Who will be removed from Chinese Military Companies list by June 30, 2027?

NVIDIA is very close to Apple, but the most recent evidence still has NVIDIA slightly ahead or in a near tie. The chance it ends October as the second-largest company is meaningfully below 50% because that requires Apple to finish ahead at the close.

Slight lean to Yes: the film’s costume work looks unusually expansive, with Ellen Mirojnick’s team reporting more than 5,300 costumes on October 22, 2026. That scale, plus repeated awards chatter, supports a nomination, though the market is already pricing most of it in.

A 50+ bp Selic hike at the November Copom meeting looks very unlikely. The most plausible outcomes remain a hold or a small cut, with a large increase only as a low-probability tail risk.