Advanced Micro Devices (NASDAQ: AMD stock) tanked hard in pre-market on Tuesday, wiping out weeks of AI momentum in a single session. ...

"钱从哪儿来"始终是计划推进的核心问题。 研发将由AI主导驱动 特朗普政府认为，尽管自20世纪90年代以来美国科研预算持续攀升，但科学进步的步伐却明显放缓，例 如新药上市数量不增反降，而取得同等成果所需的研究人员数量却持续增加。因此，"创世使命"主张将 AI作为关键科学工具，彻底革新科研模式，让过去需要数年的研究缩短至"几周或几个月"。 具体来说，该计划的核心机制是构建一个名为"美国科学与安全平台"的基础设施。该平台将整合联邦科 学数据集，用于训练科学基础模型，并创建AI智能体（AI Agents），以测试新假设、实现研究工作流 程自动化，并加速科学突破。 换言之，研发将由AI主导驱动。其中，特朗普政府明确了六个优先战略领域，涵盖生物技术、关键材 料、核裂变与核聚变能源、量子信息科学、半导体与微电子以及先进制造。 美国政府新颁布了一项人工智能（AI）时代的"曼哈顿计划"。 当地时间11月24日，美国总统特朗普签署了一项行政命令，正式启动"创世使命"（Genesis Mission）。 白宫将此描述为"一次史无前例的全政府动员"，并将"彻底改变科学研究的范式"，大幅加速研发的生产 力与影响力。 该行政命令授权美 ...

Market Overview - U.S. stock markets are experiencing cautious premarket activity on November 25, 2025, following a strong tech-driven rally on the previous day [1] - Investors are digesting delayed economic data and anticipating key corporate earnings reports, with futures showing slight declines [2] Premarket Trading and Futures Movements - As of early Tuesday, U.S. stock futures are broadly lower, with Dow Jones futures down approximately 0.07% to 0.2%, S&P 500 futures slipping by 0.1% to 0.2%, and Nasdaq 100 futures falling between 0.1% and 0.4% [2] - The pullback follows a strong performance on Monday, primarily driven by a rebound in AI stocks, but traders are cautious due to high valuations and the upcoming Thanksgiving holiday [2] Major Market Indexes Performance - On November 24, 2025, the Nasdaq Composite surged by 2.7% to close at 22,872.01, marking its best daily performance since May [3] - The S&P 500 rose 1.6% to finish at 6,705.12, while the Dow Jones climbed 0.4% or 202.86 points to close at 46,448.27 [3] - Despite the strong showing, all three major indexes are on track to close November in negative territory due to earlier sell-offs in AI stocks [3] Upcoming Market Events - Key economic data releases on November 25 include October's U.S. retail sales figures, September's Producer Price Index (PPI), and the November Consumer Confidence report [4] - These reports are significant as they will be among the last inflation readings considered by the Federal Reserve before its next policy meeting in December [4] Earnings Season Continues - Notable companies reporting quarterly results include Alibaba Group, Nio Inc., Analog Devices, NetApp Inc., HP Inc., and Dell Technologies, along with retailers Best Buy and Kohl's [5] Federal Reserve Outlook - Market participants are focused on the Federal Reserve's monetary policy, with expectations of a 25-basis-point rate cut in December, supported by recent statements from Fed officials [6][7] Major Stock News and Developments - The AI sector remains a dominant theme, with Alphabet Inc. seeing a 6.3% stock jump following the announcement of its upgraded AI platform, Gemini 3 [8] - Nvidia is experiencing selling pressure, with shares down between 3% and 4.5%, amid increased competition from Meta Platforms' discussions to invest in Google's AI chips [9] - Other AI-related companies like Broadcom, Micron Technology, and Advanced Micro Devices saw significant gains, with Broadcom surging 11.1% [9] Corporate Earnings Highlights - Kohl's reported a 2.8% decrease in net sales but raised its full-year outlook and appointed a new CEO [10] - Best Buy reported a 2.7% increase in comparable sales and raised its FY26 adjusted diluted EPS guidance [10] - Nio Inc. announced a 16.7% increase in total revenues from the third quarter of 2024 and projected vehicle deliveries between 120,000 and 125,000 for Q4 2025 [11]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and publications, personal analysis, and opinions intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Viewpoint - Wedbush maintains a positive outlook on the technology sector, asserting that despite increasing discussions about an "AI bubble," the market is still in the early stages of a multi-year investment cycle [1] Group 1: Market Insights - Capital expenditures of large tech companies are expected to reach between $550 billion to $600 billion by 2026 [1] - Significant spending from governments, the Global 2000 organizations, and regions such as Asia and the Middle East is anticipated to drive a surge in AI-related expenditures [1] - U.S. tech giants are expected to benefit from this wave of spending [1] Group 2: Stock Recommendations - Wedbush has identified ten stocks to hold until the end of the year, which include Microsoft, Palantir, NVIDIA, AMD, Tesla, Apple, Meta, Alphabet, Crowdstrike, and Palo Alto Networks [1]

Group 1: Semtech Corp Financial Results - Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million [1] - The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share [1] Group 2: Stock Performance - Semtech shares dipped 7.2% to $65.00 in pre-market trading [2] - Other stocks also experienced declines in pre-market trading, including Arcus Biosciences Inc, which fell 6.7% to $21.63, and Nanobiotix SA, which fell 6.2% to $20.64 [4]

Group 1: Semtech Corp Financial Results - Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million [1] - The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share [1] Group 2: Stock Performance - Semtech shares dipped 7.2% to $65.00 in pre-market trading [2] - Other stocks also experienced declines in pre-market trading, including Arcus Biosciences Inc, which fell 6.7% to $21.63, and Nanobiotix SA, which fell 6.2% to $20.64 [4]

Core Insights - Google, under parent company Alphabet, is reportedly in discussions to sell its Tensor AI chips to Meta Platforms, marking a significant move in its competition with Nvidia [1] - The collaboration with Meta and others could expand Google's market presence in the AI chip sector, traditionally dominated by Nvidia and AMD [1] Company Developments - Google's Tensor AI chips have primarily been utilized within its own data centers, indicating a shift in strategy by potentially offering these chips to external companies [1] - The news has positively impacted Google's stock and its AI chip partner Broadcom, while negatively affecting Nvidia and AMD stocks [1] Market Reactions - Following the news, Broadcom's stock surged by 11%, reflecting investor optimism about the potential partnership and its implications for the AI chip market [1] - In contrast, Nvidia and AMD experienced declines in their stock prices, highlighting the competitive pressures arising from Google's strategic move [1]

Market Overview - U.S. stock futures showed slight declines, with Nasdaq 100 down approximately 0.19%, S&P 500 down around 0.10%, and Dow Jones down about 0.13% following a strong performance in the previous session [2] - The S&P 500 climbed 1.55% to close at 6,705.12, the Nasdaq Composite surged 2.69% to settle at 22,872.01, and the Dow Jones gained around 202.86 points, or 0.44%, to end at 46,448.27 [3] Economic Indicators - Key economic reports are anticipated, including October's U.S. retail sales and Producer Price Index (PPI) readings, which are crucial for assessing inflation and consumer spending [4] - Upcoming reports include October Durable Orders, November Chicago PMI, October New Home Sales, and October Personal Income and Outlays [4] Company Performance - Alphabet (GOOGL) shares rallied over 6% following the announcement of its upgraded AI model, Gemini 3 [5] - Other AI-related companies saw strong performance: Broadcom surged 11.1%, Micron Technology gained about 8%, Palantir Technologies rose 4.8%, and Advanced Micro Devices advanced 5.5% [5] - Alibaba Group shares surged 5.1% after announcing its AI app, Qwen, had 10 million downloads in its first week [6] - Novo Nordisk shares tumbled 5.6% after a clinical trial for its Alzheimer's treatment failed [6] - Corporación América Airports shares gained 1.6% after reporting third-quarter revenues that beat estimates [6] Market Sentiment - There is a growing expectation of a Federal Reserve interest rate cut in December, with traders betting on an 85% probability of a rate cut next month [8] - Recent dovish remarks from Fed officials have contributed to this shift in expectations, positively impacting stock performance despite concerns about AI sector valuations [8]

Core Insights - AMD has informed supply chain partners of a price increase for graphics cards starting from the New Year of 2026, with a minimum increase of 10% due to rising memory prices [1][2] - This marks AMD's second price adjustment in recent months, with the first aimed at internal cost absorption, impacting its profit margins [1] - The graphics card pricing has been a contentious issue, influenced by factors such as rising power consumption, cryptocurrency demand surges, and potential supply restrictions by manufacturers [1] Price Trends and Market Dynamics - The price increase is occurring amidst a broader trend of rising hardware prices, particularly in the data center sector, where there is a significant demand for GPUs, CPUs, and memory [1] - Memory prices have seen a dramatic increase, with single memory module prices rising nearly 200% in recent months, affecting the graphics card market directly [1] - AMD's flagship RX 9070 XT has struggled to reach its suggested retail price, only recently hitting a historical low of $599 during Black Friday, indicating potential volatility in pricing [2] Competitive Landscape - AMD is not the only company planning price hikes; NVIDIA has also delayed the release of its RTX 50 Super series due to memory shortages, suggesting a high likelihood of price increases in their offerings as well [2] - The profitability of data center operations may lead NVIDIA to prioritize profit margins over competitive pricing in the gaming segment [2]