Ge Long Hui·2025-09-17 12:33Group 1 - Major U.S. stock index futures show mixed results, with Nasdaq and S&P 500 futures down by 0.04% while Dow futures are up by 0.08% [1] - European stock indices generally rise, with Germany's DAX up by 0.18%, UK's FTSE 100 up by 0.26%, France's CAC down by 0.1%, and the Euro Stoxx 50 up by 0.01% [1] - U.S. Federal Reserve is expected to announce a 25 basis point rate cut, bringing the interest rate range to 4% to 4.25% [1] - White House trade advisor Navarro suggests a 50 basis point rate cut today, with another 50 basis points cut in the next meeting [1] - A Bank of America survey indicates that global fund managers' cash holdings remain low at 3.9%, while stock allocation net increase reaches the highest level in seven months [1] Group 2 - U.S. tech giants commit to invest over $40 billion in the UK, with Microsoft planning to invest $30 billion in AI infrastructure and existing businesses [1] - NVIDIA partners with OpenAI and other AI leaders to invest £11 billion in the UK to advance the "Star Gate" project [1] - Eli Lilly plans to submit approval applications for the weight loss drug Orforglipron in the U.S., UK, EU, Japan, and China within weeks [2] - GlaxoSmithKline plans to invest $30 billion in the U.S. over the next five years for R&D and supply chain infrastructure [2] - Activist investor Elliott invests over $2 billion in Workday and publicly supports the existing leadership team [2] - Alibaba reveals new AI chip, with key parameters of its PPU surpassing NVIDIA's A800 and comparable to H20 [2] - Tesla reaches a confidential settlement regarding two fatal Autopilot incidents in California from 2019 [2]