Federal Reserve Bank of Philadelphia President Anna Paulson said on Saturday that further central bank rate cuts could be some way off while officials take stock of the economy's performance after an...
November 19 showcased AI dominance (NVIDIA $500B orders), platformization complexity (Palo Alto 29% growth vs. integration risk), LatAm aviation excellence (Copa 23% margins vs. yields), retail adaptation (Lowe's online vs. housing)—highlighting execution challenges across sectors.
Wednesday led by NVIDIA's $57B revenue (+62% YoY) crushing AI bubble fears—Blackwell "off the charts," $65B Q4 guidance—while Palo Alto's 29% ARR growth overshadowed by $28B M&A concerns, Copa's 23% margins couldn't stop 10.8% drop on revenue miss, Lowe's showed online resilience.
Baidu represents China's AI transformation with Cloud growth, Apollo Go autonomous mobility scaling to 3.1 million quarterly rides, and AI-native marketing hypergrowth, though legacy advertising collapse and RMB 16.2 billion infrastructure impairment
Tuesday dominated by Baidu's AI transformation narrative—legacy search declining 18% YoY but AI Cloud, Apollo Go robotaxis delivering 3.1 million driverless rides, and AI-native marketing services growing 262% YoY demonstrating China's pivot from traditional Internet to AI-first business models.
