Group 1 - NVIDIA will invest $100 billion in OpenAI to build data centers based on NVIDIA's AI processors, requiring 10 gigawatts of power [2][4] - NVIDIA's stock rose nearly 4% following the announcement, with a market capitalization of $4.46 trillion [4] - NVIDIA established the first AI development center in the Middle East in collaboration with the Abu Dhabi Technology Innovation Institute [5] Group 2 - Oracle appointed Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz becoming the board's vice chair [6] - T-Mobile announced the appointment of Srini Gopalan as the new CEO, effective November 1 [7] Group 3 - A U.S. federal court ruled that Google must share core search data with competitors, raising concerns about privacy [8] - Google will launch the Gemini AI feature for Google TV, allowing users to interact with AI for content recommendations [9] Group 4 - Samsung Electronics joined a global alliance led by Verizon to commercialize 6G technology [10] - DeepSeek upgraded its online model to version DeepSeek-V3.1-Terminus, supporting various output lengths and pricing structures [12] - MediaTek launched the Dimensity 9500 AI chip, featuring advanced processing capabilities and 4K image generation [13] Group 5 - Sichuan Changhong's subsidiary plans to be privatized and delisted, with a total acquisition amount of approximately HKD 709 million [14] - The power semiconductor industry is facing turmoil due to the bankruptcy filing of Wolfspeed, impacting companies like Renesas and ROHM [15]

Company - Facebook plans to launch an AI dating assistant [3] - Nvidia intends to invest $100 billion in OpenAI as part of data center development [3] - Oracle has promoted two presidents to co-CEOs [3] - Google's Gemini AI will be available on television [3] - A U.S. judge ruled that Trump cannot block offshore wind projects, leading to a surge in shares of Orsted [3] - OpenAI and Nvidia CEOs expressed concerns regarding Trump's H-1B visa fee [3] - Castle's fund manager Mewani has moved to Balyasny despite a previous loss of $50 million [3] - Following the release of iPhone 17, Apple's stock has turned positive for the year [3] - ExxonMobil has approved investment in the Hammerhead project in Guyana [3] - Nissan plans to launch an advanced version of its ProPilot driver assistance system by 2028 [3] - Pony.ai is entering the autonomous vehicle market in Singapore [3] Industry - The U.S. Labor Department has postponed the release of 2024 consumer spending data to October 30 [3] - Commodity overview: Oil prices slightly declined, while gold reached a new high [3] - Gold's record surge: Analysis of the driving forces behind it [3] - Cleveland Fed President stated that inflation remains too high, urging caution on rate cuts [3] - Richmond Fed President noted that "a small portion" of tariffs are passed on to consumers [3] - St. Louis Fed President indicated limited room for further rate cuts, advising against overly loose policies [3] - ECB Governing Council member Nagel downplayed concerns about a strong euro harming exports [3] - Research report indicates over 62,700 deaths in Europe due to high temperatures in 2024 [3] - In the European bond market, UK 30-year bond yields fell as traders focused on Bailey's speech and bond auctions [3] - Pennsylvania threatens to choose "independent operation" if the power grid is not reformed [3] - Emerging market ETFs are seeing accelerated inflows [3] - Deutsche Bank predicts the USD/JPY will continue to decline, likely falling below 140 yen by year-end [3]

Market Performance - The three major U.S. stock indices reached record highs for the third consecutive trading day, with the Dow Jones Industrial Average peaking at 46,447.13 points, the Nasdaq at 22,801.90 points, and the S&P 500 at 6,698.88 points during intraday trading [1] - At market close, the Dow rose by 66.27 points (0.14%) to 46,381.54 points, the Nasdaq increased by 157.50 points (0.70%) to 22,788.98 points, and the S&P 500 gained 29.39 points (0.44%) to 6,693.75 points [1] - Notable stock performances included Tesla (TSLA.US) rising nearly 2%, Apple (AAPL.US) increasing over 4%, and Nvidia (NVDA.US) gaining nearly 4% with a market capitalization of $4.46 trillion [1] European Market - The German DAX30 index fell by 122.49 points (0.52%) to 23,522.76 points, while the UK FTSE 100 index rose by 6.48 points (0.07%) to 9,223.15 points [2] - Other European indices showed mixed results, with the French CAC40 down 23.48 points (0.30%) and the Spanish IBEX35 down 236.93 points (1.55%) [2] Commodities - Crude oil prices saw slight declines, with light crude oil futures for October down $0.04 to $62.64 per barrel (0.06%) and Brent crude oil futures for November down $0.11 to $66.57 per barrel (0.16%) [2] Cryptocurrency - Bitcoin fell over 2% to $112,933.10, while Ethereum dropped more than 5.6% to $4,195.60 [3] Precious Metals - Spot gold reached a new all-time high at $3,747.06, having increased over $1,105 this year, indicating a potential market panic despite a generally optimistic market outlook [3] Macroeconomic Insights - Federal Reserve Governor Milan suggested a need for a 1.25 percentage point rate cut within the year, citing current rates as too high and emphasizing the downward pressure on neutral interest rates due to various economic factors [4] International Student Trends - The number of international students in the U.S. has dropped to a four-year low, with a 19% year-over-year decline in August, particularly among Asian students, which could result in a $7 billion loss for U.S. universities [5] Legal Developments - The U.S. Supreme Court is set to consider expanding presidential powers regarding the dismissal of independent agency officials, which could have implications for regulatory bodies [6] Corporate Developments - Nvidia plans to invest up to $100 billion in partnership with OpenAI to develop AI data centers, with the first deployment expected in the second half of 2026 [6] - Google is launching its Gemini AI assistant on Google TV, aiming to enhance user interaction and content discovery across over 300 million active devices [7] Market Predictions - Michael Saylor predicts Bitcoin could appreciate at an average annual rate of nearly 29% over the next twenty years, driven by the emergence of new financial products and business models [8] Analyst Ratings - Wedbush raised Apple's target price to $310, while Citigroup increased General Motors' target price to $75 from $61 [8]