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Related tickers and likely impact
BTC/USDT
▼ Likely negativeBitcoin
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $1.6T |
| Close on 10/26/2026 | 80,150.56 |
| Change that session | 0.00% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- CoreWeave Heads for Third Weekly Loss, Weighing on Stocks and Bitcoin Over AI Financing Fears
Bitcoin traded near $81,400 on Friday, little changed on the day after a 3.2% drop Thursday as weakness in equities over concerns about AI infrastructure financing weighed on the market. CoreWeave (CRWV) plunged 10% Thursday to a 52-week low of $53.50, is down roughly 37% in October and is heading for a third straight weekly loss; Bernstein cut its price target to $51 from $74 and Morgan Stanley to $70 from $99. The Nasdaq Composite fell 2.6% Thursday to 26,009, its worst day since June, while Nvidia CEO Jensen Huang said a “scarcity of capital” is hampering neocloud buildouts. U.S. spot bitcoin ETFs recorded net outflows of $635 million Thursday, the largest one-day withdrawal since late June. Crypto liquidations totaled $336 million over 24 hours, including $281 million in long positions.
- Robinhood Misses Q3 Earnings as Crypto Revenue Rises and Prediction Market Bets Grow
Robinhood reported record third-quarter revenue of $1.42 billion, slightly below the roughly $1.43 billion expected, and earnings of $0.51 per share versus $0.55 expected. Event contracts revenue rose to $173 million from $156 million in the prior quarter, while crypto revenue rose to $120 million but fell 55% from a year earlier. Customers traded a record 16.4 billion event contracts, more than seven times a year earlier. Net income was $476 million, down 14% from a year earlier, and the quarter included a $67 million unrealized loss on Robinhood Ventures Fund I. The company narrowed its 2026 adjusted operating expense guidance to $2.675 billion to $2.75 billion, and shares slipped in after-hours trading.
- Robinhood's crypto revenue fell 55% from last year, but topped Street forecasts
Robinhood's third-quarter crypto trading revenue fell 55% year over year to $120 million, or 8.4% of total revenue versus 21% a year earlier, but still beat analysts' forecast of $114.1 million. Crypto trading volume dropped 38% to $50 billion, with the Robinhood app down 48% to $21 billion and Bitstamp down 28% to $29 billion. Total revenue rose 12% to $1.424 billion, helped by options, equities and prediction markets, while third-quarter EPS of $0.51 fell short of the $0.55 consensus. Robinhood Chain processed more than $80 billion in decentralized exchange volume and generated over $50 million in chain fees in its first quarter on mainnet, though the company did not disclose how much of that was recognized as revenue. Shares fell about 5% in post-market trading.
- Is Robinhood Stock a Buy About a Third Below Its Record High?
Robinhood shares trade near $97, about 35% below the all-time high of around $152 reached in late 2025, a bigger decline than Charles Schwab (about 15%) and Interactive Brokers (about 20%). The author argues the stock still looks expensive, with a price-to-earnings ratio of about 42x versus 16x for Schwab and 31x for Interactive Brokers, which makes value investors less likely to be interested. The company went public only in 2021 and has not been tested by a deep, prolonged downturn, while its customers, many new to investing, are using more margin (margin balances up 127% year over year in Q2 2026) and expanding into crypto and prediction markets. The author says the premium over peers could keep most investors on the sidelines until the company and its customers face a test on the scale of the Great Recession or the dot-com bubble.
- Should Robinhood Shares Be in Your Portfolio Ahead of Q3 Earnings?
Robinhood (HOOD) is scheduled to report third-quarter 2026 results tomorrow after market close, with Zacks consensus revenue of $1.44 billion, up 13.1% year over year. Consensus earnings per share is 56 cents, down 8.2% from a year earlier, and the company has beaten consensus in three of the last four quarters. Transaction revenues are expected to rise 21.6% to $887.7 million, led by options and equities, while cryptocurrency transaction revenues are seen falling 55.7% and net interest revenue dropping 5.6%. HOOD shares rose 29.9% in the third quarter but trade at 9.88X trailing price/tangible book, above the industry's 2.95X. The article notes investors are weighing whether to act before the report or wait for more information.
- Robinhood Is Quietly Building 13 Businesses at Once. Here's Why It Matters.
By Q2 2026, Robinhood had 13 business lines each generating at least 100 million USD in annualized revenue, up from one in 2019 and nine in 2024. The author argues that adding products such as options, crypto, Gold subscriptions and credit cards lets the company earn more from each customer without customer acquisition costs. Robinhood ended Q2 with 28.4 million funded customers, up 7%, 4.8 million Gold subscribers, up 39%, and average revenue per user up 24% to 187 USD. Transaction revenue rose 44% to 776 million USD, alongside 389 million USD in net interest revenue and 143 million USD in other revenue, which reduces reliance on trading activity. The author cautions that annualized revenue is the quarter's revenue multiplied by four, so the 13 lines should not be treated as mature businesses each generating 100 million USD.
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Latest news
- Revealed: the private banks with the highest profits in the first nine months of 2026
As of the morning of 28 October, 15 banks had reported their first-nine-month 2026 results. VPBank led with pre-tax profit of nearly 30,000 billion VND, up nearly 47% year on year, driven by credit growth and stronger non-interest income. Techcombank ranked second with 28,900 billion VND, up 23.7%, while ACB reported 16,600 billion VND, up more than 3%. SHB posted a preliminary 14,300 billion VND (up 17%) and LPBank 10,421 billion VND (up nearly 9%), so five banks in the group of 15 have pre-tax profit above 10,000 billion VND. At the other end, Sacombank recorded 5,893 billion VND, down 46.4% from a year earlier.
- Iran stalls for time, Trump on edge
According to Iranian officials and experts, Iran is deliberately prolonging talks with the US to weaken President Donald Trump's political position before the 3 November midterm elections. Iran wants the US to meet a proposed 7-day ceasefire first, covering an end to hostilities, easing oil export curbs, releasing frozen assets and lifting the US maritime blockade, before nuclear talks that Washington wants at the center. Iranian officials believe Trump may resume strikes, so Tehran is preparing for new attacks rather than betting on a quick deal. Meanwhile, US gasoline has stayed above 4 USD per gallon since mid-June, fueling voter discontent that is hurting Republicans, and the war has now lasted nearly 8 months, far longer than Trump's initial prediction of a few weeks.
- 17,000 troops massed at hotspot, over 100 UAVs target Voronezh: Zelensky makes special offer to Putin
According to Russian media citing TST, Ukraine has massed about 17,000 troops in an area only 25 km wide where Dnipropetrovsk, Zaporizhzhia and Donetsk meet, including airborne and marine brigades and the 3rd Regiment of the Special Operations Forces. Colonel Vladimir Antonyuk said the objectives later shifted to military-tactical targets, namely the transport junctions at Velikaya Novosyolka and Bogatyr, where Russian defenses had been reinforced beforehand. In the night of 25 to 26 October, Voronezh region was hit by over 100 UAVs; Governor Alexander Gusev said more than 70 were shot down around Voronezh city, and two people were killed and 17 injured, including a child. A Russian military expert said Kharkiv region could be a launch area and recalled Putin's order to the military to set up a buffer zone along the border. President Zelensky said Ukraine is ready to discuss a territorial exchange, but on one condition.
- RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.
RBC reiterated its outperform rating and $225-per-share price target after SpaceX's Oct. 20 earnings, which showed $14.6 billion in revenue (up 161%) and $4.4 billion in earnings, versus a $1.1 billion loss in the year-earlier quarter. Starlink contributed $5.25 billion in revenue and $2.4 billion in operating income, and management guided first-quarter 2027 revenue to $33-37 billion, above the $22 billion Wall Street estimate. S&P Global, in contrast, warned that six top hyperscalers, including SpaceX, plan to spend $7 trillion on AI through 2029, including guarantees that do not appear as debt on balance sheets. SpaceX's AI capex was $19.6 billion last quarter and is estimated at $35-40 billion this quarter, while the company is finalizing a $40 billion off-balance-sheet debt structure. The article concludes that the outcome of this AI bet remains uncertain.
- Savings rates fall to near 0% at one bank
Ngan hang TMCP Sai Gon (SCB) cut its online savings rates for new individual customers to 0.1-0.7% per year from October 26, 2026, well below the system's general level. Deposits of 31, 39 and 45 days and 1 to 5 months earn 0.1% per year, 6 to 11 months 0.5%, 12, 13, 15 and 18 months 0.6%, and 24 and 36 months 0.7%, the highest in the table. For 100 million VND deposited for 12 months at 0.6% per year, interest at maturity is 600,000 VND; for 24 months at 0.7%, estimated interest is 1.4 million VND, assuming the rate holds and no early withdrawal. The move follows an October 21 directive from the State Bank of Vietnam requiring banks to cut average deposit rates by at least 0.5 percentage points per year for new deposits of six months or longer in late 2026. SCB has been under special control since 2022 and has shrunk from nearly 240 transaction points to about 8 across 6 localities.
- The value of audit is measured by positive changes in national governance
National Assembly Chairman Tran Thanh Man received heads of delegations from 16 Supreme Audit Institutions (SAIs) attending an international seminar hosted by the State Audit of Vietnam on October 27, which drew about 250 delegates and 13 papers on institutions, vision and innovation. Insights from the seminar will inform the State Audit's development strategy to 2035, its vision to 2045 and proposed amendments to the State Audit Law. On behalf of the international delegations, K. Sanjay Murthy, Comptroller and Auditor General of India and ASOSAI chair, said audit value lies in recommendations that help agencies fix shortcomings, and that SAIs must adopt AI and data analysis to shift toward early risk warnings. Chairman Tran Thanh Man stressed that independence must go with accountability and that audit value is measured by positive changes in governance.
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