Federal Reserve Holds Rates; AMZN, MSTR Earnings in Focus | WEEX TradFi Daily (October 29, 2026)

Today’s Digest

• All three major indexes closed higher on October 28; the Federal Reserve held rates at 3.75%–4%.
• Bitcoin briefly rose above $81,000 before pulling back, last trading near $80,600. Storage, optical communications and Neocloud stocks strengthened broadly, with SK Hynix up more than 10%.
• Google fell about 9%–10% after hours, while Microsoft rose about 4%.
• October 29 brings after-hours earnings from Amazon, Intel, SanDisk, Strategy, Coinbase and others.

Crypto Highlights

1）Bitcoin Near $80,600; Briefly Breaks Above $81,000 After Fed Holds Rates

Bitcoin traded around $80,500–$80,700, while Ethereum was near $2,360. After the Federal Reserve held rates at 3.75%–4%, Bitcoin briefly rose above $81,000. Markets remain divided on the policy path and pricing of AI-related risk assets. $82,500 is a key reclaim level; if $80,000 breaks, the next support is around $76,000.

Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）ONDO Gains on the Launch of DTC’s Tokenization Service

DTC officially launched its tokenization service (DTS), bringing Ondo, Broadridge, DRW, Fireblocks and others into the ecosystem. DTC participants can convert between traditional and tokenized securities entitlements, with the latter retaining equivalent ownership rights and protections. Tokenized equities are thereby connected to DTC’s clearing-infrastructure framework. Ondo Finance acquired Oasis Pro in 2025 to obtain a securities license, launched more than 100 tokenized equities in September, and enabled around-the-clock minting and redemption in June 2026. It joined the DTC working group in May; in July, CRCLon and SPYon became the first tokenized stocks backed by DTC tokenized entitlements. Ondo’s role is shifting toward clearing standards and compliance interfaces.

Watchlist: ONDO
Spot: ONDO
Futures: ONDO

3）PEPE Draws Attention as Canary Capital’s ETF Filing Advances

Canary Capital filed an S-1 registration statement for the Canary PEPE ETF on April 8, 2026, and submitted an amendment (S-1/A) on October 2. The fund intends to hold PEPE directly and plans to list on Cboe BZX, with custodians including BitGo. The filing is one attempt to bring meme coins into regulated products. The amendment clarified the trust structure, investment objective and creation-basket size, but the registration statement has not been declared effective and no approval decision has been made. There is no fixed approval deadline; further progress is possible, but the outcome remains uncertain.

Watchlist: PEPE
Spot: PEPE
Futures: PEPE

2 Stock Highlights

1）Federal Reserve Holds Rates, in Line with Expectations

The Federal Reserve held its policy rate at 3.75%–4%. Chair Warsh described economic activity as expanding strongly, with spending remaining resilient, productivity robust and capital investment strong, while warning that inflation remains elevated. On AI and oil prices, Warsh said rates had fallen even as oil continued to rise, and expressed skepticism toward the view that “rate hikes will not affect AI.”

Watchlist: SPY, QQQ, TLT
Spot: SPY / QQQ / TLT
Futures: SPY / QQQ / TLT

2）Storage, Optical Communications and Neocloud Stocks Rally; SK Hynix Gains 13.3%

All three major indexes closed higher on October 28. Storage, optical communications and Neocloud stocks strengthened broadly. SK Hynix surged 13.3%, extending the rally driven by AI memory demand and shareholder-return expectations. Markets continue to price in structural imbalances in chip supply and demand, as well as data-center investment.

Watchlist: SKHY, MU, SNDK, AVGO
Spot: SKHY / MU / SNDK / AVGO
Futures: SKHY / MU / SNDK / AVGO

3）Alphabet (GOOGL) Falls About 9%–10% After Hours

Alphabet reported third-quarter 2026 results and held a conference call. Quarterly revenue reached $127.6 billion, up 25% year over year, putting its annualized revenue run rate at $500 billion; Google Cloud revenue rose 103% to $30.7 billion. However, revenue and profit were slightly below market expectations, and shares fell about 9%–10% in after-hours trading. Capex remains elevated: the company expects a significant increase in 2027, while its 2026 full-year capex guidance remains $195–$205 billion. Markets were concerned about the slight revenue and profit misses, high capex and pressure on free cash flow.

Watchlist: GOOGL
Spot: GOOGL
Futures: GOOGL

4）Microsoft (MSFT) Rises About 4% After Hours

Microsoft reported results for the third calendar quarter of 2026, ended September 30. Revenue was $92.3 billion, up 19% year over year and above expectations; adjusted EPS was $4.89, also above consensus. GAAP net income rose 32% to $36.6 billion. Microsoft Cloud revenue reached $63.9 billion, up 30%, while Azure revenue increased 48% to $33.17 billion. The company guided to next-quarter revenue of $96–$97.1 billion and expects Azure growth to accelerate to 49%–50%. Microsoft shares rose about 4% after hours.

Watchlist: MSFT
Spot: MSFT
Futures: MSFT

5）Unitree (UNITREE) Earnings: Revenue Surges, but Profit Comes Under Pressure

Unitree’s third-quarter revenue was about 665 million yuan, up about 70% year over year. Net profit attributable to the parent was about 113 million yuan, down about 17.4% and below market expectations. R&D expenses rose sharply to about 127 million yuan, or around 19% of revenue. First-three-quarter revenue was about 1.82 billion yuan, up about 55.7%; net profit attributable to the parent was about 387 million yuan, up about 270%. Increased investment in embodied-AI models and compute weighed on near-term profit.

Watchlist: UNITREE
Futures: UNITREE

6）Samsung Electronics’ Third-Quarter Net Profit Misses Expectations; Shares Briefly Fall

Samsung Electronics reported third-quarter 2026 revenue of 195.3 trillion won and operating profit of 107.4 trillion won. Net profit was 75.2 trillion won, below the market expectation of 83.6 trillion won. The company announced a third-quarter dividend of 4,601 won per share, with a total payout of 30 trillion won. Management expects memory-chip demand to keep expanding in the fourth quarter and warned that chip shortages may intensify next year.

Watchlist: SAMSUNG
Futures: SAMSUNG

Today’s Preview

Several companies report after-hours earnings on October 29 across e-commerce, semiconductors, storage and crypto-related sectors. Investors will focus on AI guidance and demand.

1）Amazon (AMZN) — October 29 After Hours

Consensus is about $1.96–$2.00 in EPS and around $202 billion in revenue. AWS growth, advertising and AI capex are central; guidance will affect short-term pricing across e-commerce and cloud.

Watchlist: AMZN
Spot: AMZN
Futures: AMZN

2）Intel (INTC) — October 29 After Hours

Consensus is about $0.39–$0.40 in adjusted EPS and $16.45–$16.5 billion in revenue. Foundry progress and PC and data-center demand are central; results will reflect the pace of semiconductor-manufacturing recovery.

Watchlist: INTC
Spot: INTC
Futures: INTC

3）SanDisk (SNDK) — October 29 After Hours

Consensus is about $46–$47 in adjusted EPS and $10.6–$10.65 billion in revenue. AI storage demand and enterprise SSD shipments are central; guidance will influence sentiment across the storage sector.

Watchlist: SNDK
Spot: SNDK
Futures: SNDK

4）Strategy (MSTR), Coinbase (COIN) — October 29 After Hours

Strategy is expected to report EPS of about $22.89 and revenue of about $129 million. Bitcoin holdings and financing strategy are key. Coinbase will be watched for trading volume, crypto revenue and regulatory developments. Both reports may affect near-term pricing of crypto-related stocks.

Watchlist: MSTR, COIN
Spot: MSTR / COIN
Futures: MSTR / COIN

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