U.S. pre-market news at a glance: Strategy to release Q3 earnings on October 29; Google launches Gemini Agent; Fed's Waller says further flexible rate hikes still needed.

October 8, key pre-market news in the U.S. stock market is as follows:

1. Strategy announced it will release its third-quarter financial results after the U.S. stock market closes on October 29, and will hold a video webcast at 5 p.m. Eastern Time that day to discuss the results.

2. Google Cloud launched Gemini Agent, positioned as a general-purpose work agent that can run on Gemini models or Claude models. Affected by this, Google rose more than 1% pre-market, while Meta fell more than 1%.

3. Globalfoundries signed a $2 billion silicon interposer agreement with TSMC for advanced AI packaging, with an initial term of 5 years.

4. TSMC's September sales were NT$511.86 billion, down 0.6% month-on-month and up 54.6% year-on-year. TSMC's revenue for the first three quarters of 2026 was NT$3.89873 trillion, up 41.1% year-on-year.

5. Citi said it expects the CPU market size may reach $300 billion by 2030, sharply raised AMD's target price from $575 to $800, and maintained a "Buy" rating.

6. Investment bank DA Davidson sharply raised Micron Technology's target price from $2,100 to $3,000, the highest on Wall Street, and reiterated a "Buy" rating.

7. OpenAI fully launched GPT-6 globally for all ChatGPT free and paid users, officially replacing GPT-5.6 SOL and GPT-5.6 LUNA.

8. Federal Reserve Governor Waller said further rate hikes are still needed, but the pace of hikes has "flexibility." The dot plot may reflect a rate hike in early 2027, followed by rate cuts afterward.

9. Broadcom is arranging more than $50 billion in financing for its custom AI chip project developed in cooperation with OpenAI. People familiar with the matter said Apollo Asset Management and Blackstone Group are among the lenders in talks to participate in this financing.