A · Important
[Overnight global news you need to know on Tuesday: Apple’s fourth-quarter revenue growth slowed; Trump said he would not attack Iran after the midterm elections; international oil prices hit the biggest drop in three months]
global news
1. Apple’s revenue in the fourth fiscal quarter was US$114.48 billion, a year-on-year increase of 12%. It is estimated to be US$113.47 billion, but this growth rate was lower than the 16% in the June quarter. Among them, Greater China revenue was US$17.54 billion, a year-on-year increase of 21%, and an estimated US$18.75 billion. Apple shares fell 1% after hours.
2. Trump said he would not launch an attack on Iran after the midterm elections.
3. Iranian President Pezeshizyan said that the government is trying to solve the problem through dialogue, and Iran’s supreme leader has also given the government certain powers. On the U.S. side, Trump said Iran wants to reach a deal and it could happen. U.S. Vice President Vance also said he felt good about the prospects of the Iran deal. However, there is also news that there is no new progress in the exchange of information between Iran and the United States.
4. Palantir expects full-year revenue of US$8.53 billion, compared with the previous forecast of US$8.15 billion to US$8.16 billion, and the market estimate of US$8.2 billion; adjusted operating profit is expected to be US$5.25 billion, compared with the previous forecast of US$4.89 billion to US$4.90 billion, and the market estimate of US$4.79 billion.
5. The U.S. Treasury Department raised its bond issuance financing forecast from July to September to $739 billion.
6. Kevin Hassett, director of the U.S. National Economic Council, said that AI is a "very well-funded ecosystem" and there is no risk of a "full sell-off" in the industry.
7. The British government announced a comprehensive reform plan for the immigration system, extending the standard length of residence for most legal immigrants to apply for permanent residence from the current 5 years to 10 years. Some immigrants may face a longer waiting period.
8. The latest documents submitted by Anthropic to the US SEC show that in the third quarter of 2026, the company achieved revenue of US$16.956 billion, an increase of 1127% from US$1.382 billion in the same period last year; computing and infrastructure expenses increased by 382% year-on-year to approximately US$9.9 billion, accounting for 58% of revenue.
global market
1. The three major U.S. stock indexes fell back after rising high. As of the close, the Nasdaq fell 1.07%, the Dow Jones Industrial Average rose 0.41%, and the S&P 500 Index fell 0.5%. Chip stocks generally fell. The Philadelphia Semiconductor Index fell by 3.37%, Cerebras fell by 11.7%, Intel fell by nearly 9%, Western Digital, AMD, Seagate Technology fell by more than 7%, and SanDisk fell by more than 6%.
2. International oil prices fell the most in three months after the United States and Iran both expressed their openness to negotiations. WTI for December delivery fell 7.4%, with a settlement price of US$96.46 per barrel; Brent for January delivery fell 7.6%, with a settlement price of US$104.77 per barrel.
3. International precious metals strengthened, with spot gold prices rising 1.83% to US$3,947.81 per ounce; spot silver prices rising by 3.12% to US$50.62 per ounce.
4. Livermore’s leading Chinese concept stock index closed up 1.15%. Among the constituent stocks, Bilibili rose by more than 6%, and Tencent Music, Xiaopeng, and Bawangchaji rose by more than 5%.
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