Note: The X account is not owned by the original Enron entity. Users should be aware of the risk.

Nvidia’s stock opened higher and rallied further on Monday, surging more than 3% at one point to lift its market capitalization to $5.23 trillion. Morgan Stanley’s latest research report raised its projection for the U.S. data center net power gap from 33GW to 38GW for the 2026-2028 period, noting that amid constrained power supply, ASIC chips may lose market share relative to GPUs. For semiconductor investments, Morgan Stanley remains most bullish on Nvidia and Broadcom (whose stock rose over 3.2%), citing factors including relatively conservative earnings guidance, clear visibility into chip shipments, expansion into non-U.S. markets, and Nvidia’s higher token output efficiency per watt. The bank added that the market is working to align its expected $1.5 trillion in U.S. data center capital expenditure for 2027 and $1.6 trillion for 2028 with actual power supply capacity. If data center construction is suspended or slowed, downstream components such as storage and optical modules, as well as sectors like power management and analog chips, may face steeper impacts from over-ordering triggered by earlier shortages.

Oct 19–Oct 25, 2026 #LookonchainWeeklyReport ?? Overview Stablecoin supply fell by $2.19B last week, DEX spot volume fell and perp volume fell, while public companies added 6,202 BTC. ?? Stablecoin Market The total stablecoin market cap decreased by $2.19B. ?? Spot & Perps

Oct 26 Update: #Bitcoin ETFs: 1D NetFlow: -2,123 $BTC(-$169.47M)?? 7D NetFlow: +3,344 $BTC(+$266.96M)?? #Ethereum ETFs: 1D NetFlow: -6,960 $ETH(-$16.07M)?? 7D NetFlow: -85,801 $ETH(-$198.15M)??

According to market data from BIT (Bit.com), U.S. stocks extended their rally, with the S&P 500 index’s gain expanding to 1%, the Nasdaq rising 1.3%, and the Philadelphia Semiconductor Index climbing 3%.

According to market data from BIT (Bit.com), Anthropic's IPO filing boosted AI-related stocks: NVIDIA (NVDA.O) rose 3.1%, Microsoft (MSFT.O) gained 1.1%, Amazon (AMZN.O) increased 1%, Broadcom (AVGO.O) climbed 2.8%, Micron Technology (MU.O) advanced 3.5%, and SpaceX (SPCX.O) rose 1.4%.

Commodity Futures Trading Commission (CFTC) Chair Mike Selig issued a statement saying that crypto markets should enjoy the same safeguards as the mature protection mechanisms that have been in place for U.S. derivatives markets for decades. As Congress has yet to take action, the CFTC is advancing a voluntary federal registration regime for crypto trading platforms, bringing its regulatory standards closer to the high-level oversight framework of U.S. financial markets.