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9/30
11:53
Crypto.com promoted its AI agent, ai.com, with a $15 million Super Bowl ad in February, which caused the website to crash due to overwhelming traffic. However, nearly eight months later, users are still questioning the progress of its promised AI agent.
11:43
Google CEO Sundar Pichai announced that he held important meetings today with the U.S. President, Senator JD Vance, House Speaker Johnson, and other administration and technology leaders, and signed the White House Superintelligence Agreement. Pichai revealed that Google has invested tens of billions of dollars in its AI technology stack over the past two years and will continue to invest in the future to benefit the U.S. and the world. He also emphasized Google's commitment to responsible innovation, ensuring safe development and building public trust through rigorous testing, evaluation, and red-teaming safeguards.
11:42
AI giants are vying for the new entry point of personal AI assistants. Following Meta's launch of Muse and Instinct's completion of a $1 billion funding round, domestic internet giants are also entering the fray. Alibaba Cloud announced at the Apsara Conference on September 22 its accelerated development of Personal Agent. ByteDance's Doubao has been internally testing a personal assistant product codenamed "Spell" since April this year. Market sources indicate that Tencent is developing a Personal Agent product named "Handy Bot," planning to launch a standalone app, and has already launched a service account on WeChat. Additionally, WeChat began gray-scale testing its native AI assistant "Xiaowei" as early as June this year, which can operate native WeChat functions and invoke mini-program services.
11:42
Goldman Sachs Global Investment Research's latest report indicates that AI agents will reshape the consumer shopping chain, transitioning from users actively searching, comparing prices, and placing orders to AI agents understanding needs, screening products, and triggering payments. The battleground for the value chain will shift from "page traffic" to "capturing and executing purchase intent," with future value increasingly following consumer intent. The report anticipates this evolution will last three to five years or more, impacting multiple industries such as e-commerce, digital advertising, payments, identity verification, anti-fraud, and cybersecurity.

Goldman Sachs believes that winners will be determined by distribution capabilities, consumer trust, merchant participation, transaction infrastructure, and the ability to capture commercial intent. Low-risk, low-complexity categories such as paper products and cleaning supplies will be the first to be taken over by AI agents, with approximately $2.6 trillion in U.S. consumer spending falling into these high-probability categories. The advertising model will also shift from purchasing "exposure" or "conversions" to purchasing "selection by an agent." Meta, Alphabet, and Amazon are considered to be well-positioned in this transformation. Walmart's AI assistant, Sparky, has already shown significant user growth and increased order value. Payment networks and identity anti-fraud fields will also be restructured accordingly, requiring risk control logic to shift from "determining if a person is human-like" to "determining if an agent is registered, authorized, and compliant with transactions."
11:33
The People's Bank of China (PBOC) announced late Tuesday that it would cut the interest rate on its one-year Pledged Supplemental Lending (PSL) by 25 basis points to 1.5% (from 1.75%) to fund investments in water conservancy, power grids, computing, telecommunications, and other infrastructure projects. Following this, mainland Chinese stock markets opened slightly higher on Wednesday, with the Shanghai Composite Index rising 0.23% to 3,839 points and the Shenzhen Component Index gaining 0.44%. The Hang Seng Index in Hong Kong, however, fell 129 points, or 0.53%, opening at 24,393 points.
11:31
Overseas investors are turning sellers of Indian assets again as surging oil prices and rising global yields threaten to derail a recent revival in demand.
11:25
Anthropic's confidential IPO prospectus reveals a compute power leasing agreement with SpaceX, with a total cap of up to $84.5 billion and extending until 2029, Reuters reported on Tuesday. This figure is nearly double the previously disclosed approximately $45 billion, though most terms of the new agreement still retain a 90-day cancellation clause. Additionally, Anthropic anticipates total spending on AI infrastructure to reach at least $518 billion over the next decade, with partners including Google, Amazon, Microsoft, and SpaceX.
11:22
The Ministry of Finance and Economy said Wednesday that it has raised its tax revenue forecast for this year to a record 478.6 trillion won ($353.5 billion), 63.2 trillion won more than projected in its supplementary budget. The upward revision is attributed to an artificial intelligence boom fueling chipmakers' profits and a stock market rally boosting trading-related collections, which were difficult to anticipate during budget planning.
11:07
Robinhood announced it will launch perpetual contracts and weekend stock trading services for U.S. users, and introduce "Robinhood Agents," a feature allowing users to build their own AI agents within the app.
11:03
Binance announced that it has added bStocks trading pairs for Adobe (ADBEB), Forward Industries (FWDIB), Hewlett Packard (HPEB), PDD Holdings (PDDB), SharonAI (SHAZB), Wendy's (WENB), and Zoom (ZMB) on the Binance Spot/Convert platform as of September 30, 2026.
10:56
At a recent security forum, China softened its tone regarding its multipolar worldview, indicating that its vision for global order is still a work in progress and its motives are less confrontational towards the US than many may assume, Nikkei Asia reports.
10:49
China's longstanding two-speed economy is creating ever greater divergence in its financial markets, with stocks and bond yields sinking to more than one-year lows this month while the yuan has powered higher.
10:43
Hazem Ben-Gacem, founder and CEO of BlueFive Capital, stated at the SuperReturn Asia conference in Singapore that investments focused on solving problems and aligning with national interests are the most attractive in the current environment. He advised investors to look for "solutions" in areas such as food security, defense, infrastructure, automation, and robotics, rather than just investing in funds. Ben-Gacem also noted that geopolitics is increasingly becoming a critical factor influencing investment returns, particularly in the Middle East, Europe, Asia, and China.
10:34
China's Ministry of Commerce stated late Tuesday that Beijing would "resolutely respond" if the European Union imposes restrictions on Chinese companies or products. This warning comes ahead of high-level trade talks between China and the EU next week, with the Ministry of Commerce asserting that such actions would "severely damage mutual trust" and "disrupt" negotiations. Previously, the EU's Trade Commissioner had warned China to deliver "concrete results" by October or face "more severe measures."
10:32
Anish Acharya, a partner at the renowned venture capital firm a16z, and David Pawlan, founder of Assistant Benchmark, noted in a podcast on September 29 that the personal AI agent sector has rapidly heated up in recent weeks, with over 120 participants currently. David Pawlan believes that mainstream consumers are not concerned with a 10% increase in efficiency; what truly attracts them is "free money," such as automatically claiming refunds for flight price drops through agents or optimizing household water bills (some users have seen their water bills decrease by 50% as a result). He emphasized that when AI agents begin to replace human interaction, the traffic logic of platforms like Amazon and Shopify, and even the entire e-commerce ecosystem, will be forced to reshape. Furthermore, the high computing costs of AI agents are a reality facing the market, estimated at about $20 per user per day. This compels startups to focus on creating extremely high-value, ultra-vertical software for a very small group of users.
10:25
Frank Elderson, Member of the Executive Board of the European Central Bank, stated that European banking supervision is adjusting its approach to cope with an increasingly complex environment. Through a dedicated Risk Tolerance Framework (RTF), supervisors have consciously increased their risk tolerance, focusing on material risks rather than subjecting all risk areas in every bank to intensive scrutiny every year. Additionally, the "Next Level Supervision" initiative has enhanced efficiency, reducing approval times for standardized securitisation transactions from three months to around seven days, cutting stress testing data points by approximately 55%, and shortening capital-related decision approvals to less than six days. Elderson called on all stakeholders, including banks, to embrace this cultural shift towards a more risk-tolerant and agile supervisory environment.
10:10
★★★★★Previous 103.07PointsForecast 103.4PointsActual 103.5Points Above forecast↑
10:09
Pro-Palestine protests have spread across several Moroccan cities, demanding an end to diplomatic normalisation with Israel as Rabat deepens ties with Tel Aviv. The latest mobilisation occurred on September 27, following a September 16 announcement that Morocco and Israel would elevate their diplomatic missions to full embassies and appoint ambassadors. Opponents argue that the government's pursuit of closer institutional ties, including agreements on investment protection and avoiding double taxation, is incompatible with public sentiment, especially amid the war in Gaza. Moroccan media reported restrictions and arrests during some demonstrations.

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