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UBS (UBS.N) CEO: Gold remains an important investment choice.

Goldman Sachs has raised its 2027 forecast for the average European benchmark natural gas TTF price to €51/MWh (from €32/MWh) to reflect a 45% subjective probability of a weak Middle East gas supply scenario during the winter.

Goldman Sachs has raised its Q1 2027 forecast for European natural gas prices to €74/MWh (previously €44/MWh).

According to Nikkei Asia, artificial intelligence is significantly increasing the speed at which cyber attackers can discover and exploit system vulnerabilities, putting greater pressure on traditional cybersecurity defenses. A Nikkei survey shows that between September 1st and October 6th, major data breaches worldwide involved the personal information of over 300 million people, including approximately 57 million in Japan. Brett Goldstein, a professor at Vanderbilt University and former head of AI strategy at the U.S. Department of Defense, pointed out that system intrusion points that previously required months of human intervention can now be discovered in minutes with the help of AI, and the widespread adoption of open weight models has further accelerated attacks. Meanwhile, AI is also beginning to be used for defense. The British government has used advanced AI systems to discover and assist in handling over 1,000 potential vulnerabilities, while Japan launched its AI cybersecurity project, YATA Shield, in May of this year. Experts believe that offensive AI may continue to outpace defensive capabilities in the next two years. Enterprises should strengthen vulnerability remediation while establishing network isolation, data backup, and business continuity mechanisms to ensure that critical business operations can continue to function after an intrusion.

Several A-share oil ETFs fell nearly 4%, with the S&P Oil & Gas ETF Harvest falling nearly 6%, the S&P Oil & Gas ETF Fullgoal falling nearly 5%, and several other oil ETFs, including ChinaAMC and Guotai, falling nearly 4%. This followed the largest single-day drop in international oil prices in three months.

Anthropic's revenue per employee over the past 12 months (TTM) has exceeded $6.6 million, second only to Nvidia's $7.2 million, and higher than Meta's $3.6 million, Apple's $3.1 million, and Amazon's $0.5 million. Anthropic's prospectus shows that as of September 30, 2026, the company had approximately 5,300 employees, an increase of about 170% year-over-year; during the same period, TTM revenue increased by about 1200%, and revenue per employee rose from $1.4 million to over $6.6 million, nearly 4.7 times the original figure. This is relatively unusual, as Anthropic does not appear to have expanded its workforce proportionally while rapidly scaling its business. The company attributes this performance to talent density, the widespread use of Claude in internal workflows, and highly efficient sales channels.