智通财经网·2025-06-26 11:54Market Overview - US stock index futures are all up, with Dow futures rising by 0.28%, S&P 500 futures up by 0.38%, and Nasdaq futures increasing by 0.47% [1] - European indices also show positive movement, with Germany's DAX and the UK's FTSE 100 both up by 0.38%, while France's CAC40 is up by 0.17% [2][3] - WTI crude oil prices increased by 0.35% to $65.15 per barrel, and Brent crude oil rose by 0.47% to $66.74 per barrel [3][4] Economic and Policy Insights - Reports indicate that former President Trump is considering early nominations for the next Federal Reserve Chair, expressing dissatisfaction with current Chair Powell's pace on interest rate cuts [4] - Analysts from JPMorgan warn that current trade policies could lead to stagflation in the US by 2025, with a 40% chance of recession in the second half of this year [7] - Apollo Global Management's chief economist predicts a critical turning point for the US economy, with GDP growth expected to slow to 1.2% and inflation potentially reaching 3% by year-end [9] Company-Specific Developments - Micron Technology reported a record Q4 revenue of $9.3 billion, a 37% year-over-year increase, driven by strong sales of DRAM chips [10] - Nvidia's CEO Huang Renxun forecasts that robotics, particularly humanoid robots, will become a significant growth driver for the company, alongside AI technologies [11] - Tesla's recent Robotaxi launch faced technical issues during public testing, raising concerns about the commercial viability of its autonomous driving technology [12] - Shell has stated it has no intention of acquiring BP, dispelling rumors of a merger between the two oil giants [13]