律动BlockBeats|Sep 11, 2026 13:12
[Pre-Market U.S. Stock News: CPI Accelerates, Rate Hike Probability Surges, Qualcomm-Samsung Foundry Negotiations Stalled, 'Big Short' Closes Nvidia Put Options]
BlockBeats News, September 11: Key pre-market news for U.S. stocks is as follows—U.S. August CPI accelerated, raising market expectations for rate hikes. The probability of a Federal Reserve rate hike next week is estimated at around 90%, with the market fully anticipating two rate hikes before the end of the year. Despite the CPI release, global markets remain strong. Futures for the three major U.S. stock indices continued their upward trend, all rising over 1%. Spot gold rebounded more than $70 from its post-CPI low, breaking above $4,360 per ounce, after previously dipping to the $4,290 per ounce range. Bitcoin briefly dipped but rebounded to $78,000. Ethereum broke through $2,500.
SpaceX's Chief Financial Officer revealed that the company recently secured a large AI computing power hosting order, which could bring approximately $1.1 billion in additional monthly revenue. The company is "confident" in achieving its $100 billion ARR target by year-end. Qualcomm's new round of wafer foundry negotiations with Samsung Electronics has stalled due to price disagreements. Industry insiders revealed that the AP project using Samsung Foundry's 2nm process for Qualcomm may be delayed until next year.
Microsoft, citing a shortage of computing power, has declined some AI and cloud service business and plans to expand its global data center capacity from the current approximately 12 GW to over 38 GW by 2032.
Michael Burry, the prototype for "The Big Short," has closed his Nvidia and Palantir put options expiring in December this year, aiming to hold more cash to assess the evolving market conditions in the fall. Nvidia CEO Jensen Huang stated that cybersecurity could become the next major application area for AI. Accelerated automatic programming by AI models is disrupting the cybersecurity industry.
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