A · Important
[Overview of U.S. stock market pre-market news: Meta seeks up to $95 billion in equity financing to support AI spending; Apple increases iPhone Duo orders by 30%; Samsung and SK Hynix plan to mass produce and deliver HBM4 to Nvidia in Q2 next year] October 26th, 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 collectively rose. Dow Jones futures rose 0.46%, S&P 500 futures rose 0.42%, and Nasdaq 100 futures rose 0.73%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 2.22% to US$100.973/barrel; Brent crude oil futures prices fell 1.57% to US$109.949/barrel.
3. International gold and silver spot prices rose slightly. Spot gold prices rose 0.58% to US$4,020.86 per ounce; spot silver prices rose 0.54% to US$54.20 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.48%, France's CAC40 index rose 0.86%, and Germany's DAX30 index rose 0.93%.
5. Musk issued a statement stating that SpaceX has completed US$40 billion in debt financing, which will mainly be used to purchase Nvidia GPUs. Related equipment is expected to be delivered in the first and second quarters of 2027.
6. Meta plans to raise US$35 billion and launch a US$60 billion stock issuance plan to increase investment in AI infrastructure. Nvidia, AMD and Broadcom have expressed their intention to collectively subscribe for up to $5 billion in Class A common stock.
7. Apple is reported to have increased orders for the foldable iPhone Duo by 30% to meet market demand. Full-year shipments are expected to rise to 8 million to 10 million units.
8. Apple is testing its first large-screen foldable iPad, with a screen size up to 20 inches. It is expected to be launched in 2028. Shipments in the first year of launch are expected to be in the range of 500,000 to 1 million units.
9. Samsung Electronics and SK Hynix have set the mass production and shipment time of the 8-layer HBM4 for Nvidia around the second quarter of next year.
10. Anthropic will release the S-1 document at 9 a.m. Eastern Time (21:00 Beijing time) that day. Its IPO plan is still progressing on schedule, and the listing date may be November 19 or 20.
11. The UK will invest 100 million pounds to establish a national AI biosecurity laboratory, jointly supported by OpenAI, Anthropic and Google DeepMind, aiming to use AI to identify and monitor emerging biosecurity threats.
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