Micron’s Strong Guidance Meets Long-Bond Pressure｜WEEX Market (October 1, 2026)

Today’s Digest

• August PCE rose 3.4% year over year and core PCE 3.0%, below forecasts, but the 10-year Treasury yield climbed to about 5.29%.
• Bitcoin traded near $83,600 and Ethereum near $2,680, with majors still tracking rate pricing.
• Micron beat on results and guidance, but the after-hours gain was limited as long-end yields capped valuation upside.
• Solana meme SI surged then faded; WEEX listed Concrete (CT).
• October 1 focus is jobless claims, Accenture (ACN) before the open and Nike (NKE) after the close.

1 Crypto Highlights

1）Bitcoin Near $83,600 and Ethereum Near $2,680

August PCE rose 3.4% year over year and core PCE 3.0%, below forecasts, but the 10-year Treasury yield climbed to about 5.29%. Higher long-end yields kept pressure on risk appetite. Bitcoin and Ethereum are tracking rate pricing more than the inflation miss alone; if yields stay elevated, upside momentum in majors may remain capped.

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

2）Solana Meme Super Inu (SI) Surges Then Fades

SI traded near $0.042 with a market cap around $42 million after briefly topping $68 million. The market traded around the “Super Intelligence / SI” narrative, with the name mapping driving short-term sentiment. The pullback after the spike shows that meme assets remain heavily driven by liquidity and mood, with drawdown risk rising as volatility expands.

Watchlist: SI
Spot: SI

3）WEEX Lists Concrete (CT)

Concrete positions itself as a full-stack on-chain finance operating system covering issuance, vault infrastructure, accounting, working capital and qualified-custody access. The listing window, combined with institutional RWA and vault narratives, could amplify near-term turnover and price swings. Follow chain usage, flows and ecosystem partnerships.

Watchlist: CT
Spot: CT

2 Stock Highlights

1）10-Year Treasury Yield Near 5.29%, Repricing the Discount Rate

The 10-year Treasury yield rose to about 5.29%, a high since 2007, while the 30-year yield was near 5.65%, around the highest area since 2002. Even with softer PCE, the long end remained driven by supply, term premium and policy-path uncertainty. Rate-sensitive sectors stayed under pressure, and the discount-rate denominator for growth valuations moved higher.

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

2）Micron Beats on Results and Guidance, but Long Bonds Cap the Reaction

Micron (MU) reported fiscal 2026 fourth-quarter revenue of $54.229 billion, above expectations. The company guided next-quarter revenue to about $60 billion–$63 billion, also above consensus, and said memory supply and demand should tighten further in fiscal 2027–2028. AI demand for HBM and server memory remains the key driver, but the limited after-hours gain shows that elevated long-end yields are capping valuation elasticity.

Watchlist: MU
Spot: MU
Futures: MU

3）Tech Leaders Diverge; Intel (INTC) Rises More Than 4%

Large-cap tech mostly advanced, with Intel up more than 4%. In the mix of softer inflation data and higher long-end yields, capital favored leaders with steadier cash flow and clearer valuation logic. If yields keep rising, tech may continue shifting from broad theme buying toward earnings and cash-flow selection.

Watchlist: INTC
Spot: INTC
Futures: INTC

4）Apple (AAPL) Closes Higher Despite the Rate Shock

Apple rose about 1.10%. Markets continued to trade smart-home expansion and the premium-device cycle rather than the one-day index move. Higher long-end yields raise the bar for long-duration valuations; future pricing still depends on on-device AI monetization, inventory and the hardware cycle.

Watchlist: AAPL
Spot: AAPL
Futures: AAPL

3 Today’s Preview

1）Jobless Claims — October 1, 08:30 ET (20:30 UTC+8)

The data will test whether the labor market continues to cool. Persistently low claims, with long-end yields already elevated, could reinforce “higher for longer” pricing and pressure risk assets in the near term. A weaker print may help ease yield pressure.

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

2）Accenture (ACN) — October 1 Pre-Market

Consensus expects EPS of about $3.19 and revenue of about $18.05 billion. Focus will be on enterprise cloud and AI-service orders, consulting demand and forward guidance, testing whether AI spending continues to spread from infrastructure into implementation.

Watchlist: ACN
Spot: ACN

3）Nike (NKE) — October 1 After the Close

Consensus expects EPS of about $0.44 and revenue of about $11.35 billion. Investors will watch inventory, discounting, key regional demand and the drag from high rates on discretionary consumption. The report may shape sentiment toward consumer names.

Watchlist: NKE
Spot: NKE
Futures: NKE

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