Group 1 - The Trump administration requests the U.S. Supreme Court to allow the dismissal of Federal Reserve Governor Cook, indicating potential political influence on monetary policy [1] - Trump expresses disappointment in Putin and emphasizes the need to further lower oil prices, which may impact energy markets and geopolitical dynamics [1] Group 2 - Nvidia invests $5 billion in Intel to collaborate on developing PC and data center chips, signaling a strategic partnership in the semiconductor industry [2] - This investment highlights the competitive landscape in the chip market, where collaboration may be essential for innovation and market share [2] Group 3 - Elon Musk's "Giant Hard Plan" reveals new actions to build a computing cluster from scratch, completing in 6 months what OpenAI and Oracle took 15 months to achieve, showcasing advancements in AI and computing capabilities [3] - This rapid development could disrupt existing timelines in the tech industry and enhance competitive positioning for Musk's ventures [3] Group 4 - The U.S. continues to ease digital asset regulations, with the SEC significantly lowering the application threshold for "digital coin ETFs," which may encourage more investment in cryptocurrencies [4] - This regulatory shift could lead to increased market participation and innovation in the digital asset space [4] Group 5 - The number of initial jobless claims in the U.S. fell significantly to 231,000, a decrease of 32,000 from the previous week, marking the largest drop in nearly four years [5] - The decline in jobless claims may influence precious metals markets, as weaker employment data and expectations of liquidity easing could support gold and silver prices [5] - Despite the short-term benefits already priced in for gold, ongoing employment decline and inflationary pressures may provide continued support for precious metals [5]

Group 1 - US stock market indices, including Dow Jones, Nasdaq, S&P 500, and Russell 2000, reached both intraday and closing all-time highs, driven by the Federal Reserve's indication of an upcoming interest rate cut cycle, which boosted investor confidence and expectations for accelerated economic growth [1] - Major technology stocks showed mixed performance, with Nvidia rising by 3.49%, Google A up by 1%, and Meta increasing by 0.58%. In contrast, Amazon fell by 0.17%, Microsoft by 0.31%, Apple by 0.46%, and Tesla by 2.12%. Intel surged by 22.77%, marking its best single-day performance in nearly 38 years, following Nvidia's announcement of a $5 billion investment in Intel for joint development of PC and data center chips [1] - The cybersecurity sector saw positive movements, with NetSkope's US IPO first-day gain of 18.37% and CrowdStrike rising by 12.8%, as at least nine investment banks raised their target prices for the stock [1] Group 2 - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the US, fell by 1.79%, with notable declines in companies such as NetEase (over 4%), Bilibili (over 3%), and others like Weibo, Li Auto, and Alibaba dropping over 2% [1] - The price of West Texas Intermediate (WTI) crude oil for October delivery decreased by $0.48, a drop of nearly 0.75%, closing at $63.57 per barrel [1] - Brent crude oil futures settled down by $0.51, also a decline of 0.75%, closing at $67.44 per barrel [2] - COMEX gold futures fell by 1.08%, trading at $3,677.60 per ounce, prior to the Federal Reserve's announcement of a 25 basis point rate cut [2]

Core Viewpoint - AMD's stock experienced a decline of nearly 6% at the beginning of trading, settling at a drop of over 2% to $155.09, following Nvidia's announcement of a $5 billion investment in Intel, which poses a significant competitive challenge to AMD [1] Company Summary - Nvidia announced a $5 billion investment in Intel, indicating a strategic partnership to develop PC and data center chips [1] - This collaboration may lead to Nvidia potentially transferring some of its business to Intel, intensifying competition for AMD [1]

Core Viewpoint - AMD's stock experienced a decline of nearly 6% at one point, currently down over 2% to $155.09, following Nvidia's announcement of a $5 billion investment in Intel and a partnership to develop PC and data center chips, which poses a significant competitive challenge to AMD [1] Company Summary - Nvidia announced a $5 billion investment in Intel, indicating a strategic partnership to develop chips for PCs and data centers [1] - The potential transfer of some of Nvidia's business to Intel could intensify competition for AMD in the semiconductor market [1]

Core Viewpoint - AMD's stock dropped over 3.6% to $153.42 following Nvidia's announcement of a $5 billion investment in Intel, indicating potential competitive challenges for AMD in the PC and data center chip markets [1] Company Summary - Nvidia plans to invest $5 billion in Intel, which may lead to a collaboration in developing PC and data center chips [1] - Analysts suggest that Nvidia could potentially transfer some of its business operations to Intel, intensifying competition for AMD [1]

Group 1 - The Federal Reserve has lowered interest rates by 25 basis points as expected, leading to a positive market reaction with the Nasdaq up 0.8% and the S&P 500 up 0.42%, both reaching new historical highs [1][1][1] - Intel shares surged by 26%, reaching a new high, following Nvidia's announcement of a $5 billion investment in Intel to jointly develop PC and data center chips [1][1][1] - Novo Nordisk's stock rose over 6% after positive results from phase three clinical trials of its oral weight loss medication, showing an average weight reduction of 16.6% [1][1][1] Group 2 - Tesla's stock increased by over 1% after securing a large order for 10,000 Optimus 3+ humanoid robots, with Goldman Sachs raising its target price to $395 [1][1][1] - Via Transportation, a U.S. ride-hailing service company, saw its shares rise over 4% as it collaborates with Waymo to introduce autonomous taxis into the public transportation system [1][1][1]