① As of press time, Dow Jones futures fell 0.16%, S&P 500 futures fell 0.34%, and Nasdaq futures fell 0.55%.
② Semiconductor stocks experienced a general decline before trading, with ASML falling nearly 3%, AMD falling nearly 3%, and TSMC falling nearly 2%.
③ The US Department of Justice has upgraded its anti-monopoly investigation, and Nvidia continued to decline by nearly 3% before trading. Nvidia continued yesterday's decline, with a further drop of nearly 3% before trading. Foreign media previously reported that the US Department of Justice, which is collecting evidence of Nvidia's violation of antitrust laws, has issued a subpoena to the chip manufacturer, upgrading its investigation into the tech giant.
④ Zscaler, a cloud computing security company, fell over 15% before trading. On the news front, Zscaler expects revenue of $2.6 billion to $2.62 billion for the fiscal year 2025, lower than analysts' expectations of $2.63 billion, when announcing Q4 results for the fiscal year 2024.
⑤ GitLab, a code hosting platform, has risen by over 15% before the launch. On the news front, GitLab's Q2 fiscal year 2025 results showed that revenue exceeded expectations, with earnings per share of $0.08, turning a loss of $0.33 per share from the same period last year into a profit, which was also better than market expectations.
⑥ Cloud computing giant Salesforce announced on September 3 local time that it has agreed to acquire Tenyx, which develops artificial intelligence voice agents, to advance its AI driven solutions. The acquisition did not disclose the transaction value and is expected to be completed in the third quarter.
⑦ Blackstone Group agrees to spend AUD 24 billion to acquire AirTrunk, an Australian data center operator, according to media reports. Previously, foreign media reported that insiders from Blackstone revealed that this transaction may be one of the largest digital infrastructure deals of the year.
⑧ OpenAI reportedly plans to attract global investors to build AI infrastructure in the United States. According to foreign media reports, a source familiar with the matter revealed that OpenAI CEO Sam Altman's plan to attract global investors to support the construction of AI infrastructure is becoming more clear, starting in various states in the United States and expected to cost billions of dollars.
⑨ According to foreign media, Moody's, S&P Global, and Fitch Ratings will pay a total of $48 million in fines to settle allegations by the US Securities and Exchange Commission (SEC) that these rating agencies failed to properly maintain electronic communication records. It is reported that Moody's and S&P will each pay $20 million to reach a settlement, while Fitch will pay $8 million.
⑩ At 20:30 Beijing time, the US July trade account was released.
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