外媒每日新闻 Oil $100 & Apple Foldable Edition

The U.S. military destroyed five Iranian crude oil tankers — the Kivik, Charminar, Horizon 1, Riesco, and Derya — in the Gulf of Oman after the Iranian Revolutionary Guard targeted a U.S. Navy warship with ballistic missiles twice over 48 hours. U.S. Central Command also reported striking Iranian targets near Khorramshahr and Jask. Iran launched about 20 missiles at U.S. targets in Jordan, with Jordanian air defenses intercepting 18 ballistic missiles over northern Jordan — the first confirmed Iranian action against Jordanian territory since the conflict began in February. Iran's Revolutionary Guard also warned crews of oil tankers near Kuwait and Bahrain ports to evacuate, threatening to target ships in ports hosting U.S. forces. Secretary of State Marco Rubio warned Iran it would lose oil tankers each time it attempts to target U.S. Navy ships.^[1]

Iran-backed fighters in Yemen and Iraq are coordinating to threaten Gulf oil and energy facilities, regional officials told AP. The Houthis helped Iraqi militias plan and execute a two-day swarm attack, showing a new level of coordination among Iran-backed groups across the Middle East. The coordinated campaign follows Houthi attacks on Saudi Arabia that wounded more than 70 people and set oil installations on fire. The growing alliance between Yemeni Houthis and Iraqi militias — both armed and funded by Iran — raises fears of a coordinated, multi-front campaign against Gulf energy infrastructure. Analysts warn that the coordinated strategy could disrupt global oil supplies far more effectively than isolated attacks by any single group. The U.S. has imposed additional sanctions on elements of Iran's aviation industry as part of its dual military and economic pressure strategy.^[2]

Russian forces resumed strikes on Kyiv and the surrounding region Wednesday, killing at least two people and wounding seven — including two children — a day after U.S. envoys visited the capital for peace talks. The strikes damaged 31 facilities, including 11 private homes, two multi-story residential buildings, and five production and storage facilities. A food-processing factory was hit by a drone. In a striking human interest story, a Ukrainian couple went through with their wedding after a Russian strike damaged their apartment and destroyed their wedding clothes — the bride and groom dug their outfits out of the rubble and proceeded to the registry office in damaged garments. "Survival itself gives us the right to celebrate life," the bride said. Separately, Russian strikes hit the Starokazache-Tudora border crossing between Ukraine and Moldova, damaging checkpoint infrastructure and sparking a major fire.^[3]

Brent crude oil prices surpassed $100 per barrel for the first time since July, jumping nearly 3% to $100.72, after U.S. military strikes on five Iranian oil tankers and Houthi attacks on Saudi energy facilities severely disrupted Middle East supply chains. U.S. benchmark WTI crude rose 2.4% to $95.25 per barrel. Breaching the $100 mark brings renewed inflation concerns that could influence Federal Reserve policy. U.S. gasoline prices rose to $4.22 per gallon, and diesel hit an all-time high of $5.94 per gallon. Wall Street investment banks including Goldman Sachs and HSBC have been revising their crude price forecasts higher for 2026 and 2027 amid concerns that Middle East shipping disruptions through the Strait of Hormuz could persist. The 10-year Treasury yield reached its highest level since November 2023.^[5]

The Dow Jones Industrial Average plunged 628.18 points, or 1.18%, to close at 52,786.07 — its worst single-day performance in over a month. The S&P 500 declined 45.08 points, or 0.6%, to 7,673.52, while the Nasdaq Composite dropped 85.58 points, or 0.3%, to 26,421.41. The selloff was driven by renewed Middle East hostilities pushing oil prices above $100, concerns that higher energy costs could fuel inflation, and investors repositioning ahead of key inflation data later this week. The CME FedWatch Tool now prices in about a 60% probability of a 25-basis-point rate hike at the Fed's September 15-16 meeting — a significant shift from earlier expectations of steady rates. For the year, the S&P 500 remains up 12.1%, the Dow up 9.8%, and the Nasdaq up 13.7%.^[6]

Canada's retaliatory tariffs of 15% to 50% on approximately $20 billion worth of U.S. goods took effect Tuesday, affecting a wide array of products including steel, aluminum, forklifts, golf clubs, milk, perfume, cheese, and fishing rods. The move responds to U.S. tariffs on roughly $20 billion of Canadian products. President Trump announced he would limit federal government purchases of Canadian products and doubled down on his threat to ban Bombardier jet sales in the U.S. Canadian Prime Minister Mark Carney defended the tariffs as necessary to protect workers. Adding to trade tensions, Trump also threatened to ban imports of Canadian dairy products, while Canada's eight provinces continue to restrict or ban U.S. alcohol sales. Canadian Q2 GDP grew at a 3.2% annualized rate — more than double the U.S. pace of 1.5% — giving Carney's government more economic cushion to withstand the trade conflict.^[7]

Nearly 300 flights were canceled across the United Kingdom due to a technical problem in the country's air traffic control system, causing widespread travel chaos and renewing scrutiny of the resilience of Britain's aviation infrastructure. The disruption affected both domestic and international flights, with thousands of passengers stranded at airports across the country. The issue was traced to a software glitch in the flight planning system, according to National Air Traffic Services (NATS). The failure came during a peak travel period and follows previous air traffic control meltdowns that have drawn criticism of underinvestment in the system. London's Heathrow and Gatwick airports were among the hardest hit, with long lines forming at customer service desks and passengers scrambling to rebook flights. NATS said services were gradually recovering but warned of residual delays through Wednesday.^[9]

Indonesian rescuers searched for eight people who went missing at sea while traveling to Anak Krakatau island to cover the volcanic eruption. A speedboat carrying five photojournalists, two crew members, and a route guide lost contact after departing from Carita in Banten province, with the last known message received about 18.5 kilometers from shore. The disappearance comes days after the Anak Krakatau volcano erupted, forcing the cancellation of 2,961 flights and affecting about 341,000 passengers across Indonesia. The eruption produced lava fountains and columns of ash during a continuous eruptive phase lasting about 25 hours. Three smaller eruptions were recorded again on September 8, keeping volcanic ash risk under active monitoring. The missing photojournalists highlight the dangers faced by media workers covering natural disasters.^[10]

A gunman shot and killed a kindergarten teacher at the Nongplalai Municipal Kindergarten in Chonburi province, about 150 kilometers southeast of Bangkok. Authorities said 44 children and three other teachers were evacuated safely, while the shooter — believed to be the victim's husband — fled the scene. Police surrounded the shooter's residence and were attempting to negotiate his surrender. Thailand has been reviewing gun-control measures after a series of high-profile school shootings earlier this year, including a 2025 attack at a university in Bangkok that killed several people. The country has one of the highest rates of gun ownership in Southeast Asia, and recent years have seen growing calls for stricter firearms regulations. The kindergarten shooting has renewed public debate about gun safety and domestic violence in Thai society.^[11]

Apple held its first major product launch under new CEO John Ternus on September 9, with the "Glowtime" event unveiling the company's first foldable iPhone — the biggest iPhone design change in roughly two decades. The event also introduced the next-generation iPhone lineup, new Apple Watch models, and the official launch of iOS 27 with a completely rebuilt Siri AI assistant. The foldable iPhone features an inward-folding design with a large unfolded display, 120Hz ProMotion technology, and the new A19 Pro chip. iOS 27 brings expanded AI features including improved visual intelligence, AI photo editing tools, and the ability for users to choose between Claude or Gemini as their iPhone assistant. The public release of iOS 27 is scheduled for September 14. Apple shares fell about 1% ahead of the event after rallying sharply in prior sessions on foldable iPhone expectations.^[13]

NVIDIA has agreed to acquire Hugging Face for $12.93 billion, bringing the open-weights model registry and AI developer platform into NVIDIA's growing hardware and software ecosystem. The deal would fold one of the most influential platforms in AI development into the chipmaker's empire, significantly expanding NVIDIA's reach beyond hardware into AI model hosting and developer tools. According to reports, the deal includes a pledge that Hugging Face will not require users to use NVIDIA compute — a key concern for the platform's open-source community. The acquisition marks one of the largest AI-related deals of 2026 and underscores the strategic value of model hubs in the AI ecosystem. Hugging Face has become the central repository for open-source AI models, hosting millions of models and serving thousands of enterprise customers.^[14]

OpenAI launched ChatGPT Images 2.5, an upgraded image generation model that cuts latency by up to 50% compared with the previous Images 2.0 version. The new model can generate images significantly faster than its predecessor, addressing one of the most common user complaints about image generation speed. ChatGPT Images 2.5 also introduces a "Sketch" feature that allows users to draw directly within ChatGPT and have the AI generate images based on their sketches. The launch comes as OpenAI faces intensifying competition from Google's Imagen, Anthropic's Claude image generation, and open-source alternatives like Stable Diffusion. The speed improvement could give OpenAI a significant competitive advantage in the rapidly growing AI image generation market, which is projected to reach $200 billion by 2030.^[15]

The hashtag #Oil100 trended worldwide Wednesday as Brent crude prices surged past $100 per barrel for the first time since July, driven by the U.S. destruction of five Iranian oil tankers and widening Middle East conflict. The hashtag accumulated over 50,000 posts within hours, with users expressing anxiety about inflation, gas prices, and the risk of a full-scale regional war. One widely shared post from an energy analyst read: "$100 oil today, $150 by Christmas if Hormuz closes. We are sleepwalking into a crisis." U.S. diesel hit an all-time high of $5.94/gallon, with truckers and farmers sharing stories of financial strain. Others mocked the disconnect: "Trump said oil would be 'so cheap you'd get tired of winning.' Diesel just hit an all-time record." The debate highlighted how energy markets have become the front line of geopolitical conflict, with ordinary consumers bearing the cost.^[17]

The hashtag #AppleEvent trended globally as Apple held its "Glowtime" event under new CEO John Ternus, officially unveiling the first foldable iPhone. The hashtag garnered over 200,000 posts as tech enthusiasts, analysts, and casual observers reacted to the biggest iPhone design change in nearly two decades. A widely shared post read: "20 years after the original iPhone, Apple finally folds. Better late than never?" Another viral post joked: "Samsung: 'We've been folding for 7 years.' Apple: 'Hold our $2,099 starting price.'" Discussion focused on the $2,099 starting price tag — making it the most expensive iPhone ever — and whether the foldable form factor is still a niche product or the future of smartphones. Users also debated iOS 27's AI features, with some praising the option to choose between Claude and Gemini and others questioning why Apple still lags behind Android in AI capabilities.^[18]

The hashtag #NVIDIAtakeover trended in tech circles following reports of NVIDIA's $12.93 billion acquisition of Hugging Face, with the post generating intense debate about AI industry consolidation and the future of open-source AI. The hashtag drew over 15,000 posts from developers, researchers, and investors. One viral thread from an AI researcher read: "Hugging Face was the Switzerland of AI models. Now it's owned by the world's largest AI chip company. This changes everything." Another widely shared post argued: "NVIDIA is becoming the Google of AI — controlling both the hardware (GPUs) and the platform (Hugging Face). Regulators should take notice." Others were more optimistic, noting that NVIDIA's deep pockets could accelerate AI development and make Hugging Face's infrastructure more reliable. The deal follows a wave of AI consolidation in 2026, with Microsoft, Google, and Amazon all making major acquisitions.^[19]