Smart Money in the US Stock Market Turns $28,000 Investment into 118x Profit, Expands Into AI Optical Communication

According to HTX market data, Bitcoin has broken through the $65,000 threshold, posting a 0.94% gain in the past 24 hours.

According to market data from BIT (bit.com), Microsoft’s pre-market gain in US equities has widened to over 10%, trading at $430. Following Wednesday’s US after-hours trading, Microsoft released its fiscal 2026 fourth-quarter financial results, reporting revenue of $90 billion, an 18% year-over-year increase. The growth rate of Azure and other cloud services rose to 43% from 40% in the prior quarter. CEO Satya Nadella noted that Azure’s full fiscal year revenue exceeded $100 billion, growing by 41%—the first time the business has crossed the $100 billion threshold.

According to Lookonchain's monitoring, a newly created address (bc1qwz) has just withdrawn 1,250 Bitcoin from Binance, valued at approximately $80.94 million.

Citrini analyst Jukan cited a report from South Korea’s Meritz Securities, stating that Samsung Electronics is expected to unveil a shareholder return plan in the coming weeks, on par with its aggressive 2017 initiative—marking the first revival of its "early execution plan" in nearly a decade. Specific measures include raising dividends, ceasing to deduct M&A expenses when calculating free cash flow, and returning 50% of free cash flow to shareholders in full. Meritz’s report notes that Samsung’s management has acknowledged the recent stock price drop has undervalued its shares, so moves directly boosting shareholder value such as share buybacks and cancellations are expected to roll out first. Samsung Electronics faced pressure in July due to overall pullbacks in its memory chip segment and structural factors including forced liquidation of leveraged ETFs; its current stock price remains significantly discounted from June’s highs. If the return plan is implemented, it will signal a structural shift in Samsung’s capital allocation strategy from conservative expansion to prioritizing shareholder returns.

UBS Group has cut Qualcomm (QCOM.O)’s price target from $190 to $170. Qualcomm reported Q3 fiscal 2026 revenue of $9.95 billion after Wednesday’s market close, down 4% year-over-year from $10.365 billion in the same period last year, and beat the market expectation of $9.66 billion. According to market data from BIT (bit.com), Qualcomm is trading down roughly 6% in pre-market action at $146.3.

JPMorgan’s Global Market Intelligence team released a new report, noting that the bank’s US Tactical Position Monitor has issued a “flash buy signal” for the S&P 500. The monitor tracks clients’ US equity exposure levels, and JPMorgan judges that the current position’s oversold level is sufficient to constitute a tactical buying opportunity. Historical data also supports this assessment: after similar four-week position adjustments, the S&P 500 has risen an average of around 3% in the subsequent 20 trading days, compared to an average gain of only about 1% in all other periods.