Today's AI and US stock market highlights: 1. BE skyrocketed 11%! Cup-and-handle breakout, analysts set a target price of $335, AI data centers facing power shortages. 2. Rumor has it OpenAI is raising another $30 billion, valuation hitting $1.4 trillion. They just launched the Dots agent, positioned to compete with Meta Muse. 3. Market dipped before stabilizing. 10-year yield nearing 6%, with a 90% chance of hitting 5.3% by year-end. NY Fed President says no rate hike in October, rate hike probability drops to 50%. 4. Trump hosted a dinner at the White House with a table full of AI big shots, announcing: "I'll handle the safety issues myself." He even renamed AI to Super Intelligence. 5. AI hardware and optical communication stocks surged across the board! Lumentum up over 5%, Corning and Marvell up 4% each, ARM and Coherent up 3%. Storage chain players like Micron, SK Hynix, Seagate, and Western Digital all rallied, continuing the AI computing power and storage price hike trend.