智通财经网·2025-11-26 12:04Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.15%, S&P 500 futures by 0.30%, and Nasdaq futures by 0.42% [1] - European indices show mixed performance, with Germany's DAX up 0.31%, France's CAC40 up 0.40%, and the UK FTSE 100 down 0.06% [2][3] Oil Prices - WTI crude oil is up 0.09% at $58.30 per barrel, while Brent crude oil is up 0.39% at $62.04 per barrel [3][4] Federal Reserve and Interest Rates - Market expectations for a Federal Reserve rate cut in December have surged to 80%, up from 30% just days prior, driven by mixed employment data and comments from New York Fed President John Williams [5] Stock Market Predictions - JPMorgan strategists predict the S&P 500 index will rise approximately 11% to around 7500 points by the end of 2026, with strong earnings growth expected [6] Pharmaceutical Industry - The US Medicare program is set to negotiate prices for 15 expensive drugs, potentially saving about 36% in costs, which could impact the pharmaceutical industry significantly [7] Credit Risks in Betting Markets - Bank of America warns that the rapid growth of prediction markets and sports betting may lead to increased consumer debt and loan defaults, particularly affecting low-income consumers [8] Company-Specific News - HP Inc. reported a 4.2% increase in sales to $14.6 billion but provided lower-than-expected earnings guidance for 2026, announcing layoffs of up to 6000 employees [9] - Dell Technologies reported a record high Q3 revenue of $27.005 billion, up 11% year-over-year, and raised its full-year guidance [10] - Noah Holdings reported a 52.2% year-over-year increase in Non-GAAP net profit for Q3, supported by its global Booking Center strategy [11] - Li Auto reported a net loss of 624.4 million yuan for Q3, with a 39% year-over-year decrease in vehicle deliveries [12] - Tesla faces declining sales in major markets, with a 48.5% year-over-year drop in Europe for October [13] - Google has made significant strides in AI, launching new software and partnerships, indicating a competitive stance against rivals [14] - Nvidia's stock has dropped 14% this month, raising concerns about its dominance in the AI semiconductor market [15]