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Nvidia Q3 FY26 earnings November 2025: record $57B, $65B outlook, and a pivotal week for AI

Nvidia Q3 FY26 earnings November 2025 reached a record $57.0B, driven by strong AI infrastructure demand and robust Blackwell GPU sales. The company projects Q4 FY26 revenue of $65.0B, highlighting continued momentum. The article also covers Anthropic–Microsoft–Nvidia partnerships, EU cloud probes, and shifts in AI server memory and testing.
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November 2025 Anthropic $30B Azure deal: Big bets, bigger compute, and a multi‑cloud twist

The November 2025 Anthropic $30B Azure deal marks a major partnership where Anthropic commits to purchasing $30 billion in Azure compute, with Microsoft and Nvidia investing up to $15 billion. This agreement expands Claude model access on Azure, deepens AI cloud competition, and signals long-term collaboration across cloud providers.
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September 2025 jobs report delayed after 43‑day shutdown: what changed and what’s next

The September 2025 jobs report delayed by a 43-day government shutdown shifted the BLS release schedule, canceling October's report and moving September's data to November 20. This disruption widened the lag between labor data and policy decisions, with modest job gains and a higher unemployment rate highlighting a slower trend. The delay complicates Federal Reserve decision-making and increases market sensitivity to upcoming releases.
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Anthropic $30B Azure commitment November 2025 reshapes AI cloud alliances

The Anthropic $30B Azure commitment November 2025 marks a major expansion in AI infrastructure, as Anthropic agrees to purchase $30 billion in Azure compute and contract up to one gigawatt of Nvidia-backed capacity. This partnership with Microsoft and Nvidia also brings Claude models to Microsoft Foundry, offering enterprises new multi-model cloud options.
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Nvidia’s Q3 Beat and Bold Guidance Lift Stocks, Temper AI Bubble Fears

Nvidia's Q3 FY26 results and bullish Q4 guidance reignited confidence in AI demand, driving tech stocks and easing bubble concerns. With record data center revenue and strong outlook, markets rewarded Nvidia and peers, highlighting AI infrastructure as a top spending priority for now.
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Walmart’s earnings pop had a bigger twist: a Nasdaq jump and a delivery sprint

Walmart's Q3 FY26 results impressed with strong revenue growth, a raised full-year outlook, and surging e-commerce sales. The retailer's move to Nasdaq and rapid delivery improvements signal a tech-forward shift. Higher-income shoppers drove gains, and the market responded with a 6% share jump.
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AI Money Floods In. The Risks Are, Too.

The AI investment boom is fueling historic capital flows and innovation, but it's also exposing financial markets to new risks. Aggressive debt issuance, frothy valuations, and concentrated sentiment are amplifying volatility, while regulators intensify oversight. Investors must balance growth optimism with heightened risk management.
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Gold Holds Near $4,080 as Dollar Firms and Fed-Cut Bets Fade

Gold prices remain steady near $4,080 per ounce as a stronger dollar and reduced expectations for a December Fed rate cut shape market sentiment. Despite the pause, gold is up 55% year-to-date, driven by central bank buying, ETF inflows, and safe-haven demand. Analysts have raised price targets amid ongoing policy and geopolitical uncertainty.
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Follow the money: GE Appliances steers $150M+ to U.S. suppliers as washer production returns to Kentucky

GE Appliances has awarded over $150 million in contracts to 22 U.S. suppliers across 10 states, supporting the reshoring of washer production from China to Kentucky. This move is part of a $3 billion modernization plan, aiming to boost domestic manufacturing and create 800 jobs by 2027.
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Verizon’s 13,000‑plus job cuts: what the restructuring really changes

Verizon is laying off over 13,000 employees—its largest single workforce reduction—as part of a major restructuring to simplify operations, cut costs, and refocus on customer experience. The plan includes reducing outsourced labor, franchising retail stores, and supporting affected workers with a $20 million transition fund.
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RBNZ cuts OCR to 2.25% as easing cycle extends into 2026
RBNZ cuts OCR to 2.25% as the central bank extends its easing cycle to support New Zealand’s fragile recovery. The decision, made by a 5–1 monetary policy committee vote, reflects ongoing disinflation and a cautious, data-dependent approach, with inflation projected to reach 2% by mid-2026.
November 2025 40-year JGB auction: Record 3.555% as curve rises on BOJ bets
The November 2025 40-year JGB auction set a record 3.555% yield as investors anticipated a BOJ December rate hike. Despite the yield spike, demand remained solid with a 2.59 bid-to-cover ratio, reflecting resilient appetite for long-term Japanese government bonds amid policy uncertainty and rising inflation signals.
December 2025 Fed rate cut odds rise after Williams’ near-term signal
December 2025 Fed rate cut odds climbed to nearly 60% after New York Fed President John Williams suggested a near-term cut, shifting market expectations. With Thanksgiving week market liquidity thin and Fed officials offering mixed signals, traders are closely watching yields, economic data, and the upcoming December Fed meeting 2025 for further direction.

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