According to CNBC, Corning and Qualcomm rallied on Tuesday after a pair of infrastructure deals boosted Wall Street's confidence that data center spending will stay strong. Intel rose 9%, Advanced Micro Devices gained 6%, Hewlett Packard Enterprise climbed 8% and Coherent added 7% as investors continued to favor AI-related infrastructure stocks. Corning jumped 8% and said it is entering a multibillion-dollar partnership with Verizon to build fiber-optic cables for AI connectivity. The company said the move follows a multibillion-dollar deal with Amazon in June and Nvidia's pledge a month later to invest up to $3.2 billion in Corning to build three new fiber-optic manufacturing facilities in North Carolina and Texas. Qualcomm said in a filing on Tuesday that it issued warrants to Amazon, allowing the cloud company to acquire up to $4 billion of Qualcomm stock. The pact also includes Amazon Web Services purchasing up to $60 billion of Qualcomm server chips and other technology. Qualcomm CFO Akash Palkhiwala said at the Goldman Sachs Communacopia + Technology Conference in San Francisco that revenue from chips made for Amazon will begin to show up in the December quarter and will help the company reach its $15 billion data center revenue target for fiscal 2029. AMD CFO Jean Hu also spoke at the conference and said the total addressable market will now reach $3 trillion by 2030.

According to Jin10, U.S. Secretary of State Rubio said Iran loses tankers whenever it tries to attack U.S. Navy ships.

Brent crude rose to its highest level since late July, while WTI climbed to a more than three-month high after reports of an explosion on Iran's Kharg Island renewed concerns about tighter oil supply. According to Sina Finance, Brent crude rose about 1% to settle at $97.92 a barrel, while WTI futures gained 1.7% from Friday's close to settle at $93.03. London copper extended its rally as tight near-term supply and expectations that the United States will impose tariffs on refined copper imports supported prices. According to Sina Finance, LME copper rose 1.4% to $14,708.5 a ton, while LME aluminum, nickel, zinc and lead also advanced; LME tin fell 0.5%. Gold fell as traders weighed rising Middle East tensions against a weaker dollar. According to Sina Finance, spot gold dropped 1% to $4,357.88 an ounce at 4:45 p.m. in New York, after earlier falling as much as 1.1%.

According to Sina Finance, U.S. Treasury Secretary Bessent said he knows exactly what the Bank of Japan and policymakers will do when the U.S. intervenes in the yen. He added, “If you want to bet against me, bring it on,” and reiterated that he has asymmetric information.

According to Jin10, Sepahnews, a media outlet affiliated with Iran's Revolutionary Guards, said Iranian missile strikes hit U.S. targets in Jordan.

A technical failure in the UK air traffic control system disrupted flight operations at airports across the country on September 8. According to Sina Finance, all London airports have been closed to arriving flights until at least 11 p.m. local time, and about 600 flights in the UK were canceled. Heathrow was among the hardest-hit airports, with FlightAware data showing 156 departing flights canceled and 186 departing flights delayed as of 6:50 p.m. local time. British Airways was among the airlines most affected at the airport.

Iran's Revolutionary Guards issued an urgent warning on the evening of the 8th local time after U.S. attacks on Iranian tankers. According to Sina Finance, the Revolutionary Guards said tanker crews at ports in Kuwait and Bahrain should leave immediately, whether the vessels are anchored or docked, because they will be targeted.

United Nations Secretary-General Antonio Guterres wants recent diplomatic efforts to help Russia and Ukraine resume talks. According to Sina Finance, his spokesman Stephane Dujarric said at a regular briefing on the 8th that Guterres was encouraged by diplomatic efforts including visits to Moscow and Kyiv by a U.S. envoy. He said Guterres hopes the new initiative will help Ukraine and Russia resume talks, paving the way for an immediate, unconditional, comprehensive ceasefire and a fair, comprehensive, and lasting peace in line with international law. The United Nations is willing to help, and Guterres also expressed serious concern over continued attacks on civilians and civilian infrastructure in Russia and Ukraine.

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