price

Goldman Sachs' latest research shows that over the past three weeks, semiconductor stock exposure has been able to explain about 54% of the return performance differences between different asset classes, while oil price exposure accounts for only 2%. As the influence of AI trading continues to expand, technology stocks are becoming an important factor driving global market risk appetite and asset performance differentiation.Goldman Sachs pointed out that recent investor risk appetite has been highly synchronized with the relative performance of large technology stocks. Last week, concerns about AI investment returns, financing costs, and capital expenditures intensified, leading to a sell-off in technology stocks and corporate bonds, with Goldman Sachs' risk appetite indicator falling to its lowest level since April 2025. The South Korean stock market has become a typical case of this impact, with the KOSPI rising 3.1% on Tuesday, and SK Hynix and Samsung Electronics increasing by 5.2% and 4.2%, respectively.Due to the high weight of semiconductor stocks in the Korea Composite Stock Price Index, changes in global AI investment expectations directly affect local market performance. Goldman Sachs emphasized that the 54% and 2% figures reflect a statistical relationship within a specific time window and do not imply that AI factors long-term determine global market fluctuations; the impact of high oil prices on inflation, monetary policy, and asset pricing cannot be ignored. Major technology companies such as Microsoft, Google, and Amazon are about to announce their earnings reports, and the market will focus on whether AI demand can continue to grow and whether massive capital expenditures can be converted into actual profits.

Financial services company StoneX raised the target price for Bitcoin public company Strive (stock ticker ASST) from $32 to $43, an increase of approximately 34%, and reiterated a buy rating. Yahoo Finance analyst records indicate that this adjustment date is October 26, 2026.The Block reported that the new stock issuance arrangement strengthens Strive's Bitcoin strategy. Strive disclosed on Monday that from October 17 to October 23, it increased its holdings by 6,182 Bitcoins, bringing the total holdings to 43,000; the company also announced a $1 billion SATS issuance plan at market price on the same day. Related information also shows that the average purchase price for the aforementioned Bitcoins was approximately $82,732 each, with the holding statistics as of October 23.

According to The Block, StoneX raised the target price for Bitcoin treasury company Strive from $32 by 34% to $43, maintaining a buy rating. Analyst Mark Palmer stated that Strive's recent completion of the SATS preferred stock IPO and the expiration of traditional warrants constitute a "clean reset" of the company's capital structure, highlighting its all-preferred stock Bitcoin treasury model.On October 20, Strive completed an expanded IPO of 7 million shares of 15% SATS preferred stock, raising gross proceeds of $630 million. The SATS annual dividend yield is 15%, and the company has reserved enough funds to cover payments for the first 18 months. Palmer noted that SATS has a lower priority than the previous SATA preferred stock, so every dollar raised will increase assets without increasing claims that are senior to the senior preferred stock.Strive disclosed on Monday that from October 17 to 23, it purchased 6,182 BTC, increasing its total holdings to 43,000 BTC. Strive's stock price fell 9.15% on Monday, closing at $26.32.

RBC Capital Markets released a research report stating that the demand for artificial intelligence continues to exceed supply, and the rise in high bandwidth memory (HBM) prices is expected to support the overall average selling price of DRAM. Memory chip manufacturer SK Hynix will continue to benefit from the memory chip upcycle. The report indicates that HBM prices could rise by 80% to 100% by 2027. RBC believes that the DRAM upcycle, which has already lasted for 14 quarters, will continue for another five quarters, with supply tightness expected to persist until 2027.RBC expects SK Hynix's third-quarter performance to slightly exceed market consensus, with revenue projected to reach 101.2 trillion Korean won and adjusted earnings per American Depositary Share to be 8,917 won (approximately $6.72). The DRAM contract price is expected to increase by 20% quarter-on-quarter in the third quarter, with a potential further increase of 15% in the fourth quarter. RBC reiterated its "Outperform" rating with a target price of $200, about 40% higher than the latest closing price. In the U.S. stock market, SK Hynix's stock price surged over 4% on Monday, closing at $142.62.Nomura Securities recently stated that the shortage of memory chips will continue until 2028, maintaining "Buy" ratings for Samsung Electronics and SK Hynix, with target prices of 670,000 won and 4.7 million won, respectively. KB Securities in Korea stated on Monday that the price-to-earnings ratios of both companies have dropped to about 3 times. This Wednesday, SK Hynix will release its third-quarter financial report, and according to a FnGuide survey, analysts expect revenue of 98.2 trillion won and operating profit of 77 trillion won. According to media reports, the company is considering distributing a special dividend of about 16 trillion won.

Web3 fitness protocol BRT.Fit publicly committed on the X platform on October 27. The team stated that BRT.Fit is a lifelong mission derived from the smart hardware BitRing, aimed at guiding users to develop healthy habits through technology and incentive mechanisms.BRT.Fit emphasizes that launching the token is not seen as the endpoint, nor will it be distracted by short-term market speculation. The team believes that true success should not be defined by the token price, but rather by the countless individuals who continue to maintain exercise and health due to the protocol ten or twenty years later. The project team stated that they will continue to optimize the product and listen to community feedback.

According to the Industrial and Commercial Times, the supply chain reveals that TSMC's CoWoS pricing is brewing a new wave of increases, with an increase of up to 20%. Some packaging delivery times have already been extended, and the pressure from tight capacity continues to rise. The rush for capacity has spread to the equipment side, and customers have no time to negotiate prices; as long as they can promise delivery times, they place orders, with equipment delivery times extending to a maximum of 8 months.Chip manufacturers point out that the demand for advanced packaging has spread from AI GPUs to server CPUs and customized ASICs, with unfulfilled orders continuing to increase. The testing time for AI chips has lengthened, putting pressure on the synchronization of packaging and testing capacity. Wafer foundries and packaging testing companies are preparing to adjust CoWoS pricing, estimating an increase of 10% to 20%. Equipment manufacturers reveal that TSMC has not renegotiated prices this year, directly purchasing at original prices without any increase in equipment functionality, with equipment delivery times extending from the past 3 to 6 months to 6 to 8 months.TSMC Chairman C.C. Wei stated at the recent earnings call that CoWoS remains the first choice for customers, with five-fold photomask size packaging already in mass production, and the development of nine-fold and fourteen-fold photomask size solutions is ongoing, while advancing CoPoS technology. Analysts estimate that by 2026, CoWoS monthly production capacity will advance to over 130,000 pieces, aiming for 200,000 pieces by 2027; related layouts include Chiayi AP7, Tainan AP8, and AP6, with the advanced packaging plant in the U.S. AP1 planned to start production in 2028.

According to the market information platform Liquid247.xyz, Coinbase's spot BTC has approximately 104.93 sell orders at the $82,000 level, with a nominal value of about $8.604 million, which is about 2.49% above the mid-price of approximately $80,009 at that time.The total near-end sell orders amount to approximately $32.9693 million, while the buy orders are about $21.0808 million, resulting in a net sell order surplus of approximately $11.8885 million, accounting for 22.00% of the total depth.

According to Gate market data, Tesla's stock price reached a high point not seen in over three months, rising 5.5% recently.

According to disclosures from Yingke Law Firm, the sale of the Texas mining assets related to Poolin's debtors has been approved by the Bankruptcy Court of New Jersey, USA. The transaction price is up to approximately 180 million USD, of which 100 million USD is for the delivery payment, and an additional up to 80 million USD is linked to subsequent milestones.The general deadline for creditor claims is set for December 31, 2026, at 4 PM Eastern Time, which is 5 AM Beijing Time on January 1, 2027; the court plans to hold a hearing on November 10. Creditors who are legally required to submit proof of claims may affect the confirmation of claims, plan voting, and subsequent distributions if they do not file by the final deadline set by the court. Yingke lawyer Wang Yufeng stated that the Poolin case involves a large number of Chinese users, and the claims include platform balances, IOUs, and mining pool earnings, and submitting materials does not equate to completing an effective claim.

Barclays raised the target price for Tesla (TSLA.O) from $370 to $450.

The humanoid robot company Yushu Technology (688836.SH) announced that the cumulative price deviation of the company's stock closing price has exceeded 30% over three consecutive trading days, which falls under the category of abnormal stock trading fluctuations. As of October 26, 2026, the company's rolling price-to-earnings ratio is 465.22 times, significantly higher than the average rolling price-to-earnings ratio of 38.54 times in the general equipment manufacturing industry.The announcement pointed out that the humanoid robot industry is still in the early stages of commercialization, with uncertainties in technology maturity, cultivation of downstream market demand, and supporting capabilities in the industrial chain. The transition of physical AI technology from laboratory demonstrations to large-scale implementation in real-world scenarios still faces challenges such as perception accuracy, motion control stability, data accumulation, and hardware-software collaboration. The maturity of the technological path and business model still requires time for validation. If the industry's large-scale commercialization progress does not meet expectations, the company's future revenue expansion and performance release may be adversely affected, posing investment risks of valuation regression.

Bernstein raised the target price for SpaceX (SPCX.O) from $248 to $268.

According to the latest stock derivatives exchange rankings released by RootData, the three exchanges with the largest spreads among the listed exchanges are HTX, Crypto.com, and BingX, with spreads of 0.44%, 0.315%, and 0.297%, respectively.It is reported that this spread is the weighted spread based on the 24-hour trading volume, and a higher value typically indicates higher trading costs.

CryptoQuant certified analyst Trader_Gemini stated that the Trader On-chain Realized Price has risen again, currently becoming an important reference indicator for observing the subsequent trend of BTC. This indicator reflects the average acquisition price of BTC that last transferred in the past 1 to 3 months and can be used to measure the average holding cost of recent market participants. Currently, the trading price of BTC is in the low range of $80,000, while the realized price for traders has risen to the mid-range of $70,000, indicating that the current price of BTC is still above the recent average cost for traders.From the current structure, recent market participants are generally still in a state of unrealized profit, and the short to medium-term cost structure remains relatively positive. Historically, when the market is in an upward phase, the realized price for traders often provides support when BTC retraces close to that level. If the price can hold above this cost line, it indicates that the holding cost for recent participants may still provide support for the market; conversely, if BTC falls below this level, some traders in an unrealized loss state may sell when the price rebounds close to their cost, turning that position from support to resistance.In addition, Trader_Gemini also reminded to pay attention to the Upper Band of the indicator. Historically, when BTC prices approach the upper band, it is often accompanied by increased profit-taking pressure, which may lead to a short-term pullback. Therefore, if BTC continues to rise, the market reaction near the upper band is worth close observation; if BTC experiences a pullback, attention should be paid to whether the realized price for traders can provide effective support. Trader_Gemini emphasized that the upper band does not necessarily mean the market will peak, and the realized price for traders does not guarantee that BTC will rebound; neither should be viewed as automatic triggers for trading but rather as reference indicators for judging at what price recent market participants may change their behavior. Currently, BTC is still operating above the realized price for traders, and the overall cost structure remains positive; if a deeper adjustment occurs later, whether this indicator can continue to provide support will become an important observation point.

According to Zhitong Finance, JPMorgan analyst Samik Chatterjee maintains a "Buy" rating on Microsoft with a target price of $625. The research report states that investors will closely monitor the business growth of Azure, the commercial version of Microsoft 365 Cloud, and Copilot.Chatterjee indicated that compared to the quarterly earnings report itself, the stock price reaction may be more determined by performance outlook, as investors hope to see sustainable signals of growth in cloud business and artificial intelligence.Yorkville Ives analyst Dan Ives maintained a "Outperform" rating on Microsoft with a target price of $615 on Friday, and listed Microsoft as one of his "Top 5 Tech Picks Before 2027." Ives stated that the concentrated earnings reports from large cloud providers like Microsoft, Alphabet, and Amazon are expected to soothe the highly volatile market.

According to Gate market data, the stock price of Yushu Technology in the A-shares has returned to 700 yuan, with a cumulative increase of over 56% this month, and a total market value exceeding 285 billion yuan. The current price is 723 yuan, with an intraday increase expanding to 15.87%.

According to the market intelligence platform Liquid247.xyz, Coinbase's spot BTC has approximately 104.09 sell orders at the $82,000 level, amounting to about $8.5354 million, which is an increase of about 3.05% from the mid-price of approximately $79,574 at that time. The total sell orders at the near end amount to about $32.5195 million, while the buy orders are approximately $18.3105 million.The net sell orders at this venue exceed by about $14.2091 million, accounting for 27.95% of the total depth. The selling pressure near $82,000 is the most prominent resistance at the near end.

The venture capital firm a16z released a chart weekly report written by Moses Sternstein on October 23, 2026. The report states that Netflix is still growing, with revenue growth slowing to just below about 12%, the lowest level since 2021 to 2022. The company is producing its own short videos and entering live sports. The report cites BCG data indicating that the upper limit of media consumption in the U.S. is about 26 hours per week, showing a moderate decline since the peak of lockdowns. Moses Sternstein: Competition comes not only from other streaming services but also from short videos, with much of the recent media growth coming from background consumption while driving or working.In terms of computing power, the report cites Ornn Data stating that the rental price of every GPU in the chart series is higher than at the beginning of the year, including the oldest A100, which is about 9% to 143% higher compared to a 6-year straight-line depreciation. Moses Sternstein: Over a longer period, older A100 and H100 GPUs spend more time below that line, but have only shown significant strength since April this year, making comparisons over a longer period not entirely fair. According to OpenRouter, token demand surged sharply in spring, jumped again after a brief plateau at the end of summer, with token consumption for both open-source and closed-source models still following an exponential path, and the share of proprietary models slightly increased last week. The author states that OpenRouter only covers a very small portion, and these indices are not perfect proxies for actual token spending and GPU pricing.In manufacturing, the report states that computer production capacity and utilization rates are rising, with production increases being larger. The increase in communication and semiconductor production mainly comes from expansion, while the price increase for electrical equipment is the largest, but domestic production has slightly declined. The import increase of key categories of AI capital expenditures mentioned above far exceeds the domestic production increase in dollar terms. According to ADP, the increase in average weekly hours for industries related to AI construction is greater than that of other industries, and is generally greater than the net increase in personnel. Job switchers in manufacturing have about a 5 percentage point wage growth premium compared to stayers. Cybersecurity stocks remain strong in IGV this year, but have seen a larger pullback than the market since October. The revenue growth rate of large companies has mostly only increased by a few percentage points, with some experiencing declines, and stock price performance reaching up to about 125%, with Palo Alto Networks' revenue growth largely driven by acquisitions.