AI Infrastructure Deal
According to Reuters, “Samsung, SK Hynix shares leap after OpenAI chip deal”, OpenAI’s Stargate LOIs with Samsung and SK Hynix aim to expand HBM supply and build data‑centre capacity in Korea, reshaping global AI supply chains and semiconductor demand — a clear sign of how AI is altering hardware alliances. [Reuters](https://www.reuters.com/world/asia-pacific/samsung-sk-hynix-shares-rally-openai-partnerships-2025-10-02/)
Apple Product Shift
According to Reuters, “Apple halts Vision Pro overhaul to focus on AI glasses, Bloomberg News reports”, Apple is reallocating engineers to develop lighter smart GLASSES that pair with iPhone and emphasize on‑device intelligence and voice, marking a strategic pivot in its spatial‑computing roadmap. [Reuters](https://www.reuters.com/technology/apple-halts-vision-pro-overhaul-focus-ai-glasses-bloomberg-news-reports-2025-10-01/)
Markets Ride AI Wave
According to AP, “Wall Street ticks to more records, led by technology stocks”, investors pushed indexes higher as OpenAI partnerships and chip deals buoyed chipmakers and AI suppliers, driving MARKETS to new highs and underlining investor appetite for AI‑driven growth. [AP](https://apnews.com/article/a08c07307c4483a3583fe2aaa1609637)
According to Reuters, “With the US government dark, alternate sources show a sluggish September for jobs” — alternate data like the Chicago Fed’s real‑time unemployment estimate (4.3%), ADP and Challenger reports point to stalled hiring while the shutdown delays BLS releases, raising fresh uncertainty for labor metrics and Fed policymaking. [Reuters](https://www.reuters.com/world/us/us-unemployment-rate-likely-steady-43-september-chicago-fed-says-2025-10-02/)
According to CNBC, “The government shutdown is likely to cement additional Fed interest rate cuts” — markets have priced in an October cut and further easing as data gaps from the shutdown push policymakers toward precautionary rate reductions, tightening the link between political gridlock and monetary policy expectations. [CNBC](https://www.cnbc.com/2025/10/01/lockdown-fed-interest-rates.html)
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