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October U.S. Earnings Season! Tech Giants Report in Quick Succession

October 2026 marks a pivotal moment in the U.S. earnings season, with the performance of the AI supply chain and tech giants in the spotlight.

First wave (October 13–15): JPMorgan Chase, ASML, and TSMC report first, drawing attention to the financial sector’s operating conditions and demand for AI chips.

Second wave (October 20–21): Netflix, Tesla, and Meta take their turn, with autonomous driving, AI capital expenditures, and advertising business growth among the key areas to watch.

Third wave (October 28–29): Microsoft joins Google and Amazon in the earnings window. Markets will focus on whether massive AI investments can translate into actual revenue and profit growth. Google’s and Amazon’s earnings dates are estimates.

Notably, the Federal Reserve will announce its interest rate decision in the early hours of October 29 Beijing time, adding another major event to the same period as the tech giants’ earnings reports.

Progress in AI commercialization and signals on Fed policy will converge, potentially making late October a key period of volatility for U.S. stocks.

#美股财报季 Tech Giants #U.S. Stock Market #Artificial Intelligence #Earnings Calendar #Fed Rate Decision #U.S. Stock Investing #Tesla #Microsoft #Google #Amazon #Meta #Tesla #TSMC #ASML #奈飞
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--No Fed rate hikes needed in 2027?

New York Fed President Williams reiterated that the Fed may need to raise rates once more this year to curb inflation. As for 2027, Williams said there is currently no reason to believe further action will be needed, while leaving room for data to change that outlook.

Boston Fed President Collins believes the Fed needs to raise rates again before the end of this year to rein in high inflation. Collins also said Fed officials recognize that higher interest rates could cause problems for some financial institutions.

Fed Governor Waller said the recent rise in U.S. Treasury yields reflects faster economic growth, rather than higher inflation expectations. He noted that inflation expectations remain “firmly anchored.”

Chicago Fed President Goolsbee said inflation is beginning to feel like “overall economic overheating” caused by spillover effects from the AI investment boom, rather than primarily a byproduct of a supply-chain shock that will fade on its own.

🚀 Tesla’s BTC holdings are valued at $1 billion again! SpaceX’s holdings revealed as well

With Bitcoin (BTC) breaking above the $84,000 mark, the crypto reserves of Tesla (TSLA) and SpaceX (SPCX) are once again in the market spotlight!

📌 Key takeaways
* Tesla holdings: Unchanged at 11,509 BTC, with over $122 million in unrealized gains in the short term. Their total value has rebounded from a mid-year low of $674 million to nearly $1 billion.

* SpaceX reserves: Also holds 8,285 BTC, demonstrating the diversified treasury asset allocation of Musk-owned companies.

* Strategic shift: After building its position in 2021 and making two strategic sell-offs (reducing holdings by 10% in Q1 2021 to test liquidity, and by 75% in 2022 to address cash flow), Tesla has fully shifted to a long-term, passive holding strategy (HODL), with no more frequent arbitrage.

* Favorable FASB accounting treatment: Under the latest FASB accounting standards requiring measurement at fair value, companies can reflect appreciation in crypto assets in a timely manner, helping their financial reports show stronger results.

💡 Outlook: Tesla is set to disclose its audited BTC reserve balance in its Q3 2026 financial report. This will be a key milestone for institutional investors and the market to watch!

#BTC #TSLA #SpaceX #BinanceSquare $BTC

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SpaceX proposes major Starship expansion, with up to 456 launches and 912 landings per year

SpaceX plans to significantly increase the number of Starship rocket launches and landings at its Starbase facility in South Texas, expanding its annual flight operations to hundreds of missions.

The U.S. government is currently reviewing the plan. On Tuesday, the Federal Aviation Administration (FAA) announced that it would prepare an environmental impact statement on SpaceX’s proposal and hold public hearings. According to information disclosed by the FAA, SpaceX plans to conduct up to 456 launches and 912 landings per year at its Texas facility. Landings would take place after launch or at the end of a mission, when the Starship spacecraft and its Super Heavy booster would return intact to the base in an upright position for reuse.

Elon Musk has said several times that the company hopes to increase Starship’s launch frequency as much as possible in the future, and has claimed that in less than a decade, Starship will be able to launch more than once an hour. The company recently also announced plans to invest up to $100 billion to build a large launch facility in southern Louisiana to support frequent Starship launches.
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170,000 traders liquidated! Cryptocurrencies surge across the board
The cryptocurrency market is seeing a fresh rally. On October 13, cryptocurrencies surged across the board, with Bitcoin climbing and briefly breaking above $84,000 per coin, up more than 2.8% at one point.

Data from CoinGlass shows that 170,300 traders were liquidated across the cryptocurrency market in the past 24 hours, with total liquidations amounting to $815 million. Of that total, $689 million came from long positions and $126 million from short positions.

Strategy, the publicly traded company with the largest Bitcoin holdings in the world, disclosed on Monday that it bought more than $21 million worth of Bitcoin last week, bringing its total holdings to around $70 billion. In addition, asset manager Strive recently announced that it had bought 2,000 Bitcoins for $169 million, bringing its total holdings to around $2.4 billion. Cryptocurrency trading platform Robinhood has also joined the ranks of corporate buyers. As companies resume buying crypto assets, Bitcoin's rebound has also boosted expectations of further gains. Despite recent U.S. interest rate hikes and renewed tensions in the Middle East, Bitcoin has remained resilient. Citi recently raised its 12-month price targets for Bitcoin and Ethereum, citing increased activity in the crypto market, a favorable macroeconomic environment, and a recovery in ETF inflows. The bank raised its Bitcoin target from $82,000 to $113,000 and its Ethereum target from $2,240 to $3,028. Analysts point out that Bitcoin's price is influenced by global risk appetite, the U.S. dollar's performance, and expectations for Federal Reserve interest rates. U.S. Treasury yields remain the most important variable: higher interest rates increase the appeal of dollar-denominated instruments and may limit inflows into riskier assets. Changes in energy markets are also a factor. Rising oil prices reinforce inflation risks and increase the likelihood that tight monetary conditions will be maintained, while falling energy prices could boost market interest in cryptocurrencies. Fundamentals remain mixed: although sentiment has improved in some areas, cryptocurrencies are highly sensitive to dollar liquidity, meaning volatility is likely to remain elevated.
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