『Wednesday, September 2: Dell forty-seven. GitLab nineteen. ADP at eight-fifteen.』のカバーアート

Wednesday, September 2: Dell forty-seven. GitLab nineteen. ADP at eight-fifteen.

Wednesday, September 2: Dell forty-seven. GitLab nineteen. ADP at eight-fifteen.

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Pre-open Wednesday. MAS Singapore proposes 100% stablecoin reserves and a yield ban (consultation to Oct 16). Core DAO emergency hard fork after excess validator rewards; major exchanges restrict CORE. Bitfinex Securities lists tokenized notes tied to Strategy/Metaplanet. OpenAI Astra rated Critical for cyber (CoinDesk). GoPro–Starman Optical $285M cash + ~10% residual. Fervo–Google 396 MW geothermal PPA (option toward ~1 GW). Bloomberg: Nvidia advanced talks for Hugging Face ~$12.9–14B (no signed deal). John Ternus Apple CEO effective Sep 1. Earnings AMC Sep 1: DELL $47B/+58%, FY $192B, $95B AI backlog; GTLB $286.3M/+21%; MDB $771.8M/+30% (Q3 guide selloff); CRDO $479M/+115%. CMC 5:04 a.m. ET: BTC $76,992 (−1.05%), ETH $2,396.82 (−2.03%), USDT $0.9994 (−0.04%), BNB $683.51 (−0.40%), XRP $1.3303 (−2.42%). Yahoo/SMW premarket: GTLB $53.73 (+19%), MDB $374.30 (−14%), DELL $463.96 (+9.2%), CRDO $191.99 (−7.2%), HPE $53.46 (+5.1%). Sibanye OKs Mt Lyell Cu-Au restart (~$340M; first ore early 2029). ACG first Cu concentrate Gediktepe. SHFE Cu warrants Sep 1 29,766 t (−574); LME Cu stocks 233,500 t. Reuters: gold >3-week low on Iran/oil/rate channel. Kitco ~5:00 a.m. ET: Pt $1,718 (−1.09%), Ag $63.66 (−0.45%), Au $4,312.70 (−0.35%), Cu $6.5290/lb (−0.21%), Pd $1,285 (−0.16%). ADP 8:15 a.m. ET (Jul +44k; street ~+47k). Factory orders + BLS metro 10:00. Beige Book 2:00. Fri payrolls (Jul −23k / 4.1%). The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.
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