TradingKey

TradingKey - As Claude developer Anthropic officially files its Form S-1 with the U.S. Securities and Exchange Commission, its compute supply chain, long hidden behind cloud service contracts, has been systematically disclosed for the first time. Anthropic is not only a major AI model company, but has also become one of the world's most important buyers of AI chips.

TradingKey - The Federal Reserve will announce its October interest rate decision at 14:00 Eastern Time on October 28, followed by a press conference by Fed Chair Warsh at 14:30. Markets currently widely expect the Fed to hold rates steady after raising rates by 25 basis points in September, maintaining the target range for the federal funds rate at 3.75%-4.00%.

Japanese and South Korean equities closed sharply higher, with the KOSPI surging 3.09%, as SK Hynix jumped more than 5% to lead a major rebound alongside SoftBank.

• Spot silver faced downward pressure from rising real U.S. Treasury yields. • Industrial demand concerns and technical support breaches amplified the sell-off. • Micro Silver indicators show a MACD sell signal and oversold conditions.

• Silver fell due to elevated Treasury yields and prolonged monetary policy tightening expectations. • Softening industrial demand expectations caused silver to underperform gold, expanding the ratio. • Technical indicators including MACD, RSI, and Williams %R signal ongoing sell conditions.

• Higher real interest rates increased the opportunity cost of holding silver. • Softening cyclical demand and falling manufacturing expectations weighed on physical demand. • Technical indicators like MACD and RSI signaled sell and oversold conditions.

Wall Street institutions have varied price target forecasts for Seagate Technology. Currently, the highest price target stands at $1,600, conservative lower-end targets range from $520.00 to $580, and the average consensus price target is around $1,000.

TradingKey - Microsoft (MSFT) stock continued to rise following a brief pullback, gaining 1.54% to close at $532.60 on October 26, marking its second consecutive trading day of gains. Driven by the stock rebound, Microsoft's market capitalization neared $4 trillion once again, surpassing Alphabet (GOOGL) to reclaim its spot as the world's third-largest publicly listed company by market value. Meanwhile, the company rolled out voluntary buyout packages to approximately 60,000 employees, restructuring its personnel and cost framework while continuing to expand investments in AI infrastructure—emerging as a key factor shaping recent market expectations.

BNB Standard (BNC), the largest treasury company, made a blockbuster debut on Nasdaq, with BNB poised to challenge the $800 mark, provided the Federal Reserve leaves interest rates unchanged at its October policy meeting.

The KOSPI Index surged nearly 5%, with extremely intense buying pressure prompting the Korea Exchange to trigger its Sidecar mechanism to suspend program buy orders.

TradingKey - On October 27, gold prices (XAUUSD) extended their rebound from recent lows, holding firmly above $4,000 and currently trading near $4,015. Gold had dropped to around $3,975 last week, touching its lowest level since July; however, with oil prices retreating from their highs and dip-buying re-emerging, gold has seen a short-term recovery.

Zedge’s Q4 FY2026 revenue rose 4.0% year over year to $7.8 million, while diluted EPS improved to $0.03 from a $0.04 loss. Subscription revenue grew 25.6% to $1.8 million, supported by a 35.3% increase in active subscriptions and a 30.5% rise in ARPMAU, even as monthly active users fell 16.8%. Operating income reached $0.3 million versus a $0.7 million loss, and free cash flow increased to $1.6 million. The central issue is whether stronger monetization can continue to offset audience contraction and softer advertising revenue.

Avidbank Holdings’ Q3 2026 net interest income rose 27% year over year to $28.7 million, while diluted EPS reached $0.94 versus a $4.12 loss in Q3 2025. Net income was $10.2 million, and period-end loans and deposits grew 17% and 27%, respectively. A roughly $270 million temporary client deposit boosted cash and net interest income but contributed to a 19-basis-point sequential decline in net interest margin to 4.07%. Credit quality warrants monitoring as non-performing loans increased to 0.70% of total loans.

• Ethereum prices recovered after support levels triggered short covering and spot buying. • Federal Reserve policy expectations and stabilizing Treasury yields influenced risk sentiment. • Technical indicators show a negative MACD alongside neutral to oversold conditions.

TradingKey - On October 26, Eastern Time, the three major U.S. stock indices gained across the board. Anthropic's public disclosure of its IPO filing reignited market attention on the AI industry, with tech stocks serving as the primary driver behind the broader market rebound. Meanwhile, internatio

• Natural gas futures rose due to technical rebounds and short-covering activity. • Strong LNG exports and plateauing production provided solid fundamental market support. • Technical indicators show neutral MACD and RSI values with a sell condition.

Japanese and South Korean chip stocks staged a major recovery, with the KOSPI and Samsung Electronics surging over 4%, SK Hynix and SoftBank jumping more than 6%, and Kioxia soaring nearly 8%.

Verizon raised its 2026 adjusted EPS, free cash flow and postpaid phone guidance after Q3 service revenue and adjusted EBITDA increased.

Medifast reported a $17.5 million Q3 2026 loss driven by restructuring, while coach productivity rose 54% and management projected Q4 EPS of zero to $0.25.

Easterly Government Properties reported higher Q3 2026 revenue, FFO and cash available for distribution while detailing its government-leased portfolio, development pipeline and debt profile.