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The World in a Week: How Major Markets Moved
United States | Markets ended mixed. The Dow Jones and S&P 500 inched higher, while the Nasdaq and small-caps slipped as investors moved away from expensive tech stocks. The end of the U.S. government shutdown helped slightly, but fading hopes of a December rate cut kept trading cautious.
Europe | The STOXX 600 rose 1.77 percent. Softer U.K. jobs data and weak GDP increased expectations of a Bank of England rate cut. Eurozone industrial output stayed subdued.
Japan | The Nikkei added 0.20 percent and the TOPIX 1.85 percent. A weaker yen supported exporters, while AI-linked tech stocks saw profit-taking. Investors now expect the Bank of Japan to consider a rate hike early next year.
China | The CSI 300 slipped 1.08 percent as October data showed slower spending and industrial activity. The property market stayed weak, but stimulus and a U.S.–China trade truce helped steady sentiment. Hong Kong’s Hang Seng rose 1.26 percent.
India | Sensex and Nifty gained nearly 2 percent, with defence and IT stocks leading. Midcaps also rallied, and strong late buying pushed the Nifty above 25,900.
Commodities | Brent crude held near 66 dollars as oil supply concerns eased. Gold hovered around 4,100 dollars per ounce as investors looked for safety during global market volatility.
Stock market closing data for the week of Nov 10 to Nov 14, 2025
Index information: STOXX 600 (tracks 600 large, mid- & small-cap EU firms), DAX (top 40 German blue chips), CAC 40 (leading French stocks), Nikkei 225 (225 top Japanese stocks), CSI 300 & SSEC (mainland China A-shares), and Hang Seng (large-cap Hong Kong-listed firms). For these indices, we track 1-week returns to capture how global sentiment is shifting.
News Summaries
AI Drives 93 Per cent Growth as SoftBank Posts Strong Quarter
SoftBank delivered a strong fiscal second quarter, supported by the rapid rise of artificial intelligence investments across its portfolio. The company recorded a gain of $19B on its Vision Fund, helped by the growing value of OpenAI and PayPay as AI adoption expands across industries.
The firm has been increasing its focus on AI, adding new investments in robotics and Artificial Super Intelligence. SoftBank said its AI-linked revenue touched a new record in the quarter ended September 30, growing at an annualized rate of 93 percent. A large part of this performance came from its early investment in OpenAI, which added 2.2 trillion yen, equal to $14.3B, to quarterly gains. Executives noted that OpenAI’s latest valuation of 500 billion dollars places it among the most valuable companies worldwide.
SoftBank also announced a four-for-one stock split to make its shares easier for investors to access. Quarterly profit reached 2.5 trillion yen, far above market expectations, while revenue was steady at 1.92 trillion yen.
The company plans to invest an additional $22.5B in OpenAI through Vision Fund 2 in December.
Robinhood Profit Jumps 271 Per cent in Q3
Robinhood reported a strong third quarter, supported by higher activity across its platform. Net income reached $556 million. This result was above analyst expectations and reflected steady growth in customer participation.
Cryptocurrency revenue came in at $268 million. This was a large increase from last year as digital asset trading picked up during the quarter. Robinhood said new features, such as prediction markets and early rollout of Robinhood Banking, helped keep users active throughout the day. The company also noted stronger usage of its investment tools, which supported overall engagement.
Shares moved slightly lower post results, but the stock has still gained more than 200 per cent this year and received additional visibility after joining the S&P 500 earlier in the year.
Robinhood is also broadening its product mix. It has introduced mortgages through Sage Home Loans and is preparing a closed-end fund that will give retail investors access to private companies. The company said these additions will help reduce reliance on trading revenue and support long-term growth.
Disney Shows Progress as Streaming and Experiences Lift Quarterly Results
Disney reported a steady fiscal fourth quarter, supported by strong performance in streaming and its experiences business. The results were ahead of expectations, with net income rising to $1.44B. Revenue came in at $22.46B. The stock fell because investors focused on softness in Disney’s entertainment division.
The entertainment unit generated $10.21B in revenue. The decline came from weaker TV network performance and a limited film slate, which reduced both advertising and theatrical income. A drop in political advertising and the India Hotstar joint venture also weighed on linear network results. Disney is still in negotiations with YouTube TV over carriage terms, which added uncertainty to the segment.
Streaming continued to show clear progress. Disney+ added 3.8 million subscribers, reaching 131.6 million users, while Hulu reached 64.1 million customers. Operating income for streaming rose 39 per cent to $352M as pricing improvements and bundled plans lifted profitability. Disney reported a full-year streaming operating income of $1.3B.
The experiences business delivered $8.77B in revenue, supported by strong cruise demand, higher park spending, and steady bookings.
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Theme of the Week: Buffett’s Principles Hold, Berkshire Shows Strength
Warren Buffett has always said that steady businesses, disciplined decisions, and patience can carry you through any market cycle. The latest Berkshire results reflected that idea clearly.
Insurance remained strong, cash stayed untouched, and the company let time do the heavy lifting.
Berkshire reported an operating profit of $13.48B in the third quarter, up 34 per cent from last year. Insurance underwriting income rose more than 200 per cent to $2.37B, helping lift overall earnings to $30.8B. With no buybacks and limited new investments, Berkshire’s cash pile reached a record $381.6B.
For Buffett, keeping cash ready and waiting is part of the playbook. Selling equities added another $10.4B in gains, showing how the company continues to act only when it finds prices it likes.
Still, most long-time followers believe Berkshire’s next big move will come only when valuations feel reasonable again. Until then, cash will keep building, and the company will let its core businesses carry the story.
Key Headlines of the Week
Figma Posts Strong Q3 Results | Figma beat estimates with $274.2M in revenue, up 38 per cent, and strong adoption of its AI tool Figma Make. Large enterprise customers grew 13 per cent, though net loss widened due to higher stock-based compensation.
DoorDash Plans Heavy 2026 Investment | DoorDash revenue rose 27 per cent to $3.45B, but earnings missed expectations. The company will spend several hundred million dollars to build a new global tech platform and expand autonomous delivery, pushing the stock down 9 per cent.
Baidu Stock Falls After Ernie 5.0 Launch | Baidu shares dropped nearly 10 per cent as its new Ernie 5.0 model failed to impress investors. Analysts said the upgrade did not clearly outperform rivals, adding pressure as competition intensifies in China’s AI market.
