A · Important
[A list of US stock market pre-market news: Apple is expanding the production capacity of the foldable iPhone Duo; Broadcom CEO said that AI computing demand will exceed supply in the next two years; Musk said that only three companies have enough programming training data] October 12th, the financial news of the US stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures rose or fell mixedly. Dow Jones futures rose 0.09%, S&P 500 futures rose 0.02%, and Nasdaq 100 futures fell 0.26%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 1.78% to US$93.483/barrel; Brent crude oil futures prices rose 1.64% to US$106.434/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 0.79% to US$4,161.34 per ounce; spot silver prices fell by 0.44% to US$60.52 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.83%, France's CAC40 index rose 0.49%, and Germany's DAX30 index rose 0.82%.
5. Apple’s chief operating officer said that the team has been advancing manufacturing development for the first foldable screen mobile phone iPhone Duo and is currently expanding production scale in accordance with Apple’s consistent high-quality standards.
6. Musk said that to build truly outstanding AI, a large amount of training data is needed and programming must be mastered. There are only three institutions with sufficient programming training data: OpenAI, Anthropic and Cursor owned by SpaceX, and Google can barely be counted.
7. Tesla’s second-generation sports car Roadster will be released on Thursday. Market rumors say the sports car will have the function of hovering.
8. Broadcom CEO said that the demand for AI computing will exceed supply in the next two years, but most companies’ investment in AI computing will not return.
9. Cloud computing service provider IREN rose more than 4% before the market opened. It was reported that the company had reached a multi-year cloud agreement with Anthropic.
10. Bernstein estimates that the new electricity demand in the United States will be approximately 1,000 terawatt hours between 2025 and 2030. Among them, data centers are expected to bear more than half of the new load.
11. The 2026 Nobel Prize in Economics was announced: Stanford University economist Robert E. Hall and Columbia University economist Michael Woodford won the award in recognition of their research on the microeconomic foundations of macroeconomic stability.
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