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ECO of the Week: Nvidia Accounts, Anthropic IPO and Trump-Xi-Putin Meeting
Publication: ECO
Author: Shrikesh Laxmidas
Source published: 15/11/2026, 17:53:09 UTC
Briefing created: 15/11/2026, 18:16:35 UTC
Based on a feed excerpt; full article content has not been acquired. Source evidence retrieved 15/11/2026, 18:11:24 UTC.
Briefings
The week features Nvidia's quarterly results released after CEO Jensen Huang's departure, with analysts projecting a 90% revenue growth to 109 billion USD. Concurrently, the Chinese government releases retail and industrial data showing a 5.3% industrial production increase, while the Portuguese Mota-Engil and Sonae companies report strong first-half profits of 74 million and 56 million euros respectively. A trilateral meeting between Trump, Xi Jinping, and Putin is scheduled in Shenzhen focusing on nuclear disarmament and regional conflicts.
Key points
- Nvidia's Q3 2026 results show revenue growth of 90% to 109 billion USD, with analysts projecting a 90% revenue increase compared to the prior year.
- The Chinese government released data on October 2026 indicating a 5.3% increase in industrial production, driven by robust domestic demand and export resilience.
Context
The week marks a pivotal transition in the AI chip market following Jensen Huang's resignation, with Nvidia's interim CFO Colette Kress facing investor scrutiny. China's economic data provides critical context for global trade dynamics, while the Portuguese Mota-Engil and Sonae earnings confirm strong performance in the retail sector, signaling a shift in corporate leadership across major tech and industrial conglomerates.
Limitations
Nvidia's Q3 results are based on internal guidance rather than audited financial statements, with revenue estimates varying between 108-109 billion USD. China's October data represents preliminary estimates from Deutsche Bank analysts, with full-year projections pending official confirmation. The trilateral meeting details remain unconfirmed, with no specific agenda items beyond nuclear disarmament and regional conflicts.
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