TradingKey

• Ethereum rose due to favorable macroeconomic conditions and easing Federal Reserve policy expectations. • Institutional spot ETF demand and tight staking supply reduced circulating market availability. • Technical indicators show a neutral MACD, neutral RSI, and a buy Williams %R.

TradingKey - In August, gold (XAUUSD) prices continued to rebound from near $4,000, briefly approaching $4,700. As the key resistance level at $4,500 was broken, technical indicators show that upside space toward $4,900 has opened up, with gold expected to return to a bull market and bring renewed investor focus to the precious metals market. If gold re-enters a medium- to long-term upward cycle, apart from direct investments in gold and gold ETFs, gold mining stocks may offer even greater earnings elasticity than gold itself.

• BNB capital inflows are driven by upcoming supply-side deflationary token burns. • Ecosystem growth, including real-world asset tokenization, supports fundamental network demand. • Technical indicators show neutral MACD and RSI with overbought Williams %R.

• Capital shifted into Bitcoin driven by easing treasury yields and monetary policy expectations. • Spot Bitcoin ETFs experienced steady net inflows reflecting sustained institutional participation. • Stablecoin reserves rose while technical indicators showed mixed momentum signals.

• Institutional capital inflows and whale accumulation supported XRP price stability. • XRP Seoul 2026 conference introduced enterprise-grade upgrades and ecosystem enhancements. • Technical indicators show neutral to sell conditions amid macroeconomic pressures.

Within the AI data center supply chain, memory and storage are irreplaceable. AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher elasticity.

• Cooler U.S. labor data strengthened expectations for softer Federal Reserve monetary policy. • Institutional demand increased alongside structural spot ETF capital accumulation and regulatory clarity. • Bitcoin dominance expanded as steady spot accumulation reinforced fourth-quarter upward bias.

TradingKey - As demand for AI compute expands from model training to inference and AI agent applications, major cloud service providers are accelerating the deployment of custom AI chips such as ASICs, driving demand growth across chip design, advanced process technology, and packaging and testing.

Bitcoin features decentralization and absolute control, but requires investors to bear private key security and operational risks. Conversely, crypto concept stocks offer trading convenience and leveraged exposure, but introduce compounded risks including corporate operations, high premiums, and equity dilution. Investors should choose based on their risk preferences: conservative long-term investors should opt for Bitcoin, while those seeking excess returns may consider concept stocks.

Delta heads into October 9 earnings with strong premium demand, rising loyalty revenue and renewed fuel-cost pressure. Explore DAL’s fundamentals and key technical levels.

PepsiCo heads into October 8 earnings with North America under pressure, fresh price increases, activist scrutiny and a 4.7% dividend yield.

TradingKey - In the week ahead (October 5 to October 9), the Federal Reserve's policy path will remain the central focus of market trading. The U.S. will release the September ISM Services Index, August trade balance, consumer credit, initial jobless claims, and the preliminary October University of Michigan Consumer Sentiment Index. Meanwhile, the September FOMC meeting minutes, to be released on Wednesday, will offer investors further clues to gauge whether the Fed will continue raising interest rates in October.

TradingKey - As the 2026 US midterm elections approach, Wall Street is beginning to reassess potential investment opportunities arising from shifts in congressional power.

TradingKey - For long-term investors in U.S. stocks, both the S&P 500 and the Nasdaq 100 cover large U.S. companies such as Apple (AAPL), Microsoft (AMZN), and Nvidia (NVDA). However, there are clear differences in sector allocation, long-term returns, and risk profiles—so which of these two indices is the better investment?

• XRP capital flows increased due to institutional adoption initiatives and Asian ecosystem developments. • Exchange balances declined as tokens moved into cold storage and institutional custody. • Technical indicators show mixed signals with a neutral RSI and MACD.

• Capital flowed into Solana through sustained institutional demand and spot ETF allocations. • Network usage grew with record quarterly transactions and rising total value locked. • Derivatives expanded with positive funding rates while technical indicators show neutral conditions.

• BNB Chain surpassed one billion dollars in tokenized stocks and exchange-traded funds. • VanEck amended its spot BNB ETF filing to include a conditional staking framework. • The upcoming thirty-seventh quarterly auto-burn event will permanently reduce circulating supply.

Oracle's (ORCL) latest earnings report once again reminds the market that substantial capital continues to flow into AI infrastructure buildout, with Dell (DELL) and Hewlett Packard Enterprise (HPE) standing as potential beneficiaries.

• Ethereum volatility reflects derivatives short-covering and key technical support defense. • Institutional sentiment remains anchored by long-term adoption expectations despite cooling ETF flows. • Technical indicators including MACD, RSI, and Williams %R show neutral conditions.

TradingKey - In August 2026, the US software sector significantly outperformed the broader market. The iShares Expanded Tech-Software Sector ETF (IGV) rose over 16%, posting its second-best monthly performance since 2002, while the S&P 500 Index gained approximately 2.6% over the same period.