Nvidia(US:NVDA) Ge Long Hui·2025-11-26 12:44Group 1: Market Overview - US stock index futures showed slight increases, with Nasdaq futures up 0.21%, S&P 500 futures up 0.15%, and Dow futures up 0.06% [1] - European stock indices had mixed results, with Germany's DAX index up 0.09%, UK's FTSE 100 down 0.12%, France's CAC index up 0.26%, and the Euro Stoxx 50 index up 0.51% [1] - According to CME's "FedWatch," the probability of a 25 basis point rate cut by the Federal Reserve in December is 84.9% [1] Group 2: Company Updates - Nvidia maintains its technological leadership, being the only platform capable of running all AI models across various computing scenarios [1] - Tesla's fleet for Robotaxi service is set to double next month following its launch in Austin in June [1] - TSMC responded to rumors about plans to build three additional 2nm fabs, stating that capacity investment information will be announced as per regulations [1] - Qualcomm launched its fifth-generation Snapdragon 8 mobile platform to meet the growing demand for advanced features [1] - Boeing received two contracts from the US military valued at over $7 billion [1] - Warner Bros. Discovery is requesting potential buyers to submit improved bids by early next month [1] Group 3: Financial Performance - Dell Technologies reported a record third-quarter revenue of $27 billion, an 11% year-over-year increase, driven by strong demand for AI servers [1] - HP's earnings outlook for the current quarter fell short of market expectations, leading to an announcement of layoffs affecting 4,000 to 6,000 employees [1] - Workday's third-quarter revenue grew 12.6% year-over-year to $2.43 billion, with subscription revenue meeting expectations [1] - Autodesk's third-quarter revenue and adjusted earnings per share exceeded expectations, prompting an upward revision of its full-year revenue guidance [1]