Key News
1. ADP Weekly Employment Report: In the four weeks ending August 29, 2026, private sector employers added an average of 16,250 jobs per week.
2. US Treasury yields continue to rise, with the 10-year Treasury yield climbing to 5.033% and the 30-year Treasury yield breaking through 5.40%, both reaching new highs since 2007.
3. Morgan Stanley: Expects the Federal Reserve to raise interest rates by 25 basis points each in September and December, reversing previous forecasts of no policy change this year.
4. Oman's National News Agency reported that Oman and the United States discussed efforts to ease regional tensions.
Individual Stock News
1. NVIDIA (NVDA.O) GeForce RTX 60 series graphics cards, featuring the Rubin architecture, are reportedly confirmed for a launch in the first half of 2027.
2. Apple (AAPL.O) has reportedly accepted Samsung Electronics' Q1 2027 memory chip price: DRAM close to $2.0/Gb, NAND close to $0.33/Gb, a 30%-40% increase compared to Q3 of this year.
3. Qualcomm (QCOM.O) has resumed in-depth discussions with Samsung Electronics regarding 2nm advanced process manufacturing, meaning the Snapdragon 8 Elite Gen6 may no longer be exclusively manufactured by TSMC.
4. Apple (AAPL.O) released iOS 27, with the new Siri AI open for testing and daily limits on cloud functions.
5. Google's (GOOGL.O) Waymo, in partnership with a Japanese taxi giant, announced plans to launch its self-driving service in Tokyo in 2027.
6. Carlyle (CG.O) has made another significant investment in its energy business, acquiring Parallax for C$1 billion.
7. The Gates Foundation plans to invest at least $1 billion over the next two years to improve AI accessibility. Gates stated that the funding will be used to develop tools for practitioners in education, healthcare, and agriculture, while also supporting the inclusion of non-English language data in large datasets.
8. Salesforce (CRM.N) expands its enterprise AI collaboration agreement with Google Cloud.
