Nasdaq futures rose 1.4% in early Asia-Pacific trading, with the chip sector gaining after hours, and NVIDIA maintained a rise of over 5% following the conference callShenwan Hongyuan 2026 U.S. Stock Investment Strategy: AI Market Enters "Gear Shift Period," Facing Valuation Pullback Risks in the Second Half Under Pessimistic ScenariosMeta's Chief AI Scientist Yang Likun will leave to start his own startupGoing long on Chinese assets, foreign institutions are optimistic about the performance of A-shares next yearElon Musk's xAI will become the first client of the NVIDIA-supported data center in Saudi ArabiaNovember 20th Foreign Market Headlines: NVIDIA Q3 performance exceeds expectations, Federal Reserve meeting minutes show significant divergence, US October non-farm payrolls not released, December rate cut probability plummetsNVIDIA announced Q3 results, with revenue and Q4 revenue outlook exceeding expectationsTrump's Federal Reserve Chair candidate Hassett: Tariff rebate checks "should be on the table for discussion"One of the fathers of artificial intelligence, LeCun, will announce his departure from Meta as early as this weekNVIDIA's third-quarter revenue was $57.01 billion, while analysts expected $55.19 billion. NVIDIA rose 1.3% in after-hours tradingSaudi Arabia and the United States Sign Strategic Partnership in Artificial IntelligenceU.S. Treasury yields rise, Trump administration delays release of employment data, dampening expectations for a Federal Reserve rate cutThe Google Gemini 3 model has gained market recognition, and Alphabet's stock price surged over 6%, reaching a new highEuropean stock markets remained stable as investors focused on the possibility of a Russia-Ukraine peace agreement and NVIDIA's performanceAMD, Cisco, and Saudi Humain Company establish an artificial intelligence joint ventureTarget's same-store sales have declined for three consecutive quarters, lowering its full-year guidance, and the stock price has fallen back to 2019 levelsBrookfield, in collaboration with NVIDIA and the Kuwait Investment Authority, plans to raise $10 billion for an AI infrastructure fundMeta releases the next generation of Segment Anything Models (SAM)Meta's "Segment Everything" model has been upgraded! It can "understand human language" and process images containing hundreds of objects in just 30 millisecondsElon Musk: xAI collaborates with Saudi Arabia to build a 500 MW data center in Saudi Arabia, with NVIDIA participatingThe European Union escalates technology regulation and launches antitrust investigations into Amazon and Microsoft's cloud businessesUS Stock Movement | Circle falls 8% as directors continuously reduce holdings by a total of 291,000 shares of common stockLate-night breaking news! Huijin plays its trump card: CICC's "Swallowing the Elephant" behind the trillion-yuan strategySmooth transition, Chen Haiqiang "nominated" the new chairman of CZBANKKuaishou (Minutes): Impact of Competition? Kuaishou's short-term growth may slow down more than expected.Top Wall Street analysts latest assessment: DoorDash and Baidu ratings upgradedGoogle's stock price hits an all-time high after the release of Gemini 3 and the "anti-gravity" integrated development environmentElon Musk and Jensen Huang will discuss AI innovation on stage at the high-profile US-Saudi Investment Forum in WashingtonNVIDIA's earnings report is imminent, analysts warn of valuation and capital expenditure risksGoldman Sachs buy-side research feedback: AI will still be the main theme in 2026, but the focus has shifted to TPU and high-end packaging and testingOpening: U.S. stocks opened mixed on Wednesday as the market focused on NVIDIA's earnings reportThe Trump administration adjusts the release dates for multiple economic data, including retail sales and durable goodsReview of the three rounds of gold price increase cycle: How is gold priced?Kuaishou: To Say Goodbye to 'Rustic' Valuation, It Still Depends on KelingNVIDIA collaborates with Menlo Micro to accelerate the testing process of artificial intelligence chipsLearning from history, when will the capital expenditure boom turn into a bubble burst?Wall Street comments on Xiaomi's financial report: Q3 performance overall exceeded expectations, rising memory prices will suppress smartphone gross margins, and key variables lie in vehicle deliveries and progress of new modelsWall Street views PDD Q3 financial report: Operating profit returns to growth due to low base, Temu's profitability turning point establishedU.S. Stock Outlook | Three Major Index Futures Rise Together, NVIDIA's Earnings Report and Federal Reserve Meeting Minutes Arrive with ImpactCounterpoint Research: NVIDIA plans to adopt smartphone-style memory, which may cause server memory prices to double by the end of next yearDuan Yongping Q3 holdings: significantly increased holdings in Berkshire Hathaway, reduced NVIDIA holdings by 38%, decreased positions in Apple, Pinduoduo, and Alphabet, and established a position in ASMLFutu (3Q25 Minutes): Crypto Trading Surges, Hong Kong Remains the Main Source of New Customers