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Samsung Electronics Q3 2026 financial report: Profits hit a record high driven by memory chips, but the terminal business is under pressure; total shareholder return for the year is expected to be between 67.08 billion and 82.00 billion USD.

The price of the oracle, which has been stagnant due to the traditional stock market's weekend closure, is becoming the sword of Damocles hanging over all lending protocols.

Overview of Important Market Events on October 28

The biggest bottleneck for AI is spreading from the pure model layer to the real economy, from factory manufacturing, energy infrastructure of the power grid, local government affairs, to the trillion-dollar physical infrastructure and cheap space launches.

Strive increased its holdings by 6,182 BTC in a week and announced a new issuance plan of up to 1 billion dollars after completing the issuance of 630 million dollars in SATS; calculated based on BTC at 80,000 dollars, the nominal amount of Strive's preferred shares accounts for about 61.1% of the value of the holdings, while the total of Strategy's convertible bonds and preferred shares is approximately 29.6%.

Microsoft's Q1 revenue for the fiscal year 2027 increased by 19% year-on-year to $92.28 billion, with Azure growth at 48% and guidance for the next quarter at 49%-50%; the CFO stated that delays in third-party capacity delivery have affected capital expenditures, with Q2 capital expenditures expected to exceed $50 billion and approximately $170 billion for the entire year.

Alphabet's fiscal year 2026 Q3 revenue was $127.6 billion, but revenue, adjusted earnings per share, and free cash flow all fell short of Wall Street expectations, with capital expenditures continuing to increase, leading to a 9.79% drop in stock price after hours.

The Federal Reserve maintained interest rates unchanged at 10 to 2, and Waller rejected characterizing the current financial conditions as "tight," which was interpreted by the market as a signal that there will still be a rate hike in December, but the extent will be limited; futures have priced in one rate hike each in December and March next year.

Waller reiterated the 2% inflation target, stating that the policy has begun to take effect, but there is no conclusion yet on whether the current interest rates are appropriate, and future actions will depend on new information. He also emphasized that AI investments are similarly affected by interest rates and announced adjustments to the FOMC meeting schedule to allow space for strategic discussions.

AI investment is entering a stage that places greater emphasis on financing conditions, execution capability, and capital returns.

Inflation has soared beyond expectations, yet the market is convinced that the Federal Reserve will remain inactive ahead of the midterm elections. Tonight's decision may see multiple hawkish dissenting votes, but the real focal point will be Chair Waller's press conference: can he clarify the logic of "skipping a rate hike" and avoid a repeat of the communication disaster from July?

Exchanges are shifting towards comprehensive financial platforms, and data infrastructure is becoming a new competitive dimension.

When there are 100 cards or even more on the market, how can users quickly find the cards they want with the lowest decision cost and threshold?

Growth has slowed, market share has declined, and lawsuits are pending. From a dark horse in crypto cards to an IPO candidate, RedotPay still has a few accounts to settle.

Mathematics, computer science, and physics have all made new progress. What has OpenAI announced this time?

U.S. Treasury Secretary Janet Yellen positioned the U.S. dollar stablecoin as the infrastructure for dollar hegemony and demand for U.S. Treasury bonds at the Ripple Swell conference; the GENIUS Act, OCC license, and the strategic role of the Treasury are piecing together a digital financial order.

In the next 20 years, many aspects of our lives will change. Among them, one of the top five questions is definitely: "What do you do at work every day?"

The market generally expects the Federal Reserve to keep interest rates unchanged this week, but Waller's statement on future rate hikes is the key.

October 27 Market Important Events Overview

The bank behind payment companies and exchanges like Kraken, Checkout, and Worldpay: how Banking Circle started from Saxo's payment project and grew into an institutional network spanning accounts, clearing, and stablecoin reserves.