In the latest published clinical trial data, the oral anti-cancer drug developed by Revolution Medicines showed significant efficacy, successfully extending the survival of patients with advanced cancer.

Goldman Sachs Chief Economist Jan Hatzius stated that the Federal Reserve might opt to raise interest rates two more times, rather than only once in December.

OpenAI's annualized revenue has been revised to $50 billion, leading to declines in stock prices for Nvidia, AMD, and others. Market sentiment is divided: some warn of IPO risks and widening losses, while others are optimistic about the $4 trillion AI investment outlook.

Goldman Sachs maintains a Buy rating on Dell, highlighting that its AI server deliveries are 4-6 weeks faster than industry peers, supporting its premium. The report warns of potential memory supply shortages in 2027 and emphasizes that storage attach rates and operational leverage are key to margin expansion, while enterprise AI adoption is still in its early stages.

Elon Musk announced that SpaceX has obtained the 800MHz frequency band, calling it an industry earthquake. This move caused the stocks of telecom giants such as AT&T and Verizon to plummet significantly after hours, while SpaceX’s share price rose against the trend. The market is concerned that satellite mobile communications will disrupt the traditional landscape.