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The AI supply chain on October 27 landed in five of the six layers, with seven of eight items completed yet only three carrying a price. Vertiv (Ticker: VRT) closed its purchase of microgrid maker UtilityInnovation Group that day and paid $1.45B in cash, the only money that truly moved. The largest figure sat in Korea, where Naver signed a KRW 12 trillion compute infrastructure contract worth about $9B with Brookfield, though that is an eight-year usage fee spread to 2034. AI Supply Chain in Six

The Federal Reserve is expected to hold its benchmark rate at 3.75%–4.00% on Wednesday, October 28, 2026, with the decision due at 2:00 p.m. ET (2:00 a.m. Beijing time on October 29).Fed Chair Kevin Warsh holds his press conference at 2:30 p.m. ET.CME FedWatch put the probability of no change at about 93% at Tuesday's close, while pricing a roughly 75% chance of a 25-basis-point hike at the December 8–9 meeting.For QQQ and SPY, the bigger risk is not a December hike, which is mostly priced in, b

I. Macro & Market Sentiment· Market Data: BTC $80,845 (+1.13%) | ETH $2,352 (+1.44%) | SOL $101.55 (+1.11%)· Market Sentiment: Funding Rate +0.0051% | Fear & Greed Index 51 (Neutral)· FOMC: Markets assign an 89.5% probability to rates remaining unchanged at this meeting, with pricing focus shifting to forward guidance rather than the rate decision itself. Further ReadingII. Trading Signals / Hot Topics· [Today's Focus] BTC | ETF inflows diverge from ETH redemptions, with institut

Samsung Electronics will present its full Q3 2026 results on an earnings call at 10:00 a.m. Korea time on Thursday, October 29, 2026, which is 9:00 a.m. Beijing time and 9:00 p.m. ET on Wednesday, October 28. Samsung already guided operating profit of about ₩107.4 trillion on October 8, so the call is about the memory breakdown, HBM4 and the Q4 outlook, a day after SK hynix beat forecasts by about 8%.When does Samsung report Q3 2026 earnings?Samsung confirmed the schedule in its Q3 2026 earnings

SanDisk will report Q1 FY2027 results after the US market closes on Thursday, October 29, 2026, with the earnings call at 1:30 p.m. PT (4:30 p.m. ET), which is 4:30 a.m. Beijing time on Friday, October 30. SanDisk has guided revenue of $10.3 billion to $10.8 billion, and analysts expect $10.68 billion. In SanDisk's history, the guidance for the next quarter has decided the stock's move, and SK hynix's record results on October 28 set the tone for memory stocks.When does SanDisk report Q1 FY2027

SK hynix reported record Q3 2026 operating profit of ₩83.33 trillion on October 28, about 8% above analyst forecasts. It also raised its 2026 shareholder returns to about ₩100 trillion, and its shares rose almost 7% in Seoul. Revenue passed ₩100 trillion in a quarter for the first time, and the company said HBM4 will become its main high-bandwidth memory product in Q4. What did SK hynix report for Q3 2026?SK hynix released its results before the Seoul market opened on Wednesday, October 28. Acco

Overview Seagate reports fiscal first-quarter 2027 results after the US close on October 27, 2026, which falls in the early hours of October 28 Singapore time, with the conference call at approximately 5:00 a.m. Singapore time. One point of definition first: fiscal Q1 2027 here means the quarter ended October 2, 2026, not any period in calendar 2027. Guidance issued last quarter calls for revenue of $4.1 billion plus or minus $100 million and non-GAAP diluted earnings of $7.30 per share plus or

Overview SoFi reports third-quarter results at approximately 7:00 a.m. Eastern Time on October 27, 2026, which is 19:00 in Singapore, with the conference call an hour later. As of this article's verification point the results have not been published, so what follows is the expectation set and the baseline data. Consensus calls for earnings of $0.17 per share on revenue of $1.25 billion, growth of roughly 55% and roughly 30% respectively. The company has beaten EPS estimates for eleven consecutiv

Overview The financing package Meta priced on October 26, 2026 has three parts totalling up to roughly $95 billion, yet the cash from those parts arrives across a span of more than a year, and the largest component has not been agreed at all. Two parts are priced, totalling about $37.5 billion. One is $12.5 billion of 6.50% Series A Mandatory Convertible Preferred Stock, sold as 250 million depositary shares at $50.00 each, with proceeds arriving at closing on October 29. The other is $25.0 bill

Overview Anthropic, PBC filed a Form S-1 registration statement publicly with the US Securities and Exchange Commission on October 26, 2026, intending to list on the Nasdaq Global Select Market under the ticker ANT, with the share count and price range both undetermined. The filing shows a net loss of $80.748 billion for the first half of 2026 against revenue of $16.286 billion, a loss close to five times revenue. That ratio looks anomalous until the components separate: the operating loss was o