VONNIE: IT IS 5:00 A. M. IN NEW YORK CITY, 10:00 A.M. IN LONDON. GOOD MORNING.I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF." LET'S GET YOU SET UP FOR THE DAY. FUTURES POINTED HIGHER AFTER A TECH LEAD RALLY AS CPI DATA BUYS MORE TIME FOR THE FED. THE U.S. TREASURY SET TO AUCTION $25 BILLION OF 30 YEAR DEBT LATER TODAY AT THE HIGHEST INTEREST RATE SINCE 2001.A RARE LARGE ACQUISITION FOR ANTHROPIC. THE AI GIANT SET TO BE IN TALKS TO BUY STARTUP DECART AI FOR $6 BILLION. NICE BOUNCE IN KOREA.LET'S GET TO WINNIE ...

CMC Asset Watch: this week, beating expectations wasn't enough.The AI buildout has split the market into two camps: who pays for it, and who gets paid.The payers struggled. Alphabet fell 5.21% despite 23% revenue growth, punished for capex guidance up to $205bn, negative free cash flow and $25bn of new debt. Apple and Amazon slipped tooThe suppliers won. That money lands on someone else's revenue line: Samsung +16.0%, Nanya +12.4%, TSMC +3.7%, as Samsung's own DRAM prices rose in the mid-40s percent on the ...

Gate launches new USD1-margined Perp markets@Gate has launched nine perpetual futures markets margined in @Worldlibertyfi's $USD1, enabling a unified quote asset for the simultaneous trading of crypto, commodities, and tokenized equities.These new perpetual markets include high-speed markets such as $BTC, $ETH, and $SOL, as well as $XAU, $XAG, and semiconductor players like $MU and $SKHYNIX. ...

South Korean memory giant SK Hynix is undergoing the world's largest memory fab buildout, betting $720 billion to triple capacity by 2034, despite the boom-and-bust cycle of the memory industry. SK Hynix's market cap has jumped more than fivefold in the past year and now tops $1 trillion. CNBC's Katie Tarasov sits down with SK Group Chairman Chey Tae-won at SK Group's headquarters in Seoul to ask about the risks he's taking and why he thinks that AI has changed the memory business for good. ...

Market Dynamics - CXMT has surpassed Tencent listed in Hong Kong to become the most valuable Chinese company globally [1] - The artificial intelligence-driven frenzy is significantly fueling market demand for memory-chip stocks [1]

Market Dynamics - CXMT has surpassed Tencent listed in Hong Kong to become the most valuable Chinese company globally [1] Industry Trends - Artificial intelligence-driven frenzy is fueling strong demand for memory-chip stocks [1]

Thanks to mid six-figure bonuses, engineers at Samsung and SK Hynix are the hottest bachelors in South Korea. https://t.co/tR2Wu8RSCb https://t.co/CPKwJ1tBgd ...

Macroeconomic Trends & Market Dynamics - Asian stocks rise as a subdued US inflation report eases fears of an imminent Federal Reserve rate hike[1] - South Korea's Kospi climbs over 20% from its July low, re-entering a technical bull market[7][60] - US CPI data shows signs of disinflation, shifting September rate hike pricing from 50% to about 40%[8] - S&P 500 experiences high concentration risk, with top ten stocks making up 40% of market capitalization compared to 30% at the start of the 2020s and 23% during the dot-com boom[24][25] - US fiscal deficit reaches 1.8 trillion dollars for the fiscal year with two months remaining, and the interest bill stands at about 1.2 trillion dollars[28] Corporate Performance & Artificial Intelligence - Tencent doubles AI spending, but negative free cash flow and lack of product differentiation leave investors unconvinced[10][11] - Asus reports a second-quarter revenue increase of 39% year-over-year, with operating profit more than tripling and AI server sales doubling[62] - Tata Group companies wipe out 4.5 billion dollars in market value following Chairman Natarajan Chandrasekaran's announcement that he will not seek reappointment[33] - Josh Kushner and Bob Iger acquire the Los Angeles Lakers basketball team for a record-breaking 12.5 billion dollars[83] - Treasury Wine Estates reports a 36% decline in full-year earnings and a nearly 400 million dollar post-tax write-down to address US supply chain issues[90]

🔥 NOW: NVIDIA CEO Jensen Huang says, “The mighty A100 fleet are mission-capable from 2020 through 2029. NVIDIA computing is more than chips.” https://t.co/KCE259QG6i ...

YMTC edged out Japan’s Kioxia for the first time in flash memory shipments during the June quarter, a sign that Chinese chipmakers are benefiting from AI-driven shortages https://t.co/Vb8TYjOMNv ...