A · Important
[Overnight global news you need to know on Saturday: There is another major progress in the U.S.-Iran negotiations, Federal Reserve officials are releasing hawkish signals intensively, Apple has reached a new record closing high, and U.S. bond yields continue to soar]
1. The President of Iran stated that Tehran is willing to restore the Islamabad Understanding and fulfill relevant commitments.
2. Iran’s Foreign Minister stated that Iran has conveyed a specific 7-day plan to the United States. If the United States accepts it, the Strait of Hormuz will be opened.
3. U.S. officials stated that the United States is having active and constructive discussions with Iran through intermediaries on the "7-Day Plan" and that the two sides continue to communicate on the nuclear issue.
4. Fed Hammaker said that potential inflation may be higher than the target and the Fed needs to ensure that monetary policy is in a restrictive stance to reduce inflation.
5. Fed Schmid said that the Fed still has not solved the inflation problem.
6. Fed’s Williams said that continued supply shocks cannot be ignored.
7. The Federal Reserve is developing a plan to raise the asset threshold that triggers stricter regulation of large banks, four people familiar with the matter said.
8. During the session on Friday, U.S. Treasury bond yields continued to soar, with the 10-year U.S. Treasury bond yield rising to more than 5.22%; the 30-year Treasury bond yield exceeded 5.5%, continuing to hit a new high since 2004.
9. Goldman Sachs said it expects capital expenditures by ultra-large-scale cloud computing companies in the United States to reach approximately US$800 billion in 2026, and the market generally expects this to further rise to US$1.1 trillion in 2027.
10. Meta lost the lawsuit in New Mexico, USA, and may face a fine of up to US$219 billion.
11. Anthropic is negotiating a data center capacity deal with a scale of 1 gigawatt, and the related investment is expected to be at least US$40 billion.
12. Tesla has reportedly increased production of its Optimus humanoid robot by about 10 times in recent months, but the company is still struggling to achieve reliable production at scale.
13. Microsoft released a new version of Copilot, introducing three major AI functions: Home, Code and Autopilot.
14. AI cloud computing company Nscale raised US$3.36 billion through convertible notes before its IPO.
15. Sources said that Solidigm, a subsidiary of SK Hynix, plans to conduct an initial public offering in 2027, with a valuation that may reach US$150 billion.
16. EVONIK stated that BASF proposed a non-binding intention and the two parties did not conduct any negotiations.
17. U.S. stocks opened higher and the three major indexes collectively closed higher. The Dow Jones Industrial Average rose 0.93%, a cumulative gain of 0.28% this week, ending three consecutive weekly losses; the S&P 500 Index rose 0.51%, a cumulative gain of 1.22% this week; the Nasdaq rose 0.48%, a cumulative gain of 2.06% this week; the S&P 500 Index and the Nasdaq Composite Index rose for two consecutive weeks. Apple rose more than 1%, setting another record closing high, with its total market value approaching US$5 trillion. Most major European stock indexes closed higher, with Germany's DAX30 index rising 0.51%.
18. The settlement price of international crude oil futures closed down more than 2%. WTI crude oil futures November contract fell 2.33%, Brent crude oil futures November contract fell 2.14%.
19. COMEX gold futures rose 0.52% to US$4,320.5 per ounce, down 2.36% this week; COMEX silver futures rose 1.11% to US$64.71 per ounce, down 3.63% this week.
20. Russian President Vladimir Putin said that Ukraine has recently begun attacking civilian facilities in Russia and must now face the consequences.
21. Russian Presidential Press Secretary Peskov said on September 25 that a tripartite meeting between Russia, the United States, and Ukraine may be held in the near future, but there are currently no specific details.
22. Iranian President Pezhechiyan reiterated on the 24th that Iran "absolutely" does not want to possess nuclear weapons and is willing to reduce uranium enrichment levels and accept inspections within the framework of international law.
23. Senior Iranian officials reportedly said that the Strait of Hormuz will remain closed until Iran's conditions are met before nuclear negotiations with the United States can begin.
24. German lawmakers approved a new fuel tax relief plan worth 2.5 billion euros.
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