2026-09-19 Saturday
2026-09-22
05:39:43
On Friday, September 18th, during the late New York trading session, the yield on the benchmark 10-year U.S. Treasury note rose 6.57 basis points to close at 4.9961%, a cumulative increase of 2.92 basis points for the week, fluctuating within a range of 4.9183% to 5.0390%. The yield on the two-year U.S. Treasury note rose 7.92 basis points to close at 4.7433%, a cumulative increase of 11.79 basis points for the week, trading between 4.5975% and 4.7583%, reaching a new high since the end of April 2023, and is currently approaching the previous high of 5.0434% reached on April 30, 2024. Previously, on September 16th, the day the Federal Reserve announced its interest rate hike, the two-year U.S. Treasury yield experienced a significant short-term jump.
04:09:48
AI company Anthropic's initial public offering (IPO) is progressing steadily and is poised to become the largest IPO in history, targeting a valuation of approximately $2 trillion. If successful, this would surpass the previous IPO record set by SpaceX. According to the company's disclosed projections, Anthropic's annualized revenue will exceed $100 billion by 2026, a significant upward revision from the $65 billion target estimated in July of this year. Recently, CEO Dario Amodei publicly called for a slowdown in the development of some cutting-edge AI models, but this statement has not affected the company's IPO process. Sources familiar with the matter indicate that Anthropic could release its financial documents as early as a few weeks ago and officially list as early as November. However, these plans may still be adjusted due to market fluctuations and other uncertainties. Currently, the company is collaborating with leading investment banks such as Morgan Stanley and Goldman Sachs and is close to finalizing a $15 billion revolving credit facility to fund the IPO and subsequent business expansion. According to investor expectations, Anthropic's computing power will reach 5 gigawatts by the end of this year, and this number will double in 2025, at which time its computing power will be comparable to that of OpenAI.
03:51:29
The Philadelphia Semiconductor Index rose 2% intraday, last trading at 11,831.59 points. Among its components, Broadcom rose 2.91%, Micron rose 3.51%, ASML rose 1.59%, AMD rose 1.23%, Nvidia rose slightly by 0.23%, Intel rose 0.30%, TSMC rose slightly by 0.14%, and only Qualcomm performed poorly, falling 5.66%. This increase reflects the current positive trading sentiment in the global semiconductor sector. As a core indicator of the global semiconductor industry, the Philadelphia Semiconductor Index is generally regarded as an important reference indicator of the prosperity of the electronics supply chain.
03:47:47
NSCALE LLC, a London-based vertically integrated AI infrastructure and GPU cloud computing company, has filed for an initial public offering (IPO) and plans to list on the New York Stock Exchange under the ticker symbol NSCL. If the IPO is successful, this company, deeply rooted in the computing infrastructure field, will receive further capital support and is expected to expand the reach of its GPU cloud services, enhance its technology research and development and resource integration capabilities, and provide more stable and efficient computing power support services to AI R&D companies, research institutions, and other clients worldwide, amidst the continuously rising global demand for AI computing power.
03:46:29
The US dollar index retreated on October 18. As a measure of the dollar's performance against six major currencies, the dollar index fell 0.03% that day, closing at 100.222 in the late trading session. At the close of trading in the New York foreign exchange market, the euro was trading at 1.1483 against the dollar, up from 1.1475 the previous day; the pound was trading at 1.3391 against the dollar, also higher than the previous day's 1.3353. On the other hand, the dollar was trading at 156.68 against the yen, up from 156.04 the previous day; the dollar was trading at 0.8221 against the Swiss franc, down from 0.8248 the previous day; the dollar was trading at 1.3993 against the Canadian dollar, slightly higher than the previous day's 1.3992; and the dollar was trading at 9.8333 against the Swedish krona, also slightly higher than the previous day's 9.8256. The slight decline in the US dollar index reflects the interplay between bullish and bearish forces in the foreign exchange market that day. The divergence in the rise and fall of different currencies against the US dollar also reflects the differentiated impact of multiple factors, such as expectations of relevant economic fundamentals and market capital flows, on exchange rates.
03:34:46
On Friday, September 18th, during the late New York trading session, the ICE Dollar Index edged down 0.05%, closing at 100.200 points, a weekly gain of 1.08%, maintaining an overall upward trend. The index traded between 99.093 and 100.564 points this week. The Bloomberg Dollar Index was essentially unchanged from the previous trading day, closing at 1202.78 points, a weekly gain of 1.03%, trading between 1190.51 and 1206.24 points. Overall, the dollar index showed a relatively strong performance this week, with both major indices recording weekly gains of approximately 1%, and both testing recent highs, reflecting the dollar's recent relative strength in the foreign exchange market.
03:30:56
According to statistics released by the U.S. Commodity Futures Trading Commission (CFTC), in the week ending September 15, speculative funds reduced their net short positions in the four core natural gas markets, including the New York Mercantile Exchange (NYMEX) and the Intercontinental Exchange (ICE), by 153 contracts, bringing the current net short position to 54,263 contracts. Such changes in positions typically reflect market participants' comprehensive assessments of multiple factors, including expectations for natural gas supply and demand, geopolitical situations, and weather forecasts, and to some extent, can reflect short-term speculative sentiment in the market.
