Market
Top 20 US stock trading volumes on September 30: Micron rises by over 1%, will release fourth-quarter financial report after the market closes on Wednesday
On September 30, most Chinese concept stocks declined. Alibaba fell by 0.94%, and Li Auto fell by more than 4%.
Macro
Trump to announce $54 billion Alaska liquefied natural gas plan to address midterm election pressures
The U.S. Treasury Department stated that Trump's accounts will automatically register for children, potentially adding 60 million new accounts.
Company
Reports indicate that Anthropic achieved 47% of its sales in 2025 through Amazon and Google channels.
OpenAI launches the always-online agent Dots; a new monthly fee option of $500 is added.
Trump launches a new website America.gov driven by AI, creating a one-stop entry point for government services
Fannie Mae and Freddie Mac policy adjustments result in a 26% plunge in the stock price of Fair Isaac company
The prospectus states that out-of-control AI intelligents may pose significant legal risks.
Intelligent proxy shopping is booming, and Morgan Stanley is optimistic that Shopify will become the winner in the AI arena.
Jamie Dimon has a plan to revive the West: to reach a “grand and beautiful” agreement with Europe
Comment
Fed Chairman Bowman says AI presents both opportunities and risks for the banking industry, urging enhanced system security measures
U.S. Bond Market: Treasury yields mixed at close, yield curve steepens; New York Fed Chair discusses interest rate hikes
A wave of selling in the U.S. bond market has broken through another important milestone, with the yield on 30-year bonds reaching its highest level in 24 years.
European bond market: Spreading in yields between 10-year government bonds of France and Germany raises market concerns about France's fiscal situation
Barclays says that if productivity growth continues to accelerate, the yield on U.S. 30-year Treasury bonds could rise to 6%.
Raimundo believes that AI will ultimately create jobs in the long run, but what truly worries her is the first wave of large-scale layoffs.
