The popular AI framework Virtuals Protocol will host an in-person meet-up in Hong Kong on Friday, January 17.

Stifel has raised its price target for Lumentum (LITE.O) from $1,100 to $1,232.

，摩根士丹利策略师表示，自初夏以来美股估值大幅回落，在盈利增长依然强劲的背景下，部分市场板块的投资吸引力正在提升。Michael Wilson 带领的团队表示，此轮回调幅度已为与经济周期相关、基本面前景依然稳健的行业创造了「更好的投资环境」。其中，资本品板块尤为突出，其盈利预期上调情况位居各行业前列。Wilson 周一在一份报告中表示：「近期估值下修后，部分重资产板块开始显得更具吸引力。」自 8 月中旬以来，美股涨势有所放缓。不断攀升的债券收益率抵消了强劲财报季带来的提振，而企业未来几周开始公布第三季度业绩，市场预计盈利仍将保持强劲。彭博情报数据显示，分析师预计标普 500 指数成份股第三季度盈利同比增长 25%，此前第二季度已增长 34%。人工智能需求、云计算巨头创纪录的资本支出以及强劲的宏观经济环境推动了盈利增长。

Bank of America raised Coinbase’s price target from $174 to $203 and reaffirmed its "Buy" rating. The lender expects stablecoin revenue to grow further following the Federal Reserve’s September interest rate hike, prompting it to lift Coinbase’s 2027 and 2028 earnings per share (EPS) forecasts. However, due to weak cryptocurrency trading volumes, Bank of America lowered Coinbase’s near-term performance outlook, even as Bitcoin and Ethereum rose 43% and 70% respectively in the third quarter.

Melius Research has upgraded its rating on Microsoft (MSFT.O) to "Buy" and raised the stock's target price from $465 to $665.

Metaplanet Inc. announced it added a net 1,000 Bitcoin (BTC) to its holdings in the third quarter of the fiscal year ending December 31, 2026. As of September 30, 2026, the group’s total Bitcoin holdings stood at 44,000 coins. During the quarter, the group also completed a Bitcoin sale-and-repurchase transaction to demonstrate its ability to convert Bitcoin positions into cash. The move is intended to strengthen market confidence in the company’s credit profile and broaden future financing channels—including corporate bond and preferred stock issuances—with the ultimate aim of further expanding the group’s Bitcoin holdings. Specifically, the group sold 10,000 BTC and repurchased 11,000 BTC during the period, leading to a net 1,000 BTC increase in its Bitcoin holdings.

According to BIT (bit.com) market data, Intel's pre-market U.S. stock price fell by more than 4%.