NVIDIA (NVDA.O) will pay $6 billion to AI model startup Poolside under a licensing and talent-recruitment agreement.

Friday morning China A50 jumped; major A-share indices rebounded and AI-linked sectors such as CPO and liquid-cooling outperformed. After the APAC open US Treasury yields plunged across the curve, repricing bond-market expectations and promoting a weaker dollar that supports equity valuations. Korea's index reversed into gains after the Korea Exchange triggered a Sidecar, temporarily suspending programmatic sell orders on KOSDAQ. Micron said AI has fundamentally changed the storage industry's cyclicality, signaling a structural demand boost for storage names.

美國8月標普全球製造業PMI初值 53.2，預期53.9，前值53.9。