[Overnight global news you need to know on Thursday: Nvidia gave an optimistic outlook for fiscal year 2028, rising more than 5% after the market; Apple’s first foldable screen iPhone is scheduled for September 9; U.S. stocks closed slightly lower] global news 1. Nvidia’s Q2 revenue in fiscal year 2027 is US$96.2 billion, a year-on-year increase of 106%; Q2 adjusted earnings per share are US$2.22, a year-on-year increase of 120%; Q3 revenue is expected to be US$108 billion, ±2%, and the market estimate is US$105.15 billion. 2. In the earnings conference call, Nvidia gave optimistic sales expectations for fiscal year 2028, alleviating market concerns that the AI ​​spending boom is losing momentum. NVIDIA's chief financial officer said revenue in fiscal 2028 will grow by about 70%, compared with the market's previous estimate of 45%. Nvidia shares rose more than 5% after the bell. 3. Apple is scheduled to hold a new product launch conference on September 9. This September conference is particularly critical for Apple because the company will launch its first foldable screen iPhone. 4. HP fell more than 10% after the bell. The company expects adjusted earnings per share in the fourth fiscal quarter to be 69 cents to 79 cents, compared with the previous estimate of 67 cents. 5. Synopsys’ third-quarter revenue was US$2.48 billion, a year-on-year increase of 42%; fourth-quarter revenue is expected to be US$2.53 billion to US$2.58 billion, and the market estimate is US$2.55 billion. 6. CrowdStrike rose more than 9% after the bell. The company expects third-quarter revenue of 1.52 billion to 1.53 billion U.S. dollars, and the market estimate is 1.52 billion U.S. dollars. 7. Salesforce surged 11% after the bell. The company expects third-quarter revenue of US$11.42 billion to US$11.5 billion, while the market estimate is US$11.42 billion. 8. Eslami, Chairman of the Atomic Energy Organization of Iran, said that any inspection by the International Atomic Energy Agency of any nuclear facility subject to military attack must obtain legal approval from the Iranian Parliament and formulate corresponding regulations. 9. Investment company Kimmeridge Energy Management Co. said that due to rising opposition and the complexity of physical infrastructure construction itself, up to half of the data centers proposed in the United States are at risk of delay or cancellation. 10. A spokesperson for Qatar’s Ministry of Foreign Affairs stated that Qatar’s Prime Minister will meet with a number of Iranian officials in Tehran to discuss ways to ease tensions. 11. Research firm IDC predicts that Apple’s much-anticipated foldable screen iPhone will help the foldable screen smartphone market escape from decline and achieve shipments of more than 10 million units in its first year of launch. 12. It is reported that Kioxia will invest more than 1 trillion yen to build a new factory in Japan. 13. Anthropic agreed to spend $45 billion to lease AI computing power from Nscale’s main data center project in West Virginia. 14. Meta said it agreed to pay up to about $18 billion to settle landmark cases with multiple U.S. states to resolve allegations that the company intentionally designed Facebook and Instagram to induce compulsive usage habits in young users. global market 1. International oil prices fell slightly. October Brent crude oil futures fell 0.8% to close at US$87.84 per barrel; October WTI crude oil fell by 0.1% to close at US$82.23 per barrel. 2. International precious metals fell, with spot gold prices falling 1.38% to US$4,594.49 per ounce; spot silver prices falling by 0.79% to US$68.10 per ounce. 3. The three major U.S. stock indexes closed slightly lower, with the Dow Jones Industrial Average falling 0.21%, the Nasdaq Composite Index falling 0.08%, and the S&P 500 Index falling 0.02%. The "Seven Giants of Technology" had mixed gains and losses. Nvidia fell 1.59%, Apple rose 1.15%, Meta Platforms rose 1.07%, Microsoft rose 0.95%, Amazon fell 0.30%, Google fell 1.23%, and Tesla fell 1.26%. 4. Livermore’s leading index of Chinese concept stocks closed down 0.49%. Among the constituent stocks, Qifu Technology fell by 18.52%, Hesai fell by 6.58%, Century Internet fell by 4.43%, NetEase fell by 4.12%, and Xinye Technology fell by 3.66%.