North America: Nvidia CEO Jensen Huang discussed AI policy and investment with UK Technology Secretary amidst challenges including Blackwell AI chip export restrictions to China. Tesla faced significant sales declines in Germany and the UK due to competitive pressures and internal challenges, while planning for AI5 chip production with TSMC and Samsung. Arista Networks reported strong Q3 earnings and provided positive guidance for Q4 despite facing slowing sales growth and margin pressure. IBM is intensifying job cuts with a planned workforce reduction in Q4 2025, amidst a strategic shift towards software and services. AMD exceeded Q3 2025 earnings expectations due to robust demand for its EPYC, Ryzen, and Instinct AI accelerators, with plans to launch 2nm 'Venice' processors in 2026. Amgen reported strong Q3 earnings and raised its full-year guidance, driven by robust product sales growth. Babcock & Wilcox Enterprises Inc is raising capital through a common stock offering and reported mixed Q3 results with strong AI data center demand. Europe: BMW is enhancing global competitiveness with a new plant in Debrecen, Hungary, and the introduction of the electric SUV iX3, supported by strong Q3 profits. Novo Nordisk is facing declining market share and profitability due to competition from Eli Lilly's Zepbound, leading to lowered annual profit and sales targets. Siemens Healthineers experienced a decline in shares following lower-than-expected quarterly results, impacted by U.S. tariffs and challenges in its diagnostics business. Storskogen reported positive Q3 2025 earnings and strategic moves including a share buyback, amidst lower interest rates and fiscal stimulus. KABE Group AB experienced a significant profit decline in Q3 2025 amidst lower revenue and various stock market events. Evotec faced a challenging third quarter with weak results and operational losses, but improved revenue through a sale to Sandoz. Siemens entered a 10-year agreement with Swiss Federal Railways to modernize signal boxes, facing challenges at Siemens Healthineers. Rest of the world: Toyota Motor reported a strong second-quarter net profit and raised its full-year forecasts, despite a $9 billion tariff impact and vehicle recalls in the U.S. Grasim Industries experienced robust growth in Q3 2025 with its paints business and enhanced its focus on sustainability with renewable energy investments. Nippon Steel plans to sell its shares in Usiminas to mitigate further impairment losses, following a decline in annual profit. SoftBank ventures include a delayed U.S. IPO for PayPay and a new joint venture with OpenAI, amidst global equity market volatility. Gunvor Group is potentially acquiring Lukoil's foreign assets, which could impact the global oil market. Mitsui & Co announced a share buyback and revised its full-year profit forecast upward while maintaining its stake in Russia's Sakhalin-2 LNG project. Delhivery appointed Vivek Pabari as the new CFO and reported a Q2 FY2025 net loss, launching the Freight Index One service. © MarketScreener.com - 2025