Market Indices - Dow Jones futures increased by 0.42%, S&P 500 futures rose by 0.74%, and Nasdaq 100 futures gained 1.03% [1] - The UK FTSE 100 index decreased by 0.36%, while the French CAC 40 index increased by 2.25%, and the German DAX 30 index fell by 0.12% [1] Federal Reserve - Federal Reserve Chairman Jerome Powell hinted at a potential 25 basis point rate cut later this month [1] Company Developments - OpenAI is reportedly developing a five-year business plan to fulfill a $1 trillion spending commitment [1] - Apple CEO Tim Cook met with China's Minister of Industry and Information Technology, Li Lecheng, and stated that Apple will continue to increase investments in China [1] - Apple is lobbying the Indian government to amend the Income Tax Act to avoid taxation on high-end iPhone production equipment provided to its manufacturing partners [1] Semiconductor Industry - TSMC shares rose nearly 4% ahead of its third-quarter earnings announcement, with analysts expecting a 26% year-over-year increase in net profit to reach NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [1] - Intel shares increased nearly 2% after the company announced a new data center GPU, Crescent Island, featuring 160GB of memory and high energy efficiency, as part of its new AI strategy [2] - ASML reported third-quarter financial results with total net sales of €7.5 billion and a net profit of €2.1 billion, and it expects sales next year to not be weaker than in 2025 [2] Mergers and Acquisitions - BlackRock and NVIDIA reached an agreement to acquire Aligned Data Centers, one of the largest data center operators globally, for $40 billion [2]

Market Overview - Major U.S. stock index futures are showing positive movement, with Dow futures up 0.30%, S&P 500 futures up 0.46%, and Nasdaq futures up 0.65% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.25%, Pinduoduo up 1.35%, JD.com up 1.53%, Baidu up 2.88%, and Li Auto up 1.58% [2] Semiconductor Industry - TSMC shares rose over 4.5% as market expectations indicate a 26% year-over-year increase in Q3 net profit, projected to reach NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [2] - Intel shares increased over 2% following the announcement of a new data center GPU, Crescent Island, featuring 160GB memory, as part of its AI strategy [3] - ASML shares rose 3.5% after reporting Q3 net profit of €2.13 billion, exceeding market expectations of €2.08 billion, and announcing new orders worth €5.4 billion (approximately $6.27 billion), doubling from €2.63 billion year-over-year [3][4] - Citigroup raised Broadcom's target price to $415 following a partnership announcement with OpenAI regarding a custom AI accelerator [4] Gold Market - Spot gold prices surpassed $4,210, reaching a new historical high, leading to a collective rise in gold stocks, with Harmony Gold and Kinross Gold up over 4% [3] Nuclear Energy Sector - Nuclear energy stocks saw significant gains, with Oklo and Centrus Energy rising over 6%, and NuScale Power up over 5%, following the U.S. military's announcement of a major plan to deploy small reactors at military bases to address energy demands [4] Economic Indicators - The New York Federal Reserve's manufacturing index for October is scheduled for release on October 15 at 20:30 Beijing time [5]

Group 1 - Major stock index futures are rising, with Dow futures up 0.30%, S&P 500 futures up 0.46%, and Nasdaq futures up 0.65% [1] - Chinese concept stocks are experiencing a pre-market rally, with Alibaba up 2.25%, Pinduoduo up 1.35%, JD.com up 1.53%, Baidu up 2.88%, and Li Auto up 1.58% [1] - TSMC shares rose over 4.5% as market expectations indicate a 26% year-on-year increase in Q3 net profit, reaching NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [1] Group 2 - Intel shares increased over 2% following the announcement of a new data center GPU, Crescent Island, featuring 160GB memory, as part of its AI strategy [2] - ASML shares rose 3.5% after reporting Q3 net profit of €2.13 billion, exceeding market expectations of €2.08 billion, with new orders totaling €5.4 billion (approximately $6.27 billion), doubling from €2.63 billion year-on-year [2] - Citigroup raised Broadcom's target price to $415 following a partnership announcement with OpenAI regarding a custom AI accelerator [2] Group 3 - Nuclear power stocks surged, with Oklo and Centrus Energy up over 6%, and NuScale Power up over 5%, following the U.S. military's announcement of the "Janus" plan to deploy small reactors at military bases to address energy demands [3]