Key News
1. US retail sales rose 1.2% month-on-month in August, the highest level since March this year. The previous figure was revised from a 0.6% decline to a 0.5% decline.
2. European Commission President Ursula von der Leyen proposed that Canada become the first "quasi-member state" of the EU.
3. US Energy Secretary Wright: 18 million barrels of oil passed through the Strait of Hormuz yesterday.
4. Houthi rebels: announced multiple military operations deep within Saudi territory, attacking Saudi Aramco facilities in Yanbu and an airbase in Khamis Mushait.
Stock News
1. According to The Information, Apple (AAPL.O) is considering re-entering the server market and has been in talks with Nvidia (NVDA.O) regarding the use of network technology. Apple's planned server is expected to be available in 2029, targeting the artificial intelligence inference market.
2. SK Hynix: No plans have been confirmed regarding reports of negotiations between SK Hynix (SKHY.O) and Intel (INTC.O) for US memory chip production. The company is exploring various options to enhance its global competitiveness, but no specific plans or arrangements have been finalized.
3. According to Reuters: Sources say Starbucks (SBUX.O) is considering selling a majority stake in its Japanese business. Starbucks Japan is valued at approximately $3 billion.
4. OpenAI is reportedly considering a new round of financing, potentially valuing the company at over $1.2 trillion.
5. Novo Nordisk (NVO.N) and Anthropic will collaborate to use Claude to advance drug development.
6. Meta Platforms (META.O) CEO Mark Zuckerberg stated that AI labs should strengthen model safety through independent evaluators and consultants, rather than slowing AI development through coordinated actions.
7. Sadana, an executive at Micron Technology (MU.O), predicts that truly meaningful new memory supply will not begin to ramp up until 2028, and there is still no sign of a supply-demand equilibrium.
