Crypto Pulse—US Stocks

U.S. inflation accelerated more than expected in September 2026, triggering a sharp selloff in technology stocks and raising concerns that the Federal Reserve may need to increase interest rates again.According to the U.S. Bureau of Labor Statistics (BLS), the Consumer Price Index (CPI) rose 3.7% year over year in September, up from 3.4% in August and above the 3.6% market forecast. Core CPI, which excludes food and energy, also exceeded expectations at 2.6%.The October 14 report pushed investor

The window for this issue runs from the full 2026/10/13 US trading day through after-hours to 2026/10/14 03:20 UTC, with 7 items covering all six layers. The headline is the 1.6GW linear generator purchase agreement between Mainspring and AEP, the only completed downstream contract this issue that states a capacity. Countable deal value is $62.5M, with another $6.3B excluded under our rules. The AI Supply Chain in Six Layers Today's AI BriefsLayer 1 Models & Apps ｜ 2 itemsAI security firm Pluto

1. Today's Market: Three Indexes a Little Lower, Memory Chips Down a Second DayUnit: %, single-day change on October 13; all three fell, so the zero line sits on the right and every bar runs leftward. The Dow fell furthest at 0.35%, with the Nasdaq at 0.15% and the S&P 500 at 0.02%, close to flat. Three indexes moving the same way by very small amounts says this was a drift lower with no single driver, not one sector pulling the market down. The story sits in the constituents: memory chips fell

ASML Holding (NASDAQ: ASML) reported €11.66 billion in Q3 2026 revenue, a record 57.5% gross margin, and €4.96 billion in net income on October 14. The Dutch semiconductor equipment maker also raised its full-year revenue guidance as AI-driven demand for advanced chipmaking capacity continued to accelerate.But the earnings story extends beyond headline growth. ASML's installed-base upgrade business exceeded expectations, customers are discussing equipment demand through 2029 and 2030, and manage

Citigroup (NYSE: C) shares fell 5.60% to $124.53 on October 13, 2026, despite reporting third-quarter earnings that exceeded Wall Street expectations. The bank posted earnings per share (EPS) of $2.85 versus an estimated $2.66, while net income jumped 40% year over year to $5.2 billion.The selloff reflected a different concern: Citigroup's trading and investment banking businesses slowed from the second quarter, and management warned that fourth-quarter Markets revenue could decline approximatel

The OCP Global Summit opened on October 12, and the day's AI supply-chain news sat almost entirely in hardware specifications. Microsoft unveiled its third in-house accelerator, Nvidia handed its Vera Rubin rack designs to OCP, AMD published the Helion open rack blueprint, and four firms backed new data center and grid specifications. The window runs from the full day of 2026/10/12 to 2026/10/13 02:50 UTC, and the issue carries six items with $0 of countable deal value. 1.The Six Layers of the A

1. Today's Market: Three Indexes, Three Directions, and Money Rotating Out of TechnologyUnit: %, single-day change on October 12; the set spans positive and negative, so a zero line is drawn. The Dow at +0.38% was the only one up, with the S&P 500 at −0.05% nearly flat and the Nasdaq at −0.44% furthest down. Three indexes going three ways is almost entirely a difference in what they hold. The Nasdaq carries the heaviest technology weight, so it fell most when technology weakened; the Dow doe

TSMC (TSM) reports third-quarter 2026 results on Thursday, October 15, with its earnings conference starting at 14:00 Taiwan time (02:00 ET).Unlike most companies, TSMC has already told the market its revenue: monthly sales put Q3 at a record NT$1.494 trillion, above the top of its own guidance.That shifts the focus of the call to three questions: whether margins held up through the 2nm ramp, how strong fourth-quarter guidance will be, and whether capital spending keeps rising. When does TSMC re

Lumentum (LITE) fell 9.78% to $995.41 on October 12, 2026, in a sector-wide selloff across AI optical networking stocks, with no company-specific bad news behind the move.Ciena (CIEN), one of Lumentum's long-standing customers, dropped 9.95% to $405.01 in the same session.The pressure carried past the close: MEXC's LITE perpetual futures, which trade around the clock, were still about 1.25% below the Nasdaq close during Asian hours on October 13.Why did Lumentum stock fall on October 12?The sell

All three major indexes closed higher on Friday, October 9: the Dow at 51,654.95 for a 0.83% gain, the Nasdaq at 27,366.17 for 0.64% and the S&P 500 at 7,811.54 for 0.59%, taking back Thursday's selloff on AI valuation concerns. Rates, though, reached their highest since April 2002: the 10-year closed at 5.27%, up 3.8 basis points, after touching 5.3645% intraday, while WTI settled at $91.85. The stock in focus is Lumentum (LITE), which closed at $1,103.36 for a 5.22% gain, adding about $4.3B of