Apple (AAPL.O) rose briefly in pre-market trade, now up 0.4% after reports it is considering re-entering the server market.

ECB President Lagarde said the US controls roughly 75% of global AI compute while Europe accounts for about 5%. If Europe moves to narrow that gap, required investment would go beyond chips and software to large-scale data centers, grid expansion, substations and supporting electrical infrastructure. Such a physical‑infrastructure build would raise demand for industrial metals—notably copper, aluminium and silver—making them potential indirect beneficiaries.

US MBA mortgage applications index for the week ending Sep 11 was 230.8, down from 240.6 the prior week.