A[Overview of U.S. stock market pre-market news: U.S. stock index futures and European stocks collectively rose, Musk’s net worth returned to one trillion U.S. dollars, and OpenAI took new preventive measures after its agent accessed Australian data without authorization] October 6th, the financial news of the U.S. stock market that investors need to focus on is as follows:
1. Futures on the three major U.S. stock indexes rose collectively. So far, Dow Jones Index futures are up 0.71%, S&P 500 Index futures are up 0.50%, and Nasdaq 100 Index futures are up 0.63%.
2. The major European stock indexes rose collectively. So far, the UK's FTSE 100 index has risen by 0.37%, the French CAC40 index has risen by 0.57%, the German DAX30 index has risen by 0.73%, and the FTSE Italian MIB index has risen by 0.78%.
3. International crude oil futures fell sharply during the session. As of now, the price of WTI crude oil futures has fallen by 2.66% to US$87.048/barrel; the price of Brent crude oil futures has fallen by 2.75% to US$97.557/barrel.
3. The wealth of the world's richest man, Elon Musk, increased by US$65 billion on Monday, and his net worth exceeded one trillion US dollars again after three months.
4. Google and Constellation reached an 890-megawatt nuclear power capacity agreement.
5. AMD CEO said that the supply of memory chips is still tight and the demand in the next few years will be very high.
6. Seagate and Toshiba are reported to be bidding for TDK's hard disk head business, and the transaction amount may reach billions of dollars.
7. According to people familiar with the matter, DayOne Data Center, which is backed by SoftBank, plans to raise up to US$5 billion in a US IPO and plans to list ADS on Nasdaq by the end of this year at the latest.
8. OpenAI Chief Strategy Officer Jason Quan said in Sydney on the 6th that after an OpenAI agent accessed the Australian National Health Insurance System data portal without authorization, his company has adopted new preventive monitoring measures and has learned lessons from the incident.
9. Samsung Electro-Mechanics received nearly 290 billion won in AI server MLCC orders.
10. Goldman Sachs raised TSMC’s 12-month target price from NT$3,100 to NT$3,300, indicating an upside potential of approximately 28%.
11. The Saudi Energy Minister said that the oil currently transported through the East-West Pipeline has reached 5.8 million barrels.
12. The Defense Minister said that he has instructed the military to increase their alertness to deal with possible attacks.
13. The Russian Ministry of Defense stated that it has continued to attack Ukraine’s logistics centers and port facilities.
14. ECB Governing Council member Rehn said that the ECB will not pre-commit to any specific interest rate path.
15. South Korea’s Ministry of Science, Technology, Information and Communications stated that South Korea plans to launch a US$3.5 billion cutting-edge AI model development project next year.
16. On October 6, local time, the Royal Swedish Academy of Sciences decided to award the 2026 Nobel Prize in Physics to Francis Halzen. B[SpaceX and Tesla stock prices rebound, Musk’s net worth returns to one trillion U.S. dollars] On October 6, the world’s richest man, Elon Musk,’s net worth exceeded one trillion U.S. dollars again after three months. Musk's wealth rose by $65 billion on Monday to $1.04 trillion, according to the Bloomberg Billionaires Index, helped by a rebound in the value of his SpaceX and Tesla shares. Since October, SpaceX’s stock price has risen 13% and Tesla’s stock price has risen 6.7%. SpaceX's stock price soared after its IPO in June, making Musk the world's first trillionaire, but he soon lost that title as investors worried that the company was overvalued and its stock price subsequently fell. As of late July, Musk's wealth has shrunk by more than $600 billion from its peak, a decline greater than the entire net worth of anyone on Bloomberg's list of the world's 500 richest people except himself. The latest round of wealth growth stems from the market's renewed optimism about SpaceX and Tesla. Morgan Stanley analysts said on Monday that SpaceX is one of the investment targets that can capture the huge growth potential in space and artificial intelligence at a lower cost. Shares of the company, which spans space, artificial intelligence and social media businesses, have rebounded 58% from their August lows. In addition, Tesla's third-quarter sales reported last week also came in better than expected. According to the Bloomberg Billionaires Index, Musk's shares in SpaceX and Tesla collectively account for more than 98% of his net worth. B[Trump wants to change the name of "artificial intelligence": nearly 170,000 people voted for "Superior Intelligence" (SI) leading the vote] On September 20, US President Trump launched a vote to change the name on social media. He pointed out that many people think that the term "artificial intelligence" is inaccurate and the expression is very blunt. A more elegant and accurate name for this new phenomenon could be Superior Intelligence, Extreme Intelligence, or Supreme Intelligence. Trump called on everyone to vote to choose a new name that best fits "this evolving 'revolution.'"
So far, more than 170,000 people have voted, and the "new name" currently leading the vote is "Superior Intelligence" ("SI"), with a vote rate of 40.6%. A few hours later, Elon Musk responded to this post. He did not simply answer multiple-choice questions, but said: "It will be so smart that we can't understand it." (Guoshi Express) B[Yuyuan Tantian: The user privacy agreement has been revised 13 times in 3 years, and Anthropic handed over global user data to US intelligence agencies] Silicon Valley in the United States is setting off a fierce debate around the speed and security of AI development. On September 12, Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and xAI founder Elon Musk reached a rare public consensus late at night in the United States that AI development needs to slow down. Although Altman only responded to one of Amodei's suggestions - embedding third-party evaluators; Musk only said "Dario is right" in this regard, this topic has quickly divided Silicon Valley into two camps recently.
On the other side, Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg and others have made it clear that companies should "run as fast as possible" and can stop on their own if they feel it is unsafe. There is no need to "press the brakes" uniformly.
On the surface, this debate is a battle over technical lines, but in reality the dispute is over who has the right to define AI safety standards. Paradoxically, Amodei, who claims AI is safe, actually behaves contrary to this.
On September 14, foreign media revealed that many American companies such as NVIDIA have begun to restrict or stop using Anthropic’s cutting-edge models.
American companies began to no longer use large American models. One of the triggers was Anthropic's unilateral modification of the data retention agreement: it is mandatory to retain user interaction data for 30 days for security review, and users have no right to refuse.
This is not the first time it has revised its user data agreement.
Master Tan sorted out the 13 version revisions since Anthropic released the first version of the "Privacy Policy" in 2023, and compared it with the privacy information management system standard ISO/IEC 27701, and found that Anthropic users' privacy data security risks are getting higher and higher.
Most mainstream AI companies at home and abroad have stated in their privacy policies that they will cooperate with law enforcement agencies’ data retrieval requirements in accordance with the law. But what is different about Anthropic is that, in addition, its privacy policy stipulates that as long as it feels necessary, it can share user data with US intelligence agencies without going through legal procedures. The judgment and standards are completely defined by the enterprise.
Why does Anthropic do this? Analyzing the content and timing of each privacy policy modification, we can find three steps for Anthropic to become an "intelligence center."
First, transfer overseas user data to the United States.
Starting from May 2024, Anthropic mentioned in five versions of its privacy policy that relevant data of users in Canada, Brazil, South Korea, the European Union and other places will be transferred to the United States in accordance with the terms by registering subsidiaries or supplementary regulations. The current policy for Canadian users even states that U.S. data protection standards may be looser. This means that as soon as the user's data reaches the United States, it is no longer protected by the standards of the country where the user is located.
Second, expand the sources of user data.
Between June 2024 and September 2025 alone, the number of user data sources available to Anthropic increased from 3 to 6, including user conversations, self-generated data, and user identity data newly added this year. These data can be recovered and used to train Anthropic's large model. The larger the amount of data and the more types, the stronger the ability of the trained large model may be. To this end, Anthropic also simultaneously revised the regulations related to large model training - from not being used by default in 2024 to being used by default in September 2025. Even if the user refuses to provide data, Anthropic may flag it on the grounds of "security" and still use it for large model training.
Third, provide intelligence to U.S. intelligence agencies in exchange for benefits.
On February 23, 2026, Anthropic released a report saying that it found that Chinese companies were involved in so-called "distillation" activities, and stated in the report that it "is sharing technical indicators with relevant intelligence agencies." Since then, Anthropic has continued to provide additional relevant intelligence: On June 10, 2026, it submitted a letter to the U.S. Senate, stating that by analyzing 28.8 million user conversation data and 25,000 user accounts, it had obtained new information on Chinese companies’ participation in so-called “distillation” activities.
To become an intelligence center, it is not enough to have data, you also need people. In July 2026, Anthropic’s official website announced three “Threat Intelligence Manager” positions. Two of the positions give priority to the following conditions: Fluency in languages such as Mandarin or Russian, experience in conducting intelligence analysis in a government or military environment, and holding a "Top Secret Security Clearance" in the United States. They are respectively responsible for investigating whether there is public opinion manipulation or model "distillation" supported by foreign governments in user interaction data.
On September 10, an Anthropic threat intelligence report was released that was highly consistent with the responsibilities of the July recruitment position. It analyzed approximately 200 million alleged so-called "distilled" interaction data between users and Claude models.
On September 12, Anthropic CEO Amodei cited this report and proposed three plans to "slow down" the development of AI.
First, collect data from all over the world to define "threats", then recruit "our own people" to analyze the data, and then turn the company's security standards into American standards. When American standards are introduced to the world, the "AI development risks" mentioned by Amodei will naturally no longer exist.
At this time, looking back at the "technical consensus" reached by the three giants, it is essentially a problem of the US AI industry itself. What they want to slow down is the speed at which others are catching up; what they want to speed up is their own collection of data, mining of intelligence, and definition of rules and security. (Yuyuan Tantian) A[Overnight global news you need to know on Tuesday: Four major European telecommunications giants conspired to form a group to challenge Musk Starlink; LME copper futures hit a record high, and spot gold and silver fell]
1. Due to the Labor Day holiday in the United States, the U.S. stock market will be closed for one day. Dow Jones Index futures ended up down 0.62%, S&P 500 stock index futures fell 0.17%, and Nasdaq 100 stock index futures rose 0.13%.
2. Europe's four major mobile communication operators are currently in preliminary consultations and plan to form an alliance to bid for satellite spectrum and provide direct satellite-connected mobile phone services. The potential partnership would compete with Elon Musk’s Starlink in Europe.
3. U.S. President Trump has intensively published a series of posts containing AI-generated images on the media platform Truth Social, including claiming that he has earned hundreds of billions of dollars for the United States through stock and other asset positions.
4. U.S. President Donald Trump has threatened to ban the sale of aircraft produced by Bombardier.
5. The U.S. Central Command stated on September 7, local time, that as of that day, the U.S. military had asked 94 merchant ships to change course during its maritime blockade operation against Iran.
6. Iran announced a new missile. Iran claims that the ballistic missile named "Qasim Bashir" has a longer range and higher accuracy, and it symbolizes Iran's "shift from passive deterrence to active deterrence."
7. Finland announced on the 7th that it has completed the construction of the border fence system between Finland and Russia, and may further expand the scope of fence construction in the future.
8. The Houthi armed forces said that Saudi warplanes carried out air strikes in the Hazm area of Jawf Province in Yemen.
9. Türkiye plans to increase defense spending by 229% in the next three years.
10. The EU announced an investment of approximately 200 million euros to deepen cooperation with Greenland.
11. Spot gold fell 0.58% to US$4,404.30 per ounce; spot silver fell 0.06% to US$66.1710 per ounce.
12. Most international precious metal futures closed higher, with LME copper futures hitting a record high and finally closing up $94 at $14,510/ton; LME aluminum futures closed up $18 at $3,312/ton; LME zinc futures closed up $38 at $3,984/ton.
13. The major European stock indexes closed with mixed gains, with the UK's FTSE 100 index falling by 0.12%, France's CAC40 index rising by 0.35%, Germany's DAX30 index falling by 0.25%, and the FTSE Italy MIB index rising by 0.21%.
14. The U.S. dollar index fell on the 7th. The U.S. dollar index, which measures the U.S. dollar against six major currencies, fell 0.27% on the day and closed at 98.914 in late foreign exchange trading.
15. The Russian Ministry of Finance stated that as of September 1, the size of Russia’s National Wealth Fund was US$154.1 billion, accounting for 5.6% of the expected GDP in 2026.
16. Euronext’s stock derivatives trading volume decreased by 13.7% month-on-month and 5.6% year-on-year in August.
17. Australian Communications Minister Anika Wells said that Australia may pass a new law requiring Internet companies to allow users to turn off algorithm options.
18. Airbus delivered a total of 57 aircraft in August and received 67 new orders. From January to August this year, Airbus delivered a total of 475 aircraft.
19. Universal Music completed a 250 million euro stock buyback plan. A[The number of billionaires in the world reaches a new high, and the AI craze has spurred the growth of billionaire wealth] August 30th, according to a recent report on the US Fortune magazine website, the latest report of Altrata, a wealth intelligence company, shows that the number of billionaires in the world will reach 3,795 in 2025, setting a record high; the total wealth of billionaires increased by 12.8% year-on-year, reaching 15.1 trillion US dollars, also setting a new record. This number is close to a quarter of the total market value of the S&P 500 index constituent stocks in the United States. Among these billionaires, 29 have assets exceeding $50 billion, including Larry Page, Elon Musk and Jeff Bezos. Specifically, the AI investment boom is the main driving force for the growth of billionaire wealth. The net worth of many tycoons in the technology field has increased significantly with the expansion of corporate artificial intelligence business. Billionaires are most likely to allocate wealth in the two areas of sports and charity, with 201 people owning sports groups or investing in sports franchises. The report pointed out that investing in sports teams in professional events can not only demonstrate the scale of wealth, but also expand social circles through this channel. Investing in philanthropy has become one of the ways billionaires use their wealth and social influence to give back to society and promote innovation in certain areas. (CCTV Finance)
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