The U.S. stock market is receiving significant attention this week, centered around AI technology and global economic indicators. The Q4 results of memory semiconductor company Micron are scheduled to be announced; investors are keenly observing how the results will affect demand for artificial intelligence infrastructure (infra). With ongoing investment in AI infra, Micron faces supply bottlenecks and may emerge as a core indicator.
On another note, sports brand Nike will release its results on October 1. CEO Eliot Hill addresses investor concerns about the brand’s innovation power, while the decision by French football star Kylian Mbappe to join a team signals potential weakening of Nike’s competitiveness.
Meta Platforms last week at the Meta Connect event showcased new AI agent Muse, which achieved early market success. Muse provides an environment where users can use AI agents without smartphones, and its revenue model takes a portion of transaction fees as earnings. However, analysis indicates that privacy protection and security issues must be addressed.
U.S. trade policy changes will remain effective until January 2027 and are expected to reduce long‑term commercial uncertainty. Meanwhile, with tax rate and regulations maintained, short‑term stability is possible; U.S. trade policy changes may also influence the real economy and consumer sentiment.