[Overnight global news you need to know on Wednesday: NVIDIA has fallen by more than 9% in the past two days; Anthropic has entered the Office market; US AI computing power futures approval has been delayed] global news 1. CoreWeave’s revenue in the third fiscal quarter was US$3.66 billion, compared with market estimates of US$3.56 billion; full-year revenue is expected to be US$13 billion to US$13.3 billion, compared with US$12 billion to US$13 billion previously expected. 2. Dallas Fed President Logan said she still believes at least two 25 basis point interest rate hikes are needed, but the pace may need to be faster than the Fed's actions this fall. 3. Federal Reserve official Bowman believes that there is a risk of a sharp correction in U.S. stock valuations, and attention should be paid to the financial stability risks that may arise from disappointing returns on artificial intelligence. 4. OpenAI informed investors on Tuesday that its third-quarter revenue jumped to $10 billion. 5. Anthropic has launched a series of tools to further integrate artificial intelligence (AI) into daily office work and compete more directly with Microsoft and Google. 6. John Thune was re-elected as the Republican leader of the U.S. Senate. Jim Jordan was elected as the Republican leader of the next U.S. House of Representatives. 7. The U.S. Commodity Futures Trading Commission is said to have delayed approval of AI computing power futures trading. 8. Nscale is considering delaying its $35 billion IPO plan after artificial intelligence stocks suffered a sell-off. 9. Goldman Sachs analysts said that Anthropic’s revenue is expected to reach $685 billion by 2030. 10. In view of the fact that the market has fully priced in the possibility of the Federal Reserve raising interest rates by 25 basis points next month after the release of U.S. CPI data in October, Citi strategists have taken profits from previously recommended transactions for a December interest rate hike. They believe that the Federal Reserve is unlikely to implement a 50 basis point interest rate hike. 11. EIA estimates: The average WTI price in 2026 is expected to be 88.29 US dollars/barrel, compared with the previous forecast of 88.21 US dollars/barrel; in 2027, it is expected to be 80.54 US dollars/barrel, with the previous value of 79.74 U.S. dollars/barrel; the average Brent price in 2026 is expected to be 97.44 U.S. dollars/barrel, compared with the previous forecast of 96.32 U.S. dollars/barrel; in 2027, it is expected to be 85.78 U.S. dollars/barrel, compared with the previous value of 83.74 U.S. dollars/barrel. 12. Ukrainian President Zelensky posted on social media that the first day of the trilateral talks held by the delegations of Ukraine, the United States and Russia in Abu Dhabi, United Arab Emirates, was constructive and the consultation content was substantial. 13. IBM will stop providing immigrant visa sponsorship for positions in its largest business unit. global market 1. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 0.74%, the Dow Jones Industrial Average falling 0.3%, and the S&P 500 Index falling 0.38%. The trend of chip stocks was divided. Nvidia fell by more than 5% and has fallen by more than 9% in the past two trading days; the Philadelphia Semiconductor Index fell by 0.35%, Intel and ARM fell by more than 2%; Broadcom rose by nearly 4%, NXP and TSMC rose by more than 2%, AMD and Qualcomm rose by more than 1%; the storage sector was weak, Hynix fell by more than 3%, and SanDisk fell by 2.99%. 2. Due to higher-than-expected inflation and warnings from Federal Reserve officials that they may increase interest rate hikes, the U.S. bond market suffered one of the most severe sell-offs since April 2025. On Tuesday, the yield on the 2-year U.S. Treasury note, which is more sensitive to changes in Federal Reserve policy than long-term bonds, surged 21 basis points to 4.77%. It is set to record the largest one-day rise since Trump's reciprocal tariff measures triggered a tremor in global markets. 3. The market is betting that the situation in Iran will further cool down, and international oil prices will continue their decline. WTI for December delivery fell 0.9%, settling at $86.04 a barrel; Brent for January delivery fell 1.2%, settling at $91.49 a barrel. 4. Betting on interest rate hikes by the Federal Reserve heated up, and international precious metals weakened. The spot gold price fell 2.59% to US$4,033.57 per ounce; the spot silver price fell by 3.50% to US$51.54 per ounce. 5. Livermore’s leading index of Chinese concept stocks closed down 0.39%. Among the constituent stocks, Futu Holdings fell by more than 5%, Weilai and iQiyi fell by more than 3%, and Alibaba fell by more than 2%.