US equity futures point to a strong open, with S&P 500 futures up about 1.2%. Asian markets traded mostly higher, and European equities also opened firmer. Nvidia delivered another beat-and-raise and reiterated expectations for more than $500B in Blackwell and Rubin revenue through 2026, with guidance assuming no China contribution due to ongoing restrictions; Furthermore, the October FOMC minutes showed “many” participants supported keeping rates unchanged for the rest of the year, reinforcing a divided policy outlook and keeping attention on December cut odds; In addition, geopolitical attention rose after reports that US and Russian officials drafted a new plan to end the Ukraine war that includes territorial concessions and a rental-fee framework, adding another layer of uncertainty to global risk sentiment.

Companies Mentioned: Palo Alto Networks, Warner Bros. Discovery, Netflix, Dominion Energy