A[A list of U.S. stock market pre-market news: Microsoft plans to issue U.S. dollar bonds to raise US$25 billion; Marvel Technology plans to acquire Lumentum; Apple releases its first touch-screen MacBook Pro] On October 29, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. Futures on the three major U.S. stock indexes fell collectively. Dow Jones futures fell 0.33%, S&P 500 futures fell 0.44%, and Nasdaq 100 futures fell 1.28%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 0.78% to US$101.979/barrel; Brent crude oil futures prices fell 0.90% to US$110.632/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 0.91% to US$4,030.21 per ounce; spot silver prices fell by 2.43% to US$52.63 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.43%, France's CAC40 index rose 0.63%, and Germany's DAX30 index rose 0.86%.
5. Microsoft launched 10 tranches of high-grade US dollar bonds, the first time since 2017. Microsoft plans to raise at least US$25 billion through this US dollar bond issuance.
6. Marvel Technology is in in-depth negotiations to acquire Lumentum, the leader in optical communications, and the two parties may announce a deal as soon as next week. This potential acquisition may promote Marvel Technology to expand its optical technology layout for AI infrastructure.
7. Eli Lilly rose more than 5% before the market opened. The company's third-quarter performance was higher than market expectations and it raised its full-year revenue outlook to US$91 billion-92 billion.
8. Apple officially released a new generation of MacBook Pro, introducing touch functionality to the Mac product line for the first time and equipped with a new ProLED XDR display. The 14-inch version of the M5 Pro starts at $2,899.
9. Amazon has increased its focus on smart homes and released five new products with Alexa AI assistant as the core. Among them, the 16-inch smart screen Echo Show 16 starts at $499.99, which is head-to-head with Apple’s $299 HomeView.
10. Kalshi, an event prediction platform, completed US$1 billion in Series G financing, with a post-money valuation of US$40 billion. B[NVIDIA launches AI factory operation and maintenance platform Minerva that can analyze billions of data points every hour] On October 22, NVIDIA launched Minerva, an AI operation and maintenance platform, which aims to detect faults in advance, improve GPU runtime and improve AI factory output efficiency by integrating infrastructure and AI workload telemetry data. The platform can analyze billions of data points every hour, identify anomalies, predict potential failures, and consolidate associated alarms into actionable troubleshooting items. Minerva is also equipped with a native AI assistant that can query cluster health status and provide repair suggestions through natural language. Nvidia said that IREN is already using the platform, and Aolani, Bitdeer AI, IBM, Jio, Lambda, Quake AI and Tesla plan to deploy it; Dell, Lenovo and Supermicro will also incorporate Minerva into their respective AI factory operation and maintenance product portfolios. B[Geely Holding Group and Google reach global strategic cooperation] On October 16th, Geely Holding Group announced today that it has reached a global strategic cooperation with Google. The two parties will jointly build a digital cockpit ecosystem for eligible brand models of Geely Holding in overseas markets covered by Google services. The first model equipped with related services is planned to be launched in the second half of 2027. The specific implementation progress will depend on product research and development, regulatory compliance and market preparation. According to the cooperation agreement, overseas models included in the cooperation scope will be equipped with officially certified Google Automotive Services, covering Google AI Assistant Gemini, Google Maps, Google Car App Store, etc. The entire system can provide multi-modal intelligent voice large models, global intelligent navigation, massive in-vehicle applications, smooth cross-device interconnection and other functions, comprehensively improving user travel experience while ensuring driving safety. B[CITIC Construction Investment: Meta Muse accelerates the commercialization of intelligent agents, and the Computing Conference strengthens the full-stack AI layout] On September 29, CITIC Construction Investment’s research report pointed out that Meta Muse and the Computing Conference jointly strengthened the logic of AI application implementation to drive computing power demand. Meta launched Muse, a personal AI assistant that supports email, travel reservations and transaction execution. It was downloaded 2.8 million times in the first 12 days after it was launched. Meta also promoted integration with the Shopify payment ecosystem to promote the commercialization of consumer-grade intelligence. At the Yunqi Conference, Alibaba revealed that Qwen 4 is being trained, and the subsequent model is planned to evolve to 5 trillion-10 trillion parameters; it released the Zhenwu V900 chip, proposed a goal of global data center capacity exceeding 20GW in 2032, and promoted the implementation of enterprise intelligence through Qianwen Office. We believe that the upgrade of AI from dialogue to task execution is expected to continue to increase the demand for inference, tool invocation and cloud resources, focusing on high-speed optical modules, switches, servers, liquid cooling and power supplies. A[Overview of U.S. stock market pre-market news: NVIDIA increases stock repurchase authorization by US$150 billion; NVIDIA launches a two-layer AI security system to prevent robots from losing control; TSMC’s 2nm chip monthly production capacity may reach an unexpected 120,000 pieces by the end of the year] September 28th, investors need to focus on the following financial news from the U.S. stock market:
1. Futures on the three major U.S. stock indexes fell collectively. Dow Jones futures fell 0.50%, S&P 500 futures fell 0.39%, and Nasdaq 100 futures fell 0.67%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 3.02% to US$95.202/barrel; Brent crude oil futures prices rose 2.48% to US$99.857/barrel.
3. International gold and silver spot prices both plummeted. Spot gold prices fell 3.13% to US$4,151.09 per ounce; spot silver prices fell by 4.59% to US$61.35 per ounce.
4. The three major European stock indexes rose moderately. Britain's FTSE 100 index rose 0.46%, France's CAC40 index rose 0.49%, and Germany's DAX30 index rose 0.18%.
5. Nvidia’s board of directors approved an increase in the stock repurchase plan by US$150 billion, bringing the total to US$235 billion. The repurchase plan is expected to be implemented before fiscal year 2028.
6. NVIDIA provides double-layer security protection for AI agents through two open source software tools, OpenShell and Nvidia Sentry. OpenShell can run on the NVIDIA Vera CPU to limit the access rights of AI agents in real time; Nvidia Sentry can monitor the behavior of the agents and isolate them when abnormalities are found, which can be completed within a few milliseconds at the fastest.
7. Nvidia CEO Huang Jen-Hsun will meet again with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won in New York on the 28th local time. HBM is the topic of greatest concern to the industry at this meeting.
8. Qualcomm is developing semiconductor chips for wearable devices, including smart glasses, augmented reality/extended reality (AR/XR) devices, smart watches, etc. Key products include Snapdragon AR and XR.
9. Samsung Electro-Mechanics announced an investment of 4.27 trillion won to expand packaging substrate production facilities to expand packaging substrate production capacity. The project is located in Sejong Factory, South Korea.
10. As major customers such as Apple, Nvidia, and AMD have increased orders by 10% to 20%, TSMC is accelerating the expansion of its 2nm production capacity. It is reported that monthly production may reach 120,000 pieces by the end of the year, higher than the previous market estimate of 90,000 to 100,000 pieces.
11. OpenAI is reported to be stepping up preparations and will soon launch a resident AI assistant named "o" to compete head-on with Meta Muse. A[A list of U.S. stock market pre-market news: The 30-year U.S. bond yield hit a new high since 2004; Micron is investigated by the ITC; Google is about to release its flagship AI model Gemini 4] On September 24, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. All three major U.S. stock index futures fell across the board. Dow Jones futures fell 0.32%, S&P 500 futures fell 0.59%, and Nasdaq 100 futures fell 1.07%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 1.95% to US$93.961/barrel; Brent crude oil futures prices rose 1.91% to US$99.994/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 0.43% to US$4,268.67 per ounce; spot silver prices fell by 1.37% to US$63.54 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.12%, France's CAC40 index fell 0.20%, and Germany's DAX30 index fell 0.21%.
5. The yield on the 30-year U.S. Treasury bond rose to 5.435%, a new high since 2004; the yield on the 10-year Treasury bond rose to 5.14%, the highest level since 2007.
6. Williams, the "third leader" of the Federal Reserve and President of the New York Fed, said that inflation needs to be brought back to the target level in a timely manner, and it is reasonable to raise interest rates again before the end of this year.
7. The U.S. International Trade Commission (ITC) officially launched a Section 337 investigation into dynamic random access memory (DRAM) equipment and its downstream products and components (III). Micron Technology and others are listed as defendants.
8. Qualcomm announced the renewal of its global patent licensing agreement with Apple, effective April 1, 2027.
9. The head of Google’s DeepMind department said that Google will soon release its latest flagship model Gemini 4. Gemini 4 is in the early stages of its "post-training" development phase and is expected to be released "well before" the end of this year.
10. A user discovered the undisclosed design of the third-generation Optimus humanoid robot by unlocking the Tesla Android application package. The pictures show that the third-generation Optimus robot seems to be designed for factory assembly lines rather than laboratories.
11. Corning Incorporated announced that it will expand Polarcor™ glass polarizer production capacity to meet the growing demand for AI data centers and computing applications.
12. Meta released the handheld AI device Muse Charm, which is equipped with an approximately 2-inch OLED touch screen and a 5G modem. It is equipped with a new operating system specially designed for the Muse AI assistant. It is expected to be launched before December.
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