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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.

Levi Strauss heads into October 7 earnings with stronger DTC growth, higher guidance and a new CFO appointment. Explore LEVI’s fundamentals and key technical levels.

US stocks edged lower as US Treasury yields climbed to multi-year highs again. Some tech stocks rebounded, with optical communications shares leading the gains and bank stocks leading the declines. At the close, the Dow Jones Industrial Average fell 0.26% to 51,349.92; the Nasdaq Composite Index slipped 0.09% to 26,797.54; and the S&P 500 Index dropped 0.17% to 7,670.84.