India’s Trade Gap, Microsoft and Nvidia $15B AI Investment & Rheinmetall’s Massive Forecast!

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Dear Money Master,

This week, India reported a record-smashing $41.7B trade deficit, exposing mounting pressures from tariffs and surging gold imports. Meanwhile, Microsoft and Nvidia are pouring a combined $15 billion into Anthropic, sending its valuation rocketing toward $350 billion. The tech shake-up didn’t end there: Arm and Nvidia unveiled deeper hardware integration, Intuit committed $100M+ to embed OpenAI models across its finance suite, and Zoox launched robotaxi rides in San Francisco, igniting a full-scale autonomy battle with Waymo.

In aviation, Emirates is publicly pressuring Boeing to deliver on its $38B jet order, adding urgency to Boeing’s turnaround efforts. And in earnings, Klarna beat revenue expectations but slid into a loss, while Home Depot topped revenue forecasts despite missing EPS.

But the most dramatic shift of all comes from defense: Germany’s Rheinmetall now expects sales to grow fivefold by 2030, capping a stunning 900% share price surge in just three years.🪙💼

📰 Your Daily Financial Digest - November 19th, 2025

🌍 Economics & Finance:

1. India Posts Record $41.7B Trade Deficit 📉

   Festive-season gold imports skyrocketed while U.S.-bound exports fell under steep tariffs, pushing India far beyond the $28.8B estimate. October’s shortfall even surpassed the previous record set in late 2024. Read More

2. Emirates Pressures Boeing After $38B Jet Order ✈️

   The airline wants faster progress after committing to 65 Boeing 777-9 aircraft, with first deliveries targeted for mid-2027. Emirates’ total Boeing orderbook now stands at 315 widebody jets. Read More

3. Ford & Amazon Launch Certified Used-Car Marketplace 🚗

   Shoppers can now browse, finance, and schedule pickup of Ford-certified used vehicles directly through Amazon, though final signatures still require in-person verification at dealerships. Read More

💻 Technology:

1. Arm & Nvidia Enable Custom AI Infrastructure Integration 🤝

   Arm’s Neoverse CPUs will link directly with Nvidia GPUs via NVLink Fusion, giving hyperscalers more control when designing large-scale AI systems. Read More

2. Microsoft & Nvidia Pour $15B Into Anthropic 🔥

   Microsoft will invest up to $5B and Nvidia up to $10B, sending Anthropic’s valuation soaring to roughly $350B, nearly double its September level. Read More 

3. Zoox Begins Robotaxi Rides in San Francisco 🤖🚕

   Amazon-owned Zoox launched free driverless rides in select neighborhoods, intensifying competition with Alphabet’s Waymo in the key U.S. robotaxi market. Read More 

4. Intuit Pays $100M+ to Integrate OpenAI Models 💬

   TurboTax, QuickBooks, Credit Karma, and Mailchimp will all embed OpenAI agents via Intuit’s GenOS platform, aiming to automate more financial and tax workflows.
   Read More

💹Earnings:

1. Klarna Beats Revenue Expectations but Swings to Loss 📊

   Q3 revenue grew 26% YoY to $903M, but the company posted a $95M net loss as operating costs rose. Shares slipped following the announcement. Read More

2. Home Depot Misses EPS but Beats Revenue Forecasts 🛠️

   The retailer posted $41.35B in revenue, topping projections, but EPS came in slightly below expectations. Full-year sales are now projected to rise ~3%. Read More

3. Rheinmetall Sees Revenue Surging 5× by 2030 💥

   Germany’s defense giant forecasts sales jumping from €10B to €50B as demand for weapons and vehicle systems accelerates. Shares have surged 900% over three years, with margins expected to hit 20%. Read More

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To your financial empowerment, The Money Masters Team

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.