U.S. review of Nvidia exports: The U.S. administration has opened a review that could permit initial shipments of Nvidiaβs second-most powerful AI chips to China, according to five Reuters sources, potentially altering export controls. #NVDA #FiatNews
Nike: A sharp slump in demand in China pushed Nike shares down roughly 10%, despite the company reporting fiscal Q2 2026 revenue that beat expectations. The China weakness weighed heavily on market reaction. #NKE #FiatNews
Vestas Wind Systems: Vestas is closing 2025 in markedly stronger shape than many expected, with its shares up about 74% year-to-date as the company heads toward its best year in a decade. #Vestas #FiatNews
Czech National Bank decision: The CNB left rates unchanged at 3.5% and adopted noticeably milder communication, surprising markets. The koruna stabilized around 24.35 EUR/CZK following the decision. #CNB #CZK #FiatNews
Czech banksβ profitability: Czech banks and savings institutions reported combined net profit rising by CZK 9.4 billion to CZK 100.4 billion in the first three quarters of the year, year-on-year. #CzechRepublic #FiatNews
Howard Marks (Oaktree Capital) discussed two types of financial bubbles and assessed the health of todayβs equity market in a Bloomberg interview, distinguishing bubbles driven by popular financial engineering from other market excesses. #HowardMarks #FiatNews
Weekly highlights: Sung Cho (Goldman Sachs Asset Management) said financing AI investments need not be a major concern, while Kyle Bass (Hayman Capital) believes the Fed has room for further rate cuts. These contrasting views featured in the week's commentary. #FiatNews
U.S. outlook for 2026 (ΔSOB): The American economy should keep a solid growth pace fueled by AI-related investment, though a slowdown to about 1.7% growth is expected. Analysts anticipate stable inflation and lower interest rates next year. #US #FiatNews
Investment outlook 2026: Analysts expect a generally favorable macro backdrop but heightened risks. Markets remain driven by AI enthusiasm, while investors increasingly question where the AI cycle may peak. (Summary of 2026 outlook) #FiatNews
The Prague stock exchange rose, with the PX index up just under 1%. Notable winners included Erste, ΔEZ, Doosan and Moneta, while Kofola ended the week lower. #PX #FiatNews
