Today's headlines — 2026-10-02

AWS raises reserved GPU prices by 15% again

Wells Fargo says the hike starts Oct. 7 and marks a fourth straight quarterly increase as AI demand stays strong

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How this story unfolded:

• 2026-08-03: Morgan Stanley reported AI investment ROIC at 25-50%, with HBM demand projected to exceed 6 million k GB by 2027, led by NVIDIA.
• 2026-08-18: Nvidia invested $1.5B in OpenAI's Ohio AI campus, neoclouds scaled faster than hyperscalers, and Anthropic hit a $65B annualized revenue run rate.
• 2026-08-27: Nvidia and AWS expanded full-stack partnership, adding 2 million GPUs and 100K-GPU AI factories for the U.S. government.
• 2026-09-04: OpenAI released GPT-6 Astra, potentially marking AGI, scoring 99.9% on ARC-AGI-3 and 100% on ExploitBench.
• 2026-09-30: JPMorgan expected Nvidia's Vera Rubin Ultra to boost cooling content, with dual-side cold plates up 50% and ZQD connectors doubling in price.
• 2026-10-01: AWS raised reserved GPU compute prices by 15% again, following a 20% hike in July, marking the fourth consecutive quarterly increase.
• 2026-10-02:

Global bond selloff pushes UK 30-year yield to 6.02%

U.S. and UK long rates hit multi-decade highs as investors reprice inflation and Fed policy.

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China fuel export halt lifts Brent back above $100

Refiners’ October export pause tightens an already strained products market, with diesel and gasoline supplies still under pressure.

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U.S. readies third carrier and up to 10,000 troops for Middle East

China halts October fuel exports, PetroChina cancels cargoes

US pressures Europe to release 120 million barrels of diesel

Broadcom disclosed up to $42 billion financing for Anthropic

FT says Oracle and Tencent strike a $7 billion compute lease

Nvidia and SoftBank each finalize $10 billion OpenAI investment

OpenAI parts ways with 3 safety researchers over sensitive information handling

Musk says Tesla is cutting AI5 and AI6 memory to support Optimus ramp

Amazon and Constellation sign 20-year nuclear power deal for 690 MW

Micron post-earnings split as semiconductor names keep grinding higher

Micron shares rally around a blowout quarter and higher guidance

Nike revenue misses, FY27 guide comes in below Wall Street

Accenture jumps more than 20% after Q4 earnings beat

U.S. initial jobless claims fall to 197,000, continuing claims to 1.701 million

U.S. September manufacturing PMIs ease but remain in expansion

S&P 500 equal-weight index nears a 7th straight weekly loss

Dell and JERA advance Japan AI data center plan with more than $15 billion earmarked

onsemi revises Synaptics deal to $123 all-cash offer

Mattel jumps on reported takeover interest from Authentic Brands

Sanofi and Regeneron expand alliance in deal worth up to $8 billion

TSMC weighs Texas campus with at least $20 billion investment

Nebius buys Inferize to bolster Token Factory inference

Lloyds and Visa test USDC cross-border settlement, with $750,000 arriving in under an hour

Open Standard launches OUSD with more than $1 billion in initial liquidity

NEAR Intents confirms $3.8 million exploit, promises full reimbursement

Micron Sees 200GB-Class Memory Demand in AVs and Humanoids

Needham称Meta成苹果长期风险，Muse加剧代理人竞争

Netflix says growth is lagging, while live programming takes 5% of content budget for 1% of viewing

Musk renews attack on Delta over Starlink snub, says CEO should be fired

Trump says U.S. government may take stakes in OpenAI, Anthropic

Musk says U.S. real GDP growth next year will top 3.3%

Google launches Gemini 4 Argon as cyber-defense focus lifts attention on Alphabet

Goldman Sachs adds Amazon to U.S. Conviction List, keeps Buy

Italy August unemployment rises to 6.2% as euro area holds at 6.4%

Australia August trade surplus falls to A$495 million

Bitcoin climbs back above $84,800 as traders eye $95,000 by year-end

Boeing white-collar workers ratify new contract, averting strike

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