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India has authorized imports of around 6,500 metric tons of silver over the next six months, despite weak domestic demand, to help meet anticipated festive-season needs.
The permits follow earlier import restrictions, while domestic silver premiums fell to 45 cents per ounce on Thursday from as high as $2.50 last week.
The increased import allocation could ease Indian supply tightness and domestic premiums, but weaker-than-expected demand may limit its support for global silver prices.
Chinese nickel producers are weighing major output cuts at their Indonesian operations as falling prices and rising costs squeeze margins, with no final decision reached.
Proposals include halving mixed hydroxide precipitate production and cutting nickel pig iron output by 20%, while nickel recently fell nearly 25% from its $20,000-per-ton peak to $15,070.
If implemented, the coordinated cuts could tighten nickel supply and support prices, although the scale and timing remain uncertain.
American Airlines Group (NASDAQ: AAL) forecast fourth-quarter adjusted earnings per share of a loss between $1.10 and $0.50, versus an analyst estimate of a $0.51 loss. The company expects fourth-quarter sales of $16.729 billion to $17.149 billion, compared with a $16.618 billion estimate.
The outlook places the company’s projected revenue range above the cited analyst sales estimate, while its adjusted EPS guidance spans a wider loss than the estimate at the low end of the range. The update directly affects American Airlines shares, represented in the supplied asset list as AALSTOCK.
International Business Machines shares are trading lower Thursday despite a third-quarter earnings beat. The move reverses a gain of about 4% from Wednesday’s session. No additional earnings figures, guidance details, volume data, or other trading metrics were provided.
US gasoline futures rebounded to $3.18 per gallon after hitting a seven-week low, as persistent supply concerns tightened the fuel market.
EIA data showed gasoline inventories fell by nearly 3 million barrels in the week ending October 16, while refinery maintenance, diesel prioritization and geopolitical tensions added pressure to supply expectations.
Gasoline prices could remain supported if inventories continue falling and refinery outages extend supply constraints into 2027.
Bybit has secured a Virtual Asset Service Provider licence from Dubai's VARA, authorizing Bybit Fintech FZE to provide spot exchange services in the emirate.
The approval strengthens Bybit's regulated expansion strategy, following five other licences and regulatory approvals highlighted by CEO Ben Zhou in 2026, while derivatives services remain subject to further approval.
The licence could support Bybit's growth in Dubai and expand its local trading offering over time if additional regulatory permissions are secured.
Bybit Fintech FZE has secured a VARA licence to provide spot exchange services in Dubai, marking a step forward in its regulated regional expansion.
The licence covers spot trading, while any future derivatives services would require additional regulatory approval.
The approval could support Bybit's growth in Dubai, with further regulatory clearances and increased trading activity potentially strengthening its business outlook.
Lista DAO has launched StableSwap v3 following the lisASTER upgrade, introducing concentrated liquidity designed to improve capital efficiency.
Liquidity providers can now earn trading fees while using their LP positions as collateral, with three lending markets available: USD1, U and XAUt.
The combined liquidity and borrowing features could attract more capital to Lista DAO, although adoption will depend on user demand and actual utilization.
Copper inventories in US London Metal Exchange warehouses have surged to a 12-and-a-half-year high of 169,475 metric tons as traders position ahead of possible US import tariffs.
US warehouses now hold around 62% of all LME copper stocks, while COMEX inventories have risen for 23 consecutive days to a record 794,450 short tons; proposed tariffs could reach 15% in 2027 and 30% in 2028, pending a final decision.
Continued inventory accumulation could signal further market dislocations ahead of potential tariffs, while the final US decision may shape copper flows and pricing.
GMX will begin using remaining Solana-side protocol revenue to buy back GMX tokens on October 28, 2026, with all purchased tokens directed to the staking rewards pool.
The revenue allocation prioritizes GT buybacks before routing the remaining balance into GMX purchases, while a planned 180-day unstaking timelock will apply to staked GMX and esGMX on Arbitrum and Avalanche.
The buyback mechanism could increase demand for GMX and strengthen staking incentives, although the impact will depend on the amount of revenue available after GT buybacks.
Aethir will begin daily ATH token burns in November 2026, permanently removing tokens from circulation using a share of network fees.
The burns will scale with network activity under a new floating network fee formula, while Cloud Host token emissions remain unchanged and fees are capped by Cloud Host rewards.
The supply-reduction mechanism could support ATH token value if network activity and fee-funded burns grow, though unchanged emissions may limit the net supply impact.
Asian naphtha prices climbed above $1,000 per metric ton as tightening supplies and falling inventories pushed the market's backwardation to its steepest level since August.
The December-January price spread widened to $40.25 per ton, while Singapore's light distillate inventories fell to a three-week low of 10.971 million barrels and naphtha imports dropped 29% week over week.
Continued export constraints and declining inventories could support naphtha prices, although easing crack spreads may temper further gains.
Lam Research said supply bottlenecks are limiting revenue despite first-quarter results that exceeded expectations. LRCX shares fell in premarket trading after the update. The company expects systems revenue to rise 40% in 2026, but supply delays are weighing on its outlook.
Bitcoin fell as much as 2.9% to below $82,000 as renewed concerns over AI spending triggered a broader risk-off move, with DeFi tokens suffering even steeper losses.
Asian equities weakened sharply, DeFi's sector index dropped 5.6%, and crypto liquidations surged 52% to $431.1 million; meanwhile, spot Bitcoin ETFs attracted more than $1 billion over the first three days of the week.
BTC could face further downside if selling pressure persists, while elevated liquidation activity and weakness across altcoins may intensify volatility despite continued ETF inflows.
Goldman Sachs upgraded global equities to overweight for the next three months, arguing that falling valuations, reset investor positioning and resilient earnings have improved the risk-reward outlook despite market volatility.
Equity valuations across Asia and global markets have fallen close to 20% year to date, while Goldman expects strong third-quarter earnings; the bank also sees Brent crude reaching $90 per barrel by year-end.
The tactical upgrade could support an equity recovery if earnings hold up and oil-related risks ease, although AI-sector funding concerns and elevated energy prices may prolong volatility.
Bitcoin fell nearly 3% to around $81,500 after failing to break above $84,840, extending its pattern of lower highs and slipping below $82,000.
Tesla's Q3 capital expenditure came in at $4.73 billion versus $7.96 billion expected, while South Korea's tech-heavy KOSPI Composite Index dropped 3.52%; Bitcoin open interest had climbed to $55.95 billion before the reversal.
BTC could face deeper downside pressure if the $80,000–$81,500 support zone breaks, with elevated open interest increasing the risk of cascading liquidations.
Tesla said its committee will explore possible arrangements that include a business combination with SpaceX, according to the source report dated October 22.
The statement describes a potential arrangement for committee review, not a completed transaction. Any further development would depend on committee proposals and disclosures. The event places Tesla and SpaceX at the center of a potential corporate-structure, financing and governance discussion, while the source provides no terms, valuation, timeline or transaction status beyond the committee’s exploration.
Global markets are turning risk-off as Brent crude surges above $112 per barrel and French bond yields climb amid escalating geopolitical and fiscal concerns.
Brent rose 3% to its highest level since May, while France's 10-year yield topped 5% and its spread over German debt widened to 165 basis points; US stock futures fell sharply.
Persistently high oil prices and mounting sovereign-debt concerns could intensify selling pressure across equities and reinforce demand for safer assets.
CoreWeave Inc. (NASDAQ: CRWV) is down amid a selloff across artificial intelligence cloud providers, according to the supplied summary. Futurum Group CEO Daniel Newman said Wednesday that he added to his CoreWeave position and described the sector-wide selloff as overdone.
The report identifies the AI cloud-provider selloff as the immediate market context for CoreWeave. No percentage decline, trading volume, capital-flow data, price level, or timing for the share move was provided in the source material.
More than 93.5% of Starknet governance voting power backed research into transforming the Ethereum Layer 2 into an independent, quantum-resistant Layer 1 blockchain.
StarkWare plans to release a draft whitepaper in November, but the vote authorizes only preliminary research and does not approve the transition itself.
The proposal could strengthen long-term interest in STRK if it advances, though a full transition remains subject to a separate governance approval process.
Bitcoin's latest breakout attempt has faltered, with BTC falling below $83,000 to around $82,486 as leveraged long positions faced heavy liquidations.
Over four hours, longs accounted for $91.19 million of $95.22 million in crypto liquidations, while traders watched $82,600 as near-term support and $83,700 as the level needed to restore bullish momentum.
Bitcoin could face further downside toward $81,900 and potentially $80,000 if selling persists, while reclaiming $83,700 could help bulls regain control.
Malaysian palm oil futures rose 0.55% to 4,793 ringgit per metric ton as stronger rival soyoil prices and firmer crude oil supported the market.
Soyoil gained 0.53% in Chicago and 0.59% in Dalian, while Malaysian palm oil exports for October 1–20 were estimated to have increased 58.5%–78.4% month over month.
Palm oil could remain supported by stronger export demand, sustained biodiesel consumption and seasonal production declines, with the Malaysian Palm Oil Council expecting prices to stay above 4,600 ringgit per metric ton in November.
Bybit Kazakhstan and Alatau City Authority have signed a non-binding cooperation memorandum to explore real-world asset tokenization, digital asset payments and cross-border remittances.
The initiative aims to support Alatau City's development as a financial and innovation hub, with proposed solutions subject to applicable licensing and regulatory requirements.
If the plans advance into implementation, they could expand real-world digital asset use cases in Kazakhstan, although the memorandum itself does not authorize or approve any products or services.
MEXC reported a 77% month-over-month surge in new-token trading volume in September, alongside an 81% jump in tokenized U.S. stock trading as stock-related themes gained traction in on-chain markets.
TradFi spot volume rose 78%, while stock-themed tokens 4STOCK and MEMEROBINHOOD accounted for approximately 38% of the combined trading volume among the top 10 new tokens.
Growing cross-market activity could accelerate the convergence of tokenized equities and crypto trading, although sustained growth beyond September remains uncertain.
85% of surveyed energy insiders say the global energy sector is more attractive for investment than five years ago, despite geopolitical instability and rising investment risks, according to ADIPEC's Global Energy Report 2026.
The report found that 81% expect AI-driven electricity demand to exceed current forecasts, while 72% anticipate the Middle East's importance to global energy will increase over the next decade.
Rising power demand and expanding investment opportunities could support energy-sector growth, although geopolitical conflicts and execution risks may constrain investment.
Chinese nickel producers are considering major production cuts at their Indonesian operations, including halving output of battery-material intermediate mixed hydroxide precipitate (MHP).
Producers are also weighing a 20% reduction in nickel pig iron output, but no final decision has been made following the meeting earlier this week.
If implemented, the proposed cuts could tighten nickel supply and support prices, particularly for battery-related materials.
Singapore fuel oil premiums strengthened on Thursday as cash differentials rose despite a rebound in residual fuel inventories after six consecutive weeks of declines.
Inventories increased 4.5% to 18.86 million barrels, while 380-cst HSFO and VLSFO cracks climbed above $8.50 and $25 per barrel, respectively, amid steeper backwardation in November-December spreads.
Stronger product premiums and renewed concerns over Middle Eastern supply disruptions could support fuel oil prices, although ample market supply may limit further gains.
Tesla said a committee will explore possible arrangements with SpaceX, including a business combination. The announcement formally puts a potential merger on the table.
The key issue is whether the companies’ capital, technology and governance boundaries could be reassessed. Further proposals, governance decisions and regulatory updates are the primary developments to monitor. The source does not provide price, volume, flow or transaction details.
Crypto traders are valuing Jio Platforms at roughly $110 billion ahead of its public listing, using a pre-IPO perpetual contract traded on Bitget.
The JIOUSDT contract traded near $12, compared with the official maximum IPO bid price of 1,119 rupees ($11.79) per share, while the offering aims to raise about 302 billion rupees.
The contract could offer early price discovery for Jio’s IPO, but its valuation may shift sharply if the offering is delayed, repriced or canceled.
Micron’s CTO described 4F-squared DRAM as “complex and costly” and dismissed comparisons as “smoke and mirrors,” as China’s CXMT advances its DRAM technology. The comments focus attention on memory-manufacturing design and cost competitiveness, with Micron and SK Hynix-linked equities among the named market exposures.
Palm oil futures closed higher as elevated crude oil prices and geopolitical tensions provided short-term support to the market.
Malaysia's December palm oil contract rose 26 ringgit to 4,793 ringgit a ton, while stronger biodiesel economics could improve demand prospects.
Further gains could depend on inventory reductions and sustained export strength, as bearish fundamentals continue to limit the market's upside.
STRK holders supported Starknet’s proposal to transition from an Ethereum Layer 2 into an independent post-quantum Layer 1, with more than 93.5% voting in favor when the proposal concluded on October 22.
The vote provides strong governance backing for Starknet’s strategic shift, but the transition is not yet final. StarkWare plans to publish a draft white paper in November, and the proposal will require further governance approval before the transition can proceed.
The development directly affects the Starknet network and its STRK token governance community, outlining a potential change from an Ethereum scaling-layer model to an independent Layer 1 architecture.
The OCC has finalized its first GENIUS Act rules for US payment stablecoins, establishing federal standards for issuers, reserve backing, redemptions and risk management ahead of a January 18, 2027 implementation date. The framework provides a clearer path to federal authorization, while the OCC has softened its approach to certain third-party stablecoin rewards by moving to case-by-case assessments. The rules could accelerate institutional adoption and regulatory clarity for stablecoins, but compliance costs and authorization requirements may reshape competition among issuers.
European stocks fell sharply as escalating Middle East supply risks, rising oil prices and French debt concerns weighed on investor sentiment, with the STOXX 600 dropping 1.1% to 637.55. Brent crude surged more than 3% above $112 a barrel, while France's 10-year bond yield climbed to 5.089%, exceeding comparable U.S. Treasury yields for the first time since 2013. Further geopolitical escalation and rising borrowing-cost concerns could intensify pressure on European equities and increase market volatility.
U.S. spot Bitcoin ETFs attracted $528.4 million in net inflows on Wednesday, pushing weekly inflows above $1 billion across three sessions despite subdued BTC trading. BlackRock's IBIT drew $235 million and Fidelity's FBTC added $212.7 million, while Ethereum ETFs recorded $14.9 million in inflows, ending a five-session outflow streak. Sustained institutional fund inflows could support crypto prices, although upcoming Federal Reserve and U.S. midterm events may keep volatility subdued or trigger renewed market swings.
Copper slid to a more than five-week low as rising London Metal Exchange inventories eased supply concerns, with benchmark three-month prices falling 1.7% to $14,106.50 per metric ton. LME copper stocks climbed to 272,950 tons, their highest level since July 24, while China's Yangshan import premium rose to $148 per ton, its highest since October 2022. Continued inventory inflows could pressure copper prices in the near term, although strong Chinese import premiums and regional supply bottlenecks may limit further downside.
Trump's temporary expansion of access to tax-exempt red diesel is facing resistance from farmers and practical barriers for other drivers, limiting its potential to ease the burden of elevated US fuel prices. The IRS waived federal penalties for highway use from October 1 to December 31, but state restrictions remain, with Kansas penalties reaching $10,000 and one farmer estimating savings of just $1,500 to $2,000. The policy could provide limited relief for some agricultural operators while leaving diesel cost pressures largely unresolved and creating uncertainty over state-level enforcement.
Brent crude has climbed to around $110 a barrel, its highest level since May, despite Middle East oil exports recovering above pre-war levels as renewed attacks threaten shipping through the Strait of Hormuz. Regional exports averaged 17.3 million barrels per day in October, while tanker rates remain above $1.4 million daily and insurance costs have surged to around 10% of cargo value. Renewed fighting could disrupt oil flows again, intensify price volatility and sustain a geopolitical risk premium in crude markets.
Asia may require up to $1 trillion in annual energy investment over the next 15 years as governments prioritize energy security following disruptions to oil and gas flows through the Strait of Hormuz. McKinsey raised its Asian energy demand forecast to just under 400 million terajoules, 15% above its estimate a year ago, while solar and wind investment could reach $300 billion annually through 2040. This investment push could support long-term demand for energy commodities and renewables while reshaping regional coal, gas and fuel-import markets.
Asia's diesel market softened as steady spot volumes weighed on refining margins, with the benchmark diesel crack closing lower at around $65 a barrel. Singapore gasoil prices fell by $2.29-$3.01 a barrel across grades, while Singapore oil product inventories declined to a three-week low and the jet fuel regrade spread widened to a $1.44-per-barrel premium. Continued supply availability could pressure diesel margins, although falling inventories and stronger jet fuel premiums may offer some support to middle distillate markets.
NextDC fell 44% after power delays affected its Melbourne facility, according to the supplied summary. The move is framed as a warning for the data-center infrastructure trade, with the disruption highlighting power availability and delivery timing as operational risks for facilities supporting expanding compute demand. The event is relevant to the broader sector because data-center buildouts depend on timely power connections and infrastructure completion. The supplied context names MSFTSTOCK and AMZNSTOCK, but provides no price, volume, flow, or other market data for either asset.
Stock index futures moved lower as investors weighed escalating geopolitical risks and corporate developments, including Meta's approval of new Class C shares to help fund AI investments, compensation and acquisitions without changing existing voting power.
Anthropic could publicly file its IPO registration as early as October 23, while the U.S. authorized an exchange of up to 315 million barrels from its Northeast heating oil reserve and EU electric-vehicle registrations rose 48% year over year.
Geopolitical uncertainty could continue pressuring equities, while Meta's planned share issuance and Anthropic's potential IPO may keep investor focus on AI funding and valuations.
U.S. stock futures fell Thursday after Wednesday's gains, with Dow Jones, S&P 500 and Nasdaq 100 futures all declining. The move followed an Asian sell-off and came amid Middle East tensions. Netflix, SpaceX, Super Micro Computer and other market-linked stocks were in focus. The information provided includes no percentage moves, index levels, trading volumes, capital flows or company-specific price changes.
Julius Baer upgraded its copper outlook to neutral and raised its three-month and 12-month price targets to $13,250 and $14,500 per metric ton, citing stronger confidence in long-term demand growth.
The bank sees support from electrification, electric vehicles and data centers, but current copper demand remains weak, the market is in significant surplus and inventories are at their highest levels since the start of the century.
Long-term demand growth could support copper prices, although elevated inventories and near-term oversupply may limit gains.
Robinhood Chain generated about $51 million in network revenue during its first quarter, surpassing Ethereum's roughly $41 million as Ethereum revenue fell 35% quarter over quarter.
Robinhood Chain processed about $65 billion in decentralized exchange volume, while Ethereum's DEX volume declined 27% and its share of tokenized real-world asset value slipped from 50% to 44%.
The comparison could intensify competition for blockchain activity and fees, although Robinhood Chain's revenue may decline as congestion-driven high fees ease and Ethereum still collects a portion of its transaction fees.
Starknet voters overwhelmingly backed research into transforming the network into an independent, post-quantum layer-1 blockchain, with 93.52% of voting power supporting the proposal.
The non-binding poll attracted about 3,200 votes, allowing StarkWare and the Starknet Foundation to begin research, while a separate binding vote would still be required for the actual transition.
The proposal could strengthen Starknet's independence and quantum-resistance ambitions, but uncertainty around technical execution and security audits remains a key consideration for STRK.
LME aluminum futures are trading around $3,000 per ton, down 8% over the past month.
The decline highlights continued weakness in aluminum prices over the monthly period, with futures hovering near the $3,000 level.
Further downward pressure could emerge if aluminum prices remain weak, though the title alone provides no confirmation of the next move.
Analysts say Chinese aluminum output, Indonesia's expanding production, and the recovery of Middle East supply are the key near-term drivers of aluminum prices.
The outlook hinges on the balance between rising production and the restoration of disrupted Gulf supply, according to the article's title.
Increasing supply from China and Indonesia alongside Middle East recovery could pressure aluminum prices, while slower supply recovery may limit the downside.
Rising Chinese aluminum output is helping offset Middle East supply disruptions, keeping aluminum prices in check despite significant regional production losses.
China's expanding production and exports are cushioning the supply shortfall caused by conflict-related disruptions in the Persian Gulf.
Further growth in Chinese output and recovering Middle East supply could continue to pressure aluminum prices despite ongoing geopolitical risks.
Rising Chinese aluminum production and exports are cushioning Middle East supply disruptions, helping prevent a sustained price spike despite significant Gulf smelting losses.
China's aluminum exports increased 16% year over year in the first eight months of 2026, while LME aluminum futures traded around $3,000 per ton, down 8% on the month.
Growing Indonesian supply and recovering Gulf production could further loosen the market, with Morgan Stanley projecting a surplus exceeding 800,000 tons in 2027 and prices potentially falling to $2,800 per ton.