Disney Misses, Tencent Thrives, and Anthropic Bets $50B on AI Supremacy!

Money Masters' Market Pulse Week 46

November 14, 2025

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Dear Money Master,

Welcome to this week’s financial roundup! This week, markets danced between AI ambition and earnings reality. Kim Kardashian’s Skims hit a jaw-dropping $5 billion valuation, while AI startup Anthropic unveiled a $50 billion U.S. data center buildout, signaling the next frontier in AI infrastructure. Over in Asia, Tencent surged on 15% revenue growth, powered by AI-fueled gaming and ad dominance, a sharp contrast to Disney, which, despite doubling its net income, saw its revenue fall short of expectations.

Meanwhile, Cisco crushed Wall Street forecasts, On Running defied sneaker slowdowns with record guidance, and Waymo made driverless history by taking its robotaxis onto U.S. freeways. Economically, the U.K. limped ahead with just 0.1% growth, and Atlanta Fed President Raphael Bostic announced he’ll step down, adding a new wrinkle to next year’s central bank lineup. 🌍💼

📰 Your Daily Financial Digest - November 14th, 2025

🌍 Economics, Finance, & Retail:

  1. Atlanta Fed’s Bostic to Step Down in February 🏦
    After nearly eight years of service, Raphael Bostic announced he’ll leave his post as Atlanta Fed President when his term ends on Feb. 28, 2026. His tenure spanned key pandemic policy shifts and debates over personal investment ethics. Read More

  2. UK GDP Grows Just 0.1% in Q3, Missing Forecasts 🇬🇧
    The UK economy barely expanded in Q3 2025, falling short of the 0.2% growth economists expected. This weak print sets a cautious tone ahead of the government’s Autumn Budget. Read More

  3. Kim Kardashian’s Skims Hits $5B Valuation 👗
    Goldman Sachs led a $225 million funding round for Skims, lifting its valuation from $4B to $5B. The brand nears $1B in annual sales and plans global store expansion by 2026. Read More

💻 Technology:

  1. Anthropic Pledges $50B for AI Infrastructure Expansion 🤖
    The Claude AI maker plans custom-built data centers in Texas and New York with partner Fluidstack. The massive investment supports its long-term enterprise growth and research roadmap. Read More

  2. Waymo Robotaxis Hit U.S. Freeways for the First Time 🚗
    Alphabet’s Waymo will now offer freeway rides in San Francisco, Los Angeles, and Phoenix when routes save time, a major leap for self-driving tech adoption. Read More

  3. Code Metal Raises $36.5M for AI Coding Tools 💻
    AI startup Code Metal secured $36.5 million led by Accel Partners, marking strong VC interest in developer-focused AI automation platforms. Read More

💹Earnings:

  1. Disney Beats on Profit, Misses on Revenue 🎬
    Despite doubling its net income to $1.44B, Disney’s $22.46B revenue fell short of expectations as weak TV and film performance dragged results. Read More

  2. Tencent Reports 15% Revenue Jump on AI Strength 🇨🇳
    AI-powered ad and gaming gains lifted Tencent’s revenue to 192.9B yuan ($27.1B), topping forecasts. Its gaming arm surged 16% YoY, reaffirming AI’s commercial payoff. Read More

  3. Cisco Crushes Q1 Estimates as Demand Rebounds 💡
    Cisco posted $1 EPS vs. $0.98 expected, with revenue up 8% to $14.88B. The strong print sent shares up in after-hours trading. Read More

  4. On Running Raises Guidance for Third Straight Quarter 👟
    Swiss sneaker maker On hiked its full-year forecast again, now targeting CHF 2.98B in 2025 sales. The company’s double-digit growth defies broader sneaker market weakness. Read More

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