[Overnight global news you need to know on Thursday: U.S. inflation unexpectedly picked up in September, traders increased bets on interest rate hikes; the Nasdaq fell nearly 2%, popular technology stocks generally fell; the US military destroyed an Iran-linked sailing ship in the Gulf of Oman] 1. The U.S. consumer price index (CPI) in September increased by 3.7% year-on-year, estimated at 3.6%, and the previous value was 3.4%. CPI increased by 0.6% month-on-month in September, which was expected to be 0.6%. After the data was released, traders increased their bets on a rate hike by the Federal Reserve in October. 2. The Federal Reserve’s Beige Book shows that companies in many jurisdictions mentioned inflationary pressures caused by other commodities, tariffs and insurance. "Businesses say diesel prices are high and fuel surcharges are transmitting rising costs throughout the supply chain," the report said. 3. Federal Reserve Goolsby said that the higher-than-expected U.S. inflation data in September was disappointing. If core inflation continues to maintain a monthly increase of about 4% annually, it will be completely unacceptable and the Federal Reserve must take policy action. 4. The U.S. Central Command announced that on October 6, the U.S. military destroyed a dhow associated with Iran in the Gulf of Oman. The ship was monitoring and targeting U.S. Navy ships. 5. The Houthi armed forces in Yemen issued a statement stating that in the past 24 hours, the Saudi-led coalition launched 42 air strikes and missile attacks on areas controlled by the Houthi armed forces in Yemen. The targets involved the Yemeni capital Sanaa, Taiz Province, Lahj Province, Marib Province, Amran Province and Mayun Island in the middle of the Bab el-Mandeb Strait. 6. In the early morning of the 15th local time, the Houthi armed forces in Yemen claimed to have hit a Saudi Typhoon fighter jet. 7. Data released by the Mortgage Bankers Association (MBA) on Wednesday showed that the 30-year fixed mortgage contract interest rate increased 1 basis point to 7.50% in the week ended October 9, still at the highest level since November 2023. 8. Morgan Stanley CEO Ted Pick said that the bank has reached a "double overweight" on artificial intelligence (AI) infrastructure construction, but he also warned that the growth momentum of AI spending will begin to slow down. Current spending on AI infrastructure construction averages about US$1 trillion per year. 9. Nvidia CEO Jensen Huang said that if any customer develops unsafe AI software, he will stop supplying it. 10. SpaceXAI releases Grok Voice 3.0. Grok Voice 3.0 is now available in the voice agent API at a cost of US$0.08 per minute. 11. The judge presiding over Apple’s case against OpenAI for stealing trade secrets said he is “very likely” to approve Apple’s application for an injunction to prohibit former Apple employees currently working at OpenAI from using Apple’s proprietary information. 12. Barclays said the merger of Tesla and SpaceX may be announced before December. 13. The three major U.S. stock indexes collectively closed down. The Dow fell 0.09%, the Nasdaq fell 1.88%, and the S&P 500 fell 1.1%. Popular technology stocks generally fell, and the storage and semiconductor sectors fell one after another. The Philadelphia Semiconductor Index closed down 4.3%. The chip stock index fell for six consecutive days, setting a record for the longest decline since May 2025. 14. The settlement price of WTI crude oil futures was US$95.09/barrel, an increase of 95 cents, or 1.01%. Brent crude oil futures settled at $106.06 per barrel, up 37 cents, or 0.35%. 15. COMEX gold futures closed down 1.2% at US$4,127.3 per ounce; COMEX silver futures fell by 6.26% at US$55.8 per ounce.