[Overnight global news you need to know on Friday: The United States will send more troops to the Middle East, Federal Reserve officials gave intensive speeches, the U.S. Treasury repurchased US$6 billion in longer-term Treasury bonds, and U.S. optical communications and memory chip stocks surged] 1. The situation in the Middle East 1. Trump said that the United States may increase its attack on Iran after the mid-term elections. And said that the Iran problem will end soon, no matter how it is. 2. According to reports, the United States will send up to 10,000 additional troops and a third aircraft carrier to the Middle East. 3. People familiar with the matter said that Iran’s foreign minister stated in private talks that Iran is willing to resume inspection personnel’s access to the bombed nuclear facilities in exchange for the lifting of sanctions. 4. According to reports, people familiar with the matter said that there was no negotiation on Iran’s nuclear program in recent meetings with mediators. 5. The Houthis said that Saudi Arabia has launched air strikes in many places in Yemen, but Saudi Arabia has not responded yet. 6. The fighting in the southwestern province of Yemen intensified, and 30 Houthi armed personnel were killed. 2. Speeches by Federal Reserve officials 1. Federal Reserve Governor Bowman said there is no need for further interest rate adjustments this year. 2. Federal Reserve Kashkari said that if the Federal Reserve continues to raise interest rates, it will bring different pressures to different areas of the economy. 3. Fed Jefferson said that inflation has been too high for too long and there is still a risk that it will remain high, but policymakers may need more time to judge whether further interest rate increases are necessary. 4. Fed Kashkari said that he is open to how quickly the Fed should raise interest rates; depending on the performance of the economy, the Fed may need to raise interest rates more than expected. 5. Federal Reserve Governor Cook said that the impact of supply shocks has been unexpectedly long-lasting and has become more significant in policy. 6. Federal Reserve official Collins said that economic growth is close to the trend level or above the trend level and will not predict the next meeting in advance. 7. Fed official Schmid said officials still have work to do on inflation. 8. Fed Williams said that artificial intelligence is affecting supply in ways that we do not yet fully understand. 3. Global market news 1. The U.S. Treasury Department conducted a liquidity repurchase operation of 10- to 20-year U.S. Treasury bonds worth $6 billion on October 1. 2. Traders have reduced their bets on the European Central Bank to raise interest rates and no longer fully digest the scenario of three interest rate hikes. 3. Traders no longer fully digest the possibility of the Bank of England raising interest rates four times before the end of 2027. 4. European Central Bank President Lagarde said that Europe must develop its own artificial intelligence capabilities. 5. Anthropic is reported to be planning a large-scale IPO before the Thanksgiving holiday, and plans to hold a pre-IPO investor day event on October 14. 6. According to reports, Nvidia and SoftBank have completed their last investment of US$10 billion in line with their respective commitments of US$30 billion in OpenAI’s last round of financing. 7. Microsoft launched mAI-transcribe-2-streaming and released the Mai-Transcribe model and Mai-Voice model. 8. Meta said that it will connect the personal AI agent Muse to AI glasses in the next few months. 9. Musk said that he would reduce the RAM of Tesla’s AI5 chip by half and reduce the RAM of the AI6 chip by one-third. 10. According to reports, Authentic is discussing acquiring Mattel for more than $20 per share. 11. Broadcom plans to provide up to US$42 billion in financing to Anthropic, which may become Broadcom’s largest chip design customer next year. 12. Samsung Electronics has raised the prices of most smartphones in the Galaxy S26 series. 13. U.S. Trade Representative Greer said that Europe should release some diesel stocks. Europe must act on overcapacity. 14. All three major U.S. stock indexes closed slightly higher, with the S&P 500 rising by 0.19%, the Nasdaq rising by 0.04%, and the Dow Jones Industrial Average rising by 0.04%. Optical communications and memory chip stocks surged, with Coherent rising by more than 10%, Ciena and lumentum rising by more than 7%, and SK Hynix rising by more than 5%. Nvidia rose more than 1%, hitting a new closing high since mid-May. Major European stock indexes closed down collectively, with Germany's DAX30 index falling 0.87%. 15. The settlement price of international crude oil futures closed sharply higher. WTI crude oil futures November contract rose 2.71%, Brent crude oil futures December contract rose 4.37%. 16. COMEX gold futures rose 0.5% to US$4,207.8 per ounce; COMEX silver futures rose 1.29% to US$61.35 per ounce.