Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief

WEEX Weekly Market Recap focuses on elevated long-end yields, AI compute-chain divergence, crude rebound, BTC weakness, and PYTH buyback expectations. The week’s main thread was high rates pressuring valuations, AI infrastructure validation, and high-beta crypto rotation.

Indexes were mixed on October 8 ET. The long-bond yield touched about 5.35% intraday, near levels last seen in 2002. OpenAI’s annualized revenue of about $50 billion came in below higher figures that had circulated, pressuring tech and chip names. Nasdaq fell clearly, while Dow edged higher. Energy led, with WTI up about 3.2% to about $91. Bitcoin pulled back from about $86,000 and traded near $81,000, down about 5%. September PPI is the focus on October 9.

Major equity indexes closed lower on October 7 ET. Long-end yields rose again, and the 30-year yield hit a roughly 24-year high. September Fed minutes showed most participants thought another increase in the federal funds target range before year-end could be appropriate. CME pricing for a 25 bp hike at the October 27–28 meeting has fallen below 20%, far below about 70% in the days after the September decision. Bitcoin traded near $83,300. The October 8 focus is jobless claims and pre-market earnings from Pepsi and Delta.

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Major equity indexes closed higher on October 6 ET. The S&P 500 and Nasdaq both set closing highs as long-end yields eased and oil stabilized, shifting capital from rate worries toward earnings. Constellation Energy led on a long-term power agreement to supply Google, while tokenized-securities platform Securitize jumped early after signing a tech partnership. Bitcoin held near $86,000, LayerZero led majors, and Anvil surged after an institutional purchase of governance tokens. Applied Digital reports after the close on October 7 ET, while markets also track policy-meeting minutes and TOKEN2049 industry headlines.

Major equity indexes closed higher on October 5 ET, and the Nasdaq set another record high. Tech drew inflows after weak labor data cooled rate-hike expectations, but the 10-year and 30-year yields rose intraday to about 5.34% and 5.70%. The services prices index rose to 74.0, a four-year high, so the rate overhang has not cleared. EWZ and PBR jumped on election and resource-discovery narratives, while SpaceX hit a stage high. Bitcoin traded near $86,000. On October 6 ET, markets will watch Amazon’s fall Prime event and early sales signals for consumer-sector pricing.

WEEX Weekly Market Hotspot Preview focuses on ISM Services PMI, Glamsterdam Sepolia activation, FOMC minutes, Applied Digital earnings, TOKEN2049, PepsiCo and Delta earnings, and preliminary Michigan consumer sentiment. The week’s core narrative centers on rate-path repricing, AI data-center demand validation, institutional crypto narratives, and consumer-resilience signals.

On October 5, equity markets are in a watch window between labor-data volatility and the formal start of Q3 earnings. Bitcoin traded near $86,000 and Ethereum near $2,720, with majors moving in a narrow weekend range. PUMP broke above $0.0064 to another stage high; AgenC (AGENC) gained trading support, while STONK strengthened on a community-coin rewards mechanism. NVIDIA touched an intraday record high last Friday, and optical modules plus AI compute remain the main flow. September ISM Services PMI is due at 10:00 ET on October 5, while consumer and AI-infrastructure earnings this week will keep testing demand resilience.

WEEX Weekly Market Recap focuses on PCE, payrolls, JOLTS job openings, OpenAI DevDay, The AI Conference, Micron earnings, Accenture earnings, Bitcoin Treasuries Conference, and the NEAR Intents security incident. The week’s core narrative centered on rate-path repricing, AI order validation, AI memory demand, and crypto security risk.

Markets on October 2 are focused on oil, long-end yields and payroll data. Major equity indexes closed slightly higher on October 1 after being pressured intraday by a spike in long-end yields, with AI and energy helping support risk appetite. Accenture (ACN) jumped after AI-related bookings, revenue and full-year guidance topped expectations, while Nike (NKE) fell after hours on weaker sales. Brent crude broke above $102 and energy stocks strengthened. Bitcoin traded near $83,500. Markets are also digesting the NEAR Intents security incident and expectations for Monad’s privacy-service reveal.

Markets on October 1 are focused on long-end yields, consumer earnings and consulting earnings. August PCE rose 3.4% year over year and core PCE 3.0%, both below forecasts, while implied odds of another policy-rate hike fell to about 36%. Still, the 10-year Treasury yield climbed to about 5.29%, a high since 2007, keeping pressure on long-duration risk assets. Micron beat on results and next-quarter guidance, but the after-hours gain was limited. Bitcoin traded near $83,600. Investors now watch jobless claims at 08:30 ET, Accenture before the open and Nike after the close.

Markets on September 30 are focused on long-end yields, inflation data and memory earnings. Major equity indexes closed lower on September 29. The 30-year Treasury yield topped 5.61% intraday, its highest level since June 2002, and closed near 5.59%, keeping pressure on long-duration growth valuations. OpenAI is reportedly discussing a funding round of at least $30 billion at a target valuation of about $1.4 trillion; OPENAI futures spiked and then faded pre-market, trading near $1,628 at the source snapshot. Brent fell to about $96, WTI was near $89, and Bitcoin was around $83,500. ADP data are due at 08:15 ET and August PCE at 08:30 ET; Micron’s after-hours report will test the memory cycle and AI demand.

Global markets on September 29 focused on the 10-year yield breaking above 5% and Anthropic’s IPO filing. On September 28, all three major equity indexes closed lower, with semiconductors and optical communications among the sectors that retreated. Anthropic’s filing showed high growth alongside large losses and $518 billion in cloud commitments. Its tokenized share traded near $2,002, down about 2% in 24 hours. Spot gold approached a two-month low near $4,118, while Bitcoin traded near $83,500.

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Global markets on September 28 enter a data and earnings window. On September 25 ET the S&P 500 rose 0.51% to 7,743.41, the Nasdaq 0.48% and the Dow 0.93%. Information technology and semiconductors outperformed; energy lagged as oil eased. The 10-year yield is about 5.15% and the 30-year about 5.5%, with October hike odds around 64%–66%. Bitcoin last traded near $84,500. Investors wait on September 30 ET PCE and Micron guidance.

Global markets on the morning of September 25 Beijing time focus on rate pricing and a split in AI infrastructure. On September 24 ET the S&P 500 was near 7,704 and almost unchanged, the Nasdaq edged higher and the Dow fell 0.31%. The 10-year yield rose to about 5.18% and the 30-year to about 5.47%. Bitcoin last traded around $84,400.

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Bitcoin pulled back from about $87,000 to about $84,000, with Ethereum near $2,680. S&P Global PMI on September 23 ET far exceeded forecasts. The 10-year yield broke above 5.00%, while the 5-year and 30-year touched highs last seen in 2007 and 2004. The S&P 500 and Nasdaq slipped. Energy moved with oil and crypto-treasury stocks followed bitcoin lower. Investors await earnings from COST, BB, and others.

Global markets on September 23 focus on a Nasdaq high and an expansion of crypto futures. The Nasdaq closed higher on September 22 for a second straight closing high. Memory names such as Micron and SanDisk plus AI hardware lifted risk appetite. Brent eased to about $98 and WTI to about $94.6. Bitcoin was near $86,200 and Ethereum near $2,750. Investors are watching CME’s planned October 19 BCH/UNI futures and the impact of delayed compute-futures review on NVDA and CME.

Global markets on September 22 focus on a repair in AI-compute pricing. On September 21 the three major equity indexes closed higher. AMD rose nearly 10% and its market cap crossed $1 trillion for the first time, while Intel and Arm also surged. Brent crude fell about 3.4% to $100.34 and the 10-year Treasury yield eased to about 4.96%, lowering discount-rate pressure on long-duration tech. Bitcoin briefly broke above $87,000 and total crypto market cap returned above $3 trillion. Investors next watch consumer and housing earnings plus PMI flash prints.

WEEX Weekly Market Hotspot Preview focuses on activity data, policy-maker remarks, Flash PMI, a leaders’ summit, durable goods orders, final consumer sentiment readings, and earnings from Costco. The week’s core narrative centers on rate-path repricing, growth resilience, summit-driven risk premium, and consumer fundamentals.

Global markets enter the trading week of September 21, with core pricing still centered on the rate path after the Fed's 25 bps hike on September 16 to 3.75%–4.00%, as well as consumer and energy pricing. Bitcoin stands above roughly $81,000 and Ethereum has rebounded to about $2,630, suggesting that the rate hike and regulatory disruptions have been partially digested. NEAR is up about 19% in 24 hours, leading major coins. No blockbuster earnings are due on September 21 ET; investors turn to speeches from officials including Goolsbee, the Chicago Fed National Activity Index, and consumer leaders such as AutoZone starting Tuesday and Costco on Thursday.

Global markets rebounded strongly on September 17 ET after digesting the hike. On September 16 ET the Fed raised rates 25 basis points to 3.75%–4.00%, and the dots showed 16 of 18 officials expect at least one more hike this year. The three major U.S. indexes all closed higher, led by chips and crypto treasury stocks. The same day, regulators launched an innovation exemption for tokenized stocks, lifting UNI, ONDO and Robinhood-chain names. Investors are watching October hike pricing.

Global markets re-priced after the September 16 ET Fed hike. The policy rate was raised 25 basis points to 3.75%–4.00%. Chair Walsh stressed that inflation remains high and another hike this year is possible. The three major U.S. indexes closed lower. Bitcoin traded $75,000–$76,500, gold fell, and crude stayed above $100 but declined on the day. Capital is focused on the hike path, after-hours housing guidance and a new high in privacy coin ZEC.

Global markets on September 16 are focused on the Fed rate decision. On September 15, the S&P 500 fell 0.45% to 7,585.73, the Nasdaq fell 0.78%, and the Dow fell 0.63% as the 10-year yield broke above 5% and Brent crude rose to about $109. The CLARITY procedural vote failed to clear the 60-vote threshold, sending bitcoin down to about $75,600 and Ethereum toward $2,400. Energy led with a gain of about 2.3%. Investors are waiting for the 14:00 ET policy statement and Walsh press conference on September 16.

Ahead of the September 14 open, global markets are focused on this week’s FOMC. After hotter-than-expected August inflation, odds of a September 16 hike rose above about 85%. Bitcoin broke below $77,000 to about $76,700–$76,800, with Ethereum near $2,500. In Friday’s session, communication services and industrials outperformed, while Apple closed up about 1.75%. CrowdStrike (CRWD) drew attention after unveiling AI-agent protection products at Fal.Con, and investors are also waiting for this week’s key CLARITY Act procedural vote and the rate decision.

Global markets on September 11 focus on August CPI. Brent crude holds $100–$107, the 10-year yield jumps first to about 4.94%, and hike odds are pushed to about 70%–74%. On September 10 ET the S&P 500 fell 0.58%, the Nasdaq 0.65% and the Dow 0.60%. Bitcoin broke below $77,000 and Ethereum slipped near $2,440; gold and silver also came under pressure. This is a liquidity squeeze, not an internal crypto blow-up. Apple shares recovered after its foldable launch, and AeroVironment bounced after hours on a beat.