Solar Stocks Rise. Sunrun up over 10%; NEXTracker up 8%; First Solar, Array Technologies up About 7%; Enphase Energy up 4%

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.

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.

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.

In 2026, the crypto market is characterized by institutionalization and real-world applications, accompanied by structural divergence in total market capitalization. Portfolio allocations should center on top-10 tokens by market cap—specifically BTC, BNB, and HYPE—complemented by other major cryptocurrencies for hedging. It is recommended to allocate 10% of total portfolio assets to crypto, adjusting the BTC weighting based on risk preference, and managing risk through periodic rebalancing and tiered custody across cold and hot wallets.

Nike shares fell after a weak fiscal 2027 outlook overshadowed an earnings beat. Explore its latest results, restructuring and key stock levels.