LKS BROTHERS BLOG

As markets gear up for #Nvidia's highly anticipated earnings report on Monday, November 24, 2025, global anticipation is palpable, with the chip giant's results expected to sway tech stocks and broader indices. Nvidia, holding over 90% dominance in the high-end GPU market crucial for AI advancements, faces investor scrutiny amid a recent tech sell-off, as highlighted by #Bloomberg. Posts on X reveal mixed trader sentiments, blending optimism for AI-driven growth with fears of

As we approach Sunday, November 23, 2025, Meta Platforms Inc. is at the forefront of transformative developments in the tech and energy sectors, blending AI advancements with strategic energy plays amid ongoing privacy challenges. Recent announcements highlight Meta's entry into the electricity trading market to fuel its AI data centers, a $190 million privacy settlement addressing shareholder concerns, and the departure of AI chief Yann LeCun to launch an open-source AI vent

The global economic outlook for 2025 reveals slight upward revisions in real GDP growth projections, signaling modest optimism despite persistent headwinds like trade barriers and geopolitical tensions. According to recent analyses from the IMF, OECD, and Seeking Alpha, global growth is anticipated to dip slightly from 3.3% in 2024 to around 3.1-3.2% in 2025, with a further slowdown to 2.9% in 2026 before a potential rebound. These forecasts highlight resilience in key econom

Unveiling Google's Flight Deals: AI-Powered Bargain Hunting for Travelers At the heart of this update is the Flight Deals tool, an AI feature that lets users find the best flight bargains by simply describing their preferences in everyday language. For instance, you could query "cheap flights to Paris in December under $500," and the AI will scour real-time data to surface optimal options, including hidden gems and alternative routes. Initially launched in select markets, thi

Former Federal Reserve Vice Chair Lael Brainard has issued a stark warning about the US economy, describing it as a "two-track economy" in which AI investments fuel impressive top-line growth but fail to spur hiring, leaving the rest of the economy stagnant and vulnerable. In an interview on November 20, 2025, Brainard highlighted the risks of this AI economic divide, emphasizing weakening labor markets and the potential for a self-reinforcing downturn. As debates intensify o

In the glittering heart of Las Vegas, where fortunes are made and dreams take flight, a remarkable story is unfolding. Charles Parkson Snyder DBA, the visionary entrepreneur known for his bold moves in the business world, has returned to the city that never sleeps. But this isn't just any homecoming – it's accompanied by a letter from the White House that's sending shockwaves through the American business community. Although the letter may be concise, its delivery speed is no

#Dallas #Federal Reserve President #LorieLogan, a voting member of the Federal Open Market Committee ( #FOMC ), is scheduled to deliver remarks at 9:00 AM ET on November 14, 2025, potentially addressing key economic issues, including inflation persistence, labor-market cooling, and the effects of tariffs on growth. This speech ranks high among economy watchers, as her comments could provide hints on December monetary policy, such as pausing rate cuts if data indicates resilie

Economists anticipate the Manufacturing PMI at around 48.5, indicating contraction below the 50 threshold, while the Services PMI is expected at approximately 54.8, signaling modest expansion. This release stands as the most critical, crucial, and hottest story dominating discussions, as PMIs often trigger immediate market swings—such as 1-2% volatility in the Nasdaq—and ignite endless debates on X and CNBC amid fears of a tariff-fueled manufacturing slump. Tariffs are projec

The spotlight turns to key earnings reports and ongoing tech conferences that could provide critical insights into infrastructure, entertainment, and innovation sectors. Engineering firm Jacobs (NYSE: J) is set to report its Q4 FY2025 earnings on November 20, highlighting infrastructure projects at risk from tariff-driven cost increases. Warner Music Group (WMG) reports Q4 and full-year results pre-market on November 21, with a call at 8:30 AM ET, focusing on streaming and AI

Walmart Inc. (WMT) is slated to release its third-quarter fiscal 2026 earnings before market open on November 20, 2025, around 7:00 AM ET, followed by a conference call at 8:00 AM ET. Analysts forecast revenue of $168.6 billion (up 4% YoY) and EPS of $0.54, driven by strong e-commerce growth and grocery dominance amid a resilient yet pressured consumer landscape. This report serves as a key bellwether for U.S. consumer health, potentially triggering broad market moves with op

The U.S. Census Bureau will release October's housing starts data, expected at approximately 1.35 million annualized units, reflecting a decline amid elevated interest rates and economic headwinds. Building permits are forecasted around 1.45 million, providing early signals on future construction activity. Shortly after, the Philadelphia Fed's November manufacturing index is anticipated at about 10, indicating potential contraction risks from tariffs that could inflate constr

Nvidia Corporation (NVDA) is scheduled to release its third-quarter fiscal 2026 earnings after market close on November 19, 2025, around 4:00 PM ET, in what could be a pivotal moment for the AI sector and broader markets. Analysts project explosive growth driven by surging demand for AI chips like the Blackwell series, with revenue expected at $54.6 billion (up 80% YoY) and earnings per share (EPS) at $1.23. This report is the "something so big" event dominating discussions,

The Federal Reserve is set to release the minutes from its October 28-29, 2025, Federal Open Market Committee (FOMC) meeting at 2:00 PM ET on November 19, providing detailed insights into policymakers' deliberations on economic conditions. These minutes are expected to shed light on views on persistent inflation at 2.5-3%, partly influenced by tariffs, cooling labor markets, and the potential for a December rate cut, with markets pricing in a 60% chance of a 25-basis-point (b

As investors eye indicators of consumer strength heading into the holiday season, September's Retail Inventories Ex Autos MoM data is set to release, with expectations of a +0.2% rise, offering insights into inventory builds amid preparations for peak demand. This metric is crucial as tariffs threaten to inflate prices for imported tech goods by 10-20%, potentially curbing spending and pressuring Q4 retail growth. Concurrently, National Vision Holdings' Investor Day in Duluth

Microsoft Ignite in San Francisco (running through November 21 with a pre-day on November 17) and Rockwell Automation's Automation Fair in Chicago (November 17-20). Microsoft Ignite will spotlight AI, cloud computing, and cybersecurity advancements, with expected announcements on Azure updates and enterprise tools. Meanwhile, Automation Fair focuses on industrial IoT, automation tech, and supply chain resilience strategies against global disruptions. These events, drawing tho

The Empire State Manufacturing Index, surveying about 200 manufacturers in New York State, provides an early read on national trends. For November, the median forecast hovers around 10.7, signaling continued expansion above the zero threshold but reflecting a slowdown from peaks like August's 11.9. New orders and shipments are expected to edge higher, but employment and prices paid indices may rise due to tariff-induced cost spikes on imported materials. Analysts warn that ta

As November 2025 unfolds, the U.S. economy stands at a critical crossroads, marked by decelerating job growth and escalating tariff threats that are reshaping growth projections for 2026. Weekend analyses highlight October's subdued labor market data—impacted by the ongoing government shutdown—with private estimates showing only 42,000 jobs added, far below the expected 150,000. Tariffs are projected to drag 2026 GDP down to 2.5-2.9%, tying into broader global slowdowns where

45th day on November 13, 2025, initial optimism for a swift resolution is waning, with weekend negotiations at risk of stalling over partisan divides. Lawmakers' efforts to end the impasse—triggered by funding disputes since October 1—face hurdles, as a Senate proposal to extend funding into 2026 was rejected by Republicans, amplifying fears of prolonged economic damage. This ongoing crisis, the longest in history, has already cost $16 billion in lost federal wages, spurred f

As economic uncertainty intensifies amid the prolonged U.S. government shutdown and weakening job data, gold prices have surged to a three-week high, reaching above $4,100 per ounce on November 11, 2025, marking a nearly 3% daily gain and contributing to a 57% year-to-date rally. Investors are flocking to precious metals as safe-haven assets, fueled by expectations of a Federal Reserve rate cut in December to combat potential tariff-driven inflation. This rally underscores br

As the 2025 holiday season approaches, consumers are bracing for significant price increases driven by President Donald #Trump's escalated tariffs on imports, particularly from China. These tariffs, ranging from 10% to 20% on various goods, are expected to add billions to holiday shopping costs, affecting everything from festive decorations to essential medical technologies. Items like artificial #Christmas trees, imported mainly from China, could see hikes of up to 20%, whil