Stock Market News·2025-11-19 19:08Group 1: NVIDIA Earnings Report - NVIDIA's upcoming earnings report is a critical market stress test, with expectations for a 50%+ surge in profit and revenue to validate aggressive AI spending [2][9] - Analysts anticipate Q3 revenue to reach at least $55 billion to maintain market confidence in the AI sector [2][9] Group 2: Semiconductor Tariffs - The Trump administration is reportedly delaying the imposition of promised semiconductor tariffs on China to avoid new trade wars and supply shocks, particularly concerning rare earths [3][9] - Despite the current delay, there is potential for "triple-digit duties" to be imposed abruptly, creating uncertainty in the global technology and trade landscape [3][9] Group 3: Corporate Acquisitions - Abbott Laboratories is nearing an agreement to acquire Exact Sciences, indicating a trend of strategic acquisitions in the medical diagnostics industry focused on cancer detection [4][9] Group 4: Defense Sector Collaboration - Northrop Grumman and MBDA in Germany have formalized a Memorandum of Understanding to enhance Germany's air and missile defense capabilities, reflecting ongoing international defense collaborations [5][9] Group 5: Federal Reserve Operations - The New York Federal Reserve accepted $6 million in its Standing Repo Facility operations, highlighting the influence of regulations on the Federal Reserve's balance sheet and monetary policy [6]