阿斯麥(ASML.O)首席執行官：這些主要取決於他們對人工智能相關投資規模和持續時間的看法。

Goldman Sachs has prearranged a $450m charitable donation funded by revenue it earned from wealthy clients’ gains in SpaceX’s record IPO. The bank disclosed the payment as a separate special charge in its third-quarter results, saying it reduced diluted EPS by about $1. Goldman helped wealthy clients invest in SpaceX more than five years ago; SpaceX listed earlier this year at a $1.77tln valuation, producing large client gains and leaving Goldman with hundreds of millions of dollars in related revenue. CEO David Solomon signaled in September the bank might use the windfall to accelerate philanthropy for tax efficiency.

Jefferies global economist Mohit Kumar says geopolitical tensions and artificial intelligence remain the two primary drivers for financial markets. He warns the odds of a US-Iran agreement before November midterm elections have fallen — Jefferies, previously relatively optimistic, now judges even a temporary compromise unlikely. The firm flags a risk that US President Trump could order strikes after the midterms, raising the prospect of renewed escalation. Kumar says absent substantive diplomatic progress, heightened geopolitical uncertainty and post-midterm military-action risk are likely to remain market-moving factors.