WEEX Exclusive：Oil Nears $95 as Robinhood Chain Volume Rises to $1.6 Billion | WEEX TradFi Daily (Sep. 2, 2026)

Opening Summary

1. Renewed U.S.-Iran fighting lifted Hormuz risk, with oil rebounding toward $95 and inflation expectations moving higher.
2. Robinhood Chain DEX volume rose to nearly $1.6 billion in a single day, with PONS and AIINU becoming key focal points.
3. Apple completed its CEO transition, prompting a reassessment of AI execution and hardware innovation expectations.
4. Broadcom and Snowflake earnings will test demand across AI chips, networking and enterprise data cloud.

1、Crypto Highlights

1）Robinhood Chain Volume Rises to Nearly $1.6 Billion as PONS and AIINU Attract Speculative Flows

Robinhood Chain recorded nearly $1.6 billion in 24-hour DEX volume, placing activity in its highest range since launch, with PONS, AI and CASHCAT identified as key drivers of the surge. PONS is a third-party launchpad token deployed on Robinhood Chain and has been gaining attention through platform usage, buyback-and-burn expectations and broader exchange distribution, while AIINU has stood out through its “memecoin plus tokenized Nvidia stock exposure” structure, making it one of the network’s most recognizable high-volatility themes. For the market, this suggests on-chain capital is no longer concentrated only in majors and is rotating toward niche assets tied to launchpad economics, trading depth and stock-token narratives. The trade remains highly sentiment-driven, so investors still need to watch whether on-chain volume and community momentum can hold.
Watchlist: PONS, AIINU
Spot: PONS / AIINU
Futures: PONS 

2、Market Highlights

1）Renewed U.S.-Iran Fighting Lifts Oil Toward $95 and Reignites Inflation Pressure
The U.S. military confirmed a new wave of strikes on Iranian targets, including air-defense systems, radar assets, maritime facilities, mine-laying capabilities and communications sites. Iran then retaliated, putting Strait of Hormuz supply risk back at the center of global markets. Oil extended the prior session’s rally, with Brent trading near $95 and WTI back above $90. For equities, the key impact is not only energy-sector strength, but also the transmission from oil prices to inflation expectations and Treasury yields, which may continue to pressure technology stocks and high-multiple growth assets.
Watchlist: CRUDEOIL, USO, CL, BZ
Spot: CRUDEOIL / USO
Futures: CL / BZ

2）Credo Validates AI Connectivity Demand as Margin Debate Takes Center Stage
Credo reported FY2027 Q1 results showing strong year-over-year growth in revenue and non-GAAP profit, along with guidance for further revenue expansion next quarter. The company provides optical and copper interconnect solutions, a critical layer for high-speed AI data-center connectivity, lower-power transmission and scaled deployment. The market debate has shifted away from whether demand exists and toward whether margins and expense discipline can justify current valuations. If AI connectivity demand continues to expand, Credo and the broader optical-communications chain may remain supported; if margin pressure persists, the trade may shift from demand momentum to earnings quality.
Watchlist: CRDO
Spot: CRDO
Futures: CRDO

3）Apple Completes CEO Transition as AI Execution Enters a New Phase
John Ternus has taken over as Apple CEO, with Tim Cook moving to executive chairman, placing the transition at a critical point for Apple Intelligence, Siri upgrades and the next hardware cycle. Investor focus is shifting from the leadership change itself to whether the new CEO can accelerate AI product execution, stabilize the supply chain and revive hardware-innovation expectations. Apple’s valuation still rests on its ecosystem and services revenue, but continued AI underperformance versus major peers could limit multiple expansion; stronger alignment between the next product cycle and AI features could improve the market’s view of its long-term growth path.
Watchlist: AAPL
Spot: AAPL
Futures: AAPL

3、Today’s Preview

1）Broadcom to Report Q3 FY2026 Results
Broadcom will report quarterly results after the U.S. market close, with investors focused on AI semiconductor revenue, custom-chip orders, AI networking demand, VMware integration and next-quarter guidance. As a key large-cap in the AI infrastructure chain, Broadcom’s earnings may influence risk appetite across semiconductors, cloud infrastructure and enterprise AI software. Stronger AI revenue and order guidance could lead investors to reassess its long-term pricing power in custom silicon and enterprise AI infrastructure.
Watchlist: AVGO
Spot: AVGO
Futures: AVGO

2）Snowflake to Report Q2 FY2027 Results
Snowflake will report FY2027 Q2 results after the U.S. market close, with investors focused on AI Data Cloud demand, product-revenue growth, large-customer expansion, remaining performance obligations and AI workload-driven consumption. As a key enterprise data-infrastructure company, Snowflake’s earnings will help investors assess whether AI adoption is converting into real cloud-data-platform consumption. Stronger product revenue and consumption metrics could support software and data-cloud valuations; if the AI narrative does not translate into faster revenue growth, high-multiple software assets may remain under pressure.
Watchlist: SNOW
Spot: SNOW
Futures: SNOW

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