Skip to content

US Stock Pre-Market Brief: Musk Is Gradually Turning SpaceX's AI Business Into Renting Out Compute to Clients Such as Anthropic and Google

Oct 30, 20:49

October 30: According to Cailian Press, here are the key US stock market financial news items investors should focus on:\

  1. The three major US stock index futures are mixed. Dow futures up 0.01%, S&P 500 futures down 1.06%, Nasdaq 100 futures down 2.58%.\
  2. International oil prices rose across the board. WTI crude futures up 2.11% at $104.153/barrel; Brent crude futures up 2.28% at $113.325/barrel.\
  3. Spot gold and silver fell across the board. Spot gold down 1.46% at $3962.61/oz; spot silver down 3.93% at $50.09/oz.\
  4. Europe's three major stock indices were mixed. The UK's FTSE 100 rose 0.25%, France's CAC 40 fell 0.17%, and Germany's DAX 30 fell 0.69%.\
  5. People familiar with the matter said Anthropic has become SpaceX's largest customer, contributing more than one-third of revenue in the third quarter. Musk is gradually transforming SpaceX's AI business into renting out compute to customers such as Anthropic and Google.\
  6. Intel said server CPU supply is falling short of demand and expects shipments to grow by more than 30% in both 2026 and 2027.\
  7. Amazon expects its cloud business AWS to maintain growth of more than 40% in 2027-2028 and to push toward a trillion-dollar revenue scale within 5-10 years.\
  8. Goldman Sachs believes SanDisk's positive outlook stems not only from the current NAND supply-demand tightness, but is also supported by the expansion of its data center business and long-term supply agreements. It maintains a "Buy" rating on SanDisk.\
  9. The hot wallet of Binance, the world's largest cryptocurrency exchange, is suspected of having been hacked. Upon verification, total assets currently frozen have exceeded $3 billion, which triggered a sharp drop in digital token prices.