TradingKey

• BNBUSD price action reflects resilient macro sentiment and strong network utility. • Strategic initiatives and ecosystem fundamentals support sustained developer and institutional interest. • Technical indicators show neutral MACD and RSI values with a buy condition.

TradingKey - In the coming week (September 28 to October 2, ET), US markets will face the most concentrated macroeconomic data window between late September and early October. Key reports—including the US August PCE Price Index, September Nonfarm Payrolls report, ADP employment, JOLTS job openings, and the ISM Manufacturing Index—will be released in succession, providing fresh evidence for the market to gauge the Federal Reserve's next interest rate path.

TradingKey - In the past, consumers typically had to visit Amazon or brand websites to search for products, compare prices, read reviews, and complete payments. Today, AI agents can first understand user needs, then proactively search for products, compare options, and even complete checkout and follow-up tasks. As a result, e-commerce may see a shift in entry points.

• Regulatory clarity on staking reduced legal risks and encouraged institutional inflows. • Spot Ethereum ETFs and reduced exchange supply drove upward price pressure. • Derivatives positioning normalized while technical indicators suggested a neutral to buy condition.

TradingKey - As AI data center investment continues to grow, both AMD (AMD) and Broadcom (AVGO) have emerged as key AI chip plays alongside Nvidia (NVDA), but the two companies have distinct business models. AMD primarily competes in the general-purpose AI computing market through its Instinct GPUs, EPYC server CPUs, and Helios rack systems, while Broadcom focuses on developing custom AI accelerators (ASIC/XPU) for major clients such as Google (GOOGL), OpenAI, and Anthropic, alongside high-speed networking chips. So, which of these two companies is the better long-term investment?

• XRP experienced tactical profit-taking and technical rejection near multi-month resistance levels. • Anticipated escrow releases and firm Treasury yields constrained aggressive dip-buying. • Technical indicators show a MACD buy signal and a neutral RSI.

On September 22, Eastern Time, the Nasdaq Composite Index reached a new high, while bank stocks generally came under pressure. Wells Fargo (WFC) fell 3.92%, UBS (UBS) dropped 3.66%, JPMorgan Chase (JPM) declined 3.42%, Bank of America (BAC) fell 3.04%, and Citigroup (C) lost 1.91%.

TradingKey - Micron Technology (MU) will release its fourth-quarter fiscal 2026 financial results after the market close on September 30, Eastern Time, and host an earnings conference call at 16:30 on the same day.

• Ethereum declined due to profit-taking following a multi-day rally near resistance. • Derivative liquidations exacerbated intraday downward movement amid cautious macroeconomic conditions. • Technical indicators show a MACD buy signal and neutral RSI.

• BNB retraced amid tightening liquidity, firming Treasury yields, and profit-taking. • The token faced heavy selling pressure near the psychological $800 resistance. • Ongoing regulatory scrutiny and neutral technical indicators reinforced a consolidation phase.

The SEC's 5-year "Innovation Exemption" policy introduced in September 2026 allows compliant, 1:1 physically backed U.S. equities to trade 24/7 on public blockchains and AMMs. This move breaks down barriers between traditional U.S. stocks and crypto assets, directly benefiting native exchanges like Coinbase, DEXs like Uniswap, RWA custody protocols, and public blockchain infrastructure such as Solana and Avalanche. However, investors must still beware of regulatory risks, including listed company veto rights, liquidity fragmentation in permissioned pools, and the expiration of the 5-year sandbox.

CarMax reports fiscal Q2 earnings on September 29. Retail sales, profit per vehicle, auto finance and cost cuts will determine whether KMX’s turnaround is gaining traction.

Carnival heads toward its September 29 Q3 report with record deposits and strong bookings, but fuel costs and margins remain the key earnings test.

TradingKey - Amid the continued expansion of AI infrastructure investment and tightening NAND flash supply, SanDisk (SNDK) has once again become the focus of the US memory sector.

TradingKey - Both Meta (META) and Google parent company Alphabet (GOOGL) are core tech giants in global digital advertising and artificial intelligence. Meta primarily leverages AI to improve content recommendations and ad efficiency across Instagram, Facebook, and Reels, while Google commercializes AI through Search, Gemini, YouTube, and Google Cloud. For long-term investors, which of these two companies is the better investment?

• Solana prices rose due to institutional demand, upgrades, and derivative-driven buy pressure. • Persistent ETF inflows and corporate treasury allocations provided strong structural buy-side support. • Technical indicators show a buy signal with neutral RSI and overbought Williams %R.

Apple (AAPL) stock hit a record high on September 22, Eastern Time, just 10 days after Apple's fall launch event. However, how far this rally can go depends not on the product event, but on the actual demand for the iPhone 18 Pro series. JPMorgan's latest research report provided the first positive signal: the global average delivery wait time for the iPhone 18 Pro extended from 7 days in the first week to 23 days in the second week, with order momentum surpassing that of the iPhone 17 series over the same period last year.

TradingKey - Rapidly growing demand from AI servers for high-bandwidth memory (HBM) and data center storage has made both SK Hynix (SKHY) and Micron (MU) direct beneficiaries.

• Intel shares faced downward pressure from short-term profit taking after a recent rally. • Expanded valuation metrics and high capital expenditure commitments prompted conservative institutional stances. • Technical indicators show a MACD buy signal alongside an overbought Williams %R.

Tamboran Resources’ Q4 FY2026 earnings call covered first Beetaloo gas sales, USD 225 million cash, drilling gains and potential local sand savings.