Source: Cailian
News on October 14th (editor 牛占林)On Monday, under the favorable push of Trump's softened trade stance and the continuing storm of AI capital spending, the U.S. stock held a comprehensive rebound, and the main Wall Street stock index rose significantly.
Earlier, US President Trump made easing remarks on trade tensions, which eased investors' worries.
Tobin Marcus, head of U.S. policy at Wolfe Research, said trade policy uncertainty remained, but Trump’s statements temporarily mitigated market concerns about risks such as tariffs or export controls.
After OpenAI announced a partnership with Booth to jointly produce its first self-designed AI processor, AI-related technology stocks became the biggest winners of Monday’s rebound.
Sam Stovall, chief investment strategist at CFRA Research, said: “AI remains the main driver of the market, and it’s not surprising that investors buy low.”
Tom Essaye of Sevens Report commented that the stock market will remain strong as long as the AI capital spending boom continues, but he also warned that “the downturn will be rapid and painful if the market starts to suspect the stimulus effect of AI on the overall economy and market.”
JPMorgan, Goldman Sachs, Citigroup and Bank of America will publish their quarterly earnings on Tuesday, marking the opening of this quarterly round, with investors closely watching the impact of tariffs on the profitability of major Wall Street financial institutions.
As the U.S. government is still shut down and the release of major official economic data is delayed, the results of the financial report will be an important clue to assess the health of the economy.
Analysts on average expect third-quarter earnings for S&P 500 companies to increase 8.8% year-over-year, according to LSEG data.
Market Dynamics
As of the closing, the index rose 587.98 points, the increase was 1.29%, the report 46067.58 points; the report increased 490.178 points, the increase was 2.21%, the report 22694.608 points; the SIP 500 index increased 102.21 points, the increase was 1.56%, the report 6654.72 points.
In the 11 industry plates of the SIP 500 index, there are 10 plates up, of which information technology plates lead, up to 2.47%, optional consumer plates followed by 2.29%, telecommunications plates rose 1.79%, raw materials plates rose 1.57%.
Among the U.S. stock industry ETFs, semiconductor ETFs closed up 4.43%, global technology stock index ETFs, technology industry ETFs, optional consumer ETFs, and regional bank ETFs rose at most 2.57%, medical industry ETFs closed down 0.11%, and daily consumer goods ETFs fell 0.33%.
Popularity Expression
Major tech stocks collectively climbed, with Tesla rising 5.42%, Google A rising 3.2%, NVIDIA rising 2.82%, Amazon rising 1.71%, Meta rising 1.47%, Apple rising 0.97%, Microsoft rising 0.6%.
MP Materials rose 21.3 percent, USA Rare Earth 18.6 percent, Critical Metals 55 percent, and Energy Fuels 16.8 percent.
Spot gold broke through the US$4100/ounce mark and hit a record high. Gold stocks generally rose, with Newmont rising 5%, Harmony Gold rising 8.37%, and Cordelen Mining rising 8.3%.
The stock price of U.S. fuel cell company Bloom Energy rose 26.5 percent following a $5 billion strategic AI infrastructure partnership with Brookfield.
Nasdaq China Gold Range Index increased by 3.21%, high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile high-profile
company news
Oracle CEO: OpenAI pays $60 billion a year "Of course no problem"
Clay Magouyrk, Oracle's new co-CEO, said he is confident that OpenAI will be able to pay its large bills for cloud Infrastructure services. At the Oracle AI World Conference in Las Vegas on Monday, Magouyrk said OpenAI can certainly pay for the $60 billion annual cloud resource bill. In September this year, OpenAI and Oracle reached a five-year cloud computing services agreement worth more than $300 billion. Based on this calculation, the average annual transaction amount reaches US$60 billion, a scale that is rare in the history of cloud computing. "If you look at their growth rate, the number of users is almost 1 billion, which is unheard of," Magouyrk claims.
[Roche/Lilly Alzheimer's disease blood test products approved]
The company announced on Monday that the Alzheimer’s Blood Screening Method Elecsys, developed in collaboration with Dale, has been approved by the U.S. Food and Drug Administration (FDA). It is that the Elecsys Screening applies to patients aged 55 and older with signs, symptoms or complaints of cognitive decline. By measuring the level of phosphosphate Tau (pTau) 181 protein in the blood plasma, it helps determine whether patients have Alzheimer’s disease. Dr. Brad Moore, President and Chief Executive Officer of North America, said that by introducing blood biomarkers for Alzheimer’s disease to primary care, we can help patients and their clinicians get answers faster, thereby providing support in the early stages of the disease.
[Salesforce announces $15 billion investment in San Francisco to support AI innovation]
Cloud software provider Salesforce said Monday it will invest $15 billion in San Francisco over the next five years to support artificial intelligence innovation and local workforce development. The investment will be used to establish a new AI incubation center on its San Francisco campus and help enterprises adopt AI agent technology that can perform tasks on behalf of users.
[OpenAI and Broadcom announce strategic cooperation]
OpenAI and Booth are planning to launch custom data center chips in 2026 to deploy 10GW of AI accelerators designed by OpenAI. According to a joint statement, OpenAI will lead the chip and system design, with Booth jointly responsible for development and deployment. The two companies will begin deployment in the second half of 2026 and complete all deployments by the end of 2029. For this collaboration, OpenAI President Brockman said: “By researching the chip, we can directly embed the experience of developing cutting-edge models and accumulated products into the hardware, thereby opening up a higher level of intelligence and capabilities.”