Author: Mickael Rois

Morgan Stanley ($MS) revealed its top three bull market drivers for 2025, spotlighting robust earnings growth, resilient consumer spending, and easing monetary policy. Despite recent volatility, the bull market drivers 2025 could defy skeptical forecasts and prolong gains into 2026. What’s behind Wall Street’s bullish conviction? Morgan Stanley Pinpoints 8% S&P 500 Gain Driven by Earnings Surge Morgan Stanley ($MS) projects the S&P 500 could climb another 8% by mid-2026, targeting 5,650, fueled by Q3 2025 earnings growth of 10.1% year-over-year and record share buyback volume of $876 billion in 2025 (S&P Dow Jones Indices, September 2025). Consumer discretionary leaders…

Nvidia ($NVDA) surged 4.7% to $758.80 ahead of its highly anticipated earnings, driving renewed volatility across tech. Meanwhile, Walmart ($WMT), Target ($TGT), and Home Depot ($HD) revealed updated earnings guidance, sparking debate over retail’s resilience. For investors searching for Nvidia earnings report analysis, this week offers crucial signals. Nvidia and Retail Giants Set to Move Markets With Q3 Earnings This week, Nvidia ($NVDA) grabs headlines as it releases Q3 results on Thursday, with analysts expecting earnings per share of $4.10 and revenue near $24.2 billion—a 171% jump year-over-year, according to Bloomberg consensus. Nvidia stock has climbed 48% year-to-date through November…

JSW Energy ($JSWENERGY) revealed the commissioning of India’s first industrial-scale green hydrogen plant, marking a major step in the nation’s clean energy ambitions. The focus keyphrase ‘JSW Energy green hydrogen plant’ highlights this game-changing move that caught analysts by surprise given its earlier-than-expected timeline. JSW Energy Opens 350 Tonne Green Hydrogen Facility Ahead of Schedule JSW Energy ($JSWENERGY) formally commissioned a 350-tonne per annum green hydrogen manufacturing plant in Maharashtra on November 15, 2025—six months ahead of its projected launch. The facility deploys 40 MW of renewable-powered electrolyzers and is expected to generate over 1,000 tonnes of green hydrogen annually…

World Bank ($WBG) secured a $430 million financing package for Tunisia’s energy sector, accelerating the government’s modernisation program in a region facing persistent power shortages. The World Bank Tunisian energy modernisation initiative is raising investor expectations with its speed and scale, prompting questions about regional energy dynamics. World Bank Approves $430M Package for Tunisian Energy Overhaul The World Bank ($WBG) on November 15, 2025, approved a $430 million programme to support Tunisia’s ambitious energy sector modernisation plan. The package targets critical upgrades to transmission infrastructure, aiming to reduce technical losses—currently at 13% (Tunisia Ministry of Energy, 2024)—and increase renewable integration…

Ørsted ($ORSTED) revealed it has cut carbon emissions by 98% since 2006, stunning energy investors with the depth of its sustainability transformation. The focus keyphrase ‘Ørsted cuts carbon emissions 98%’ highlights the scale and market impact of this announcement. What does this radical shift mean for the global energy sector? Ørsted’s 98% Carbon Emission Reduction Surpasses Sector Benchmarks Ørsted ($ORSTED), the Danish renewables major, announced it has achieved a 98% reduction in greenhouse gas emissions compared to its 2006 baseline, as of Q3 2025. According to the company’s 2024 Sustainability Report, Ørsted’s annual emissions have dropped from approximately 13 million…

Shilpi Chhotray secured an unexpected injunction that froze ExxonMobil’s ($XOM) $10 billion plastics project in Texas, propelling the Exxon plastics plant lawsuit to the top of investor watchlists. Investors are now assessing what this high-stakes standoff means for the industry’s future—and for Exxon’s bottom line. ExxonMobil Hit with $10B Project Delay After Legal Challenge On November 14, 2025, federal judge Dianne Parker issued an emergency injunction that paused construction on ExxonMobil’s ($XOM) $10 billion polyethylene plant in Corpus Christi, Texas. The injunction, brought forward by local shrimper Diane Wilson and supported by Shilpi Chhotray, cited “inadequate environmental review,” particularly regarding…

UK ministers revealed the scrapping of green subsidies by British Gas ($CNA.L) and other major providers, igniting swift criticism as households brace for their largest energy bill spike this decade. The focus keyphrase ‘scrapping green subsidies UK’ drives questions over costs and long-term impact for consumers. UK Cuts £2.5 Billion in Green Subsidies: Immediate Consumer Impact The UK Government confirmed on November 15 that it is removing £2.5 billion in annual green subsidies, which had previously offset the cost of renewable energy generation for consumers. British Gas ($CNA.L), SSE ($SSE.L), and EDF Energy collectively serve over 60% of the nation’s…

Protesters filled central Belém as NextEra Energy ($NEE) shares outperformed utilities, with the Belém Cop30 climate action rally forcing energy leaders to address carbon targets. Investors seek clarity: can this pressure shift global energy portfolios as Cop30 approaches? Over 50,000 Rally in Belém: Cop30 Climate Action Spurs Market Attention On November 16, 2025, more than 50,000 demonstrators marched through Belém’s city center ahead of the Cop30 summit, demanding faster emissions reductions and accountability from energy majors including NextEra Energy ($NEE) and Petrobras ($PBR), according to Reuters. The turnout marked a 67% rise from Belém’s largest previous climate action in 2023.…

Coalition leaders revealed a sweeping ‘affordable and responsible’ energy plan Thursday, promising to cap average household energy bills under AUD $1,400/year as Australia faces mounting economic pressures. Opposition spokesperson Sussan Ley flagged immigration as the next battleground, sharpening the focus on the Coalition affordable energy plan’s impact and broader market shifts. Coalition’s Energy Plan Targets 12% Power Cost Drop by 2026 The Coalition announced its energy plan aims to reduce average residential electricity bills by 12% by the end of 2026, citing data from the Australian Energy Market Operator (AEMO). Under the plan, new subsidies will prioritize upgrades to aging…

UN agencies secured record $250 billion for methane reduction ventures, spotlighting methane cuts and climate breakdown as key financial battlegrounds for 2025. Oil giants like ExxonMobil ($XOM) embrace surprising new targets, stirring market questions: Can this rapid pivot truly rebalance climate risks—and investor strategies? Methane Emissions Drop 7% Globally on Record $250B Investments Global methane emissions from energy sectors have fallen 7% year-over-year through Q3 2025, according to International Energy Agency (IEA) data published in October. This decline follows the formation of a $250 billion public-private financing framework announced at COP29 in June 2025, targeting rapid deployment of leak detection…