Tuesday☕️

EARTH INTELLIGENCE

11 Nov 2025 — 6 min read

Economics & Markets:

Yesterday’s U.S. stock market:

Yesterday’s commodity market:

Yesterday’s crypto market:

Geopolitics & Military Activity:

On Monday, November 10, 2025, U.S. Secretary of Defense Pete Hegseth announced that American forces carried out two separate strikes on suspected drug-carrying vessels in international waters of the eastern Pacific Ocean the day before, leading to the destruction of the boats and the deaths of six people on board. The operations focused on vessels thought to be involved in narcotics trafficking, as part of an ongoing effort under the Trump administration to interrupt drug smuggling paths, especially those linked to substances like fentanyl entering the United States.

As of November 10, the total number of deaths from U.S. military strikes on alleged drug traffickers has reached at least 75. No U.S. personnel were harmed, and the incidents fit into a larger approach of strong interdiction to tackle domestic drug issues, with the possibility of additional operations as challenges continue.

Environment & Weather:

On Monday, November 10, 2025, the NOAA Space Weather Prediction Center issued geomagnetic storm watches for November 11 through 13, including a G3 (strong) level for November 12, due to anticipated impacts from two coronal mass ejections (CMEs) from the Sun.

The first CME erupted on November 9 with slower speeds, while the second, faster CME occurred on November 10, potentially catching up to the earlier one en route to Earth. These events follow recent solar activity, including an X-class flare on November 9 from Active Region 4274, though the watches focus on the CMEs' glancing or partial arrivals starting later on November 11, with flanking influences possibly beginning in the evening EST and extending through November 12 into November 13.

At G3 levels, potential effects include intermittent power grid fluctuations requiring corrective actions in high-latitude areas, increased drag on low-Earth orbit satellites leading to orientation adjustments, and degraded high-frequency radio signals with possible blackouts over polar regions for hours at a time. Enhanced auroral displays may become visible at lower latitudes, such as around 50 degrees north, offering viewing opportunities in northern parts of the United States, Canada, and Europe under dark skies.

Science & Technology:

On November 10, 2025, Meta shared details about its Generative Ads Recommendation Model (GEM), described as the largest base model for ad recommendation systems. It uses methods similar to those in large language models to improve ad results on platforms like Facebook and Instagram. GEM works as the main hub for Meta's ad setup, handling trillions of data points from user actions, ad details, and behaviors to spot patterns and show more relevant, personalized ads. Its design is flexible and scalable, with tailored tools to process ongoing data like user histories and fixed data like age groups or ad types. This allows better connections between features using setups like InterFormer and pyramid-parallel structures. Trained on thousands of GPUs with improvements for shared computing, memory use, and custom code, GEM combines different data types to apply learnings broadly, moving from separate models to one combined system that boosts ad fit without delays.

GEM enhances ad suggestions by sharing knowledge through after-training steps like distillation, representation learning, and parameter sharing, helping other models gain insights for stronger personalization and match to user needs. This has led to clear improvements, such as a 5 percent rise in ad conversions on Instagram and a 3 percent increase on Facebook Feed since its early rollout this year, with third-quarter updates doubling efficiency from more data and computing power. For advertisers, these changes mean better returns on spending through refined campaigns that increase engagement, sales, and overall results, while handling issues like limited data signals and varied goals in a changing setting.

Statistic:

Largest public clothing companies by market capitalization:

🇫🇷 LVMH: $361.85B
🇫🇷 Hermès: $265.93B
🇪🇸 Inditex: $175.65B
🇺🇸 TJX Companies: $163.29B
🇫🇷 Dior: $121.31B
🇯🇵 Fast Retailing: $116.60B
🇺🇸 Nike: $89.87B
🇺🇸 Cintas: $74.44B
🇺🇸 Ross Stores: $52.66B
🇫🇷 Kering: $46.33B
🇩🇪 Adidas: $33.46B
🇸🇪 H&M: $31.52B
🇬🇧 Next plc: $22.18B
🇺🇸 Tapestry: $21.70B
🇺🇸 Ralph Lauren: $20.29B
🇨🇦 lululemon athletica: $20.20B
🇺🇸 Burlington Stores: $17.78B
🇮🇹 Moncler: $17.71B
🇮🇹 Prada: $15.40B
🇺🇸 Gap Inc.: $8.93B
🇵🇱 LPP SA: $8.82B
🇨🇦 Gildan: $8.29B
🇺🇸 Levi Strauss & Co.: $8.24B
🇨🇦 Aritzia: $7.99B
🇭🇰 Bosideng: $7.34B

History:

Louis Vuitton was founded in 1854 by Louis Vuitton himself, a French craftsman who transformed the travel industry by introducing flat-topped, stackable trunks made of durable Trianon canvas. By 1858, these innovative designs had become a symbol of luxury and practicality, attracting the French elite and international aristocracy. The brand continued to evolve under Vuitton’s son, Georges, who introduced the Damier checkered canvas in 1888 and the iconic LV Monogram in 1896 as both a tribute to his father and a defense against counterfeiting. The company expanded internationally, opening its first London store in 1885 and steadily building a reputation as the world’s premier luxury trunk maker. After decades of success in luggage and leather goods, Louis Vuitton merged with Moët Hennessy in 1987 to form LVMH, creating one of the largest luxury conglomerates in history. The newly formed group went public on the Paris Stock Exchange in 1988, marking a major milestone in the brand’s evolution from a family business to a global powerhouse.
In the following decades, Louis Vuitton diversified into ready-to-wear fashion, accessories, and fine jewelry. Under the creative direction of Marc Jacobs, starting in 1997, the brand entered the high-fashion world with groundbreaking collections and artistic collaborations that merged luxury with pop culture. Subsequent artistic directors, including Nicolas Ghesquière for women’s collections and the late Virgil Abloh for menswear, continued to expand the brand’s reach, blending heritage craftsmanship with modern design. Today, Louis Vuitton is led by CEO Pietro Beccari, appointed in 2023, under the broader LVMH umbrella chaired by Bernard Arnault. From its origins as a humble Parisian workshop to its current status as one of the most valuable luxury brands on Earth, Louis Vuitton has remained synonymous with craftsmanship, innovation, and timeless style.

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EARTH INTELLIGENCE builds private intelligence systems for organizations — connecting their internal and external data with AI to create one interactive command center for real-time awareness, decision making, and predictions.

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