Today's AI and US stock market insights: 1. OpenAI signs a deal for a super data center! NVDA provides a $105 billion guarantee and invests $1.5 billion in developer SB Energy. Jensen Huang says it could bring in $600 billion in revenue. 2. Anthropic drops new updates! Annualized revenue in July hit $65 billion, up 38% from May's $47 billion—7x growth in a year. 3. Optical interconnect demand is exploding! Goldman Sachs raised the target price for Zhongji Innolight by 50%. 2024 will see a GPU shortage, 2025 an HBM shortage, and after that, an optical module shortage. 4. Tom Lee is hyping ETH again! Just 3.5% away from breaking through the daily Ichimoku cloud resistance level. The "prophet" is so composed—next time, just say, 'Go for it!' 5. September and October are the most dangerous months for the stock market! Especially September, historically considered the worst month for US stocks. In every midterm election year, the S&P almost always drops by 7%. Yikes!