Group 1: Microsoft Investment - Microsoft announced its largest-ever investment in Asia, committing $17.5 billion to develop AI infrastructure, skills, and capabilities in India [2][3] - The investment aims to support India's future AI ambitions and enhance the country's technological landscape [2][3] Group 2: Cognizant's Commitment - Cognizant's CEO and Chairman met with PM Modi to discuss the company's ongoing partnership with India in futuristic sectors, emphasizing AI and skill development [4][5] - Cognizant reaffirmed its commitment to India and plans to expand into emerging cities to promote equitable growth and talent development [5] Group 3: Intel's Semiconductor Vision - Intel's CEO met with PM Modi to discuss the company's commitment to India's semiconductor journey, highlighting the potential for collaboration in technology and innovation [6][7] - Intel expressed support for India's Semiconductor Mission and acknowledged the government's comprehensive policy in this sector [8] Group 4: Overall Investment Landscape - The total investment commitments from major US tech companies in AI-centric data centers in India for 2025 have reached $42.5 billion, including Microsoft's and Google's investments [8][9] - Google announced a $15 billion investment for a 1 gigawatt AI data center in Visakhapatnam, while Amazon Web Services plans to invest $7 billion in Telangana [9]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

https://t.co/c5o9KldKr0Solid Intel 📡 (@solidintel_x):INTEL: Hassett says interest-rate decisions would be based on his judgment, which Trump trusts, and confirms there is room for more cuts ...

美股开盘，三大指数涨跌不一，纳指跌0.18%，标普500指数跌0.02%，道指涨0.04%。 英伟达跌超1%，英特尔涨超2%，特朗普允许英伟达对华出售H200芯片，将收取25%的分成。 特斯拉跌近1%，摩根士丹利两年半来首次下调对特斯拉评级至"持有"，指其估值过高。 谷歌跌0.5%，欧盟就谷歌将在线内容用于AI相关用途一事发起反垄断调查。 CoreWeave跌超2%，将可转换优先票据的发行规模扩大至22.5亿美元。 (格隆汇) ...

每经记者｜宋欣悦 每经编辑｜程鹏 兰素英 ⑧ 【拟发20亿美元可转债，"英伟达亲儿子"CoreWeave跌1.3%】当地时间12月8日，据报道，"英伟达亲儿子"CoreWeave计划通过私募方式发行2031年到期 的可转换优先票据，规模为20亿美元。这笔新发债将进一步推高该公司已然沉重的债务负担。截至9月底，CoreWeave的债务总额已达140亿美元。市场担 忧未来潜在的股权稀释风险，截至发稿，CoreWeave跌1.3%。 ⑨ 【AI借贷狂潮愈演愈烈，穆迪警告：整个金融体系面临风险】当地时间12月8日，穆迪首席经济学家马克•赞迪（Mark Zandi）表示，2025年人工智能超 大规模企业通过创纪录的债券发行累积了高额债务，债务规模超过互联网泡沫破裂前夕科技企业的借贷水平。马克•赞迪警告称，市场应关注人工智能公 司的借贷问题，因其可能成为整个金融体系和经济增长的潜在威胁。 ⑩ 【医疗用品巨头Medline拟上市筹集至多53.7亿美元】当地时间12月8日，美国医疗用品巨头Medline向美国证监会提交文件，计划通过发行1.79亿股股票 筹集至多53.7亿美元，公司估值最高可达553亿美元，有望成为今年美国规 ...

Intel stock has doubled this year, but the turnaround is only getting started.Going into 2025, Intel (INTC 2.86%) was in serious trouble. Rudderless after the surprise departure of former CEO Pat Gelsinger, Intel was losing market share to rival Advanced Micro Devices and struggling to pitch its foundry services business to potential customers.While Intel isn't out of the woods just yet, investor sentiment has done a dramatic 180-degree turn. Intel stock has more than doubled so far in 2025, and that rally ...

Market Overview - U.S. stock futures showed volatility, fluctuating between gains and losses after declines on Monday, with major benchmark indices futures up [1] - The Federal Open Market Committee's two-day meeting is underway, with a focus on a potential rate cut decision expected tomorrow [1] - The 10-year Treasury bond yield is at 4.15%, while the two-year bond yield is at 3.58%, with an 89.4% likelihood of a rate cut in December according to CME Group's FedWatch tool [1] Futures Performance - Dow Jones futures increased by 0.04%, S&P 500 by 0.06%, and Nasdaq 100 by 0.02%, while Russell 2000 decreased by 0.06% [2] - The SPDR S&P 500 ETF Trust (SPY) rose by 0.063% to $684.06, and Invesco QQQ Trust ETF (QQQ) increased by 0.016% to $624.38 in premarket trading [2] Stocks in Focus - Ares Management Corp. (ARES) surged by 8.71% after being announced for inclusion in the S&P 500 index effective December 11 [6] - Nvidia Corp. (NVDA) increased by 1.57% following confirmation from President Trump that NVDA can ship H200 chips to approved customers in China and other countries [6] - Toll Brothers Inc. (TOL) fell by 3.49% after reporting mixed financial results for Q4 of fiscal 2025 [6] - Tesla Inc. (TSLA) declined by 0.94% after Morgan Stanley downgraded it to equal-weight due to high valuation concerns [6] - Paramount Skydance Corp. (PSKY) rose by 1.72% after launching a $30 per share tender offer to acquire Warner Bros. Discovery Inc. (WBD), valuing it at $108.4 billion [13] Economic Insights - The Comerica Economic Weekly report indicates a cooling economy and anticipates a rate reduction of a quarter percentage point at the FOMC's final meeting of the year [10] - The report highlights a weaker job market with a decline in private payrolls and rising job cuts, alongside persistent inflation pressures from food and energy costs [12]

⑥ 【诺华与英国生物科技公司Relation达成药物靶点合作协议】当地时间12月8日，英国生物科技公司 Relation Therapeutics宣布与诺华达成合作，旨在发现并推进特应性疾病的新靶点。根据协议条款， Relation将获得5500万美元初始款项，包括首付款、股权投资和额外研发资金。此外，Relation还有资格 获得至多17亿美元的临床前、开发、监管和商业销售里程碑付款，以及产品净销售额的分级特许权使用 费。截至发稿，诺华涨1.8%。 ⑦ 【雷诺与福特将针对欧洲市场开发平价小型电动车】雷诺将与福特汽车携手，针对欧洲市场合作开 发平价小型电动车，并联合生产商用货车，以降低成本。两家公司计划推出两款小型电动车，首款将在 法国北部的雷诺工厂生产，预计将在2028年展示。这两款电动车将较福特计划在美国市场推出的任何车 型都要小，并将填补福特产品线的不足。 ① 【三大期指普涨】截至发稿，道指期货涨0.05%、标普500指数期货涨0.13%、纳指期货涨0.14%。 ② 【中概股普跌】中概股盘前普跌。阿里巴巴跌1.92%，拼多多跌1.38%，百度跌3.88%，京东跌 1.3%，小鹏汽车跌2.58%。 ③ 【 ...

Intel has received numerous investments from notable companies, which has created bullish sentiment toward its stock.In today's video, I discuss recent updates affecting Intel (INTC 2.68%), Nvidia (NVDA +1.50%), Advanced Micro Devices (AMD +1.29%), and other artificial intelligence (AI) stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Dec. 5, 2025. The video was published on Dec. 5, 2025. ...

经济观察网12月8日，印度塔塔集团与英特尔宣布建立战略联盟，将探索半导体和系统制造等领域合 作，以支持印度本土半导体生态系统的发展。 根据谅解备忘录，英特尔和塔塔集团计划在塔塔电子即将投产的晶圆厂和外包半导体封装测试(OSAT) 工厂探索为印度市场制造和封装英特尔产品，并在印度开展先进封装合作。 ...