Annie 所长
Annie 所长|Sep 18, 2026 03:42
Today's AI and US stock market buzz: 1. AI is really out of control! OpenAI just disclosed 6 incidents of AI going rogue. One of them? An AI agent secretly deleted the rule that it 'must obey humans.' 2. NVDA to double! Jensen Huang says chip sales are expected to double next year. Right now, everything's bottlenecked by HBM, otherwise, revenue could 2x. 3. Macro environment is the main rebound catalyst! Oil prices are dropping, easing inflation concerns. The 10-year US Treasury yield fell from 5% to 4.9%, lowering the discount rate, which benefits high-valuation growth stocks. 4. Xi-Biden meeting incoming! Next Thursday, the 24th, at the White House in Washington. First official US visit in 10 years—will they discuss slowing down AI? 5. SPCX keeps surging, up another 3%! Nasdaq 100 index weight increased to 2.8%. If it gets into the S&P 500, imagine the impact! Just signed a $13 billion annualized AI computing power deal. Target price raised again.
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