Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-11-17 11:57Market Movements - US stock index futures are all up ahead of the market opening on November 17, with Dow futures up 0.12%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.58% [1] - European indices show mixed results, with Germany's DAX down 0.49%, UK's FTSE 100 unchanged, France's CAC40 down 0.28%, and Europe's Stoxx 50 down 0.57% [1] Oil Prices - WTI crude oil is down 0.07% at $59.91 per barrel, while Brent crude oil is down 0.12% at $64.31 per barrel [2] Market News - The upcoming earnings reports from Nvidia and Walmart, along with the delayed September employment report, are expected to set the tone for the market in the last weeks of the year [3] - Nvidia is set to report earnings on Wednesday, and Walmart will follow on Thursday, providing insights into AI trading and consumer conditions [3] - The US government will release the September employment report on Thursday, which is the first official update since September [3] Analyst Predictions - Morgan Stanley's chief US equity strategist predicts a 16% increase in the S&P 500 index to 7,800 points by the end of 2026, supported by strong corporate earnings [4] - The strategist expects S&P 500 companies' earnings per share to grow by 17% and 12% over the next two years, driven by stronger pricing power and AI efficiency [4] AI Market Sentiment - Wall Street strategists suggest that recent volatility in tech stocks, particularly AI-related stocks, is more about profit-taking than a fundamental shift in the AI narrative [5] - Long-term AI investors are encouraged to remain steadfast, as the AI trend is seen as a genuine and sustainable theme [5] Oil Supply Outlook - A survey indicates that nearly two-thirds of analysts believe OPEC and its allies will not cut production next year, despite expectations of a global oil supply surplus [6] Individual Company News - Peter Thiel's fund has completely sold its stake in Nvidia, following similar actions by other major investment firms [7] - SoftBank has also exited its position in Nvidia, cashing out $5.83 billion [8] - Apple plans to change its iPhone release schedule to twice a year starting in 2026, aiming to alleviate pressure on its engineering and marketing teams [8] - Sohu reported Q3 revenue of $180 million, a 19% year-over-year increase, with a net profit of $9 million [9] - XPeng Motors achieved a gross margin of 20.1% in Q3, with total revenue of RMB 20.38 billion, marking a 101.8% year-over-year increase [10] - Warburg Pincus and Permira are in talks to acquire Clearwater Analytics, with the stock rising nearly 12% in pre-market trading [11]