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According to CNBC, Meta's Muse agent overtook ChatGPT as the leading free iOS app on Friday after the launch of Meta's new AI model, helping push the Nasdaq to a fresh record high on Monday. Meta shares logged their best day in more than a year, and the stock has risen more than 20% since details of the AI assistant were released. The broader Magnificent Seven group also moved higher, with the Roundhill Magnificent Seven ETF hitting a record level for a second straight session.

Bitcoin's market capitalization has surpassed Tesla and returned to the top 15 global assets by market value. According to ChainCatcher, Bitcoin's market cap reached about $1.63 trillion, rising 5.05% over the past 24 hours.

Tesla shares closed Friday at $364.27, down 0.53%, giving the company a market capitalization of $1.438 trillion.

Financial adviser and Edelman Financial Engines founder Ric Edelman said buying Bitcoin now is like buying Amazon in 1999 and predicted the cryptocurrency could reach at least $500,000 before 2030. According to ChainCatcher, Edelman said that if people worldwide allocated 1% of their assets to Bitcoin, the price would be $500,000, adding that his forecast may be conservative and the token could exceed that level sooner.

Edelman, a longtime Bitcoin advocate, said he was once booed when introducing Bitcoin to financial services peers in 2013, but now most people in traditional finance at least acknowledge that the asset has established itself. He also noted that Bitcoin was trading at about $76,522, up 1% over the past 24 hours, after posting its best August performance in years, though it remained well below its October all-time high of $126,080.

OpenAI launched the public beta of its Agents API on September 10, allowing developers to build and run cloud-based agents through the API, according to Jiemian News. The API uses an agent runtime framework and infrastructure powered by Codex, and lets developers specify tasks, models, tools and execution environments. Developers can choose OpenAI-hosted sandboxes, their own infrastructure or sandbox environments provided by partners. The public beta is open to all developers at no extra charge, with users paying only for the models, tokens and tools they use.

Canada imposed tariffs of 15% to 50% on hundreds of US products on Tuesday, according to Bloomberg, as Prime Minister Mark Carney bets that standing up to President Donald Trump will eventually strengthen Ottawa's hand with its biggest trading partner. Carney's government raised the import tax on many US steel items to 50% from 25% and applied levies to consumer goods including motorcycles, cosmetics and cheese from 12:01 a.m. New York time. The measure will hit US exporters hardest in states such as Michigan and Ohio, which do heavy business with Canada and host closely fought races in November's midterm elections.

It is a calculated risk for Carney, who a year ago removed many of the counter-tariffs his predecessor Justin Trudeau had put in place. Trump administration officials have repeatedly said they will not tolerate retaliation, noting that only Canada and China have used counter-tariffs, and have declined to specify how or when Trump might respond. Brian Clow, a former senior Canadian adviser on US relations under Trudeau, said the retaliatory tariffs are meant to make the trade war's cost real enough for American businesses and consumers that Washington sees an incentive to return to the table — adding that Canada wants the trade war to end, not to wage one.

The clash follows the collapse of weeks of talks that had appeared close to a deal; Trump announced a preliminary agreement on Aug. 18, but it fell apart within days, prompting mutual recriminations. Treasury Secretary Scott Bessent compared Canada to a "little yippy dog," while Trump called the currency imbalance "unacceptable" and threatened to bar sales of Bombardier jets in the US, despite the company's more than 2,800 US-based suppliers. US tariffs of 50% on about $20 billion of Canadian goods took effect Aug. 22, with Canada's counter-tariffs targeting a roughly equal amount. US Trade Representative Jamieson Greer has signaled more tariffs and even import bans are possible.

Public opinion favors Carney's stance, with a Nanos Research poll for Bloomberg finding nearly three-quarters rated his handling of the trade file as good or very good. Oxford Economics estimates the combined effect of US tariffs, Canadian retaliation and related federal support will cut Canadian output by about 0.3% from baseline. After the talks collapsed, Trump said he would raise auto tariffs to 50% from 25% and impose a 50% rate on auto parts from Jan. 1, though he has not formally implemented them. Carney said his government seeks a "durable" agreement and is ready to deal when the US is, but will not sign unless Canada's automotive, steel and aluminum industries stay competitive. House Speaker Mike Johnson also called for talks to resume.

According to Sina Finance, Iranian media reported explosions in the Persian Gulf waters near Iran's Kharg Island. No official information has yet been released on the cause or source of the explosions.

According to Sina Finance, another Iranian media outlet reported that an Iranian tanker near Kharg Island was hit by a U.S. missile strike. The outlet said the vessel was a small tanker and that no one was injured.

The Bureau of Labor Statistics releases the August Employment Situation report Friday at 12:30 GMT, with economists expecting a modest rebound after July's contraction.Payrolls are forecast at 55,000 to 58,000 following July's 23,000 drop. The unemployment rate is expected to hold steady at 4.1%. Average hourly earnings are projected to rise 0.3% month-over-month, up from 0.1% previously.Average Hourly Earnings Is the Line to Read FirstThe headline payroll figure will move the tape. The wage line is what moves the Fed.A jump from 0.1% to 0.3% month-over-month is a tripling of the monthly pace. That matters disproportionately this cycle because Chair Kevin Warsh built his entire hawkish case at Jackson Hole on prices rather than employment, citing PCE at 3.7% annually and 4.1% over six months, with more than half the PCE basket rising over 3% in the past year.Governors Michael Barr and Christopher Waller have both signalled the labor market is not their constraint — Barr called it "stable," Waller "satisfactory shape."A committee that has already set employment aside will not reweight it on a 55,000 print. It will reweight on wage acceleration, because that is the transmission channel from labor to the inflation problem it says it is solving.The Payroll Number Is Mostly Noise This CycleTwo structural factors reduce the signal in the headline.The first is labor supply. July's unemployment rate fell to 4.1% while the labor force shrank 264,000 and participation dropped to 61.4% — the lowest outside the Covid period since the mid-1970s. With participation that low, the breakeven pace of job growth needed to hold unemployment steady sits far below historical norms. A small number no longer means a weak economy.The second is revisions. May was cut 66,000 and June 37,000 — 103,000 fewer jobs across two months. Initial August figures have been revised lower four years running. Whatever prints at 8:30 will not be the final number.That is why the unemployment rate holding at 4.1% and the wage line carry more weight than the payroll count itself.The Reaction Function Is InvertedRates have sat at 3.50%-3.75% since December 2025. The September question is whether tightening resumes, not how quickly easing proceeds.That reverses the usual trade. A strong print is the hawkish outcome. A soft one takes hike risk off the table.Hike odds have round-tripped over eight sessions — roughly 35% before Warsh spoke, up to about 70% Thursday, then back toward an even split. The FOMC decides September 15-16, with CPI landing September 11 in between.Dollar, Yields and Gold Are Positioned Ahead of the PrintThe dollar, Treasury yields and gold are all seeing heightened pre-report positioning.The setup into the release is unusual. The VIX dropped to nearly 14, its lowest since January, while bond yields sit near multi-year highs on fiscal rather than growth concerns. Mohamed El-Erian told CNBC at the Ambrosetti Forum he sees no appetite for immediate US fiscal consolidation and expects continued upward pressure on yields.For crypto, that fiscal-versus-growth distinction determines which way the yield move cuts. Bitcoin cleared $80,000 Thursday with yields elevated, and spot ETFs took in $731 million — their largest single day since January, with net assets crossing $103 billion.Whether that bid extends through a second session is the more informative signal than the payroll print itself.

火曜日の米国株は下落して引けた。イランへの新たな米国の空爆で原油価格が上昇する一方、債券市場の売りと、FRB（連邦準備制度）の次の利上げ幅に関する思惑が買い手の様子見を招いた。Sina Financeによると。
ダウ平均株価は419.01ポイント（0.79%）下落して52,766.87。S&P500は54.67ポイント（0.71%）下落して7,631.47。ナスダックは271.11ポイント（1.03%）下落して26,099.77。
巨大テック銘柄「メガキャップ7（Magnificent Seven）」のうち、テスラは3%超下落した。一方、グーグル、アマゾン、エヌビディア、マイクロソフトはいずれも1%超下落した。メタは1%超上昇し、アップルは2%超の上昇。光通信株と暗号資産関連株は総じて下落し、Circleは6%超下落、Strategyも6%超下落した。ルメンタムは5%超下落し、AAOIは4%近く下落。製薬株が上げを主導し、モデルナは約10%上昇、ノバルティスは6%超上昇、ノババックスは8%上昇した。

Bloombergによると、アントロピックPBCは、AI能力を迅速に拡大する取り組みの一環として、Nvidiaを後ろ盾とするクラウドプロバイダーのLambdaと350億ドル規模の計算（コンピューティング）ディールに合意したという。事情に詳しい人物が明かしたもので、関係者は協議が非公開であるとして身元の特定を求めなかった。インフラ企業のHut 8は、同プロジェクトに関わるテキサスのデータセンターを開発していると、その人物は述べた。ウォール・ストリート・ジャーナルは以前、データセンターはテキサス州ヌエセス郡にあり、Nvidiaが同データセンターのリースを保有することになると報じていた。

Jin10によると、ホルムズ産の原油輸出は8月も回復を継続したが、6月のピークを下回ったままだった。一方、ディーゼルおよびジェット燃料の不足はより深刻になり、CFTCのロング・ショート両建てポジションはいずれも増加し、米国の石油掘削リグは減少した。

ブルームバーグによると、円は1米ドル当たり160円を上回り、1カ月ぶりの最も弱い水準となった。これは、介入によって得た利益のうち半分以上を帳消しにする形で続く下落をさらに延長した。日本の通貨は、金曜に円が対ドルで最大0.5%下落し160.20まで到達した。背景には、連邦準備制度理事会（FRB）議長ケビン・ウォーシュが、中央銀行のインフレ目標を達成する方針を掲げたことでドルが押し上げられたことがある。取引業者は、当局が通貨を守るために動く時期の兆しを注視している。商品先物取引委員会（CFTC）の8月25日までの期間のデータによると、ヘッジファンドは2週連続で円ショートの賭けを積み増した。

Wallstreetcnによると、米国の暗号資産および暗号資産関連指数は8.34%下落して67.35ポイントとなり、週内では2.60%下落した。一方、MarketVectorTMデジタル・アセット100スモールキャップ指数は過去24時間で4.71%下落して2,432.36966ポイントとなり、直近7日では7.12%下落した。MarketVectorTMデジタル・アセット100ミッドキャップ指数は4.78%下落して2,616.8022ポイントとなり、直近7日では10.15%下落した。また、MarketVectorデジタル・アセット100指数は2.92%下落して15,513.41799ポイントとなり、直近7日では2.33%下落した。ビットコインは、FRB議長ケビン・ウォーシュの演説におけるタカ派的発言を受けて下落が加速し、過去24時間で3.40%下落して77,383.30ドルとなった。直近7日ではほぼ横ばいで、M字型の値動きを示しており、8月23日に75,577.56ドルまで下落し、8月28日に81,440.98ドルまで上昇した。イーサは3.15%下落して2,429ドルとなり、直近7日では0.70%下落した。

Sina Financeによると、事情に詳しい関係者は、BNPパリバ（BNP Paribas Co., Ltd.）が最大60億元のパンダ債を発行する計画だと述べた。同行は9月の早い段階から債券の募集を開始する予定で、発行は3回に分けて行われる見込み。内訳は、当初の最大規模が10億元の3年債、最大40億元の5年債、最大10億元の7年債となる。