Anthropic IPO Filing Lifts AI Sentiment; BTC Holds Near $80,000 | WEEX TradFi Daily (October 27, 2026)

Today’s Digest

• All three major indexes closed higher on October 26; Anthropic formally filed for a listing, while 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; Wintermute says the FOMC may set the direction.
• Local assets plunged after the election result, with related ETFs and the local currency under pressure.
• The Federal Reserve’s meeting opens on October 27, with Visa, PayPal and other earnings in focus.

1 Crypto Highlights

1）Bitcoin Near $80,200; Wintermute Says Third Test of $80,000, FOMC May Set Direction

Bitcoin was near $80,200–$80,400, with Ethereum also weak. Wintermute noted that Bitcoin has fallen for three consecutive weeks and tested the $80,000 level three times, trading in the $80,000–$82,500 range over the past three weeks. Last Thursday, spot Bitcoin ETFs saw a single-day net outflow of about $636 million, the largest since June. If $80,000 breaks, the next support is around $76,000. The firm believes Wednesday’s FOMC meeting may determine the breakout direction, with $82,500 as a key reclaim level; its overall stance remains cautious but not bearish.

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

2）WEEX Adds Support for LAUNCH

Launch is a fairer meme-coin launch platform on Solana based on Raydium LaunchLab. It uses a single master wallet for deployments to eliminate Block 0 sniping and PvP. Trading fees are used to buy back and burn LAUNCH and tokens launched on the platform. WEEX’s new support makes early participation easier, but meme-launch assets are highly volatile; liquidity and narrative shifts warrant close attention.

Watchlist: LAUNCHSOL
Spot: LAUNCHSOL

3）WEEX Adds Support for GANG

Gang is an asset on BSC related to the gang.fun launchpad. The platform restricts early launches to wallets holding a Binance Agent ID, emphasizing exclusive access and ecosystem functions. The access threshold may reduce disorderly sniping, but liquidity and community activity remain key drivers of price elasticity.

Watchlist: GANGBSC
Spot: GANGBSC

2 Stock Highlights

1）All Three Major Indexes Close Higher; Anthropic IPO Filing Rekindles AI Sentiment

All three major indexes closed higher on October 26. Anthropic formally filed an S-1 registration statement, proposing to list on Nasdaq under the ticker ANT. The prospectus shows that the company raised about $140 billion in cash from 2023 through the first half of 2026 through preferred stock, convertible bonds and SAFE instruments; $110 billion was raised in the first half of 2026 alone, including a $65.2 billion Series H. However, the company has committed about $37 billion annually to a single compute supplier starting in December 2026, with total compute commitments of about $780–$810 billion. The filing provided a short-term boost to AI sentiment, and the Philadelphia Semiconductor Index rose about 3% on the day. The next watchpoints are the Federal Reserve decision and major technology earnings.

Watchlist: ANTHROPIC, SOXX, QQQ
Spot:  SOXX / QQQ
Futures: ANTHROPIC / SOXX / QQQ

2）Tesla (TSLA) Hits a More-Than-Three-Month High; Barclays Raises Target to $450

Tesla rose more than 5% on Monday, reaching a more-than-three-month high. Barclays raised its 12-month target from $370 to $450 and upgraded its rating from Equal Weight to Overweight. Analysts cited an improved growth outlook for the core auto business, signs of an inflection in Robotaxi, strong energy-storage demand, and a potential valuation premium from a possible SpaceX merger, though the merger remains uncertain.

Watchlist: TSLA
Spot: TSLA
Futures: TSLA

3）Microsoft (MSFT) Rises More Than 1.5%; Plans Buyout Offers for 60,000 Employees

Microsoft rose more than 1.5% on Monday. In its latest cost-cutting round, the company will offer voluntary separation packages to about 60,000 employees, targeting eligible staff at level 70 and below in participating teams across several regions. The buyouts may help control expenses, but their impact on execution and talent retention bears watching.

Watchlist: MSFT
Spot: MSFT
Futures: MSFT

4）NVIDIA (NVDA) Favored by Morgan Stanley; Power-Gap Forecast Raised

Morgan Stanley raised its 2026–2028 net data-center power-gap forecast from 33 GW to 38 GW, noting that power constraints could cause ASICs to lose share to GPUs. The firm favored NVIDIA and Broadcom, the latter up more than 3.2%, citing relatively conservative guidance, shipment visibility, expansion prospects and NVIDIA’s higher tokens-per-watt efficiency. If data-center construction slows, storage, optical modules and other downstream segments could face pressure from previous over-ordering.

Watchlist: NVDA, AVGO, MU
Spot: NVDA / AVGO / MU
Futures: NVDA / AVGO / MU

5）Local Markets Plunge; EWZ and the Local Currency Come Under Pressure

Lula unexpectedly won a fourth term with about 51.8% of the vote, and local stocks, bonds and the local currency fell together. Markets had been positioned for a right-wing candidate to win; the reversal in policy and fiscal-path expectations triggered selling. Related ETFs and USDBRL saw amplified volatility as cross-market capital repriced emerging-market risk.

Watchlist: EWZ, USDBRL, PBR
Spot: EWZ / PBR
Futures: EWZ / USDBRL

3 Today’s Preview

The Federal Reserve’s October meeting opens on October 27, while multiple consumer, airline, payments, fintech, materials and semiconductor companies report earnings. Investors will focus on rate-path language, consumer resilience and guidance on AI-related demand.

1）Coca-Cola (KO), Boeing (BA) — October 27 Pre-Market

Beverage leader Coca-Cola (KO) is expected to report EPS of about $0.88; focus on volumes, pricing and emerging-market performance. Aircraft maker Boeing (BA) is expected to report EPS of about -$0.20; focus on delivery pace, orders and cash-flow improvement.

Watchlist: KO, BA
Spot: KO / BA
Futures: KO / BA

2）Payments and Fintech: PayPal (PYPL), SoFi (SOFI) Pre-Market; Visa (V), Robinhood (HOOD) After Hours

Payments platform PayPal (PYPL) reports before the open, with expected EPS of about $1.32–$1.34; focus on transaction volume and margins. Digital bank SoFi (SOFI) reports before the open, with expected EPS of about $0.17; focus on loans and member growth. Payments network Visa (V) reports after the close, with expected EPS of about $3.44–$3.50; focus on payment volume and cross-border transactions. Online broker Robinhood (HOOD) reports after the close, with expected EPS of about $0.55–$0.57; focus on trading activity and net deposits.

Watchlist: PYPL, SOFI, V, HOOD
Spot: PYPL / SOFI / V / HOOD
Futures: PYPL / SOFI / V / HOOD

3）Materials and Manufacturing: Corning (GLW), Freeport-McMoRan (FCX) — October 27 Pre-Market

Fiber and specialty-glass maker Corning (GLW) reports before the open, with expected EPS of about $0.88; focus on AI data-center fiber orders. Copper miner Freeport-McMoRan (FCX) reports before the open, with expected EPS of about $0.83; focus on copper prices and production.

Watchlist: GLW, FCX
Spot: GLW / FCX
Futures: GLW / FCX

4）Storage: SK Hynix (SKHY), Seagate (STX)

Memory-chip maker SK Hynix (SKHY) reports today; focus on AI-server demand and capex. Hard-drive maker Seagate (STX) reports after the close, with expected EPS of about $7.43–$7.49; focus on cloud and enterprise-storage shipments.

Watchlist: SKHY, STX
Spot: SKHY / STXSTOCK
Futures: SKHY / STX

5）Environmental and New Energy: Waste Management (WM), Enphase (ENPH) — October 27 After Hours

Waste Management (WM) reports after the close, with expected EPS of about $2.18; focus on pricing and operating efficiency. Solar-inverter maker Enphase (ENPH) reports after the close; focus on residential solar demand and inventory reduction.

Watchlist: WM, ENPH
Spot: WM / ENPH
Futures: WM

6）Federal Reserve October Meeting Opens — October 27

The meeting opens today; the decision is typically released on October 28. Markets will watch rate-path language and the assessment of inflation and employment, with potential short-term pricing impacts on SPY, QQQ and IWM.

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

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