Nvidia(US:NVDA) Ge Long Hui·2025-10-09 12:31Market Overview - US stock index futures showed mixed results, with Nasdaq futures down 0.06%, S&P 500 futures up 0.03%, and Dow futures up 0.05% [1] - Major European indices mostly rose, with Germany's DAX up 0.49%, UK's FTSE 100 down 0.19%, France's CAC up 0.48%, and the Euro Stoxx 50 up 0.11% [2] Company Developments - Nvidia received approval from the US to sell chips worth billions to the UAE [3] - Goldman Sachs stated that the stock market is not in a bubble, predicting a new wave of star companies in the machine learning and AI sectors [4] - Castle Investment founder Griffin warned that the US economy is entering a "high-sugar state," suggesting that the surge in gold prices could be a dangerous signal [5] - The US auto safety regulator has launched an investigation into Tesla's Full Self-Driving (FSD) system, involving nearly 290 vehicles [6] Financial Performance - TSMC reported September consolidated revenue of approximately NT$330.98 billion, a 1.4% decrease month-over-month but a 31.4% increase year-over-year [7] - PepsiCo's Q3 net revenue grew 2.7% year-over-year to $23.94 billion, with core EPS of $2.29, exceeding expectations [14] - Delta Air Lines reported a Q3 revenue increase of 4.1% to $15.2 billion, with adjusted EPS of $1.71, also surpassing expectations [15] - Ferrari expects adjusted EPS for the current fiscal year to be at least €8.8, slightly below the market expectation of €8.9 [16] - Porsche's global sales for the first nine months of the year decreased by 6% year-over-year to 212,509 units, with a 26% decline in sales in China [17] Strategic Partnerships - Microsoft is collaborating with Harvard Medical School to enhance Copilot health content, aiming to reduce reliance on OpenAI [8] - HSBC plans to privatize Hang Seng Bank, offering a cash consideration of HK$106 billion, representing a premium of approximately 30% [9] - PayPal has entered into a multi-year agreement with Google to jointly develop AI payment experiences [10] - Netflix is upgrading its gaming strategy by offering video games to TV screen users for the first time [11] - Warner Music will collaborate with Netflix to produce a series of films and documentaries based on Warner's artists and songs [12] - Paramount Skydance is in talks with private equity to potentially acquire Warner Bros. Discovery for over $60 billion [13]