WEEX Exclusive：SK Hynix Revenue Tops 104 Trillion Won，BTC Holds Near $80,000 | WEEX TradFi (October 28, 2026)

Today’s Digest

• All three major equity indexes closed higher on October 27, led by the Nasdaq; SK Hynix reported third-quarter revenue of 104.6 trillion won and announced a large-scale shareholder return program.
• Boeing shares fell about 10.7% after the company lowered delivery targets, hitting an 18-month low; SoFi surged after earnings.
• Bitcoin was near $80,200 after three consecutive weeks of declines. Meme and Robinhood ecosystem coins strengthened.
• The October 28 focus is the Federal Reserve decision and after-hours earnings from Google, Microsoft and others.

1 Crypto Highlights

1）Bitcoin Near $80,200, Range-Bound After Three Consecutive Weeks of Declines

Bitcoin was near $80,200–$80,400, while Ethereum traded around $2,320–$2,340. Wintermute previously noted that Bitcoin had declined for three consecutive weeks and tested $80,000 three times, trading in the $80,000–$82,500 range over that period. Spot ETFs saw sizable net outflows last Thursday. Markets are awaiting the Federal Reserve decision for guidance on the next breakout direction. $82,500 is a key reclaim level; if $80,000 fails, the next support is around $76,000.

Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）Meme Sector Leads; PEPE, 牛来 and USELESS Stand Out

The meme sector has been relatively strong, with PEPE, 牛来, USELESS and other representative tokens among the leaders. As major coins consolidate, capital has rotated into higher-beta narrative assets and trading volumes have expanded. The sector remains highly volatile, however, and pullbacks can be rapid when narratives shift.

Watchlist: PEPE, 牛来, USELESS
Spot: PEPE / 牛来 / USELESS
Futures: PEPE / 牛来 / USELESS

3）Robinhood Ecosystem Rises Broadly; CASHCAT, BONER and AIINU Lead

Robinhood ecosystem meme coins rose broadly, with CASHCAT, BONER, AIINU and other representative tokens strengthening. Expectations for on-chain support and funding from the platform have risen, boosting trading activity in related assets. Most remain highly volatile, and the durability of the move bears watching.

Watchlist: CASHCAT, BONER, AIINU
Spot: CASHCAT / BONER / AIINU
Futures: CASHCAT

2 Stock Highlights

1）SK Hynix (SKHY) Revenue Tops 104 Trillion Won; Announces Large-Scale Shareholder Returns

SK Hynix said its shares are undervalued, the structural imbalance in chip supply and demand will persist in the near term, major customers’ AI revenue and cash flow will improve, and investment burdens will ease. The company plans to return about 100 trillion won to shareholders in 2026, including more than 30 trillion won in cash dividends and more than 60 trillion won in buybacks and cancellations. It also announced a quarterly cash dividend of 20,000 won per share for the third quarter. Third-quarter revenue was 104.6 trillion won, above the 98.3 trillion estimate; operating profit was 83.3 trillion won, above the 76.7 trillion estimate; and net profit was about 39.8 trillion won, below the 55.4 trillion estimate. Revenue and operating profit hit records, with HBM demand remaining strong.

Watchlist: SKHY
Spot: SKHY
Futures: SKHY

2）Boeing (BA) Cuts Delivery Targets; Shares Hit an 18-Month Low

Boeing shares fell about 10.7% to around $168 on Monday, hitting an 18-month low. The company lowered delivery targets, prompting markets to reassess the pace of production and cash-flow recovery. Slower deliveries heightened concerns over order conversion and debt pressure, weighing on aerospace manufacturing sentiment.

Watchlist: BA
Spot: BA
Futures: BA

3）Pop Mart Rebounds After Yesterday’s Sell-Off; Third-Quarter Revenue Down 45%–50% Year on Year

POPMART announced that unaudited total revenue for the third quarter of 2026 fell 45%–50% year on year. Core-market revenue fell 25%–30%, Asia-Pacific revenue 65%–70%, the Americas 70%–75%, and Europe and other regions 50%–55%. Local offline-channel revenue fell 5%–10%, while online revenue fell 45%–50%. Cooling Labubu interest and a high comparison base contributed to the decline. Duan Yongping’s unrealized loss is estimated at about HK$1.87–2.12 billion; the actual cost basis cannot yet be verified.

Watchlist: POPMART
Futures: POPMART

4）Digital Bank SoFi (SOFI) Surges After Earnings

SoFi shares jumped about 13%–15% after the company reported earnings before the open yesterday, closing up about 13.4% at around $16.40. Consumer lending exceeded expectations, suggesting personal-finance demand remains resilient despite high rates. The stock remained strong after hours, with a significant increase in trading volume.

Watchlist: SOFI
Spot: SOFI
Futures: SOFI

5）Corning (GLW) Slips 1% After Yesterday’s Earnings

Corning reported third-quarter results before the open yesterday, with fiber and specialty-glass demand supported by AI data-center orders. Shares moved with the technology and materials sectors during the session. Markets are watching whether AI-related revenue contribution and guidance improve further.

Watchlist: GLW
Spot: GLW
Futures: GLW

3 Today’s Preview

The Federal Reserve will announce its rate decision on October 28, while several companies report earnings. Investors will focus on policy-path language and guidance related to AI, consumer demand and autos.

1）Federal Reserve Rate Decision — October 28 Afternoon

Markets expect rates to remain unchanged. The decision and statement will affect expectations for the subsequent rate path and may trigger short-term volatility in SPY, QQQ, IWM and related assets.

Watchlist: SPY, QQQ, TLT
Spot: SPY / QQQ / TLT
Futures: SPY / QQQ / TLT

2）Google (GOOGL) — October 28 After Hours

Consensus is about $3.01 in EPS and $127.9 billion in revenue. Google Cloud growth, Search resilience and AI capex guidance are central. The results will provide a direct read on AI investment and monetization trends among large technology companies.

Watchlist: GOOGL
Spot: GOOGL
Futures: GOOGL

3）Microsoft (MSFT) — October 28 After Hours

Consensus is about $4.72–$4.88 in EPS and $90.7–$94.4 billion in revenue. Azure growth, AI-related revenue and capex are central; the company’s guidance will affect short-term pricing in cloud and software.

Watchlist: MSFT
Spot: MSFT
Futures: MSFT

4）GE Vernova (GEV) — October 28 Pre-Market

Consensus is about $3.78–$4.03 in EPS and $12.1–$12.2 billion in revenue. Power-equipment and data-center orders, margins and capacity utilization are key. Results will reflect AI-driven power demand and the pace of grid investment.

Watchlist: GEV
Spot: GEV
Futures: GEV

5）Vertiv (VRT) — October 28 Pre-Market

Consensus is about $1.82–$1.91 in EPS and $3.6–$3.76 billion in revenue. Data-center cooling and power-infrastructure demand, backlog and margins are key. Guidance will influence sentiment across the AI data-center supply chain.

Watchlist: VRT
Spot: VRT
Futures: VRT

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