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Market Movers: Nvidia’s AI Boom Continues, Japan Sees Influx of Foreign Capital, and Geopolitical Tensions Simmer
Stock Market News·2025-11-20 00:08

Group 1: Nvidia's Financial Performance - Nvidia reported record third-quarter fiscal 2026 revenue of $57.0 billion, a 62% increase year-over-year, driven primarily by its Data Center segment, which achieved $51.2 billion in revenue, up 66% from the previous year [2] - CEO Jensen Huang highlighted "very, very strong" business conditions and confirmed a secure supply of next-generation Blackwell chips, crediting TSMC for support in wafer production [2] Group 2: Japan's Foreign Investment Surge - For the week ending November 14, Japan saw a significant increase in foreign investment, with foreign purchases of Japanese bonds reaching ¥961.6 billion, up from ¥91.5 billion the previous week [4] - Foreign buying of Japanese stocks surged to ¥1,020.9 billion, reversing a prior net outflow of ¥–347.3 billion [5] Group 3: Gold Market Dynamics - Gold prices are trading above $4,000 per ounce, nearing its best year since 1979, largely due to heavy central bank buying, with over 1,000 tonnes accumulated annually since 2022 [6] - Analysts at Goldman Sachs project gold could reach $4,900 per ounce by the end of 2026, driven by diversification away from the U.S. dollar and strong safe-haven flows [6][7] Group 4: Lenovo's Strong Earnings - Lenovo Group reported second-quarter revenue of $20.45 billion, exceeding analyst estimates of $20.01 billion, with net income reaching $340 million [10] - The company declared an interim dividend of HK$0.085 per share [10] Group 5: U.S. Policy on AI - Former President Trump is reportedly considering a new executive order on Artificial Intelligence, following previous orders aimed at enhancing U.S. leadership in AI and promoting unbiased development [11]