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NVIDIA announced an additional $150 billion stock buyback plan, setting a new record for the largest buyback in U.S. corporate history, surpassing Apple's previous record of $110 billion. CEO Jensen Huang stated that this move demonstrates confidence in the long-term opportunities of AI. Boosted by this news, NVIDIA's stock price rose by 1.3% in pre-market trading on Monday, after previously falling nearly 1%.

Everyone is watching who issues stablecoins, but from a business model perspective, what really matters is who controls the distribution channels.

The methods of continuous token issuance and centralized control of opening prices are not uncommon on various platforms; it's just that here they are dressed in the guise of stocks and real estate.

The Federal Reserve raised interest rates by 25 basis points to 3.75%-4.00%, yet the Nasdaq reached a new historical high a week later.

537 American unicorns still carry the old valuations from 2021-22, and "AI native" is shifting from a bonus to a risk point being exposed. Investors are starting to ask: What is left after you remove your AI label?

OpenAI's resident AI assistant "o," powered by the GPT-6 Astra variant "Aeon," focuses on long-task scenarios. It is expected that on Tuesday (September 29), Dev Day will simultaneously launch the $500 monthly subscription for ChatGPT Pro Max ultra-fast subscription, as well as an AI hardware device resembling a donut. Analysts believe that with a dual approach of software and hardware, it will fully target strong competitors like Meta and Grok.

Overview of Important Market Events on September 27

Muse launched two weeks ago and has already reached millions of users, with Mark Zuckerberg stating, "It's a home run right out of the gate." This personal AI Agent is about to be fully integrated with Ray-Ban smart glasses, betting on the convergence of the metaverse, smart glasses, and large models. In addition, he rarely admitted that the failure of Llama 4 was "the most terrifying moment" and revealed that Meta is building a 5-gigawatt computing cluster.

Goldman Sachs believes that the market has overvalued the risks of stagflation and high yields. The effects of tariffs are weakening, energy may face deflation, and the cost reduction from AI consumerization will drive inflation down. Although growth is slowing, core profits remain strong, and the central bank's hawkish space is limited. In the "Goldilocks" scenario, AI FOMO is reignited, and there is no need to wait for the midterm elections; the "Goldilocks" market may ignite the U.S. stock market's year-end rally ahead of schedule.

From corporate financing and Bitcoin mortgages to everyday payments, Saylor proposed twelve policy recommendations, advocating for the expansion of individuals' and businesses' freedom to use digital assets, allowing the productivity brought by AI to be transformed into wealth and opportunities for more people.

General judgment requires the simultaneous use of multiple abilities; one cannot assume it is easier than generating an answer just because it ultimately outputs a single probability.

Even if the world is full of Agents, as long as a few companies can still decide where your money can flow, all of this is meaningless.

It is not simply about "which tokens are not securities," but rather further explaining the relationship between crypto assets and investment contracts under specific circumstances, as well as which actions may not subject the relevant assets to the constraints of the investment contract framework.

People who understand AI lack resources, while those who have resources do not know how to use AI.

The theoretical value of a single point is approximately between 44.5 and 59.2 dollars.

Bitget stated that it will follow up on the investigation progress every hour, and the specific attack vectors (such as whether there is a private key leak or interface vulnerability) are pending a complete report from the authorities.

The creation mode allows the Agent to write plugins, add new features or interfaces, and also combine tools and prompts to create its own mode.

The method of inflating numbers is not as good as that of elementary school students.

Oracle issued a "force majeure" notice to Project Jupiter's developers, expressing concern that this data center project located in New Mexico, which plans to provide $300 billion in computing power to OpenAI, may not be operational as originally scheduled in 2028. The project had already faced regulatory and financing pressures, with related loans falling to distressed levels, and this notice further exacerbates market concerns about the project's implementation and the stability of its financing chain.

Midnight is not building another pool, but rather a set of on-chain term-credit infrastructure.