
Financial-stability risks remain elevated.
— Luis de Guindos, ECB Vice President
Tokyo-Beijing tensions flared after comments on Taiwan, triggering travel advisories and market pain for tourism and retail names. The diplomatic row is weighing on regional growth and investor confidence.
China is tightening its fiscal belt while firms push the yuan in cross-border deals as part of a broader globalization strategy. The twin moves reflect Beijing’s shift to more cautious public spending and stronger currency usage abroad.
The European Commission has nudged up growth forecasts for 2025, signaling cautious resilience in the euro area. The revisions reflect a better-than-expected macro backdrop but leave risks from inflation and geopolitics intact.
European banks are trimming headcount as AI adoption and cost pressure reshape the sector. Regulators warn financial-stability risks remain elevated as the industry restructures.
UK finance chiefs face a tight Budget balancing act as markets demand credibility while voters seek relief. Chancellor moves and u-turns are already shaping investor expectations ahead of the fiscal event.
Big data-centre investments are reshaping power demand and local politics as tech and utilities clash over capacity. France and U.S. projects highlight the scale of capital flowing into AI infrastructure.
A blockbuster AI funding round put Jeff Bezos back in operational view as a co-leader of a new startup, underscoring the ongoing private-market splurge into AI. The hires and structure signal heavyweight tech gravitation toward frontier models and chips.
Berkshire’s buy into Alphabet sent ripples through large-cap tech as investors reprice sector winners. The stake underscores continued confidence from major long-term holders in ad-recovery and AI monetization stories.
Markets are pacing policy signals from the Fed and waiting on delayed U.S. jobs data that could reshape the rate outlook. Short-term yields and Treasury flows show investors hedging for a volatile data week.