rev

The deputy commander of the Islamic Revolutionary Guard Corps of Iran stated that the Strait of Hormuz remains closed and is under the control of Islamic fighters. As long as the conditions proposed by Iran have not been met, the strait will continue to be blocked.

According to Cointelegraph, Coinbase has submitted an application for a cryptocurrency service provider license to the Central Bank of Brazil to meet the local application deadline of October 30.Coinbase stated that it does not expect existing services to be suspended during the regulatory review of the application. According to Brazilian regulations, existing service providers that submit applications on time can continue to operate during the approval period. Coinbase also plans to expand its foreign exchange and payment services in Brazil in the future, but these services will require separate regulatory authorization.

According to BBX data, the global capital markets revealed the latest developments in direct investment in Bitcoin and the performance of brokerage digital asset businesses yesterday. The core information is as follows:Japan Bitcoin Industry has completed a capital increase of 840 million yen, fully paid in physical Bitcoin: The Web3 infrastructure developer Japan Bitcoin Industry announced the implementation of a third-party share allocation capital increase, successfully issuing shares to two institutions, Fulgur LLC and ANAP Lightning Capital (ALC), raising a total of 840 million yen (approximately 5.07 million USD). Notably, this capital increase will be fully funded in physical Bitcoin, with on-chain delivery expected to be completed on November 2. At the same time, the company signed a basic agreement for cooperation in Lightning Network routing business with ALC, which will use the Bitcoin held by ALC as the underlying liquidity for the company's operational channels. The raised funds will be specifically used for the research and development of the infrastructure "aurora" (supporting enterprises to access Lightning payments via API), talent recruitment, and local routing network infrastructure.Robinhood (NASDAQ: $HOOD) Q3 crypto revenue plummets 55%, causing overall profits to fall short of expectations: American internet brokerage giant Robinhood released its third-quarter financial report. The data shows that due to a slowdown in cryptocurrency trading activity and increased operating expenses, overshadowing its strong performance in options and prediction markets, the quarterly profits fell below Wall Street expectations. In the third quarter, its cryptocurrency trading revenue decreased significantly by 55% year-on-year to 120 million USD. Although options trading revenue grew by 31% and event contract revenue surged more than sixfold, driving overall trading revenue up 19% year-on-year to 867 million USD, total operating expenses also increased by 16% year-on-year to 739 million USD. The company's earnings per share for the quarter were 0.51 USD, falling short of analysts' expectations of 0.55 USD, leading to a drop of over 7% in its stock price in after-hours trading.

At the 2026 Intelligent Innovation Day launch event, Peng Zhihui, co-founder, president, and CTO of Intelligent Robotics, announced that the revenue of Intelligent Robotics in the first half of 2026 approached 2 billion yuan. It was disclosed that the cumulative offline deployment of Intelligent General AI Robots reached 20,000 units.

Advanced packaging company Shenghe Jingwei released its financial report for the third quarter of 2026. The operating revenue for the first three quarters was 5.12 billion yuan, a year-on-year increase of 1.45%; the net profit attributable to the parent company was 636 million yuan, a year-on-year decrease of 18.48%. The operating revenue for the third quarter was 1.71 billion yuan, a year-on-year decrease of 8.33%; the net profit attributable to the parent company was 186 million yuan, a year-on-year decrease of 45.96%, a decrease of 27% compared to the 258 million yuan in the second quarter.The company stated that the changes in profit were mainly due to tight supply of core materials, a year-on-year decrease in revenue, and ongoing capacity expansion, along with an increase in depreciation costs year-on-year. The announcement on the same day showed that for the first three quarters of 2026, a total of 265 million yuan was provisioned for credit impairment losses and asset impairment losses. The net cash flow from operating activities for the first three quarters was 2.08 billion yuan, a year-on-year decrease of 30.60%. The company stated that this was mainly due to a year-on-year decrease in government subsidies, the return of customer credit deposits during the period, and increases in material procurement and employee compensation.As of the end of September 2026, the balance of monetary funds was 8.558 billion yuan, total assets were 28.144 billion yuan, an increase of 24.51% compared to the end of the previous year; the equity attributable to shareholders of the listed company was 19.294 billion yuan, an increase of 33.73% compared to the end of the previous year. At the end of the period, fixed assets were 12.172 billion yuan, an increase of over 20% compared to the end of the previous year, and construction in progress was 1.558 billion yuan. In the company's 2.5D business, SmartPoser-Si has been mass-produced, and SmartPoser-BD has completed full-process verification.

Microsoft expects its Azure cloud business revenue to grow by 49% to 50% in the second fiscal quarter, with total revenue reaching between 96 billion and 97.1 billion dollars.Revenue from the Intelligent Cloud and Infrastructure segment is expected to be between 80.1 billion and 80.7 billion dollars, while revenue from the Devices and Consumer segment is projected to be between 15.9 billion and 16.4 billion dollars. Microsoft also anticipates that capital expenditures in the second fiscal quarter will exceed 50 billion dollars.

Microsoft announced that its quarterly cloud business revenue exceeded expectations, with Azure cloud computing revenue growing by 48% to reach $33.17 billion, surpassing the market expectation of $32.84 billion. The company's free cash flow was $18.6 billion, far exceeding the market expectation of $8.54 billion. Microsoft’s stock rose nearly 6% in after-hours trading.

Microsoft (MSFT.O) reported that for the three months ended September 30, revenue from its commercial arrangement with OpenAI was $10 billion.

According to The Defiant, the V2 version of Privacy Pools has been deployed to the BNB Chain, providing BNB Chain users with payment and yield shielding features.This deployment supports BNB as well as stablecoins including USDT, FDUSD, and U. However, users still need to go through the deposit screening approval of 0xbow for private consumption.

In Q3 2026, Alphabet's Google Cloud business revenue was $30.71 billion, while the market expectation was $29.566 billion.

Alphabet's revenue for the third quarter of 2026 was $127.58 billion, compared to $102.346 billion in the same period last year, with market expectations of $128.175 billion.

Sources say that the U.S. Department of Justice is reviewing NVIDIA's acquisition of the artificial intelligence platform Hugging Face.

According to data from the New York Federal Reserve, the usage of the Federal Reserve's overnight reverse repurchase agreement tool was $176 million, a decrease of $50 million from the previous trading day's $226 million, with 2 counterparties participating in the transactions.

According to The Block, Ripple expects to reach an annualized product revenue run rate of $900 million by the end of 2026, with growth coming from payments, custody, stablecoins, prime brokerage, and capital markets. The number of customers and partners using multiple Ripple products has doubled this year.The Ripple payment network is expected to reach a cumulative transaction volume of nearly $150 billion by the end of the year, with the stablecoin RLUSD's market capitalization reaching $2.6 billion. Financial institutions are utilizing Ripple's infrastructure for tokenized assets and transactions, with related business extending beyond payments and stablecoins.Ripple CEO Brad Garlinghouse stated that traditional finance and digital finance are merging, market infrastructure is moving to a modern track, settlements are shifting to real-time and around the clock, and tokenized assets can be used for trading, financing, and collateral.

On October 28, after the market closed, Moer Thread announced that the total operating revenue for the first three quarters of 2026 was 3.289 billion yuan, a year-on-year increase of 319.15%; the net profit attributable to the parent company's owners was 37.6973 million yuan, compared to a net loss of 724 million yuan in the same period last year, turning a loss into a profit; the basic earnings per share were 0.08 yuan, compared to -1.81 yuan in the same period last year.In the third quarter, the company's total operating revenue was 1.552 billion yuan, a year-on-year increase of 1773.92%; the net profit attributable to the parent company was 49.2604 million yuan, compared to a net loss of 453 million yuan in the same period last year. In the secondary market, Moer Thread rose 5.84% on the 28th, with a stock price of 381.50 yuan and a total market value of 179.3 billion yuan.

This analysis reminds that the indicator is also rising near the top in 2025, when long-term holders are profiting by selling to new buyers, so the rise does not guarantee that prices will continue to increase.Subsequently, attention should be paid to whether this indicator can continue to expand, and whether prices can maintain their gains when capital inflows increase.

Amazon will announce its earnings report after the U.S. stock market closes on Thursday. Whether AWS's growth rate can return to above 40%, along with the $22 billion capital expenditure and advertising monetization efficiency, will be the focus of the earnings report. The forecast for Q3 of fiscal year 2026 is a single-quarter revenue of $20.244 billion, expected to grow by 12.25% year-on-year; the net profit forecast is $21.363 billion, expected to grow by 0.83% year-on-year.Bank of America expects AWS revenue to grow by 40% year-on-year, higher than the market's general expectation of 38%; HSBC expects its operating profit to reach $27 billion, with sales slightly above the upper guidance limit. JPMorgan believes that the expansion of AWS profit margins and improvements in retail business efficiency will continue to drive profit growth, while Morgan Stanley emphasizes the retail business's layout in the smart agent commerce field and the market position of the Bedrock AI platform.