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BNP Paribas lifts capital target to 13% and wins ECB nod for €1.15bn buyback

BNP Paribas has raised its CET1 capital ratio target to 13% by 2027 and secured ECB approval for a €1.15 billion share buyback starting November 2025. The bank aims for a 13% ROTE by 2028 and maintains a 60% profit payout policy, balancing resilience with flexible shareholder returns amid market volatility.
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Nvidia’s blowout ignites a global tech surge — and fresh rate-cut bets

Nvidia's stellar earnings and bullish outlook ignited a global tech rally, lifting stocks across Asia, Europe, and the U.S. The results eased AI bubble concerns, boosted Nvidia's valuation above $3 trillion, and revived hopes for Federal Reserve rate cuts, while bond yields dipped alongside surging equities.
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Nvidia Just Posted a $57B Quarter. Here’s the Twist: It’s Guiding Even Higher.

Nvidia shattered records in Q3 FY2026 with $57B revenue and 62% growth, driven by surging data center demand. The company raised Q4 guidance and gross margin outlook, signaling robust AI momentum. While investor enthusiasm is high, risks now hinge on infrastructure bottlenecks, not demand.
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AI Data Center Compute, 2024–2026: Market Size, Concentration, and the Capex Engine

This article analyzes the rapid growth of the AI data center chip market, projected to reach $207B in 2025 and $286B by 2030, driven by hyperscaler investments and surging demand for accelerators. It details vendor concentration, regulatory headwinds, and the evolving landscape shaped by export controls and infrastructure constraints.
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Markets Brace for Nvidia’s Test as Deal Chatter, EU Tech Scrutiny, and 5G Shifts Set the Tone

Markets focused on Nvidia's earnings as a key AI indicator, with options signaling a potential $300 billion swing. Paramount–Warner Bros Discovery deal talks, Italy's 5G reforms, Spain's Meta probe, and a Unity–Epic Games partnership also shaped sentiment. Policy, positioning, and platform power intersected to drive volatility and opportunity.
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A Big Crude Draw Just Hit—But Here’s the Twist Hiding in the Fine Print

U.S. crude inventories fell by 3.4 million barrels, beating forecasts, but product builds in gasoline and distillates signal mixed demand. The draw was driven by a surge in exports and higher refinery runs, raising questions about the sustainability of tighter supply and future price direction.
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Homes Vanish Fast in 94127: Inside San Francisco’s Stealth Bidding Zone

San Francisco's 94127 neighborhood is now among the city's priciest, with a median listing price of $2.5 million and rapid sales driven by cash offers and shrinking inventory. With only 16 active listings and up to 30% of deals happening off-market, both buyers and sellers must act quickly and strategically to succeed.
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Ethereum Slides Below $2,900 as Crypto Rout Deepens

Ethereum plunged below $2,900 on November 18, marking an 8–9% drop amid a broad crypto selloff. The decline, which also saw bitcoin briefly dip under $90,000, reflected fragile sentiment, thin liquidity, and macro uncertainty. Traders remain cautious, watching key levels and market catalysts for signs of stabilization.
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Bitwise’s CIO Sees Index Crypto ETFs Surging as U.S. Rules Clarify

A new report highlights that improving U.S. regulatory clarity is set to unlock more crypto ETFs, with index-based products likely to lead. Investors are shifting toward diversified, rules-based funds over single-asset offerings, reducing risk and aligning with broader allocation strategies.
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Lowe’s Q3 FY2025: Modest Growth, Digital Tailwinds, and a Firmer Full-Year Guide

Lowe’s Q3 FY2025 results showed modest sales growth and a return to positive comparable sales, driven by an 11.4% surge in digital sales. Adjusted EPS beat estimates, reflecting cost discipline. The company raised its full-year outlook, but remains cautious amid flat comps and selective consumer spending.
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Trending

Best Buy raises FY26 guidance after Q3 beat
Best Buy raises FY26 guidance following a strong Q3 performance, with comparable sales up 2.7% and revenue surpassing expectations. The company attributes this outlook upgrade to steady consumer demand, category momentum in computing and gaming, and effective tariff management, setting a positive tone for the holiday quarter.
Rheinmetall recruits laid-off auto workers amid a defense hiring surge
Rheinmetall recruits laid-off auto workers to accelerate its defense production expansion in Germany, leveraging talent from recent auto sector layoffs. With 120,000 rheinmetall job applications 2025 for 3,000 German roles and plans for 8,000 global job ads, the company is scaling its workforce to meet rising demand linked to the war in Ukraine.
OBR November 2025 headroom: UK meets fiscal rules with a wider buffer
OBR November 2025 headroom shows the UK meeting its fiscal rules with improved margins versus March, driven mainly by policy-led revenue gains such as tax threshold freezes. While the current budget surplus and debt targets for 2029–30 are forecast to be met, the OBR probability 59 percent highlights ongoing vulnerability to economic shocks.

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