Pre-market News Roundup for US Stocks: Strategy to release Q3 earnings report on October 29; Google launches Gemini Agent; Fed Governor Waller says further flexible interest rate hikes are still needed.

Pre-market key news for US stocks as follows: 1. Strategy announced it will release third-quarter financial results after the US stock market closes on October 29, and hold a live webcast at 5 PM ET the same day to discuss the results. 2. Google Cloud launched Gemini Agent, a general-purpose work agent compatible with Gemini models or Claude models. Driven by the news, Google’s pre-market rose over 1%, while Meta fell more than 1%. 3. Globalfoundries and TSMC signed a $2 billion silicon interposer agreement for advanced AI packaging, with an initial 5-year term. 4. TSMC’s September revenue hit NT$511.86 billion, down 0.6% month-on-month but up 54.6% year-on-year. For the first three quarters of 2026, TSMC’s total revenue reached NT$3.89873 trillion, up 41.1% year-on-year. 5. Citi projected the CPU market will reach $300 billion by 2030, sharply raising AMD’s target price from $575 to $800 and maintaining a "Buy" rating. 6. Investment bank DA Davidson lifted Micron Technology’s target price from $2100 to $3000 — the highest on Wall Street — and reaffirmed a "Buy" rating. 7. OpenAI fully rolled out GPT-6 to all free and paid ChatGPT users globally, officially replacing GPT-5.6 SOL and GPT-5.6 LUNA. 8. Federal Reserve Governor Christopher Waller said further interest rate hikes are still needed, though the pace of hikes is "flexible". The Fed’s dot plot may signal a rate hike in early 2027, followed by cuts thereafter. 9. Broadcom is arranging over $50 billion in financing for its custom AI chip project developed in partnership with OpenAI. Sources familiar with the matter said Apollo Global Management and Blackstone are among the lenders in talks to join the financing.