Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief

WEEX’s weekly market hotspot preview focuses on CPI, PPI, AI infrastructure earnings, and the MSCI index review. After last week’s sharp tech volatility, markets will reprice inflation pressure, AI capex returns, and risk appetite, putting QQQ, BTC, ETH, CRWV, CSCO, AMAT, NBIS, and CBRS in focus.

Bitcoin and Ethereum spot ETFs saw net outflows last week. Analysts discuss cycle positioning. PEPE rebounded short-term. Nvidia was lower pre-market. Berkshire’s third-quarter cash holdings hit a new high. Anthropic plans to launch an IPO. November 9 focus is CEG and KKR pre-market, and OXY, RKLB and others after hours.

The market quickly shifted from post-election risk recovery to AI policy risk and data-center restriction pricing. After Democrats gained a clear seat advantage in the midterms, risk assets first traded lower uncertainty, but data-center limits, tighter AI regulation risk, and tech valuation pressure became the new selloff triggers. Thursday’s tech and AI-chain decline pulled BTC below $76,000, moving the market from earnings trades into a second-wave volatility window.

At the November 4 close, all three major indexes rose. Risk assets rebounded after election clarity, but AI-related stocks broadly declined. Brent and WTI oil both fell more than 9% over 24 hours. Bitcoin briefly rose above $80,000, and the crypto market warmed across the board. TRUMP token plunged. November 5 focus is earnings from Moderna, Sony, ConocoPhillips and others.

At the November 3 close, equity indexes were mixed and divergent, while tech and semiconductors rebounded. Nvidia rose about 2.29%, with market cap returning above $5 trillion. AMD and Super Micro Computer surged after hours. Bitcoin is focused on the $76,000–$77,000 range. November 4 focus is pre-market earnings from Uber, McDonald’s and others, plus after-hours results from Arm, MercadoLibre and others.

Bitcoin has fallen for four consecutive weeks. The Nasdaq-100 entered a technical correction, with semiconductors and optical communications under pressure. Apple fell further after hours despite beating expectations, while Palantir posted strong results but declined after hours. Anthropic pre-market contracts fell. Oil fell more than 4% on negotiation signals. November 3 focus is earnings from AMD, Shopify and others.

WEEX’s weekly market preview focuses on midterm elections, ISM manufacturing and services PMI, JOLTS job openings, payrolls, and earnings from AAPL, PLTR, AMD, SMCI, ARM, QCOM, UBER and NET. After last week’s pressure on tech stocks, markets will trade policy uncertainty, AI investment returns, labor data and crypto risk appetite more directly, with QQQ, BTC, ETH, AAPL, PLTR, AMD, SMCI, ARM, QCOM, NET and ZEC set for more active volatility.

At the October 31 close, Apple’s market cap once again surpassed Nvidia during the tech pullback. Alphabet fell more than 10% last week. Silver returned near $50. TRUMP token rose more than 10% over 24 hours. OP turned higher after stabilizing. November 2 focus is Marriott before the open and after-hours earnings from Apple, Palantir and others.

WEEX’s weekly recap tracks AI investment, rate expectations, and crypto. The Nasdaq rose for two sessions early in the week, but concerns about inflation, GOOGL’s sharp drop, and weak after-hours reactions to AMZN and INTC pushed volatility higher. BTC briefly fell below $80,000. As of the morning of October 30, the ECI, Chicago PMI, and XOM and CVX earnings were still pending.

All three major indexes closed lower on October 29, led down by technology and communication services; healthcare and defensive sectors were relatively resilient. Amazon and Intel came under pressure after hours. HYPE continued to rally toward its record high. TRX rose against the broader crypto-market decline. Investors will watch pre-market earnings from AbbVie, Exxon Mobil, Chevron and others on October 30.

All three major indexes closed higher on October 28. The Federal Reserve held its policy rate at 3.75%–4%. Bitcoin briefly rose above $81,000 before pulling back. 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%. Investors will watch after-hours earnings from Amazon, Intel and others on October 29.

All three major equity indexes closed higher on October 27, led by the Nasdaq. SK Hynix reported third-quarter revenue of 104.6 trillion won and operating profit of 83.3 trillion won, and announced a large-scale shareholder return program. Boeing shares fell about 10.7% after the company lowered delivery targets, hitting an 18-month low. Bitcoin was near $80,200. Meme and Robinhood ecosystem coins strengthened. The October 28 focus is the Federal Reserve decision and after-hours earnings from Google, Microsoft and others.

All three major indexes closed higher on October 26. Anthropic formally filed for a listing, rekindling AI speculation; the Philadelphia Semiconductor Index rose about 3% on the day, and Tesla reached a more-than-three-month high. Bitcoin was near $80,200, down for three consecutive weeks and testing $80,000 for a third time. Local assets plunged after the election result. The October 27 focus is the opening of the Federal Reserve meeting and earnings from Visa, PayPal and others.

At the October 23 close, major indexes were mixed, with the Dow weaker. Brent crude rose to about $116.7, a near six-month high, and energy led; gold briefly fell below $4,000 as Bitcoin pulled back toward $80,000. Cybersecurity stocks strengthened last week, with CrowdStrike up nearly 12%. Markets are watching whether Bitcoin’s correction is nearing its end, along with earnings from Verizon, Cadence, Celestica and Amkor today.

At the October 22 close, the Nasdaq fell about 2.6%, its steepest daily decline since June. Investors reassessed the potential returns on heavy AI investment, while spending commitments from companies such as Meta added to credit concerns. Risk aversion pushed long-bond yields lower, while Brent and WTI reached roughly five-month highs, with WTI nearing $100 a barrel. Bitcoin hovered around $81,000–$82,000, while gold and silver also weakened. Today’s pre-market focus is AXP and SLB earnings.

WEEX’s weekly recap covers AI spending, technology earnings, crypto assets, and oil. Tech stocks rebounded before selling off sharply: SpaceX results briefly lifted AI sentiment, while Meta, Tesla, and Lam Research drew mixed reactions. The Nasdaq then dropped, BTC retreated toward $81,000–$82,000, oil climbed, and gold and silver weakened.

The three major indexes closed higher on October 21, led by the Nasdaq. SpaceX beat earnings expectations and disclosed AI-business revenue; merger discussions with Tesla also helped lift AI and crypto-related stocks. Bitcoin traded near $84,000 and Ethereum near $2,470. LIT led majors on compliance-license expectations. On October 22, investors will watch Procter & Gamble, Southern Copper and Union Pacific before the open, followed by Western Digital and Newmont after the close.

On October 20, equity indexes were mixed. The S&P 500 closed slightly higher, while the Nasdaq was roughly flat. SpaceX reported third-quarter revenue of $14.58 billion and net income of $4.4 billion, both well above forecasts, and rose about 3% after hours. Bitcoin traded near $83,000, while ZEC led majors with a more-than-10% gain in 24 hours. Memory, optical and crypto-finance names rose from the prior evening, and CoreWeave and SMCI bounced off lows. Tesla, Meta and other companies report on October 21.

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On October 19, tech rebounded. The three major indexes were mixed, with the Nasdaq relatively stronger. Intel rose after a JPMorgan upgrade, and SpaceX closed up more than 2%. Bitcoin traded near $81,000–$82,000, a zone traders viewed as strong support and a local bottom. Worldcoin (WLD) rose more than 10% in 24 hours, leading majors. October 20 focus includes earnings from SPCX and other listed names.

Early on October 19, equity futures rebounded from last week’s chip selloff. Major indexes closed lower last week, the Nasdaq posted its worst week since June, the semiconductor ETF fell about 10%, and CoreWeave lost about 25%, while energy stocks were relatively resilient. Bitcoin traded near $82,000 after sweeping lows around $80,000, with markets watching the $79,800 and $83,600 zones.

This WEEX weekly preview focuses on the Fed blackout period, a crypto-regulation deadline, NVIDIA GTC Berlin, major tech earnings, Flash PMI, and final consumer sentiment. After last week’s tech-stock pullback, markets will trade AI expectations, earnings guidance, yield moves, and risk appetite more directly, with QQQ, SPY, BTC, ETH, NVDA, TSLA, META, IBM, LRCX, and AXP likely to see more active volatility.

WEEX Weekly Market Recap focuses on CPI, PPI, TSMC earnings, AI financing pressure, BTC’s key support, the PYTH buyback narrative, L2 and privacy-token rotation, and crypto-finance strength. Risk assets first pulled back on oil, inflation, and AI valuation pressure, then rebounded quickly after the market digested the PPI shock.

On October 15, September PPI rose 6.3% year on year, the highest in more than four years, briefly lifting hike expectations and triggering a short drop in equities and crypto. After the market digested the print, risk assets rebounded from the sell-off and the three major indexes closed higher. Bitcoin briefly broke below $80,000 and recovered to the $82,000–$83,000 range. CoreWeave fell sharply on bond pressure and then closed higher, while crypto-finance stocks and some L2 tokens strengthened. October 16 focus turns to industrial production and import-export prices.

Major indexes closed lower on October 14, with the Nasdaq leading the decline. September unadjusted CPI rose to 3.7% year on year, above forecasts, and core CPI also beat expectations. Traders sharply raised this month’s hike probability to about 43.7% and fully priced two more hikes by the end of January. Chip stocks were sold again. Bitcoin broke below $83,000 and last traded near $81,700, while spot gold and silver fell. Crypto-related stocks were under pressure, but PYTH rose against the tape. October 15 brings PPI, retail sales and key

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Major indexes closed lower on October 13 as mixed bank earnings and pressure on chip stocks weighed on sentiment, while Microsoft and Apple both rose to record closing highs. Citigroup fell more than 5% after trading revenue missed expectations. Bitcoin rallied to about $88,000 before stalling, while whale holdings shifted back toward accumulation. Ethereum L2 and privacy tokens strengthened. On October 14, markets will focus on CPI, bank earnings and ASML’s report.