美股大逆转 10月1日晚间，尽管有美国政府"关门"的利空消息，美股三大指数盘前一度走低，但正式开盘之后，竟然发生了大逆转，低开高走，全部转涨！ 道指上涨，标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后，美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振，医疗保健板块上 涨，股市收窄跌幅，未再触及盘中低点。 花旗美国股票交易策略主管斯图尔特·凯泽认为，关门目前对股市的伤害并不显著。"要让它真正影响股市，关门必须持续一段时间，并且你需 要看到相当规模的裁员，或者债市出现某些状况以外溢到股市。" 美国政府关门正威胁着联储决策所需的关键经济数据出现"断档"。尽管劳工统计局（BLS）的非农就业数据很可能被推迟，交易员本周已获得 部分就业市场快照。周二公布的JOLTS职位空缺报告显示，对劳动力的需求正在放缓。 周三的ADP报告显示，9月美国企业就业意外下降，这与过去一个月的其他数据显示劳动力市场正在放缓相一致。相应地，交易员加码押注今年 还将再降息两次。开盘后公布的数据还显示，美国9月制造业活动连续第七个月萎缩——但市场对此反应不大。 不过，投资者仍担心政府关门会持续多长时间，以及联储将因此失去 ...

The relationship between the company and one of its top customers is getting notably more interesting.On reports that it has secured a new deal with a major company in the chip sector, Arm Holdings (ARM 6.28%) saw a leap in share price Wednesday. The U.K.-based semiconductor specialist's equity increased to close the day over 6% higher, crushing the 0.3% gain of the S&P 500 (^GSPC 0.34%) that trading session. Speculation about a new gigReuters published an article stating that leading mobile chip company Qu ...

Economic Indicators - US MBA mortgage applications fell by -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6% [1] - The September ISM manufacturing index rose +0.4 to a 7-month high of 49.1, exceeding expectations of 49.0 [6] - The September ADP employment change unexpectedly fell by -32,000, marking the largest decline in 2.5 years, while August was revised lower to -3,000 from +54,000 [5] Market Reactions - Stocks initially moved lower due to the US government shutdown, but later recovered, with the S&P 500 and Nasdaq 100 reaching new all-time highs [2][4] - The dollar index fell to a one-week low, while gold prices climbed to a record high amid risk-off sentiment [2] - Rising corporate earnings expectations are a bullish backdrop for stocks, with over 22% of S&P 500 companies providing guidance for Q3 earnings that are expected to beat analysts' expectations [8] Sector Performance - Pharmaceutical stocks rallied, with AstraZeneca closing up more than +9% and Eli Lilly up more than +8%, driven by hopes from Pfizer's deal with the US government [15] - Chipmakers and AI-infrastructure stocks also saw gains, with Super Micro Computer closing up more than +9% and Micron Technology up more than +8% [16] - Grocery retailers declined after Amazon announced a new private-label food brand, leading to Dollar Tree and Dollar General closing down more than -4% and -3% respectively [22] Upcoming Economic Data - Weekly initial unemployment claims are expected to increase by +7,000 to 225,000, and August factory orders are expected to rise by +1.4% month-over-month [9] - September nonfarm payrolls are anticipated to increase by +51,000, with the unemployment rate expected to remain unchanged at 4.3% [9]

Core Insights - Stargate is a $500 billion AI infrastructure initiative aimed at establishing U.S. dominance in AI, with a total data center capacity target of 10 gigawatts [1] - Major partners include OpenAI, SoftBank, Oracle, NVIDIA, CoreWeave, Samsung, SK Hynix, and ARM Holdings [1][3][5][7][8] Company Contributions - **OpenAI**: Responsible for planning, site selection, and overseeing deployment, with an immediate commitment of $100 billion [4] - **Oracle**: Will open three new data center sites in Texas and New Mexico to expand compute capacity [1][2] - **SoftBank**: Acts as the lead equity investor and financial backer for the Stargate project [3] - **NVIDIA**: Provides advanced processors, initially installing 100,000 chips in Norway, with potential for tenfold expansion [5] - **CoreWeave**: Contributes to the data center capacity, with a new deal worth up to $6.5 billion, raising total agreements to $22.4 billion [6] - **Samsung and SK Hynix**: Signed letters of intent to supply memory chips and plan to establish joint ventures for data centers in South Korea [7] - **ARM Holdings**: Serves as a technology partner, emphasizing its importance in the AI ecosystem [8] Capacity Development - The Stargate project aims to develop up to 4.5 gigawatts of additional U.S. data center capacity beyond the initial facility in Abilene, Texas [2] - Current planned capacity has reached nearly 7 gigawatts due to ongoing projects with CoreWeave and Oracle [6]

Core Viewpoint - Micron Technology's stock rose over 5%, reaching a new historical high, indicating strong market performance and investor confidence in the semiconductor sector [1] Company Performance - Micron Technology experienced a stock increase of more than 5%, continuing its trend of setting historical highs [1] - Applied Materials and Arm both saw stock increases of over 3%, reflecting positive market sentiment [1] - ASML and TSMC also reported stock gains exceeding 2%, contributing to the overall strength of the semiconductor industry [1] - NVIDIA's stock turned positive, indicating a recovery in its market performance [1]

Core Insights - Proactive is a financial news publisher that provides fast, accessible, and actionable business and finance news to a global investment audience [2][3] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's editorial team produces around 50,000 pieces of content annually, including real-time news, feature articles, and filmed interviews [1] Company Operations - Proactive operates across six offices on three continents, with a presence in key financial hubs such as London, New York, Toronto, Vancouver, Sydney, and Perth [2] - The company employs a combination of human expertise and technology to enhance content production and workflow efficiency [4][5] - Automation and software tools, including generative AI, are utilized, but all content is edited and authored by humans to maintain quality [5]

Volatility is back towards the lowest levels we have seen in 2025 with the VIX Index closing at 16.28 yesterday. When volatility is low, options become cheaper, so today we’re looking for stocks with a low IV Percentile which could be good candidates for a Long Straddle trade. More News from Barchart First, let’s find stock with a low IV Percentile using the Stock Screener and the following parameters: A screenshot of a computer AI-generated content may be incorrect. This gives us the following result ...

美国芯片制造商高通(QCOM.US)表示，特拉华州一家法院驳回了Arm Holdings(ARM.US)针对该芯片制 造商的最后一项法律诉讼，使这家美国公司在这场旷日持久的纠纷中取得了胜利。高通周二晚间在声明 中表示，地区法院裁定高通及其子公司Nuvia没有违反与Arm的许可协议。 高通总法律顾问Ann Chaplin在声明中表示："法院今日的裁决，标志着高通及其子公司Nuvia取得了全 面胜利。此次裁决是继高通于2024年12月在陪审团审判中胜诉之后做出的，是对高通有利的全面且最终 的判决。" 目前，两家公司正积极调整战略定位，以期从电脑到人工智能系统等各领域计算需求的激增中获益，因 为近年来推动这些公司增长的智能手机芯片市场已显现疲态。 由日本软银集团控股的Arm销售芯片设计，并提供一种被称为指令集的技术授权。高通是三星电子等手 机制造商的主要芯片供应商。这场纠纷至关重要，因为全球许多大型科技公司都获得了Arm架构的授 权，并将其应用于从电脑到汽车等各种产品中。 这两家长期商业伙伴在争夺计算半导体市场的过程中陷入了法律纠纷。去年12月，高通在一场诉讼中胜 诉，英国公司Arm的指控被驳回。当时法院认定，高通 ...

Arm Holdings said on Tuesday it planned to appeal a judge's ruling in a licensing dispute against Qualcomm that left the chipmaker's jury victory intact. ...

Core Insights - Rebellions, a South Korean semiconductor startup, raised $250 million at a valuation of $1.4 billion to develop its AI chip, Rebel-Quad [1][2] - The investment round included notable participants such as Arm, Samsung Ventures, Pegatron VC, Korea Development Bank, Korelya Capital, and Lion X Ventures [2] - Rebellions aims to accelerate the mass production of Rebel-Quad and expand its chiplet-based product roadmap for energy-efficient AI infrastructure [3] Company Overview - Founded in 2020, Rebellions introduced the Rebel-Quad in August, claiming it to be the world's first AI accelerator utilizing UCIe-Advanced technology, which enhances energy efficiency and scalability [4] - The company plans to expand its presence in the U.S., Europe, and the Asia-Pacific region, with its earlier Atom series chips already deployed in data centers across South Korea, Japan, Saudi Arabia, and the U.S. [5] Strategic Collaborations - Rebellions is collaborating with Marvell to design energy-efficient chips for AI initiatives in the Asia-Pacific and Middle East [6] - The company has partnered with Pegatron to develop AI servers powered by the Rebel chip, with Pegatron VC being a Series C investor [6]