Hang Seng falls for a third consecutive session, closes near a two-month low
📉 The Hang Seng Index closed on September 25 at 24,510.09, down 1.01%, marking its third straight session of losses. The Hang Seng Tech Index fell 1.13% to 4,311.78, with technology and insurance stocks continuing to weigh on the market.
📊 The HSI dropped nearly 2% intraday to 24,275.56 before recovering part of its losses in the afternoon. The rebound suggests that early selling pressure eased, although the index still finished around its lowest level in roughly two months.
💧 Market turnover was only around HKD 102.2 billion as Stock Connect was closed and mainland Chinese markets were shut for the holiday. The mainland reopening on September 28 will be the next key test for whether current selling pressure persists.
$TRX – Liquidation Map (7 Days) – Current Price 0.3367 🔎 The 7-day liquidation map shows a relatively balanced structure, with both long liquidations below and short liquidations above sitting around 19–20 million USD. Long-liquidation exposure is only slightly larger, giving the map a very mild downside tilt rather than a strong directional imbalance. 📉 Below the market, long-liquidation liquidity is concentrated heavily across 0.326–0.335. The strongest cluster sits around 0.333–0.334 with a bar above 1.2 million USD, while 0.331–0.333 also contains several bars around 0.8–1.1 million USD. Losing 0.331 would shift attention toward 0.329–0.326. 📈 Above the market, short-liquidation liquidity is concentrated mainly across 0.347–0.356. Notable clusters appear around 0.351–0.353 and 0.355–0.356, with several bars near 0.7–0.95 million USD. Liquidity becomes noticeably thinner above 0.359. 🧭 The overall structure is close to balanced. Losing 0.331 would increase the probability of a sweep toward 0.329–0.326. Breaking above 0.347 would instead expose 0.351–0.356 before price enters a thinner liquidity zone.
$TUT - Mcap 21.52M$ - 24h Sentiment +4.01 Bullish SC02 M5 - pending Short order. Entry lies within LVN + not affected by any weak zone, the current resistance zone is approximately 0.88% wide. The downtrend has lasted 10 hours 50 minutes, with a maximum recorded price decline of 5.93%. If price breaks above this resistance zone, the trend is highly likely to reverse upward.
$DOT - Mcap 1.99B$ - 24h Sentiment +2.57 Bullish SC02 M1 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is approximately 0.35% wide. The uptrend has lasted 2 hours 26 minutes, with a maximum recorded price increase of 2.42%. If price loses this support zone, the trend is highly likely to reverse downward.
US yields ease slightly, but Asian markets remain divided
📉 US Treasury yields stabilized after the recent selloff, with the 10-year yield around 5.19% and the 30-year near 5.48%. Pressure is no longer accelerating as sharply as in the previous two sessions, but long-term yields remain elevated.
🛢 Brent slipped about 0.8% to around $105.7 after two strong sessions. The pullback in oil helps ease near-term inflation pressure, although prices above $100 still support the higher-for-longer rate narrative.
📊 Asian equities showed no broad risk-on move. The Nikkei gained around 1%, while Hong Kong and Australian stocks declined, and MSCI Asia ex-Japan was little changed.
⚖️ The current setup looks more like a stabilization after the selloff than a clear shift back into risk-on sentiment.
$XMR – Liquidation Map (7 Days) – Current Price 565.3 🔎 The 7-day liquidation map shows roughly 11–11.5 million USD in long liquidations below the current price, exceeding approximately 8.5–9 million USD in short liquidations above. The liquidity structure therefore has a mild downside tilt, with around 1.3 times more cumulative liquidity below the market. 📉 Below the market, long-liquidation liquidity is concentrated mainly across 512–542. The strongest clusters sit around 536–537 and 541–542 with bars near 0.46 million USD, while 516–518 and 531–533 also hold several relatively large pockets. Losing 560 would shift attention toward 547–542 and then 537–532. 📈 Above the market, short-liquidation liquidity is concentrated heavily across 582–589. The two strongest clusters sit around 583–584 and 587–588 with bars near 0.46–0.47 million USD. Further out, 608–610 and 619–620 also contain notable pockets around 0.35–0.37 million USD. 🧭 The broader setup has a mild downside tilt because long-liquidation exposure below remains larger. Losing 560 would increase the probability of a sweep toward 547–542, followed by 537–532. Breaking above 576 would instead expose 583–588 before attention shifts toward 608–620.
$FET - Mcap 528.3M$ - 24h Sentiment +4.01 Bullish SC02 M5 - pending Long order. Entry lies within HVN + not affected by any weak zone, the current support zone is approximately 1.62% wide. The uptrend has lasted 16 hours 15 minutes, with a maximum recorded price increase of 17.75%. If price loses this support zone, the trend is highly likely to reverse downward.
$TAKE - Mcap 21M$ - 24h Sentiment -3.06 Bearish SC02 M5 - pending Short order. Entry lies within HVN + not affected by any weak zone, the current resistance zone is approximately 3.75% wide. The downtrend has lasted 1 day 13 hours 30 minutes, with a maximum recorded price decline of 60.59%. If price breaks above this resistance zone, the trend is highly likely to reverse upward.
Akamai signs $11.6 billion cloud deal with Anthropic, expanding its role in AI infrastructure
☁️ Anthropic has committed about $11.6 billion over seven years to use Akamai’s cloud and managed services, with an option to expand the agreement by up to another $9 billion. The deal focuses on CPU workloads and distributed core-to-edge infrastructure rather than GPU clusters used for model training.
🏗️ To support the contract, Akamai expects to invest around $5.5 billion in capex over the life of the project, including roughly $1.7 billion brought forward into 2026 for component purchases, particularly memory. The company said the agreement does not change its 2026 revenue guidance.
📈 AKAM shares rose more than 20% in after-hours trading following the announcement. The reaction reflects expectations that Akamai could expand beyond CDN and cybersecurity into AI infrastructure, although the economic value of the deal will depend on execution, capex requirements, and customer concentration around Anthropic.
$ARB – Liquidation Map (7 Days) – Current Price 0.2189 🔎 The 7-day liquidation map shows roughly $26–27 million in long liquidations below the current price, exceeding approximately $16–17 million in short liquidations above. The liquidity structure therefore has a downside tilt, with around 1.6 times more cumulative liquidity below the market. 📉 Below the market, long-liquidation liquidity is concentrated heavily across 0.207–0.214. The strongest cluster sits around 0.209–0.210 with a bar close to $1.2 million, while 0.213–0.214 also contains a bar above $1 million. Losing 0.216 would shift attention toward 0.214–0.212 and then 0.210–0.208. 📈 Above the market, short-liquidation liquidity is distributed heavily across 0.222–0.233. A notable cluster sits around 0.226–0.227 with a bar near $0.7 million, while 0.230–0.231 reaches roughly $0.6 million. Further out, 0.237–0.240 contains additional pockets around $0.4–0.6 million. 🧭 The broader setup still favors the downside because long-liquidation exposure below is larger. Losing 0.216 would increase the probability of a sweep toward 0.214–0.212, followed by 0.210–0.208. Breaking above 0.222 would instead expose 0.226–0.231 before attention shifts toward 0.237–0.240.
$LINK - Mcap 10.03B$ - 24h Sentiment +4.39 Bullish SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is approximately 1.19% wide. The uptrend has lasted 11 hours 40 minutes, with a maximum recorded price increase of 9.36%. If price loses this support zone, the trend is highly likely to reverse downward.
$WLD - Mcap 1.6B$ - 24h Sentiment Neutral SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone, the current support zone is approximately 1.63% wide. The uptrend has lasted 13 hours 20 minutes, with a maximum recorded price increase of 10.90%. If price loses this support zone, the trend is highly likely to reverse downward.
تستدعي أوراكل القوة القاهرة في مشروع جوبتر مع تزايد مخاطر الجدول الزمني
⚠️ أصدرت أوراكل إشعارًا بالقوة القاهرة المتعلقة بمشروع جوبتر في نيو مكسيكو، ساعيةً للحصول على حماية تعاقدية إذا لم يتم تشغيل مركز البيانات كما هو مخطط. ولا يعني هذا الإجراء أن أوراكل تنسحب من المشروع.
⚡ تتمثل العائق الرئيسي في البنية التحتية للطاقة. واجه خط الغاز الذي يخدم حرمًا حاسوبيًا للذكاء الاصطناعي تبلغ قدرته قرابة 2.45 جيجاواط تأخيرات، في حين لا تزال بعض التصاريح المرتبطة بنظام الطاقة معلقة.
🏗 نقلت رويترز عن مصدر قوله إن المشروع قد يكون متأخرًا بنحو سنة تقريبًا عن الجدول. إلا أن أوراكل تؤكد أن جوبتر لا يزال ضمن جدوله الزمني المخطط، بينما تقول بلو أوول إن التزامها المالي تجاه المشروع لم يتغير.
📉 تفاعلت الأسواق بحذر؛ إذ هبطت كل من ORCL وOWL بأكثر من 3% خلال الجلسة. ويولي المستثمرون بشكل متزايد اهتمامًا بتوفر الطاقة ومخاطر التنفيذ عبر مشروع بناء مراكز بيانات الذكاء الاصطناعي.
$INTC – Liquidation Map (7 Days) – Current Price 127.3 🔎 The 7-day liquidation map shows roughly $23–24 million in long liquidations below the current price, exceeding approximately $15–16 million in short liquidations above. The liquidity structure therefore favors the downside, with around 1.5 times more cumulative liquidity below the market. 📉 Below the market, long-liquidation liquidity is concentrated most heavily across 114–120. The strongest cluster sits around 118.7–119.0 with a bar above $1.1 million; the 117.5–118.0 area also contains several bars around $0.8–0.9 million, while 115.5–116.7 forms another relatively dense band. Liquidity between 121 and 125 is comparatively thin, so losing 125 could quickly shift attention toward 120–119 and then 118–117. 📈 Above the market, short-liquidation liquidity is concentrated mainly across 127–133. The strongest nearby cluster sits around 128.2–128.5 with a bar close to $0.95 million; 130–131 contains several bars around $0.5–0.6 million, while 132.2–132.5 holds another cluster near $0.7–0.75 million. Above 135, liquidity density declines noticeably. 🧭 The broader setup still favors the downside because long-liquidation exposure below is larger. Losing 125 would increase the probability of a sweep toward 120–119, followed by 118–117. Breaking above 128 would instead expose 128.5–131 and then 132–133.
$XAI - Mcap 20.21M$ - 24h Sentiment +5.80 Bullish SC02 M1 - pending Short order. Entry lies within HVN + not affected by any weak zone, the current resistance zone is approximately 1.96% wide. The downtrend has lasted 2 hours 59 minutes, with a maximum recorded price decline of 13.02%. If price breaks above this resistance zone, the trend is highly likely to reverse upward.
$MUBARAK - Mcap 44.04M$ - 24h Sentiment Neutral SC02 M5 - pending Short order. Entry contains POC + meets positive simplification with a previously highly profitable Short order, the current resistance zone is approximately 2.14% wide. The downtrend has lasted 18 hours 40 minutes, with a maximum recorded price decline of 20.33%. If price breaks above this resistance zone, the trend is highly likely to reverse upward.
مبيعات المنازل الأمريكية الجديدة تتفوق على التوقعات، لكن البيانات لا تؤكد بعد تعافياً مستداماً
🏠 وصلت مبيعات المنازل الأمريكية الجديدة إلى معدل سنوي قدره 684,000 وحدة في أغسطس، بزيادة 6.4% عن الشهر السابق، وبتفوق كبير على التوقعات التي كانت في حدود 620,000. ومع ذلك، تم تعديل بيانات يوليو صعوداً بشكل حاد من 607,000 إلى 643,000 وحدة، لذا فإن زيادة 6.4% تستند إلى الرقم المُعدَّل.
📉 لا يزال تقييم جودة الارتداد مختلطاً. فقد انخفض السعر الوسيط بنسبة 5.8% على أساس سنوي، بينما تراجع السعر المتوسط بنسبة 9.1% مقارنةً بيوليو. بقي المعروض قريباً من 483,000 وحدة، وهو ما يعادل 8.5 أشهر من الإمدادات، ما يشير إلى أن المطورين ما زالوا يعتمدون على انخفاض الأسعار والحوافز لدعم المبيعات.
📊 جاءت أيضاً زيادة 6.4% ضمن هامش خطأ قدره ±19.5%، بينما كانت التحركات على مستوى المناطق غير متساوية بشكل كبير. كان التقرير أقوى من المتوقع، لكن يبدو الأمر أقرب إلى ارتداد في المبيعات مدفوع بتخفيضات الأسعار أكثر منه دليلاً واضحاً على تعافٍ متين في الطلب على السكن في الولايات المتحدة.
$CRCL – Liquidation Map (7 Days) – Current Price 93.6 🔎 The 7-day liquidation map shows roughly $24–25 million in short liquidations above the current price, slightly exceeding approximately $23–24 million in long liquidations below. The liquidity structure is therefore fairly balanced, with a mild upside tilt. 📉 Below the market, long-liquidation liquidity is concentrated mainly across 88–90. The strongest cluster sits around 89.4–89.7 with a bar near $1.4 million, while 88.7–89.0 also contains several bars close to $1 million. Losing 92–91 would shift attention toward 90–89 and then 88–87. 📈 Above the market, short-liquidation liquidity is concentrated heavily across 95–99. The strongest cluster sits around 97.9–98.2 with a bar above $2 million; the 95.0 area contains a bar near $1.5 million, while 96.5–96.8 and 98.5–98.8 also hold several large pockets. This is currently the most prominent liquidity zone on the map. 🧭 The broader setup is close to balanced but has a mild upside tilt. Breaking above 95 would expose 96.5–96.8 and then 97.9–98.2. Losing 92 would instead increase the probability of a sweep toward 90–89.
$DASH - Mcap 813.67M$ - 24h Sentiment +3.85 Bullish SC02 M1 - قيد الانتظار لطلب شراء. يقع نطاق الدخول داخل منطقة LVN وغير متأثر بأي منطقة ضعف. يبلغ عرض منطقة الدعم الحالية حوالي 1.33%. استمر الاتجاه الصعودي لمدة ساعة و31 دقيقة، مع تسجيل أعلى زيادة في السعر بنسبة 7.10%. إذا فقد السعر منطقة الدعم هذه، فمن المرجح جدًا أن ينعكس الاتجاه هبوطًا.
$TST - مبيعات 18.5M$ - 24h Sentiment +4.00 Bullish SC02 M1 - أمر طويل معلق. يقع الإدخال ضمن منطقة LVN ويحقق تبسيطًا إيجابيًا مع أمر طويل سابق كان عالي الربحية. منطقة الدعم الحالية بعرض يقارب 2.91%. استمر الاتجاه الصاعد لمدة 3 ساعات و56 دقيقة، مع تسجيل أعلى ارتفاع سعري بلغ 18.04%. إذا فقد السعر منطقة الدعم هذه، فمن المرجح جدًا أن ينعكس الاتجاه للأسفل.