Xin Lang Cai Jing·2025-09-18 12:35Market Overview - US stock index futures rose collectively before the market opened, with the Nasdaq futures increasing by over 1% due to strong performance in technology stocks [1] - As of the report, Dow Jones futures rose by 0.47%, S&P 500 futures by 0.75%, and Nasdaq 100 futures by 1.14% [2] Company News - Intel's stock surged over 29% in pre-market trading after Nvidia announced a $5 billion investment in Intel, which will customize x86 CPUs for Nvidia [3] - Nvidia's stock rose nearly 3% following the announcement of the partnership, while AMD's stock fell approximately 4% [3] - Other technology stocks such as Google, Broadcom, Tesla, and Palantir saw increases of over 1%, with ASML rising about 7% and Synopsys increasing over 10% [4] - Novo Nordisk's stock rose by 7.7% after a product manager stated that its semaglutide has significant advantages over competitors [4] - 89bio's stock skyrocketed over 86% after Roche announced plans to acquire the company for up to nearly $3.5 billion [4] Economic Context - Following the Federal Reserve's decision to cut interest rates by 25 basis points, market sentiment shifted positively towards technology stocks [4] - A strategist from Societe Generale indicated that it is time to invest more in the stock market, predicting that the S&P 500 index could reach 7,300 points by the first half of 2026 [4] European Market Performance - European stock markets also showed positive movement, with Germany's DAX index rising by 1.2%, the UK's FTSE 100 increasing by 0.15%, and France's CAC40 up by 1.14% [5] Strategic Partnerships - Nvidia will invest $5 billion in Intel, which will produce customized x86 CPUs for Nvidia's AI infrastructure, marking a significant collaboration between the two companies [6] - Microsoft, Nscale, and Aker have entered a five-year agreement to build next-generation AI infrastructure in Norway, valued at up to $6.2 billion [6] Product Launches - Meta launched AI smart glasses, Meta Ray-Ban Display, featuring a built-in HD display and priced starting at $799 [7] Clinical Research Developments - Eli Lilly announced positive results from a head-to-head study showing that orforglipron outperformed oral semaglutide in controlling blood sugar and weight loss among type 2 diabetes patients [8]