A · Important
[Overview of US stock market pre-market news: Anthropic is reported to have become SpaceX’s largest customer; Intel expects server CPU shipments to grow by more than 30% annually; Binance is suspected of being the largest hacker theft in history] October 30th, investors need to focus on the following financial news from the US stock market:
1. The performance of the three major U.S. stock index futures is divergent. Dow Jones futures rose 0.01%, S&P 500 futures fell 1.06%, and Nasdaq 100 futures fell 2.58%.
2. International oil prices are rising collectively. WTI crude oil futures prices rose 2.11% to US$104.153/barrel; Brent crude oil futures prices rose 2.28% to US$113.325/barrel.
3. International gold and silver spot prices fell collectively. Spot gold prices fell 1.46% to US$3,962.61 per ounce; spot silver prices fell by 3.93% to US$50.09 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.25%, France's CAC40 index fell 0.17%, and Germany's DAX30 index fell 0.69%.
5. People familiar with the matter revealed that Anthropic has become SpaceX’s largest customer, contributing more than one-third of revenue in the third quarter. Musk is gradually transforming SpaceX’s AI business into leasing computing power to customers such as Anthropic and Google.
6. Intel stated that server CPUs are in short supply and shipments are expected to grow by more than 30% in both 2026 and 2027.
7. Amazon predicts that its cloud business AWS will maintain a growth rate of more than 40% in 2027-2028, hitting a trillion-dollar revenue scale within 5-10 years.
8. Goldman Sachs believes that SanDisk’s positive prospects not only come from the current tight supply and demand of NAND, but are also supported by the expansion of data center business and long-term supply agreements. Maintain SanDisk's "buy" rating.
9. The Binance hot wallet of the world's largest cryptocurrency exchange is suspected to have been hacked. It has been verified that the total amount of frozen assets has exceeded US$3 billion, causing a sharp decline in the price of digital tokens. Data shows that the attack caused a total loss of approximately US$5.3 billion in assets.
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