美聯儲巴爾金：預計通脹不會加速，但目前也看不出它會回落。

Arm (ARM.O) reported FY2026 Q2 revenue $1.44bn, up 27% YoY and above consensus $1.38bn; adjusted EPS $0.52 vs $0.47 expected. Q3 revenue guidance about $1.54bn, roughly in line with the $1.53bn consensus. Data-center demand tied to AI offsets smartphone weakness. Arm said it is shifting from an architecture licensor toward a chipmaker; its in‑house CPUs could contribute up to $2.0bn of revenue across FY2027–28. CEO Haas said confidence in hitting that target has risen but supply capacity currently constrains growth. Q2 licensing revenue rose 50% YoY to $773m; royalties rose 8% to $670m. Shares traded volatile after the print—initially up more than 4% in after‑hours, later down about 3.8%.

Oct 30 — Chinese smartphone maker vivo and automaker BYD signed a strategic cooperation agreement to deepen ecosystem collaboration between smart devices and new-energy vehicles, moving from phone-vehicle connectivity toward fuller phone-vehicle integration. They expect to continue upgrading phone-vehicle interaction and data-transfer experiences from year-end through 2027, and to explore AI cross-terminal integration, expand A2A application scenarios and roll them out gradually.