Pre-market U.S. Stock News Roundup: Google Launches Gemini Agent, Fed's Waller Says Further Flexible Rate Hikes Still Needed

Odaily News: Ahead of the U.S. stock market open, the key market and financial news investors should focus on is as follows:

1. U.S. stock index futures edged lower. Dow Jones futures fell 0.72%, S&P 500 futures fell 0.41%, and Nasdaq 100 futures fell 0.64%.

2. International oil prices surged across the board. WTI crude oil futures rose 4.81% to $92.525 per barrel; Brent crude oil futures rose 4.83% to $105.039 per barrel.

3. International gold and silver spot prices showed mixed performance. Spot gold rose 0.49% to $4,130.91 per ounce; spot silver fell 1.36% to $58.96 per ounce.

4. Europe's three major stock indices all declined. The UK's FTSE 100 fell 0.10%, France's CAC 40 fell 0.46%, and Germany's DAX 30 fell 0.86%.

5. Google Cloud launched the Gemini agent, positioned as a general-purpose work agent that can run on either Gemini models or Claude models. As a result, Google rose more than 1% in pre-market trading, while Meta fell more than 1%.

6. Broadcom is arranging over $50 billion in financing for its custom AI chip project developed in collaboration with OpenAI. People familiar with the matter said Apollo Global Management and Blackstone are among the lenders in talks to participate in the financing.

7. U.S. silicon carbide leader Wolfspeed surged more than 15% in pre-market trading after the company received a $1.5 billion conditional loan commitment from the U.S. Department of Defense.

8. Globalfoundries signed a $2 billion silicon interposer agreement with TSMC for advanced AI packaging, with an initial term of 5 years.

9. TSMC's September sales were NT$511.86 billion, down 0.6% month-over-month and up 54.6% year-over-year. TSMC's revenue for the first three quarters of 2026 was NT$3,898.73 billion, up 41.1% year-over-year.

10. Citi said it expects the CPU market to reach $300 billion by 2030, sharply raised its AMD target price from $575 to $800, and maintained a "Buy" rating.

11. Investment bank DA Davidson sharply raised Micron Technology's target price from $2,100 to $3,000, the highest on Wall Street, and reiterated a "Buy" rating.

12. OpenAI fully rolled out GPT-6 to all ChatGPT free and paid users worldwide, officially replacing GPT-5.6 SOL and GPT-5.6 LUNA.

13. Federal Reserve Governor Waller said further rate hikes are still needed, but there is "flexibility" in the pace of hikes. The dot plot may reflect a rate hike in early 2027, followed by rate cuts thereafter.

最热快讯
Apple's total market cap reaches $5.06 trillion, setting a new all-time high
According to MSX.COM data, Apple's stock price rose 1.74% in early trading to $346.892 per share, with a total market cap of $5.06 trillion, setting a new all-time high.
Today, U.S. Bitcoin ETFs saw a net outflow of 788 BTC, and Ethereum ETFs saw a net outflow of 29,926 ETH
According to Lookonchain monitoring, today U.S. Bitcoin ETFs saw a net outflow of 788 BTC, with a 7-day net outflow of 8,267 BTC; Ethereum ETFs saw a net outflow of 29,926 ETH, with a 7-day net outflow of 217,087 ETH.
US stock memory sector extends decline, Micron Technology and SK Hynix fall over 5%
Odaily reports that after the U.S. stock market opened, the memory sector extended its decline, with Micron Technology and SK Hynix falling over 5%, while Western Digital and Seagate Technology dropped more than 6%. The banking sector showed mixed performance, with JPMorgan Chase up 1.7%, Goldman Sachs rising over 3%, and Wells Fargo falling nearly 3%.
Coinbase Co-founder Ehrsam Bets on Venezuelan Oil, Targeting 100,000 Barrels Per Day
Odaily News: Primavera, a startup backed by Coinbase co-founder Fred Ehrsam, is planning to enter Venezuela's oil industry and take over operations at multiple local oilfields, with the goal of achieving a production rate of 100,000 barrels of crude oil per day in the near term.Primavera has recently signed multiple contracts with Venezuela's state-owned oil company Petróleos de Venezuela, S.A. and has hired industry executives from Chevron and Occidental Petroleum to oversee infrastructure construction and boost conventional and heavy oil production capacity. Notably, Ehrsam is also a co-founder of crypto investment firm Paradigm, with a personal net worth of approximately $2.4 billion. In addition to Ehrsam, Primavera's investment team includes Iribarren and former Quantum Energy Partners executive Dheeraj Verma. (Bloomberg)
Seven-day loss of $11.27 million, Machi still holds a 25x long position on 7,150 ETH
Odaily reports: According to on-chain analyst Aunt Ai's monitoring, Machi reduced positions twice today, realizing actual losses of $1.01 million and $12,000 respectively. Machi currently still holds a 25x long position on 7,150 ETH, with a position value of approximately $17.86 million, and a liquidation price of $2,472.78, leaving only $26.52 away from the liquidation price. On October 5, Machi was up $5.46 million in profit; now the account balance has only $562,000 remaining, with cumulative losses of $11.27 million over the past 7 days.
Bank of America: A Fed Rate Hike in October Would Be the Biggest Bullish Catalyst for US Stocks
Odaily News: While equity investors around the world are still steering clear of the word "rate hike," Bank of America strategist Michael Hartnett has put forward a counterintuitive judgment: if the Federal Reserve chooses to proactively raise rates in October, it would not be a negative, but could instead become the biggest bullish catalyst supporting risk assets and underpinning US stocks.In Hartnett's view, against the current backdrop, if the Fed remains on hold for too long, bond investors will continue to demand higher term premiums, pushing long-end yields further up and ultimately forcing financial conditions to tighten on their own. Conversely, if the Fed proactively raises rates at its October meeting, sending a hawkish signal to curb inflation risks ahead of time, long-end yields could instead stabilize. In that case, the short-term shock from a rate hike may prove less damaging than the greater harm caused by disorderly bond market volatility. (CLS)
资讯热榜
日榜
周榜
BTC breaks through 84,000 USDT, 24H gain 0.01%
South Korean stock index plunges, exchange activates sidecar mechanism for KOSPI index
Goldman Sachs: $1.7 Trillion Buyback Wave Will Buffer the Impact of Surging Equity Supply
US media: OpenAI reportedly plans to "revive" Sora
Binance Pool and related services will be discontinued on November 10, 2026
US memory chip stocks extend declines: SanDisk down 6.74%, Micron Technology down over 4%
Macquarie: Accelerating US September CPI Unlikely to Prompt a Fed Rate Hike in October
Korean stocks close down 5.4%, SK Hynix plunges 10%
KB Securities: South Korean Chip Stocks Pullback May Reflect Investors' Doubts About Earnings Sustainability
South Korea's KOSPI index extends decline to over 4%