智通财经网·2025-12-04 11:54Market Overview - US stock index futures are all up ahead of the market opening on December 4, with Dow futures rising by 0.08%, S&P 500 futures by 0.04%, and Nasdaq futures by 0.01% [1] - European indices also show positive movement, with Germany's DAX up 0.79%, UK's FTSE 100 up 0.18%, France's CAC40 up 0.43%, and the Euro Stoxx 50 up 0.39% [2][3] - WTI crude oil prices increased by 0.47% to $59.23 per barrel, while Brent crude oil rose by 0.37% to $62.90 per barrel [3][4] Market Sentiment and Predictions - Bank of America predicts that after three years of double-digit returns, the S&P 500 will enter a "low excess return" phase in 2026, forecasting the index to close around 7100 points by the end of next year [5] - BlackRock asserts that the current AI investment cycle is driven by real corporate investments and productivity growth, distinguishing it from the speculative bubble of the early 2000s [6] Company-Specific News - The EU plans to investigate Meta's integration of "Meta AI" into WhatsApp, reflecting increasing scrutiny of large tech companies regarding generative AI applications [9][10] - Intel has decided to halt its network division spin-off plan, focusing instead on internal integration to enhance its AI and edge computing strategies [10] - Palantir, NVIDIA, and CenterPoint Energy are collaborating to develop a new software platform called "Chain Reaction" to expedite AI data center construction [11] - Salesforce reported a Q3 revenue increase of 8.6% to $10.3 billion, with an adjusted EPS of $3.25, and raised its revenue guidance for FY2026 to $41.45-41.55 billion [12] - Snowflake's Q3 revenue was $1.21 billion, exceeding expectations, but its lower guidance for operating margin raised concerns about the profitability of its AI tools, leading to an over 8% drop in pre-market trading [13] - C3.ai reported a Q2 FY2026 adjusted loss of $0.25 per share, with revenue of $75.1 million, slightly above expectations, but a 20% year-over-year decline in revenue highlights challenges in its core subscription business [14]