A · Important
[Overnight global news you need to know on Saturday: Trump revealed that the situation in the Middle East has eased, the Philadelphia Semiconductor Index quickly rose in late trading to close up 2.78%, and Anthropic advanced its IPO plan]
1. Trump said that the United States is negotiating with the Houthi armed forces, and the Houthi armed forces also hope to reach an agreement. He also said that the war in Iran will soon end.
2. Trump said that the United States has reached an agreement with Denmark and the United States has gained permanent security control over Greenland.
3. Fed Schmid said that recent data show that the inflation trend exceeds 3%, and raising interest rates is a step towards restoring the 2% inflation target.
4. Fed Bowman said that the Fed will finalize a reform plan "in the coming weeks" to make bank stress tests more transparent and accountable.
5. Morningstar DBRS confirmed the U.S. credit rating as AAA and the rating trend is stable; it lowered the French credit rating outlook to negative and maintained the credit rating at AA.
6. According to people familiar with the matter, Anthropic’s annualized revenue this year is expected to exceed US$100 billion, and IPO-related financial documents may be released as soon as the next few weeks. According to other media reports, Anthropic has postponed its IPO to November.
7. Anthropic reportedly plans to have about 5 gigawatts of available computing power by the end of the year and double it next year.
8. Solidigm, a subsidiary of SK Hynix, is considering building its first NAND flash memory factory in the United States. It is currently evaluating various options, but has not yet confirmed any plans.
9. SpaceX is reported to have internally discussed purchasing customer and operational data from startups that are in trouble or have collapsed.
10. SpaceXAI releases Grok Voice Transcribe 2.0, which doubles the accuracy and remains the same price.
11. Nscale, a data center company in which NVIDIA participates in investment, applied for a US IPO.
12. Asset management company Allspring Global Investments is reported to be exploring a sale with a valuation of approximately US$4 billion.
13. French insurance group CNP Assurances is reported to be considering launching an acquisition offer for credit insurance company Coface.
14. The three major U.S. stock indexes closed with mixed gains. The Nasdaq rose 0.39% and was up 0.72% this week; the S&P 500 index rose 0.17% and fell 0.08% this week; the Dow Jones Industrial Average fell 0.18% and fell 1.69% this week, marking three consecutive weekly losses. The Philadelphia Semiconductor Index rose rapidly in late trading, closing up 2.78%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 1.63%.
15. COMEX gold futures rose 0.37%, up 0.16% this week; COMEX silver futures rose 1.04%, up 2.45% this week.
16. The international crude oil futures settlement price closed down. WTI crude oil futures October contract fell 1.58%, a cumulative gain of 0.25% this week; Brent crude oil futures November contract fell 0.91%, a cumulative decline of 0.7% this week.
17. Data show that Saudi Arabia’s exports through the Bab el-Mandeb Strait continue to be sluggish. Since the beginning of August, weekly traffic has been less than one-third of the average level in July this year.
18. French President Macron said that he will convene a meeting of the Group of Seven in the next few weeks to discuss the possible release of strategic oil reserves.
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