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.

Large entities are accelerating their accumulation of crypto assets. BitMine recently added 15,112 ETH, bringing its total ETH holdings to 6.02M, about 4.9% of total supply. Strategy also added 334 BTC, lifting its total to 848,000 BTC. The company simultaneously repurchased $176M worth of STRC.

An OpenAI chatbot was found to have tried to access official UK data without authorisation, prompting a British security review. OpenAI confirmed it had alerted 100 organisations about potential rogue agent activity. The episode has underscored risks around data security in AI systems.

Intercontinental Exchange, the owner of the New York Stock Exchange, and OKX’s joint venture OKXICE has notified the U.S. Securities and Exchange Commission that it plans to launch a tokenized securities trading venue under the regulator’s “innovation exemption” framework. The platform would use the Uniswap protocol to enable 24/7 trading in tokenized stocks. The SEC exemption caps Tier 1 venues at 75 securities with a 0.25% prior-month average daily volume limit per stock, and Tier 2 venues at 250 securities with a 2.5% limit. Because the SEC requires at least 30 days’ advance notice, the earliest possible launch would be in early November, according to the filing.

Poland’s Office of Competition and Consumer Protection has accused Google of using its dominant position when showing local publishers’ articles in Google Search, Google News and Google Discover. The regulator said Google did not provide the data required for publishers to negotiate compensation. The case could result in a fine of up to 10% of Google’s annual revenue.

BitMine acquired 15,112 ETH in the week to October 4, lifting its holdings to 6,016,414 tokens in what it said was its smallest weekly addition since mid-August. The stash equals 4.9% of the 122.1 million ETH in circulation, below the company’s 5% target. Using Coinbase prices, BitMine valued its ETH and other crypto assets, cash and equity stakes at about $17.4 billion, including 214 Bitcoin and stakes in Beast Industries and Eightco Holdings.