Gate Crypto Flash News and Market Updates

According to Jim Cramer on Thursday, AI-generated web traffic is creating significant growth opportunities for internet infrastructure companies. Cloudflare, Akamai Technologies, and Fastly have all surged year-to-date, but Cramer sees only one as a buy right now. Akamai announced a network of smaller data centers for AI workloads, and received an $11.6 billion commitment from Anthropic for computing capacity over seven years. Trading at less than 16 times expected earnings, Cramer said investor

According to Bitwise CEO via ChainCatcher, on the third day of the Bitwise NEAR ETF (NRR), investors bought the dip during NEAR's pullback. The fund recorded net inflows of approximately $9 million on that day.

According to Micron's latest earnings report, humanoid robots will likely require over 200GB of DRAM and multiple terabytes of NAND storage—similar to Level 4 and above autonomous vehicles. The chipmaker noted that memory and storage requirements for L4+ self-driving cars typically exceed those of current L2+ and L3 semi-autonomous vehicles by over 10-fold. Micron expects humanoid robots and other intelligent autonomous systems to drive the next wave of memory demand as physical AI applications

According to Jin10, Indonesia's newly appointed central bank governor Destry Damayanti stated on Thursday that despite shifting to lower-cost derivatives tools from direct market interventions, the bank's commitment to defending the Indonesian rupiah remains unchanged. Damayanti, in her first interview a month after taking office, said: "We are diversifying our intervention methods, but the policy strength to maintain rupiah stability has not changed." The central bank's foreign exchange reserve

According to KB Securities, memory chip prices are entering a strong upside cycle beginning next year. In Q4 2026, generic DRAM prices are forecast to rise 10-15% quarter-over-quarter, while NAND Flash prices are expected to climb 15-20%, both exceeding market expectations. Demand for server-grade DRAM and enterprise SSDs is projected to remain robust. Starting in 2027, high-bandwidth memory (HBM) prices will accelerate sharply, with Micron signaling major price increases for HBM supply contract

According to KB Securities, high-bandwidth memory (HBM), DRAM, and NAND flash prices are expected to enter a strong growth cycle next year with simultaneous price increases and shipment volume expansion. KB Securities research head Kim Dong-won noted that DRAM prices are forecast to rise 10–15% quarter-over-quarter in Q4 2026, while NAND flash prices are expected to climb 15–20%, exceeding market expectations. HBM pricing is projected to enter a significant acceleration phase starting next year,

According to IBK Investment & Securities, the firm set a buy rating and 30,000 KRW (approximately $23) target price for Dongkook Pharma on October 2, citing growth in healthcare and overseas expansion. Healthcare revenue, including cosmetics, totaled 202.9 billion KRW in the first half of 2026, up 28.7% year-over-year, with the segment's sales mix expanding from 31.9% in 2023 to 39.3% in 2026. The company's Madecar cream and Centellian24 skincare lines have expanded into major U.S. retail channe

According to Chainalysis investigator Seo Won-bin speaking on October 1, South Korea's cryptocurrency money laundering scale is estimated at 2–3 trillion won, with no safe haven in using overseas exchanges. "Even with overseas exchanges, the source of laundering can be traced," Seo said, noting that blockchain transaction records make it difficult to evade detection over time. AI-powered tracking has significantly accelerated fund tracing capabilities. During a recent digital asset tracking comp

According to Eric Balchunas, Roundhill is set to present at the ETF IQ event on Monday, generating mixed reactions from traders. The announcement reflects a blend of enthusiasm and caution regarding institutional interest in exchange-traded funds and potential market implications.

South Korea's consumer price index (CPI) month-on-month increase came in at 0.3% in September, falling short of the forecast of 0.4% and below the previous month's 0.2% gain.

According to a recent report from JPMorgan Chase, global humanoid and quadruped robot shipments are projected to increase nearly 30-fold to approximately 1.75 million units by 2030, from around 60,000 units in 2026, with China's shipments rising from roughly 50,000 to 900,000 units during the same period. The bank downgraded humanoid robot maker Ubtech from Buy to Neutral with a target price cut from 118 Hong Kong dollars to 74 Hong Kong dollars, while maintaining Buy ratings on upstream compone

Data center operator Firmus Grid plans to seek a A$43.7 billion (approximately $30.3 billion USD) valuation in an Australian IPO launching this month, with shares priced at A$11 per share.

South Korea's consumer price index for September rose 2.9% year-on-year, in line with market expectations and down from 3.1% in August.

According to Odaily, Fiserv launched its digital asset platform today (October 1), with Roughrider Coin, a U.S. dollar stablecoin issued by North Dakota State Bank, deployed as the first project using Solana's Token-2022 standard. The pilot covers over 90 banks and credit unions in the state. The platform adopts a white-label infrastructure model, with minting, redemption, custody, and reserve management handled by OCC-chartered bank VersaBank, and Fireblocks providing underlying infrastructure.

On October 1, Russian President Vladimir Putin stated at the Valdai International Discussion Club annual meeting that Russian forces controlled 1,301 square kilometers in the special military operation zone during September, signaling strengthening offensive operations. Putin reiterated that establishing Ukraine's neutral status remains a Russian objective and expressed willingness to pursue peace negotiations based on national interests, while stating that Ukraine had halted talks and showed no

According to Loop Capital on Oct 1, the investment bank upgraded Dollar Tree (NASDAQ: DLTR) to Buy from Hold and raised its 12-month price target to $140 from $130. Analyst Anthony Chukumba cited strengthening bargain-hunting behavior as consumers face economic uncertainty ahead of the year-end shopping season, expecting higher foot traffic and sales at the discount retailer. He noted that Dollar Tree's shift from single $1 pricing to multi-tier pricing ($3–$5) has successfully driven comparable

According to CNBC on October 1, Google released its next-generation AI model Gemini 4 Argon as Wall Street's attention shifted to the company's personal AI agent service Spark. Over the past three months, Meta's stock surged 19% while Alphabet's declined 6%, with shares closing down 1.70% yesterday at $338.24. JP Morgan noted Google faces challenges translating continuous product development into consumer engagement and meaningful market perception gains. Bank of America suggested Gemini 4 Argon

According to Kiwoom Securities research analyst Shin Dae-hyun on October 2, Samsung E&A's third-quarter operating profit is forecasted at 276 billion won, exceeding market consensus of 248.1 billion won and representing a 56.3% year-over-year increase. The company secured approximately 4.7 trillion won in new orders in Q3 through the SAN7 project, with full-year order guidance now expected to reach at least 16 trillion won. Kiwoom maintained a "Buy" rating with a target price of 73,000 won, proj

According to NH Investment & Securities report on October 2, the brokerage maintained a Buy rating on KB Financial Group with a target price of 226,000 Korean won, as Q3 net profit is expected to align with market consensus at approximately 1.8 trillion won. The report projected that KB Financial's shareholder return ratio will rise to the 50% range or higher in 2027, following 52.2% in 2025 and 56.6% in 2026, supported by improved capital ratios and stable foreign exchange conditions.

According to S&P Dow Jones Indices, Vylor (VYLR) took Corteva's S&P 500 seat on Thursday after the separation closed, with the stock rising 3% in after-hours trading. Twilio (TWLO) will replace Warner Bros. Discovery in the S&P 500 before Tuesday's market open, with shares gaining 1.2% after-hours. Corteva, the parent company, drops into the S&P MidCap 400.