A · Important
[Overview of U.S. stock market pre-market news: Meta launches Muse, an AI agent for small businesses; NVIDIA wants to attract insurance companies to cover the financing risks of AI chips; Anthropic's prospectus is exposed] On September 29, 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 turned from falling to rising. Dow Jones futures rose 0.17%, S&P 500 futures rose 0.15%, and Nasdaq 100 futures rose 0.34%.
2. International oil prices turned from rising to falling. WTI crude oil futures prices fell 2.21% to US$90.558/barrel; Brent crude oil futures prices fell 1.79% to US$96.082/barrel.
3. International gold and silver spot prices both rose. Spot gold prices rose 0.99% to US$4,155.75 per ounce; spot silver prices rose 0.25% to US$60.77 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.16%, France's CAC40 index rose 0.19%, and Germany's DAX30 index rose 0.75%.
5. Meta announced the launch of Muse, an AI agent for small businesses, which can assist in running businesses, finding customers, and analyzing sales and financial data based on goals set by users. Muse can currently connect to multiple enterprise tools such as Canva, Dropbox, Figma, Notion, and Zoom.
6. NVIDIA is negotiating with insurance companies to discuss how to share the risks associated with its AI chip loan business. Huang Renxun believes that chips should be regarded as an "investable asset class" and used to transfer risks and costs between users and investors.
7. Samsung Electronics stated that its foundry business plans to expand into the fields of artificial intelligence (AI) and high-performance computing (HPC) in the future. Samsung plans to start mass production of the third-generation 2nm process in 2028, and launch mass production of the 1.4nm process in 2029.
8. TrendForce research shows that HBM and traditional DRAM are still competing for limited advanced process and wafer production capacity. The HBM price outlook for next year has been revised upward, and the annual comprehensive average selling price is expected to increase by 121%.
9. Anthropic’s prospectus shows that the company’s revenue for fiscal year 2025 will be approximately US$4.6 billion, a year-on-year increase of 11 times, and its adjusted operating loss during the same period will exceed US$8 billion. The company plans to invest US$518 billion in cloud, computing power and infrastructure construction in the next few years.
10. Tesla postponed the launch of the new Roadster from October 1st to the 15th, citing severe weather forecast and the fact that the event could only be held outdoors.
11. American retailer Target announced that it has lowered the prices of nearly 2,000 home, clothing and accessories products. The prices of some clothing and footwear products have dropped by more than 20% year-on-year. Target said it has cut prices on more than 10,000 products in the past year.
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