According to CoinMeta and Wall Street Journal US Stock News, the US non-farm payroll data in September fell significantly below expectations, leading to a decline in US Treasury yields and an increase in US stock futures prices. Macron called for coordination on joint reserve sales, which caused oil prices to plummet, with the 10-year German bond yield dropping to a three-week low. Core inflation at 2.8% remains persistent, exports reached a record $120.9 billion, and expectations for a rate hike by the South Korean central bank in November are rising. Toshiba is investing 60 billion yen to expand production, aiming to double its capacity, while Seagate Technology's shares fell more than 10% before trading began. Samsung's HBM4 is priced at three times HBM3E, betting that the AI computing arms race will reshape pricing power. Micron has clearly stated for the first time that supply will be tighter from 2027 to 2028, with simultaneous expansions at its four major bases. Tesla has lowered the storage specifications of AI5 / AI6 to make way for mass production of Optimus. Broadcom has partnered with Blackstone to raise $60 billion to lay the foundation for computing power for companies such as Anthropic and others. Quarterly reports fell short of expectations, with no improvement in revenue; Nike's Greater China region has been "merged" into the Asia-Pacific division, and this year's stock price has plummeted by nearly half, marking the "worst performance in history." The Nikkei 225 index closed down 0.9%, the A-share market was closed throughout the day, and the Hang Seng Index closed down 2.60%.