AGP Executive Report
Last update: 7 hours agoNvidia & AI Chips: Jensen Huang said Nvidia will double chip sales next year, targeting a 70% revenue jump to about $673B by Jan 2028, as AI demand stays the core driver. Central Banks & Rates: Japan’s core inflation eased to 1.7% in August, keeping pressure on the Bank of Japan to hike toward 1.25%, while the Bank of England held at 3.75% but warned inflation could top 4% if the Iran-linked energy shock drags on. US Labor & Markets: US jobless claims fell to 196,000 (holiday-distorted), reinforcing a steady labor backdrop after the Fed’s first hike in three years; stocks rebounded as oil eased and yields slipped. Energy & Shipping: US natgas futures eased as LNG flows fell, while airlines (American, United, Southwest) scaled back schedules due to fuel-cost shocks. Crypto & Policy: Bitcoin held near $76K after the Fed’s move; XRP slid after the CLARITY Act failed on a procedural vote. EV & Mobility Forecasts: New market outlooks point to fast growth in EV powertrains, battery reuse, and electric two-wheelers, alongside hospital electric track-vehicle systems. Solar Deal: Anza Power bought 205MWac construction-ready solar plants in New Zealand from Helios Energy, signaling continued clean-energy buildout.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
Perspectify News
