Global news you need to know before the U.S. stock market opens on WednesdayRumors of Eli Lilly's acquisition stir the market, French biotech company Abivax's stock price surges in responseStubborn inflation and internal divisions, will the Federal Reserve hit the "pause button" after tonight's interest rate cut?Oracle, which ignited the panic of the AI bubble, urgently needs a performance report comparable to NVIDIA's "explosive growth performance for 2023-2024."Taiwan Semiconductor's November revenue increased by 24.5% year-on-year, with capacity still lagging behind strong AI demandAfter the surge in silver prices, will gold experience a rebound?Is 'hedging the AI bubble at the end of the year = pure waste of money'? Options traders bet that the bull market for U.S. tech stocks will last at least until January next yearEven if the financial report exceeds expectations, Oracle may still struggle to overcome doubts about debt and AI trading risksMemory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?Goldman Sachs 2026 U.S. Stock Sector Outlook: Industrial Technology Stocks Remain "Hot Cakes," Automotive Stocks Need "Careful Selection"From €1.06 billion to €237 million! Intel receives another fine reduction from the EU court, marking a key turning point in the ten-year antitrust caseMusk "regrets" getting involved in politics: DOGE is barely a success, but if he could do it again, he wouldn't take it onOn December 10th, Tencent Holdings Limited spent HKD 636 million to repurchase 1.06 million sharesJP Morgan comments on Sandisk: "Short-term excess profits" do not represent "long-term profitability improvement," and in the medium term, it may return to the historical "boom-bust" patternNorthbound Capital Trends | Northbound capital net sold HKD 1.018 billion, continues to increase holdings in Xiaomi and sold over HKD 1.5 billion of Tracker Fund of Hong KongMorgan Stanley reiterated Marvell Tech's "Overweight" rating: Microsoft and Amazon orders have been secured until 2026, and market skepticism is purely "noise."The European Court reduces Intel's EU antitrust fineCATHAY PAC AIR Tong Liang Zhonghua: November core service prices are weaker than seasonal trends and still await policy supportNVIDIA develops chip positioning verification technology, which may curb chip smugglingDialogue with Hitcard: How to Build a Card Moat in an IP-Dependent Track?Guotai Junan Securities: How to view the recent weak trend of the Hong Kong stock market?"Free lunch" is over? The EU investigates Google's AI dominance, pointing to its use of search crawlers to obtain training data for freeIn the recent pullback, dividend stocks performed very stronglyThis week's Federal Reserve decision "script": Decision to cut interest rates, Powell's "hawkish speech," Hasset and Bessent's "dovish hedge"?Oaktree Capital's Marks: NVIDIA's 30 times PE "isn't crazy," AI may not be a replica of the internet bubbleSenior technology investor: If there is no breakthrough in Scaling Law, AI will collapse in 2024Bank of America Autonomous Driving Deep Report: The scale of driverless ride-hailing could reach trillions, with a cost of $2 per mile being the tipping pointReal estate surges, market expectations are strong, understand in one article the "mortgage interest subsidy" that has been attempted in multiple regionsMortgage subsidy rumors roil markets; Fed decision due tonight | Daily News RecapWalmart transfers to Nasdaq, marking a "technology imprint," CEO envisions "AI will create new shopping methods"Waiting for the Federal Reserve's decision! U.S. stocks remain flat, U.S. Treasury yields fluctuate at high levels, spot silver continues to hit new highs, and crude oil stabilizesAfter a 40% plunge in stock price, could a rebound be on the horizon? JP Morgan: The key to Oracle's Q2 earnings report lies in "clean" cloud revenue growth and "clear" RPO disclosuresUnderstanding the Market | The increase in restaurant stocks has further expanded, with the year-on-year increase in November CPI widening, and positive improvement signals have emerged in the restaurant industryTrump disrupts Warner's "century acquisition"! Paramount throws out a cash plan of 100 billion to "intercept", Netflix wants to win "needs to spend more money"As silver experiences a historic surge, the Silver Institute has released a "major report"The executive exodus is a good opportunity for the AI strategy reboot; Evercore gives Apple an "outperform" ratingUnderstanding the Market | LINGBAO GOLD rose over 10% during trading and plans to invest CNY 1.735 billion to acquire gold mine rights in Papua New GuineaInfrastructure service company Cardinal will debut on the US stock market tonight! Raising $241.5 million with oversubscriptionThe tech giant South Asia AI competition escalates: Following Microsoft's $17.5 billion, Amazon announces a $35 billion investment in IndiaFive years of spending $35 billion! Amazon increases investment in India, focusing on business expansion and three strategic pillarsOn the eve of the earnings report, Oracle's CDS hits an all-time high, and the $300 billion bet on OpenAI triggers panic in the bond marketEuropean Natural Resources Fund: Silver prices are rapidly catching up to gold. How will the investment market be deployed after the interest rate cut in December?On the eve of the FOMC | Dong Chao from Xingzheng Macro: The real easing will occur in the second half of next year, and opportunities for the RMB are risingThe EU launches an investigation into GoogleAI demand continues to drive, TSMC's November sales increased by 24.5% year-on-yearAmazon plans to invest over $35 billion in India by the end of 2030The battle for Warner Bros. is expected to last for months, with bidders Paramount Global and Netflix on high alertTech investment mogul Gavin Baker: AI has clearly become profitable, and grabbing GPUs is like grabbing money!Forget the land, the future strongest battlefield for AI is in the "space data center," and Musk will create an ecological closed loopSilver breaks $60 for the first time and hits a new high! With a year-to-date increase surpassing gold, will the epic bull market continue under multiple favorable factors resonating together?