Tech Sector - Apple (AAPL) reported a fiscal fourth-quarter earnings beat with a revenue of $102.466 billion, up 7.9% year-over-year, and diluted earnings per share of $1.85, while forecasting double-digit iPhone revenue growth for the December quarter despite a 3.6% decline in sales in Greater China [3] - Nvidia (NVDA) is experiencing a shift in revenue distribution, with U.S. sales now accounting for about half of its total revenue, as the company excludes China revenue from its Q3 guidance due to U.S. export restrictions [4] Automotive Sector - Volkswagen (VWAGY) faced a challenging third quarter in 2025, reporting a net loss of €1.1 billion, a 31% drop from the previous year's profit, with operating profit plunging to a loss of €1.3 billion due to nearly $1 billion in tariffs and charges related to Porsche's product strategy [5] - Several South Korean firms have paused or pulled back on U.S. investments following an immigration raid at a Hyundai Motor Group plant in Georgia, raising concerns about the predictability of the U.S. market [6] Gold Market - Global gold demand reached a record 1,313 metric tons in Q3 2025, driven by a 17% year-over-year increase in bar and coin purchases and a 134% year-over-year rise in ETF inflows, with total demand value hitting $146 billion [7][8] - The tokenized-gold market, currently valued at $3.7 billion, is gaining institutional interest as it integrates physical bullion into the digital economy, reflecting a broader shift towards real-world assets on-chain [9] U.S. Economic Landscape - The U.S. economy shows mixed signals, with positive job creation and income growth reported by White House Senior Adviser Kevin Hassett, contrasting with the financial struggles of over 750,000 federal workers who have missed two paychecks due to a government shutdown [10]
Global Markets Navigate Tech Shifts, Trade Tensions, and Record Gold Demand