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Bernstein: Rising memory chip costs may weigh on Apple's quarterly results, trimming its earnings per share (EPS) forecast to $2.87.

44 minutes ago

Bernstein said in a report that a sharp rise in memory chip costs could pressure Apple's iPhone margins in its December quarter, raising the risk of underperforming expectations. The firm has cut its earnings per share (EPS) forecast for Apple from $3.00 to $2.87, below the market consensus estimate of $2.92. Despite expecting near-term margin pressure, Bernstein maintained its "Outperform" rating on Apple and $370 price target, noting that Apple remains a key entry point for consumer AI.

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Akamai’s stock surges 16% after signing a $11.6 billion computing power contract with Anthropic.

According to BIT (bit.com) market data, Akamai’s stock price surged 16% following its partnership deal with Anthropic, marking its largest single-day gain since May 8. On September 24, Bloomberg reported that AI developer Anthropic signed a seven-year, $11.6 billion computing power contract with Akamai, another massive deal landing in the AI computing infrastructure sector. The transaction has set a new record for Akamai’s largest order in company history. Under the agreement, Akamai will supply central processing unit (CPU) computing power to Anthropic to support its growing artificial intelligence service demands.

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US-listed PayPal shares rose 1.5%, hitting an intraday high.

According to market data from BIT (bit.com), PayPal's stock rose 1.5% to hit an intraday high. Earlier, on September 22, PayPal announced plans to partner with Meta to use the Muse agent for shopping and checkout.

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US midterm elections approaching: Control of Congress to be decided by the November 3 vote.

The 2026 U.S. midterm elections will be held on November 3, with 435 seats in the House of Representatives and 35 Senate seats up for election. Currently, Republicans control both chambers of Congress, holding a narrow majority in the House. According to the latest assessment from the Cook Political Report, 21 House seats are classified as "competitive", while 7 Senate seats fall into the same category. Key issues in this election include the economy, cost of living, the Iran war, and oil prices. The latest CNN/SSRS poll shows only 27% of respondents approve of Trump’s handling of the economy, and Democratic candidates lead Republicans by 8 percentage points in the national congressional generic ballot. Additionally, a September Reuters/Ipsos poll puts Trump’s overall approval rating at 32%, a new low in his political career, with inflation and the ongoing Iran war cited as major factors driving dissatisfaction with his performance. If Democrats secure enough seats to control either the House or Senate in the election, it will alter the partisan makeup of Congress and impact the legislative and policy progress of the Trump administration moving forward.

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The first crypto tax filing season in the US is underway: trading platforms report transaction volumes, while cost bases must still be calculated independently by taxpayers.

U.S. crypto brokers are for the first time this year reporting proceeds from the sale of certain digital assets to the IRS under new rules, but in 2025, they will generally only be required to report sale proceeds, not cost basis, leaving taxpayers to calculate their actual gains and losses on their own. An August survey by Awaken Tax of 1,000 U.S. crypto investors found that 21% of respondents who had already filed taxes or requested extensions were still waiting for exchanges to provide required information, while roughly 20% said the 1099-DA forms they received had incomplete information or could not be verified for accuracy. Tax experts note that transfers across exchanges, wallets, and frequent trading further complicate cost basis tracking, and some users’ 1099-DA forms also contain discrepancies with their actual transaction records. Starting in 2026, brokers will generally be required to report cost basis for eligible digital assets, though assets transferred in from other exchanges or wallets may still fall outside this requirement.

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The three major U.S. stock indexes opened higher, with the storage sector seeing broad gains.

,据 BIT(bit.com)行情数据,美股开盘,道指开涨 0.02%,标普 500 指数涨 0.07%,纳指涨 0.1%,特斯拉 (TSLA.O) 涨 2%,公司表示希望在今年年底前建立一条每周可生产超过 1000 台机器人的生产线。SK 海力士 (SKHY.O) 涨 1.4%,美光科技 (MU.O) 涨 1.05%,闪迪 (SNDK.O) 涨 1.8%。

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Bitcoin falls below $84,000

According to HTX market data, Bitcoin has fallen below $84,000, with a 0.34% drop over the past 24 hours.

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