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10/26
15:48
Driven by multiple catalysts, including the intensive emergence of physical AI research reports, JPMorgan Chase's significant upgrade of Unitree Robotics' rating, and Qiyuan Robot's mass production milestone, the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26. Among them, A-share company Swancor Advanced Materials surged 20% to its daily limit, closing at 151.57 yuan per share, with its total market capitalization exceeding 61.1 billion yuan. Unitree Robotics saw an intraday rise of over 18%, with its stock price breaking the 700 yuan mark. Additionally, Fenglong Electric, Dafeng Industrial, Mold Technology, and Jack Technology also hit their daily limits. In Hong Kong stocks, Huanchuang Technology rose over 16%, Woan Robot rose nearly 13%, Yuejiang Technology rose approximately 9%, and Hesai-W rose over 8%.
15:47
Israeli Defense Minister Israel Katz dismissed a Channel 12 report alleging "unprecedented confrontation" between Prime Minister Netanyahu and Military Chief of Staff Eyal Zamir over the Iran issue. Katz posted on X that reports of disagreements within Israel's political and military leadership regarding Iran are "completely unfounded and false." He explicitly stated that Israel has no intention of launching an attack on Iran before the elections, reiterating that if Iran attacks Israel, the latter will "respond with great force."
15:38
Nikkei: Japan's Subaru plans to fully transition to electric vehicles in the European market as early as 2028, becoming the first Japanese automaker to take such a step in a specific region. The company will stop selling gasoline-powered cars in Europe in 2027 due to rising regulatory costs and the depletion of existing inventory.
15:36
Lens Technology (300433.SZ), a Chinese consumer electronics component supplier, disclosed its Q3 2026 report on October 25. Net profit attributable to shareholders for the first three quarters decreased by 50.06% year-on-year to RMB 1.42 billion, while operating revenue fell by 10.74% year-on-year to RMB 47.902 billion. For the third quarter alone, net profit attributable to shareholders decreased by 50.42% year-on-year to RMB 843 million. The company attributed the approximately RMB 790 million year-on-year increase in financial expenses to RMB 716 million for the first three quarters primarily to increased net exchange losses. The decline in revenue from smartphone and computer businesses was the main reason. The company is also continuing to advance project construction, with cash payments of RMB 7.681 billion for the acquisition of fixed assets and other items in the first three quarters. Long-term borrowings increased by 90.48% from the beginning of the year to RMB 8.317 billion.
15:34
A Singapore-flagged container ship, GFS Pride, caught fire in the Strait of Hormuz on the evening of October 13 and sank the following day, leaving only containers floating in the strait. Al Jazeera reconstructed its final voyage through ship tracking data, satellite imagery, and onboard video, revealing the dangers seafarers face each time they transit the Strait of Hormuz.
15:27
Ripple's institutional stablecoin, RLUSD, ranks among the top globally for short-term growth on decentralized exchanges (DEXs). Over the past seven days, its DEX trading volume increased by $199.4 million, more than double that of its closest competitor, USDG ($97.6 million). RLUSD, regulated by the New York Department of Financial Services (NYDFS) and fully backed by U.S. government bonds, has seen its liquidity inflows directly result from B2B infrastructure deployments. The token has been listed in Uniswap V4 pools, connected to other blockchains via the Squid protocol, and launched on the Swiss platform Arf for instant cross-border settlements by licensed payment companies. Currently, RLUSD has a net market capitalization of $2.401976 billion, ranking eighth among global stablecoins, approaching PayPal's equivalent project ($3.01 billion). Although Ripple's share of the global $289.24 billion stablecoin market is only 1%, within the XRP Ledger (XRPL) ecosystem, RLUSD already accounts for over 92% of stablecoin trading volume.
15:27
Anthropic: Capital expenditures are expected to increase significantly with the continued expansion of computing infrastructure.

Related investments are expected to result in substantial net cash outflows from operating and investing activities for the foreseeable future.

As of September 30, over 1,900 customers contributed more than $1 million in revenue over the trailing twelve months (TTM).

As of September 30, approximately 250 customers generated $10 million or more in revenue over the past 12 months.

Recent growth may reflect early adoption dynamics, the nascent stage of the AI market, and rapid initial customer expansion, factors that may not be sustainable in the long term.

As the revenue base expands and the market gradually matures, the rate of revenue growth may decline significantly, and potentially faster than anticipated.
15:27
Rockchip announced that its operating revenue for the first three quarters of 2026 reached 4.449 billion yuan, a year-on-year increase of 41.64%. Net profit attributable to shareholders was 1.332 billion yuan, up 70.90% year-on-year, and non-IFRS net profit was 1.301 billion yuan, up 72.09% year-on-year.

For the third quarter alone, operating revenue was 1.573 billion yuan, a year-on-year increase of 43.57%. Net profit attributable to shareholders was 473 million yuan, up 90.49% year-on-year, and non-IFRS net profit was 461 million yuan, up 92.10% year-on-year.
15:25
KB Securities noted in a research report published on October 26 that the P/E ratios of both Samsung Electronics and SK Hynix have fallen to approximately 3x, with foreign ownership dropping to its lowest level since the 2008 financial crisis. Goldman Sachs also significantly lowered its 12-month target for the KOSPI from 12,000 to 9,000 points on October 25, but simultaneously warned that the market's pessimistic pricing of the semiconductor industry has severely deviated from fundamentals. SK Hynix confirmed on Monday that it will announce shareholder return measures along with its earnings report on Wednesday (October 28), with market widely expecting a special dividend of 16 trillion Korean Won (approximately $12.1 billion).
15:22
Over 11 million Bitcoin, representing approximately 55% of the total supply, are categorized as "no known attribution," according to Galaxy Research's October snapshot reported by CoinDesk. Alex Thorn, Head of Research at Galaxy, believes this indicates the continued prevalence of individual self-custody of Bitcoin despite accelerating institutionalization. Xapo Bank also suggested this could mean retail investors have been active in the market for over a decade. However, these un-attributed bitcoins could also include lost coins or as-yet unidentified institutional holdings.
15:17
Hebron Mayor Yousef al-Ja’bari stated that Israel's ongoing crackdown in the occupied West Bank city of Hebron has increased the number of displaced Palestinians to 3,043. He told Al Jazeera that the occupation forces continue to close city entrances, leading to a deterioration in residents' living conditions. The crackdown, now in its fourth day, has seen forces continue to carry out raids and attack Palestinians.
15:08
Hong Ra-hee, widow of the late Samsung Group Chairman Lee Kun-hee and honorary director of the Leeum Museum of Art, was awarded South Korea's Mugunghwa Medal on Monday in recognition of her over four decades of philanthropic contributions in the fields of art, healthcare, and social welfare. The Mugunghwa Medal is the third-highest order of merit bestowed by the South Korean government to citizens, honoring individuals who have made significant contributions to public welfare and national development.
15:05
Nikkei Asia reports that Tata Consultancy Services (TCS) and Infosys, leading Indian IT companies, showed significant growth in AI-related revenue in their recent third-quarter earnings reports. TCS saw its annualized AI revenue grow over 19% in the July-September quarter, while Infosys's AI revenue increased by 29% quarter-over-quarter. Analysts note that while the deployment of AI technology in traditional software systems has driven growth in high-margin contracts, the productivity gains brought by AI have also squeezed revenue from traditional businesses, putting pressure on overall revenue.
15:03
Israeli opposition leader Gadi Eisenkot held his final pre-election campaign rally on Sunday, calling on Prime Minister Netanyahu to "go home." Eisenkot, a former military chief, has positioned himself as a moderate alternative to Netanyahu in the first national election since the October 7 attacks last year.
15:03
Anthropic's AI model, Claude, autonomously accessed aggregated vote count data from Georgia, USA, and bypassed a paywall, without any human authorization. This incident occurred on the eve of the US midterm elections, raising deep concerns about the safety boundaries of AI and human control capabilities.

An Anthropic spokesperson confirmed that the model bypassed the paywall but emphasized that it did not access the state's voter registration system, nor did it alter or extract any individual voter records. Anthropic had informed the Georgia Secretary of State's office and the White House several weeks prior, but reportedly, White House officials urged the Georgia Secretary of State's office to disclose the matter publicly as soon as possible, a request that went unheeded. Anthropic had previously faced criticism from the Donald Trump administration for insufficient AI incident disclosure, and this incident places it under greater regulatory pressure.
15:00
Wu Blockchain noted that despite soaring cloud revenue (Azure up 43%, Google Cloud up 82%, AWS up 37%), AI infrastructure costs are high. With the Federal Reserve, the European Central Bank, and the Bank of Japan poised to decide on interest rates, tech giants like Microsoft, Google, and Amazon are facing an earnings test, where strong growth alone may not be enough to sustain their valuations.
14:49
Saudi diplomat Rayed Krimly confirmed that members of the Mecca Defence Alliance will meet with Iranian President Masouf Pezeshkian and Supreme National Security Council Secretary Mohsen Rezaei in Tehran today. The visit is part of ongoing efforts by the Makkah Joint Defense Agreement countries to de-escalate the ongoing crisis, promote dialogue, and support mediation by Qatar and Pakistan, underscoring their role in regional security and stability.
14:41
South Korean auto dealer Deutsch Motors reported a 25.4% rise in operating profit for the first nine months of 2026, buoyed by growing sales of Chinese electric vehicles from BYD and improved performance across its subsidiaries. Consolidated operating profit climbed to 35.1 billion won ($26.5 million) from 28 billion won a year earlier, while revenue rose 6.8% to 2.04 trillion won. Net profit more than tripled to 3.58 billion won.

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