Market Overview - US stock market closed lower on December 18, with technology stocks leading the decline; the Nasdaq dropped over 400 points, and AI-related stocks faced pressure [1][2] - The Dow Jones fell by 0.47%, the Nasdaq by 1.81%, and the S&P 500 by 1.16% [2] - Oil prices rebounded from their lowest levels since 2021, with WTI crude rising by 1.21% to $55.94 per barrel and Brent crude by 1.29% to $59.68 per barrel [4] Company Updates - Micron Technology reported strong demand for memory in the AI sector, with Q1 FY2026 revenue of $13.64 billion and adjusted EPS of $4.78, both exceeding Wall Street expectations; the company expects Q2 revenue of approximately $18.7 billion and EPS of about $8.42 [10][21] - Oracle confirmed that Blue Owl Capital will not participate in the Michigan data center project, emphasizing that negotiations are progressing smoothly [22] - YouTube will exclusively live stream the Oscars from 2029 to 2033, ending ABC's long-standing broadcast history [23] - Amazon is restructuring its AI department, integrating its AGI business with chip and quantum computing teams, as it aims to enhance its competitive position in AI [24] - Novartis and Roche are reportedly close to reaching an agreement with the US government on drug pricing, which may ease trade tensions [25] - Oracle, Microsoft, and Meta have committed to a total of $500 billion in data center leasing over the coming years, with Oracle's commitments reaching $248 billion [26] - Meta is launching a cross-application age verification system to comply with increasing child protection regulations [27] - Apple plans to significantly expand its iPhone product line, potentially releasing at least seven new flagship models by fall 2027 [28] - Warner Bros. Discovery's board rejected Paramount's $108.4 billion hostile takeover bid, citing insufficient financing guarantees [29] - OpenAI and Anthropic are negotiating data-sharing agreements with various biotech companies to enhance their AI models [30] - SpaceX has notified employees of an impending IPO quiet period as it prepares for a planned public offering in 2026 [31]
新浪财经隔夜要闻大事汇总:2025年12月18日
Sou Hu Cai Jing·2025-12-17 23:11