[Overnight global news you need to know on Thursday: The Federal Reserve is expected to raise interest rates in October, European and American stock markets fell across the board, the United Nations Security Council held a meeting on artificial intelligence, and TSMC will increase wafer foundry prices by 3% to 6%] 1. After the release of US PMI data, the market expects the probability that the Federal Reserve will raise interest rates by at least 25 basis points at the October meeting to rise to about 75%, from about 53% before the data was released. 2. The United Nations Security Council held a meeting on artificial intelligence, and Altman and many other well-known entrepreneurs made AI-related remarks. 3. Supply chain sources revealed that TSMC has determined to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%. 4. Federal Reserve Governor Barr said that inflation has not moved clearly towards the 2% target in a timely manner. 5. The U.S. Treasury Department will buy back up to $6 billion of long-term bonds on Thursday. 6. According to reports, U.S. regulatory agencies plan to speed up the approval process for new e-cigarette products. 7. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, stated that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will be conducted. 8. Iranian President Pezhechiyan said that what Iran needs is nuclear energy, not nuclear weapons. 9. A spokesman for the Iranian Ministry of Foreign Affairs stated that Iran clarified the conditions for resuming diplomacy during a two-hour process with the United States. 10. The Israeli Knesset approved an additional defense budget of nearly NIS 15 billion. 11. The Indian government lowers import tariffs on palm oil, soybean oil, and sunflower oil. 12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%. 13. COMEX gold futures fell 1.23% to US$4,322.7 per ounce; COMEX silver futures fell 2.4% to US$64.93 per ounce. 14. The international crude oil futures settlement price closed higher. WTI原油期货11月合约涨1.81%，布伦特原油期货11月合约涨3.86%。 15. Microsoft plans to invest US$400 million in submarine and land connectivity in the Middle East by 2030. 16. 1789 Capital, owned by U.S. President Trump’s son Trump JR., is negotiating to raise US$3 billion. 17. Google launches Gemini 3.8 Flash TTS audio model. 18. Qualcomm said it would acquire robotics software company Picknik. 19. Anthropic established a life science research laboratory. 20. Paramount is said to be considering bringing in Musk and other wealthy individuals for investment. 21. Glencore has cooperated with the US Export-Import Bank to establish a strategic mineral reserve fund, and the US Export-Import Bank has promised to provide US$500 million in funding. 22. Myseum AI will apply to tokenize common stocks listed on Nasdaq.