Key News
1. US September CPI rose 3.7% year-on-year, exceeding expectations.
Stock News
1. Microsoft (MSFT.O): Azure cloud service management failed to instruct teams to develop cost-cutting plans.
2. According to the Financial Times: Bank of America (BAC.N) was fined $1.2 billion for deficiencies in its anti-money laundering efforts.
3. VinFast (VFS.O): Vietnam's online taxi platform Green SM officially launched its all-electric taxi service in the US.
4. Oracle (ORCL.N) again requested federal regulators to expedite the approval of a natural gas pipeline to meet the power needs of its large data center project in New Mexico.
5. Market News: Nvidia (NVDA.O) pledged $250 million over the next five years to support its UK agency security and safety research; the company stated it will provide $50 million annually in computing resources to support UK agency security research.
6. ASML (ASML.O): Q3 2026 net profit was €4.96 billion, compared to €2.125 billion in the same period last year, exceeding market expectations of €4.165 billion; Q4 revenue is projected to be between €14.2 billion and €15.2 billion, compared to the previous market estimate of €14.189 billion.
7. Due to yield issues and design adjustments related to the EMIB advanced packaging substrate, Google's (GOOG.O) next-generation TPU v9 Core A design is delayed by approximately three weeks.
8. AMD (AMD.O) CEO Lisa Su: 2026 will be the "Year One of AI Inference," with explosive growth in CPU market demand.
9. AT&T (T.N) agreed to sell its Mexican wireless business for $2 billion.
