FedEx (FDX.N) aims to source 30% of its aviation fuel from alternative sources by 2030.

Bessent will testify at 22:00 before the House Financial Services Committee on the state of the international financial system. With the 10-year Treasury yield above 5%, markets will key off any new signals on fiscal policy, Treasury issuance and buyback plans, debt management, and the outlook for the dollar and interest rates. Remarks emphasizing deficit control or steps to stabilise the bond market could ease upward pressure on the long end; signals of fiscal expansion or tolerance for higher rates would risk further yield gains and likely prompt moves in the dollar, gold, US equities and other risk assets.

昨日美國三大AI巨頭呼籲放緩開發步伐，摩根大通數據顯示，當天長線資金加倉了Google、Meta，該投行表示如果市場開始相信前沿AI模型訓練需要放慢，資金可能從“AI賣鏟子”方向轉向大型雲平臺、網絡安全、推理和低波動科技股： 1、網絡安全軟件如CrowdStrike、Zscaler、Palo Alto Networks被視爲明顯受益方向；Apple、HP等偏推理應用的公司也可能相對受益。 2、依賴長期AI訓練擴產的半導體設備和訓練網絡設備可能承壓，比如Lam Research、KLA和Ciena。 3、不過報告強調，這更多是市場情景重估，賣盤主要是減倉而非恐慌；而且AI安全、模型對齊和第三方評估本身也可能需要更多算力，因此“訓練放緩=算力需求下降”並非確定結論。（上述觀點來自摩根大通9月14日報告）