Market Performance - Oracle's stock price dropped nearly 11%, contributing to a decline in the Nasdaq index [1] - The Dow Jones Industrial Average reached an intraday record high of 48765.34 points before closing up 646.26 points, or 1.34%, at 48704.01 points [1] - The Nasdaq index closed down 60.30 points, or 0.25%, at 23593.86 points [1] - The S&P 500 index rose 14.31 points, or 0.21%, to close at 6900.99 points [1] European Market - The DAX 30 index in Germany rose by 188.41 points, or 0.78%, closing at 24298.44 points [1] - The FTSE 100 index in the UK increased by 44.97 points, or 0.47%, to 9700.50 points [1] - The CAC 40 index in France gained 63.07 points, or 0.79%, closing at 8085.76 points [1] - The Euro Stoxx 50 index rose by 47.63 points, or 0.83%, to 5755.75 points [1] - The IBEX 35 index in Spain increased by 135.38 points, or 0.81%, to 16882.08 points [1] - The FTSE MIB index in Italy rose by 236.66 points, or 0.54%, closing at 43702.00 points [1] Asia-Pacific Market - The Nikkei 225 index fell by 0.9% [2] - The KOSPI index in South Korea decreased by 0.59% [2] - The BSE SENSEX index in India rose by 0.51% [2] - The Jakarta Composite index in Indonesia dropped by 0.92% [2] Commodity Prices - Spot gold increased by 1.22%, closing at 4280.12 USD/ounce [3] - Spot silver slightly decreased by 0.07%, closing at 63.536 USD/ounce [3] - Light crude oil futures for January 2026 fell by 86 cents, or 1.47%, to 57.60 USD per barrel [3] - Brent crude oil futures for February fell by 93 cents, or 1.49%, to 61.28 USD per barrel [3] Economic Indicators - U.S. wholesale inventory growth in September reached a seven-month high, increasing by 0.5% month-over-month, surpassing market expectations of 0.1% [4] - Non-durable goods inventory rose by 0.7%, offsetting a 0.1% decline in August [4] - The inventory-to-sales ratio for wholesalers increased to 1.29, up from 1.28 in August [4] Federal Reserve Developments - The Federal Reserve reappointed 11 regional Fed presidents for five-year terms, alleviating concerns about personnel uncertainty [5] - The Financial Stability Oversight Council (FSOC) will focus on easing financial regulations to promote economic growth [5] Corporate Tax Changes - The U.S. Treasury is preparing a corporate tax reduction plan that could significantly benefit companies like Salesforce and Qualcomm [6] - The proposal aims to address concerns regarding the minimum tax rate imposed during the Biden administration [6] Company-Specific News - Tesla's U.S. sales in November fell to their lowest level in nearly four years, with a year-over-year decline of nearly 23% [7] - Apple successfully overturned parts of a court order in the Epic Games antitrust case, although most of the contempt findings remain intact [8] - OpenAI launched the advanced GPT-5.2 model, claiming improvements in general intelligence and coding capabilities [9] - Rivian is developing its own AI chips to replace Nvidia's technology in future vehicles, enhancing autonomous driving features [10] Analyst Ratings - Morgan Stanley lowered the target price for Meta Platforms from 820 USD to 750 USD [11] - KeyBanc reduced Oracle's target price from 350 USD to 300 USD due to concerns over its short-term outlook [11]

RT Tesla Owners Silicon Valley (@teslaownersSV)Got to hang out with @MrColionNoir and shoot some Cybertrucks with bulletproof windows @TaranTactical @ArmoredCG https://t.co/ihl48Xt6cu ...

CNBC's Jim Cramer on Thursday explained why he thinks high-flying tech stocks Apple, Meta and Tesla have "stalled" recently, with all three up about 10% for the year.After the Federal Reserve made its third consecutive interest rate cut this week, large hedge funds and money managers bought stocks known to benefit from lower rates, Cramer said. He suggested they currently prefer companies like homebuilders, retailers, banks, industrials or transports instead of the tech giants.Cramer emphasized that while t ...

对于特斯拉来说，让这些新款"标准版"低价车型成功至关重要，这也是对该公司战略的一次考验。在特 斯拉向自动驾驶出租车和人形机器人业务转型之际，如何保持汽车销售并增加收入是一个关键问题。投 资者目前将特斯拉的市值推高到1.4万亿美元，看重的就是自动驾驶出租车和人形机器人业务。 截至发稿，特斯拉尚未就此置评。(作者/箫雨) "标准版"车型的需求原本预计会支撑特斯拉11月销量，然而Cox Automotive的数据显示，特斯拉11月总 销量却同比下降近23%，从去年同期的51,513辆降至39,800辆，创下自2022年1月以来的最低水平。 特斯拉 "销量的下降无疑表明，市场对标准版车型的需求并不足以在税收抵免政策到期后提振整体销售，"Cox Automotive行业洞察总监斯蒂芬妮.瓦尔德斯.斯特里蒂(Stephanie Valdez Streaty)在接受路透社采访时表 示，"与此同时，标准版车型的销售正在侵蚀高端版本的销量，尤其是Model3车型。" 凤凰网科技讯北京时间12月12日，据路透社报道，汽车研究公司Cox Automotive的数据显示，尽管特斯 拉推出了新款更便宜车型，但是该公司11月美国销量降至 ...

RT Teslaconomics (@Teslaconomics)Calling all Tesla owners that follow/subscribe to me!If you don’t currently have FSD (excluding the current free trial), drop a comment below. 👇I’m going to pick one lucky person at random by the end of the week and gift you 1 month of FSD.I truly believe this technology saves lives and changes how we experience driving, and I want someone here to feel that for themselves.Thank you to everyone who supports me. This community means everything.Let’s run it up! ♥️ ...

Group 1: Key Developments in the Industry - Disney announced a $1 billion investment in OpenAI to accelerate the application of artificial intelligence in entertainment content creation and user experience optimization [2] - Microsoft CEO Satya Nadella announced the launch of a new AI model, enhancing intelligent agents, and established partnerships with high-profile companies to accelerate the commercialization of autonomous AI applications [2] - Google is expected to face fines from the EU due to violations related to Google Play, with potential penalties to be announced in Q1 2026, while also opening an AI lab in the UK [2] Group 2: Financial Performance and Corporate Actions - Adobe reported record revenue of $6.19 billion for Q4, with adjusted earnings per share of $5.50, exceeding market expectations, driven by strong performance in digital media and creative software [2] - ZTE is in communication with the U.S. Department of Justice regarding ongoing matters, with timely disclosures to follow based on progress [4] - Nandu Power's controlling shareholder is planning a change in control, leading to a suspension of trading from December 12 [4] Group 3: Market Trends and Challenges - TSMC reported a 6.5% month-over-month revenue decline in November, raising concerns about further declines in December, while announcing a minimum dividend of 24 yuan for the next year [5] - Tesla's U.S. sales fell to a near four-year low in November despite launching lower-priced versions of Model Y and Model 3 [7] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations, with cloud revenue at $8 billion, also missing forecasts [8] Group 4: Strategic Partnerships and Innovations - Samsung Electronics is adjusting its Galaxy S26 series strategy, postponing production of standard and Plus models to early 2026, while launching a new fast-charging accessory [10] - Toyota announced the use of Wolfspeed's SiC MOSFET devices in its electric vehicle charging systems to enhance efficiency [10] - LG Electronics plans to showcase a localized AI cockpit platform at CES 2026, focusing on smart vehicle interaction technology [10]

美东时间周四，美股三大指数收盘涨跌不一，标普500指数与道指携手创下收盘历史新高。由于甲骨文 的财报令投资者对人工智能(AI)投资前景心存疑虑，科技权重更高的纳指表现不佳。 甲骨文股价暴跌10.8%，该公司季度业绩指引不及分析师预期，并警告年度资本支出将比此前计划高出 150亿美元，市场担忧其大举押注AI云业务"烧钱"过猛，也对AI可能存在泡沫的担忧再度升温。 Interactive Brokers首席策略师Steve Sosnick认为："市场对甲骨文以及整体AI交易的担忧是合理的，因为 现在企业对AI已做出数万亿美元的投入承诺，但显然人们很难判断这些投入将如何演变，而甲骨文在 某种程度上成了煤矿里的金丝雀。"他补充说："市场适度从这一板块撤出是正确的。" 不过，Sosnick对接下来的行情非常乐观，称目前所谓的"圣诞老人行情"看起来几乎是注定会发生，可 能推动标普500指数突破7000点。 Manulife John Hancock Investments联席首席投资策略师Matthew Miskin表示："当前市场的关键词是轮 动，我们看到小盘股、道指和周期股表现改善，市场正在押注全球经济增长将重新加速 ...

Got to hang out with @MrColionNoir and shoot some Cybertrucks with bulletproof windows @TaranTactical @ArmoredCG https://t.co/ihl48Xt6cu ...

Tesla Gets A Wave of Good News https://t.co/7d6gVxoe4t ...

Group 1: Market Performance - Nvidia, the top performer, closed down 1.53% with a trading volume of $31.835 billion, amid concerns over the speed at which tech companies can realize returns from AI investments [1][10] - Tesla saw a decline of 1.01%, with a trading volume of $24.452 billion, as investors reacted positively to news of a potential IPO for SpaceX, which could raise at least $25 billion [1][10] - Oracle's stock dropped 10.83% with a trading volume of $19.384 billion, following a disappointing earnings report and an increase in capital expenditure expectations for FY2026 to $50 billion [1][10] Group 2: Company-Specific Developments - Oracle's credit risk indicators reached a 16-year high, raising doubts about its ability to quickly profit from significant AI investments [2][11] - The cost of Oracle's five-year credit default swaps rose to approximately 1.41%, the highest level since April 2009, indicating declining investor confidence in the company's credit quality [2][11] - Oracle's bond spread for its 2055 maturity bonds widened by 20 basis points to 196 basis points, reflecting increased market concerns [3][12] Group 3: Competitive Landscape - Google (Alphabet) shares fell 2.43% with a trading volume of $12.342 billion, facing potential EU fines for favoring its own services [3][12] - OpenAI announced a new AI model, GPT-5.2, which aims to enhance performance in programming and various tasks, following the release of Google's Gemini 3 [3][12] - Palantir's stock decreased by 0.20% with a trading volume of $6.624 billion, as the U.S. Navy announced a partnership to invest up to $448 million in AI technology applications [3][12] Group 4: Other Notable Companies - Robinhood's shares fell 9.05% with a trading volume of $5.476 billion, despite Goldman Sachs issuing a "buy" rating with a target price of $167 [3][12] - Micron's stock declined by 1.99% with a trading volume of $4.425 billion, as the company announced it would exit the consumer storage brand Crucial by March 2026 [4][13] - Visa's stock rose 6.11% with a trading volume of $4.422 billion, as Bank of America upgraded its rating from neutral to buy [4][14]