OPENAI SEEKS $30 BILLION AT $1.4 TRILLION VALUATION OpenAI is targeting at least $30 billion in new funding at a roughly $1.4 trillion valuation, Bloomberg reports, after postponing its IPO plans. The financing would serve as a bridge round, following OpenAI’s $122 billion
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美联储巴尔：我认为除非我们调整政策，否则我们无法及时实现 2% 的通胀目标
FED'S BARR: I SEE US NOT GETTING TO 2% INFLATION TARGET IN A TIMELY WAY UNLESS WE ADJUST OUR POLICY
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WHITE HOUSE EYES EUROPE’S DIESEL RESERVES The Trump administration is considering asking European governments to release diesel from strategic reserves as it searches for alternatives to a U.S. export ban. Europe reportedly holds more than 350 million barrels across government
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*美国希望欧洲从储备中释放柴油：Politico
*US LOOKING TO EUROPE TO RELEASE DIESEL FROM RESERVES: POLITICO
OPENAI REPORTEDLY IGNORED INTERNAL SECURITY WARNINGS OpenAI employees warned executives that advanced AI models were not being adequately monitored during safety testing, but were reportedly overruled as the company prioritized release timelines, according to the New York Times.
BITCOIN TRADERS PILE INTO $90K+ CALLS Bitcoin is trading around $83,238, but options traders are increasingly positioning for a move above $90,000, with $95,000 and $100,000 also popular strikes. Institutional flows are improving too: Bitcoin ETFs have recorded eight
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TRUMP ADMINISTRATION SAYS SEVERAL EU MEMBER COUNTRIES HAVE NOT RELEASED AS MUCH OIL AND REFINED PRODUCTS FROM RESERVES AS THEY PROMISED
FED’S BARR SEES MORE RATE HIKES AHEAD Fed Governor Michael Barr says further policy adjustments are likely needed, warning that inflation risks have increased while labor-market risks have receded. Barr expects U.S. growth to accelerate from the 2% first-half pace, with AI
$DIS - DISNEY CUTS HUNDREDS MORE JOBS Disney is laying off several hundred employees, primarily across HR and IT, marking its third round of job cuts this year under CEO Josh D’Amaro. The latest reductions follow roughly 1,000 layoffs in April and several hundred more in July
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*白宫敦促欧盟减少柴油库存
*WHITE HOUSE URGED THE EU TO DRAW DOWN DIESEL INVENTORIES
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WHITE HOUSE HAS URGED EUROPEAN UNION TO DRAW DOWN DIESEL EMERGENCY INVENTORIES IN BID TO LOWER GLOBAL PRICES- SOURCES
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奥特曼：人工智能的科学问题多于工程问题 奥特曼：NVIDIA 安全系统不是“完整的解决方案”
ALTMAN: AI HAS MORE OF A SCIENCE PROBLEM THAN ENGINEERING ALTMAN: NVIDIA SECURITY SYSTEM NOT 'A FULL SOLUTION'
U.S.-CHINA TARIFF DEAL LEAVES LNG OUT The latest U.S.-China tariff agreement does not include LNG, leaving JKM and TTF pricing largely unaffected, according to Platts. The newly created U.S.-China Board of Trade could eventually expand negotiations to commodities, potentially
FRANCE FACES RECORD €340 BILLION BORROWING WAVE France plans to issue €340 billion of medium- and long-term debt in 2027, as its total borrowing requirement reaches €339.7 billion. A record €189.2 billion of debt redemptions will add to refinancing pressure. The AFT sees
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*欧洲央行的DEMarco：核心通胀走强可能是采取行动的理由
*ECB'S DEMARCO: STRONGER CORE INFLATION COULD BE GROUNDS TO ACT
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*美国能源部在声明中宣布发布 SPR
*US ENERGY DEPARTMENT ANNOUNCES SPR RELEASE IN STATEMENT
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*美国提供多达4000万桶的战略石油储备
*US OFFERS UP TO 40 MILLION BARRELS FROM STRATEGIC OIL RESERVE
BARCLAYS: U.S. 30-YEAR YIELD COULD HIT 6% Barclays says the 30-year Treasury yield could reach 6% if the AI investment boom produces a sustained acceleration in U.S. productivity. Stronger productivity could keep the economy growing faster and force markets to raise long-run
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美国 30 年期国债收益率触及 5.612%，创 2002 年 6 月以来最高水平
U.S. 30-YEAR TREASURY YIELD TOUCHES 5.612%, HIGHEST SINCE JUNE 2002
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OPENAI 在第三季度增加的消费者收入超过去年全年 - 消息来源
OPENAI ADDS MORE CONSUMER REVENUE IN Q3 THAN IN ALL OF LAST YEAR - SOURCE
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第三季度 OPENAI B2B 收入增长超过 100% - 来源
OPENAI B2B REVENUE GROWS MORE THAN 100% IN Q3 - SOURCE
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第三季度 OPENAI 年收入运行率增长超过 70%，接近 700 亿美元 - 熟悉情况的消息人士
OPENAI ANNUALIZED REVENUE RUN RATE GROWS MORE THAN 70% IN Q3, NEARLY $70 BLN - SOURCE FAMILIAR WITH MATTER
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消息人士称，国土安全资金资助支持特朗普的电视广告
HOMELAND SECURITY MONEY FINANCED PRO-TRUMP TV ADS, SOURCES SAY
EU OIL COORDINATION GROUP MET ON TUESDAY, CONFIRMED SUPPLY STABLE DESPITE HIGH DIESEL AND JET FUEL PRICES EU SAYS BLOC'S OIL REFINERIES ARE RUNNING AT NEAR-MAXIMUM CAPACITY, RESPONDING WELL TO MARKET SIGNALS
U.S. 30-YEAR YIELD NEARS HIGHEST SINCE 2002 The U.S. 30-year Treasury yield climbed to 5.58%, within 1 basis point of its highest level since 2002, extending its rise for a sixth straight session. The 10-year yield reached 5.24%, its highest since 2007. High oil prices,
WELLS FARGO RAISES 2027 OIL TARGETS Wells Fargo raised its 2027 WTI target to $75-$85 and Brent to $80-$90 per barrel, citing persistent supply risks and the need to rebuild depleted inventories. The firm expects oil prices to ease from recent highs but remain elevated through
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*特朗普：伊朗失败得很严重，很快就会结束
*TRUMP: IRAN IS FAILING VERY BADLY, WILL BE OVER W/ VERY SOON
【华尔街见闻】AMD收购交易完成后，World Labs李飞飞身家达16亿美元 World Labs出售给超威半导体（AMD），为这家成立仅两年的AI初创公司的快速崛起画上句号，同时也将使联合创始人李飞飞的财富增加一半以上。据彭博亿万富豪指数，交易完成后，这位斯坦福大学资深教授的净资产将升至至少16亿美元。专注于空间智能和物理智能的World Labs于周一同意以82亿美元的估值被这家芯片制造商收购。
AMD收购交易完成后，World Labs李飞飞身家达16亿美元 World Labs出售给超威半导体（AMD），为这家成立仅两年的AI初创公司的快速崛起画上句号，同时也将使联合创始人李飞飞的财富增加一半以上。据彭博亿万富豪指数，交易完成后，这位斯坦福大学资深教授的净资产将升至至少16亿美元。专注于空间智能和物理智能的World Labs于周一同意以82亿美元的估值被这家芯片制造商收购。