U.S. pre-market news at a glance: U.S. inflation heats up across the board, SpaceX Starship expansion proposal enters review, ASML says customers have already inquired about 2030 orders.
October 14, key pre-market news for US stocks is as follows:
1. The US September unadjusted CPI annual rate rose to 3.7%, with inflation heating up across the board, leading the market to increase expectations for Federal Reserve rate hikes.
2. After the release of the September CPI data, the three major US stock index futures plunged and turned negative, spot gold and silver moved lower, Bitcoin fell below $83,000, and the probability of a Federal Reserve rate hike in October rose to 43.7%.
3. Nvidia announced that the new DLSS 5 neural rendering model runs at twice the speed of the September version, halves GPU overhead, and reduces 4K VRAM usage by 20%. The new model will be integrated into games such as "NBA 2K27" and "Hogwarts Legacy."
4. ASML's CEO said that equipment supply in 2027 and 2028 will not be able to fully meet demand, and some customers have already begun inquiring about booking equipment orders for 2029 and even 2030.
5. Anthropic plans to convene a group of potential institutional investors at its San Francisco headquarters on Wednesday local time for a Pre-IPO investor day. At that time, the company will disclose its third-quarter revenue data for the first time.
6. US federal regulators are reviewing SpaceX's proposal to significantly expand operations at its Starbase facility in southern Texas. According to the proposal, SpaceX aims to conduct as many as 456 launches and 912 landings per year at the facility.
7. SK Hynix executives said that by 2030, the performance scale of AI infrastructure will grow by about 20 times. He also said the company is developing next-generation memory technologies, including 3D stacked DRAM and high bandwidth flash (HBF), while continuing to improve the performance of existing HBM products.