U.S. stock markets are closed today, while gold, silver and oil trading ends early.

According to Bloomberg, Iranian Foreign Ministry spokesman Esmaeil Baghaei said Monday that Iran and Oman have entered the final stages of an agreement on shipping management in the Strait of Hormuz, with a finalization expected in the coming days. The two sides plan to establish a temporary security corridor and submit the relevant arrangements to the International Maritime Organization (IMO) for registration. Baghaei noted that negotiations are progressing "very smoothly" and expressed hope they will not be interfered with by third parties. If the deal is finalized, it could encourage more oil tankers and merchant ships to use this globally critical energy transport route, while reducing the risk of Iran targeting shipping. Currently, around 7 million barrels of crude oil and refined products pass through the Strait of Hormuz daily, far lower than the roughly 20 million barrels per day before the conflict erupted. However, Iran and Oman’s plan to strengthen shipping management in the strait may also signal that Iran’s de facto control over this key route is further consolidated. The U.S., meanwhile, wants the Strait of Hormuz to return to the pre-conflict state of free passage, with clear differences remaining between the two sides’ positions. The ongoing U.S.-Iran conflict has now entered its seventh month, and the blockade of the Strait of Hormuz has continued to push up prices for crude oil, fuel, and natural gas, exacerbating global inflation. At the same time, U.S. diesel prices have hit record highs, and rising energy costs have put greater political pressure on the Trump administration.

According to official data, Trade.XYZ has launched its prediction market trading page, currently offering 26 trading items across three categories: finance, sports, and others. On September 5, Trade.XYZ deployed its HIP-4 DEX on Hyperliquid; transaction records confirm the deployment was completed at 21:15 Beijing Time. Hyperliquid’s HIP-4 is a specialized outcome/prediction market protocol (event result contracts supporting binary/multi-outcome settlements, settled to 0 or 1, no leverage liquidation, etc.), differing from HIP-3 perpetual contracts.

Goldman Sachs has significantly raised its industry forecast in the latest global optical module report, projecting that the global optical module market size will reach approximately $67.7 billion, $131.4 billion, and $148.5 billion respectively from 2026 to 2028, with upward revisions of 33%, 81%, and 115% compared to its prior forecast. Goldman Sachs points out that this round of upward adjustments is not solely driven by the growth in the number of AI servers; more critically, the ongoing shift of AI server architectures toward high-speed networks, combined with the rising number of optical modules required per GPU or ASIC chip, is fueling rapid growth in demand for 800G, 1.6T, and even 3.2T optical modules.

Beating AI News Flash: OpenAI’s latest flagship model Astra has reignited market enthusiasm for AI infrastructure, with memory chips emerging as the first beneficiary sector. U.S. semiconductor stocks rallied collectively last Friday, with Micron surging over 6% and SanDisk jumping nearly 12%; Asian markets extended the gains on Monday, with SK Hynix up around 8%, Samsung Electronics rising more than 5%, and Kioxia climbing roughly 10%. Institutions believe that as the capabilities of cutting-edge AI models continue to improve, computing power demand will further rise, and bottlenecks in memory and networking segments may also intensify, making HBM, DRAM, etc. likely to re-emerge as key themes in AI infrastructure trading. Goldman Sachs and Morgan Stanley project that global AI capital expenditure will reach $1.3 trillion to $1.5 trillion by 2027, with more than half allocated to memory infrastructure. Charu Channa, Chief Investment Strategist at Saxo Bank, stated that Astra’s launch further underpins the sustained growth of AI spending, and the rising computing power demand from advanced models will benefit memory chip makers like SK Hynix and Samsung Electronics. As AI models grow more powerful, the "computing power trade" that solely focused on GPUs is expanding to the "memory trade" involving HBM, DRAM, etc., and memory chips may become a key beneficiary segment in the new round of AI infrastructure investment.

Anwar Gargash, an advisor to the UAE President, said Monday that the United Arab Emirates is actively building alternative routes for energy exports and trade to ensure its core economic interests are not "kidnapped" by the conflict between the U.S. and Iran. He emphasized: "Our energy exports will not be taken hostage, and our trade and economic activities will never be subject to others' control." Gargash noted that freedom of navigation is not a concession to be granted, nor a principle to be renegotiated under pressure, adding that any long-term solution must establish a reliable security mechanism to prevent future attacks by Iran on Gulf countries. Against the backdrop of the Strait of Hormuz being blocked and attacks on its territory and oil tankers, the UAE and Qatar on the same day called on Gulf nations to enhance their own security capabilities. Majid Al Ansari, spokesperson for Qatar's Ministry of Foreign Affairs, said that while the strategic partnership with the U.S. is important, "this is not enough", and Gulf countries need to achieve a greater degree of self-sufficiency in the security sector. Gargash also stated that relations between the UAE and Iran are ultimately expected to recover, but rebuilding political trust between the two sides after the recent attacks could take decades. He added that Gulf countries can no longer assume that external allies will always prioritize their security.

The U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) recently analyzed and found that roughly $9 billion in shadow banking activity suspected to be linked to Iran flowed through U.S. correspondent bank accounts in 2024. Of that total, around $5 billion originated from foreign shell companies, while another $4 billion involved foreign oil enterprises suspected of acting as Iranian front companies. The report noted that Iranian-linked entities do not need to hold direct U.S. bank accounts to access the U.S. dollar system, instead using intermediaries and correspondent banks in financial hubs such as the UAE, Hong Kong, and Singapore. These networks layer transfers through shell companies, exchange firms, and entities in sectors including oil, shipping, investment, and technology to obscure the funds’ ties to Iran. Beyond traditional financial channels, Iran is increasingly relying on cryptocurrency to evade sanctions. Reuters previously estimated that Iran-related cryptocurrency activity reached $8 billion to $10 billion in 2025. The U.S. government has recently expanded the scope of its secondary sanctions on Iran, including sectors such as digital assets, gold, technology, aviation, and shipping.