S&P Global Ratings is launching a tool to assess blockchain-based lending vaults, which now hold about $10 billion in investor deposits. Deposits in digital-asset lending vaults have risen from roughly $1.5 billion in September 2024 to $10 billion as of September 2026. The company has also rolled out stablecoin assessments, rated a DeFi protocol and a Bitcoin-backed structured finance transaction, and said it plans to acquire blockchain security firm OpenZeppelin. S&P Global shares were trading at $ 386.27 and are down more than 20% year-to-date.

The U.S. Securities and Exchange Commission issued a notice on Oct. 4 under its newly launched “Innovation Exemption,” allowing OKX to partner with Intercontinental Exchange (ICE) to offer 24/7 trading in tokenized U.S. stocks. The exemption permits qualifying venues to trade tokenized securities without registering as traditional exchanges, subject to SEC conditions. The notice lists more than 60 companies whose shares could be tokenized, including Nvidia, Tesla, Apple, Microsoft and SpaceX, with trading routed through permissioned Uniswap v4 liquidity pools on OKX’s layer2 network XLayer. Companies have 30 days after receiving notice to object.

Strategy (formerly MicroStrategy) disclosed that it bought 334 Bitcoin for $28.7 million between Oct. 1 and Oct. 4 at an average price of $85,838.80, lifting holdings to 848,000 BTC. The purchase was its smallest of 2026, below the prior low of 520 BTC bought in June. The company also said spending under its preferred-stock repurchase authorization has reached roughly $1.45 billion, helped by a $176.3 million buyback of about 1.77 million STRC shares. Bitcoin’s roughly 43% third-quarter gain lifted the carrying value of Strategy’s holdings to $70.82 billion and it estimated a $20.91 billion digital-asset gain for the quarter under fair-value accounting.

Hon Hai Precision Industry (Foxconn), a partner of Nvidia, said third-quarter sales rose 47% year on year to $95.4 billion, beating the market estimate of $89 billion. September revenue climbed 38% from a year earlier to NT$1.16 trillion, marking the company’s first month above NT$1 trillion. Bloomberg Intelligence expects Hon Hai’s revenue and earnings to sustain 25%–35% growth over the next few years, driven by demand for AI infrastructure.

Japan-listed Metaplanet disclosed on October 5, 2026 that it increased its Bitcoin holdings by a net 1,000 BTC in Q3. During the quarter, the company executed a sale of 10,000 BTC and then repurchased 11,000 BTC. Metaplanet described the trades as a “practice round” to test the liquidity of its Bitcoin reserves and demonstrate it could liquidate its position.

The U.S. Department of War has awarded major munitions contracts to Lockheed Martin and RTX’s Raytheon, underscoring long-term demand for inputs such as antimony. The U.S. Geological Survey says the United States relied on net imports for 91% of apparent antimony consumption in 2025. China’s suspension of its ban on antimony exports to the United States is set to run only until November 27, 2026. Against that backdrop, Rua Gold reported high-grade gold-antimony drill intercepts from its Auld Creek project, highlighting potential non-Chinese supply.

Oracle is set to pay a quarterly dividend of $0.50 per share on October 23, 2026, with the record date approaching. At a share price of $142, the stock implies a forward dividend yield of about 1.41%, or $2 per share annually. The company’s forward payout ratio is 18.15%, leaving significant room to fund expansion. Cloud infrastructure revenue rose 121% year over year to $7.4 billion, while cloud applications revenue increased 10% to $4.2 billion.

Tokyo-listed Metaplanet released preliminary, unaudited third-quarter figures showing it sold 10,000 bitcoin at an average ¥12.47 million per coin, raising ¥124.7 billion. It later bought back 11,000 bitcoin at an average ¥13.63 million, spending ¥149.9 billion and lifting holdings by a net 1,000 BTC. The roughly ¥1.16 million gap between the sale and repurchase prices implies an adverse price differential of about ¥11.57 billion on the 10,000 BTC replaced. The company said the transactions were intended to strengthen its credit profile and broaden its approach beyond pure accumulation, with quarter-end holdings rising to 44,000 BTC.