Andrew Ross Sorkin

Andrew Ross Sorkin
November 19, 2025
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3 minutes Read

Block’s stock pops 9% on gross profit forecast, 3-year financial outlook

Block Inc. announced a three-year growth plan, aiming for mid-teens annual gross profit growth, potentially reaching $15.8 billion by 2028. Despite recent stock declines, shares rose 9% after the announcement. Block emphasizes Cash App services and AI tools, projecting significant increases in operating income and earnings per share, while expanding its share buyback program.

Finance

Andrew Ross Sorkin
November 19, 2025
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4 minutes Read

Federal Reserve Divisions: Interest Rate Decisions Under Scrutiny

The Federal Reserve’s October meeting minutes reveal deep divisions among policymakers regarding interest rates, amid concerns over labor market trends and inflation. While a quarter-point cut was approved, future actions are uncertain, with mixed opinions on necessity for further reductions. Market expectations for December and beyond remain volatile.

ETF Street

Andrew Ross Sorkin
November 19, 2025
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5 minutes Read

Why Bond ETFs Are Gaining Investor Popularity

Investors are shifting toward bond ETFs, attracted by lower fees and tax efficiency. By October, ETFs garnered $344 billion compared to $138 billion for mutual funds, with notable inflows in October. While actively managed bond ETFs offer potential outperformance, they come with higher fees. Investors must understand risks and bond types within ETFs for stability.

Economy

Andrew Ross Sorkin
November 19, 2025
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6 minutes Read

September Jobs Report: What to Expect from the BLS Release

The U.S. labor market awaits the September nonfarm payrolls report, following a data blackout due to the federal shutdown. Expected to show a gain of 50,000 jobs, it offers a clearer view of employment, though backward-looking. Analysts express caution over mixed economic signals, highlighting ongoing uncertainty for policymakers and investors.

Earnings

Andrew Ross Sorkin
November 19, 2025
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4 minutes Read

Nvidia and OpenAI: The $100 Billion AI Partnership

Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman announced a potential $100 billion partnership for AI infrastructure, but Nvidia’s recent filings caution against assuming a finalized agreement. OpenAI anticipates substantial growth, while also diversifying hardware sources. The industry watches as negotiations progress in this competitive AI landscape.

Wealth

Andrew Ross Sorkin
November 17, 2025
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5 minutes Read

Prada’s Strategic Dual Listing: Future Insights

Prada is contemplating a dual-listing strategy while emphasizing a cautious approach regarding timing, pending market conditions. Despite industry shifts, the company has achieved steady growth for 19 consecutive quarters, supported by strong demand, particularly in the U.S. Prada’s acquisition of Versace and leadership transitions reflect its ambition for long-term development in the luxury sector.

Tech

Andrew Ross Sorkin
November 17, 2025
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3 minutes Read

Nvidia’s Bullish Future: $500 Billion in Orders Ahead

The Nasdaq Composite fell 0.84% on Monday due to declines in tech stocks, particularly Nvidia, which dropped nearly 2%. Analysts anticipate Nvidia’s guidance will significantly impact market reactions. While tech valuation concerns persist, some predict a year-end rally. Meanwhile, India strengthens energy ties with the U.S., and Switzerland’s trade deal faces criticism.

FinTech

Andrew Ross Sorkin
November 17, 2025
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4 minutes Read

JPMorgan Strikes Key Deals with Fintech Firms for Data Access

JPMorgan Chase has secured agreements with fintech firms for compensation regarding data access, addressing a long-standing conflict between banks and data intermediaries. While aimed at enhancing security and reliability, the new fees could hinder competition and innovation, leading to potential challenges for startups. The debate over open banking in the U.S. continues.

Finance

Andrew Ross Sorkin
November 17, 2025
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6 minutes Read

Warren Buffett’s Game-Changing Investment in Alphabet

Berkshire Hathaway, led by Warren Buffett, announced a $4.3 billion stake in Alphabet, highlighting a shift towards technology investments. This marks Buffett’s first known investment in Google since its inception. Alphabet’s growth, driven by its cloud division and AI advancements, aligns with Berkshire’s value-investing principles, reinforcing a long-term investment approach.

ETF Street

Andrew Ross Sorkin
November 17, 2025
0 Comments
3 minutes Read

Industrial Stocks Poised for Growth Amid AI Surge

Industrial and infrastructure stocks are expected to gain attention as market trends shift, according to analysts. Mike Atkins notes a push towards reshoring benefiting these sectors. Meanwhile, Ryan O’Connor emphasizes infrastructure’s role in supporting AI growth. The Global X infrastructure ETF has performed well this year, suggesting renewed investor interest.