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:\
- 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%.\
- 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.\
- 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.\
- 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%.\
- 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.\
- Intel said server CPU supply is falling short of demand and expects shipments to grow by more than 30% in both 2026 and 2027.\
- 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.\
- 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.\
- 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.