Novo Nordisk spoke cautiously about the US political environment on the analyst conference call (including potential Trump administration policies, tariffs, and pharmaceutical policies): 1. Regarding "Most Favored Nation" (MFN) and pharmaceutical policy, this was the most discussed topic of the meeting, as it directly relates to the impact of policy on prices.

Diamondback Energy (FANG.US) stated that the Permian Basin, the site of the highest oil production in the United States, will also become the country's largest natural gas production area sometime in the 2030s.

According to informed sources, Disney (DIS.US) is planning to lay off thousands of employees. The entertainment giant has asked some managers to set their annual cost-saving targets at 20%.

South Korean President Lee Jae-myung has announced the largest fiscal budget in history—820.9 trillion won, representing a 12.8% surge from the previous year. The investment in AI and semiconductor initiatives will double to 1 trillion won, with an additional 4.7 trillion won allocated specifically for developing a "world’s highest-performance" sovereign AI model. Robust exports provide real support for these ambitions: South Korea’s exports in October alone soared by 93.7% to a record $115.3 billions, with annual exports on the brink of surpassing the $1 trillions milestone.