Earnings Season is Back, Walmart’s AI Shopping Revolution, and the Rise of Data Power Brokers

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Dear Money Master,

Earnings season is back with banks reporting strong earnings. JPMorgan Chase and Goldman Sachs both crushed third-quarter expectations, delivering multi-billion-dollar profit surges on the back of roaring trading desks and revived investment banking activity.

Meanwhile, an unlikely gold rush is unfolding, in the dirt. The AI revolution isn’t just changing technology; it’s reshaping real estate. Developers and investors are pouring billions into “powered land”, energy-ready acreage wired for hyperscale data centers, as companies race to secure the infrastructure that powers the world’s growing digital demand. Forget oil, electricity and land are the new battlegrounds for tech dominance.

In the global spotlight, LVMH reignited luxury markets with a surprise return to growth, sending its shares soaring. Over in Silicon Valley, Oracle doubled down on AMD chips, challenging Nvidia’s supremacy, while Walmart’s partnership with OpenAI signals that conversational AI shopping is no longer the future, it’s the present.🪙💼

📰 Your Daily Financial Digest - October 15th, 2025

🌍 Economics & Finance:

1. WTO Lifts 2025 Global Trade Forecast 🌐
   Global trade volume is now projected to rise 2.4% in 2025, a sharp upgrade from 0.9%. However, growth could slow to 0.5% in 2026 as tariff effects and a cooling economy weigh on momentum. Read More

2. Goldman Sachs Acquires $7B Venture Capital Firm 💼
   The bank will pay $665M upfront and up to $300M more for Industry Ventures. The deal, expected to close in early 2026, boosts Goldman’s $540B alternatives platform and deepens its ties to Silicon Valley startups. Read More

3. Middle-Market Firms Stay Strong Despite Headwinds 📊
   U.S. mid-sized companies posted solid Q3 profits and revenues, supported by tax incentives and stable consumer demand. Healthcare and tech margins even expanded slightly, showing resilience amid uncertainty. Read More

4. Real Estate’s New Gold Rush: Data-Powered Land 🏗️
   Developers are racing to secure “powered land”, acreage prepped with energy and permits for data centers. Analysts say nearly 40,000 more acres are needed in five years to meet surging AI and cloud demand. Read More

💻 Technology:

1. Walmart Partners with OpenAI for ChatGPT Shopping 🛒
   Shoppers can now browse and buy items directly via ChatGPT, marking a shift from search-based e-commerce to AI-driven discovery. The feature helps Walmart tap into the growing trend of conversational shopping. Read More

2. Oracle Bets on AMD Chips to Counter Nvidia 🖥️
   Oracle Cloud will deploy 50,000 AMD AI chips starting in 2026, signaling rising competition in the GPU space. Read More

3. Tata Boosts iPhone Supply Chain with $100M Buyout 🇮🇳
   Tata Group’s Titan Engineering acquired the India unit of China’s Justech Precision, a longtime Apple supplier. The move strengthens India’s position as Apple’s emerging manufacturing hub. Read More

4. LG Electronics India Surges on Market Debut 🚀
   The Indian unit’s IPO was oversubscribed 54 times, pushing its market cap to $12.8B, higher than its South Korean parent. It’s the strongest Indian IPO demand since 2008. Read More

💹Earnings:

1. ASML Calms Market With 2026 Outlook Update 🔧
   The Dutch chip giant reaffirmed its 2025 sales growth target of 15% and a 52% gross margin. While warning of a “significant” China slowdown next year, ASML said 2026 sales won’t fall below 2025 levels. Read More

2. Wells Fargo Rises as Fed Lifts Asset Cap 📈
   With the seven-year restriction removed, Wells Fargo can now expand again. The bank raised its return target to 17–18%, signaling renewed growth ambitions. Read More

3. LVMH Returns to Growth💎
   After two quarters of decline, LVMH posted 1% organic growth in Q3 and vowed to reinforce its luxury leadership. Despite slightly lower revenue (€18.3B), results beat expectations. Read More

4. JPMorgan Crushes Q3 Expectations with $14.4B Profit 💵
   The banking giant reported EPS of $5.07 on $47.1B in revenue, both topping estimates. Trading and investment banking brought in about $700M more than expected, lifting shares across the financial sector. Read More

5. Goldman Sachs Profit Soars 37% on Investment Banking Strength 📈
   Earnings jumped to $12.25 per share, beating the $11 forecast, while revenue climbed 20% to $15.18B. Investment banking fees surged 42% to $2.66B, underscoring a strong deal-making revival. Read More

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