Nvidia(US:NVDA) Ge Long Hui·2025-11-26 12:46Market 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 up 0.09%, UK's FTSE 100 down 0.12%, France's CAC up 0.26%, and the Euro Stoxx 50 up 0.51% [1] Federal Reserve and Interest Rates - According to CME's "FedWatch," the probability of a 25 basis point rate cut by the Federal Reserve in December is 84.9% [2] Company Developments - Nvidia maintains its technological leadership, being the only platform capable of running all AI models across various computing scenarios [2] - Tesla's fleet for Robotaxi service is set to double next month following its launch in Austin in June [3] - Tesla's VP stated that the country of origin or geographical source of suppliers is not a disqualifying criterion in the US, China, or Europe [4] - TSMC responded to rumors about plans to build three additional 2nm fabs, stating that capacity investment information will be announced officially [5] - Novo Nordisk's Ozempic and 14 other best-selling drugs will see significant price reductions due to the implementation of US Medicare drug price negotiations [6] - Qualcomm launched its fifth-generation Snapdragon 8 mobile platform to meet the growing demand for advanced features [7] - Boeing received two contracts from the US military valued at over $7 billion [8] - Warner Bros. Discovery is requesting potential buyers to submit improved bids by early next month [9] - WeRide and Uber officially launched L4 level fully autonomous Robotaxi commercial operations in Abu Dhabi [10] - Dell Technologies reported a record third-quarter revenue of $27.005 billion, an 11% year-over-year increase, driven by strong demand for AI servers [11] - 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 [12] - Workday reported a 12.6% year-over-year revenue increase to $2.43 billion for the third quarter, with subscription revenue meeting expectations [13] - Autodesk exceeded expectations for third-quarter revenue and adjusted earnings per share, raising its full-year revenue guidance [14]