TradingKey

• Platinum advanced due to macroeconomic tailwinds and tightening underlying market fundamentals. • Persistent South African supply constraints and low stockpiles supported prices. • Robust industrial demand and palladium substitution provided additional market support.

McCormick fiscal Q3 2026 sales rose 17% in constant currency, adjusted EPS reached $0.86, and management maintained its full-year outlook.

McCormick’s fiscal Q3 2026 sales rose 17.4% as McCormick de Mexico boosted results, while organic sales grew 1.9% and margins expanded.

• Weaker US labor data drove expectations of reduced Federal Reserve monetary tightening. • Industrial consumption exceeding mine output maintains a persistent global supply deficit. • Technical indicators for Silver/AUD show sell signals and neutral conditions.

• Silver prices rose due to shifted Federal Reserve rate expectations and safe-haven flows. • The global silver market faces its sixth consecutive year of structural deficits. • Technical indicators for Micro Silver show mixed sell and neutral market conditions.

• Soft US labor data reduced Federal Reserve rate hike expectations and Treasury yields. • Middle East geopolitical friction increased safe-haven demand for hard assets. • Technical indicators show mixed signals with MACD and Williams %R suggesting sells.

• Fed rate hikes and Banxico guidance shifts narrowed the interest-rate differential. • Macro uncertainty and US bond yields drove capital toward dollar safe havens. • Technical indicators show a USDMXN buy signal and an overbought condition.

TradingKey - Investors were once concerned that artificial intelligence would disrupt traditional software business models, weakening software companies' competitive moats and pricing power. Under this logic, cybersecurity stocks were also sold off alongside the broader software sector, with both CrowdStrike (CRWD) and Palo Alto Networks (PANW) pulling back significantly from their 2025 highs.

• Rising US Treasury yields and sovereign spreads drove EURUSD sell-off. • Eurozone growth challenges and cautious ECB stance pressure the euro. • Technical indicators show MACD sell signal and oversold conditions.

• 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.