A · Important
[Overview of U.S. stock market pre-market news: Anthropic plans to directly lease 1 gigawatt of computing power, bypassing cloud service providers; IonQ surged 12% before the market due to progress in real-time quantum error correction decoding; the "big short" increased its short position against Micron] September 23rd, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures collectively turned downward. Dow Jones futures fell 0.31%, S&P 500 futures fell 0.12%, and Nasdaq 100 futures fell 0.27%.
2. International oil prices turned from falling to rising. WTI crude oil futures prices rose 0.16% to US$90.669/barrel; Brent crude oil futures prices rose 0.94% to US$96.305/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 1.06% to US$4,312.00 per ounce; spot silver prices fell by 3.03% to US$65.00 per ounce.
4. Europe's three major stock indexes collectively fell. Britain's FTSE 100 index fell 0.20%, France's CAC40 index fell 0.35%, and Germany's DAX30 index fell 0.73%.
5. Anthropic is in the early stages of negotiations and plans to lease up to 1 gigawatt of computing power from the data center developer of Apollo Global Management Holdings. This move aims to bypass cloud service providers and open up a path to reduce computing power costs.
6. Qualcomm has released two new generation flagship Snapdragon chips, both using 2nm process and with a maximum CPU frequency of 5GHz, further segmenting the Android high-end mobile phone market.
7. Quantum computing company IonQ surged 12% before the market opened. The real-time quantum error correction decoder developed by it has completed testing. The system can run on a single standard commercial CPU and supports analog circuits with up to 408 logical qubits and more than 31.5 million quantum operations.
8. SpaceX is reported to have stopped accepting reservations for Falcon 9 rockets after 2028. With the Falcon 9 withdrawing from the market, rocket launch capacity may be in short supply before 2030.
9. JPMorgan Chase said that Meta’s AI intelligent agent Muse is expected to become the most widely used AI application after ChatGPT, and reiterated Meta’s “overweight” rating with a target price of $820.
10. "Big Short" Burry's latest statement is that he has increased his short positions on Micron Technology, Nebius, Palantir, etc., and emphasized that this time it is "quite large." He said that as the new supply of memory is released, it will put pressure on prices.
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