**💹 Economy / Policy**
• Govt to roll out **ALMM for solar wafers by June 2028**, if domestic capacity hits 15 GW.
• **U.S. producer prices fell in Aug**, strengthening bets on Fed rate cuts this year.
**📈 Equity Markets**
• **S\&P 500 & Nasdaq** closed at record highs, driven by tech & AI optimism.
• **Oracle surged \~35–41%**, biggest gain since 1992; **Dow Jones lagged** as Apple slipped.
**🏦 Companies**
• **Oracle’s cloud outlook** boosted investor confidence in AI-driven enterprise demand.
**🌍 Global / World**
• **Cooling U.S. inflation** data raised expectations of Fed easing, lifting global market sentiment.
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