A[Overnight global news you need to know on Wednesday: Many Federal Reserve officials called for continued interest rate increases, the United States announced the release of strategic oil reserves, Trump signed an AI document, and most European and American stock markets fell]
1. Fed Barr said that it may be necessary to continue to raise interest rates; policies need to be recalibrated. The basic situation is that further policy adjustments may be needed.
2. Fed Williams said that if the economy meets expectations, it may raise interest rates again this year. He also said that after raising interest rates in September, "there is no need to rush into action."
3. Fed Musallem said that even after the latest interest rate hike, monetary policy is still slightly loose.
4. Federal Reserve Goolsby said that the United States is playing with fire by remaining above its inflation target for five and a half years.
5. Traders have reduced their bets on the Federal Reserve raising interest rates in October. The market currently believes that the probability of the Federal Reserve raising interest rates in October is about 50%, which is lower than the previous expectation of about 70%.
6. Demarco of the European Central Bank said that the recent rise in long-term bond yields is quite worrying and he does not rule out the possibility of raising interest rates in October.
7. The United States announced that it will provide up to 40 million barrels of crude oil from the Strategic Petroleum Reserve to increase market supply.
8. Sources said that the White House has urged the European Union to use emergency diesel stocks to reduce global diesel prices.
9. Many representatives said that OPEC+ may stick to its oil production quota plan.
10. Trump will announce a $54 billion Alaska LNG plan.
11. Trump said that he has signed an artificial intelligence document and is considering establishing a 10-member committee to oversee artificial intelligence.
12. The U.S. import ban on nearly $1 billion in Canadian goods officially came into effect on September 29, local time.
13. U.S. Treasury yields continued to surge during the session on Tuesday. The 30-year Treasury bond yield rose to 5.6%, continuing to hit a new high since 2002. Barclays predicts that the U.S. 30-year Treasury bond yield may rise to 6%, and Wells Fargo predicts that the U.S. 10-year Treasury bond yield will reach 5.25%-5.75% by the end of 2027.
14. Deutsche Bank said that Muse has opened up the entrance to AI consumption, and its revenue in 2030 may exceed US$36 billion.
15. OpenAI launched the all-weather autonomous agent Dots and the GPT-6.1 Sol model, and will launch the GPT‑6.1 Sol ultra-fast version in the next few days. OpenAI reportedly plans to raise $30 billion at a valuation of $1.4 trillion. CEO Altman said there is no IPO timetable.
16. Tesla signed a US$30 billion financing arrangement, including revolving credit and delayed withdrawal loans.
17. Paramount Tianwu’s high-rated bond issuance received US$109 billion in subscription demand.
18. It is reported that Apple will launch Apple Pay in India.
19. Meta announced the launch of Muse, an AI agent for small businesses, which can currently be connected to multiple enterprise tools such as Canva, Dropbox, Figma, Notion, and Zoom.
20. NVIDIA is negotiating with insurance companies to discuss how to share the risks associated with its AI chip loan business.
21. KKR has reached an agreement to acquire a majority stake in Cisternina Logistics, an Indian liquid warehousing and logistics company.
22. AT&T and Corning signed a multi-year fiber optic supply agreement worth more than $3 billion. AT&T has pledged to invest more than $250 billion in U.S. connectivity over the next five years.
23. Samsung Electronics plans to start mass production of the third-generation 2nm process in 2028, and launch mass production of the 1.4nm process in 2029.
24. All three major U.S. stock indexes closed slightly lower, with the Dow Jones Industrial Average falling 0.26%, the S&P 500 Index falling 0.17%, and the Nasdaq Composite Index falling 0.09%. Apple fell 2.66%. New CEO Ternus is pushing the company to carry out comprehensive reforms. Most major European stock indexes closed lower, with Germany's DAX30 index falling 0.06%.
25. The settlement price of international crude oil futures closed sharply. WTI crude oil futures November contract fell 3.48%, Brent crude oil futures November contract fell 2.56%.
26. COMEX gold futures rose 1.12% to US$4,215 per ounce; COMEX silver futures rose 0.21% to US$61.84 per ounce. A[Overnight global news you need to know on Thursday: The Federal Reserve is expected to raise interest rates in October, European and American stock markets fell across the board, the United Nations Security Council held a meeting on artificial intelligence, and TSMC will increase wafer foundry prices by 3% to 6%]
1. After the release of US PMI data, the market expects the probability that the Federal Reserve will raise interest rates by at least 25 basis points at the October meeting to rise to about 75%, from about 53% before the data was released.
2. The United Nations Security Council held a meeting on artificial intelligence, and Altman and many other well-known entrepreneurs made AI-related remarks.
3. Supply chain sources revealed that TSMC has determined to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%.
4. Federal Reserve Governor Barr said that inflation has not moved clearly towards the 2% target in a timely manner.
5. The U.S. Treasury Department will buy back up to $6 billion of long-term bonds on Thursday.
6. According to reports, U.S. regulatory agencies plan to speed up the approval process for new e-cigarette products.
7. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, stated that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will be conducted.
8. Iranian President Pezhechiyan said that what Iran needs is nuclear energy, not nuclear weapons.
9. A spokesman for the Iranian Ministry of Foreign Affairs stated that Iran clarified the conditions for resuming diplomacy during a two-hour process with the United States.
10. The Israeli Knesset approved an additional defense budget of nearly NIS 15 billion.
11. The Indian government lowers import tariffs on palm oil, soybean oil, and sunflower oil.
12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%.
13. COMEX gold futures fell 1.23% to US$4,322.7 per ounce; COMEX silver futures fell 2.4% to US$64.93 per ounce.
14. The international crude oil futures settlement price closed higher. WTI原油期货11月合约涨1.81%，布伦特原油期货11月合约涨3.86%。
15. Microsoft plans to invest US$400 million in submarine and land connectivity in the Middle East by 2030.
16. 1789 Capital, owned by U.S. President Trump’s son Trump JR., is negotiating to raise US$3 billion.
17. Google launches Gemini 3.8 Flash TTS audio model.
18. Qualcomm said it would acquire robotics software company Picknik.
19. Anthropic established a life science research laboratory.
20. Paramount is said to be considering bringing in Musk and other wealthy individuals for investment.
21. Glencore has cooperated with the US Export-Import Bank to establish a strategic mineral reserve fund, and the US Export-Import Bank has promised to provide US$500 million in funding.
22. Myseum AI will apply to tokenize common stocks listed on Nasdaq. 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)
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