Bitget UEX Daily｜US Stocks End Higher; WTI Fell Over 2% Friday; Microsoft Jumped 3.64%

1. Top Stories

Higher-for-longer rate expectations remain the dominant macro theme. Following the Federal Reserve’s 25-basis-point September increase, the federal-funds target range stands at 3.75%–4.00%. Markets were pricing roughly a 66% probability of another hike in October, while the US 30-year Treasury yield traded near 5.52% in early Asian hours. MarketWatch

Oil reversed part of Friday’s decline. WTI settled 2.29% lower on Friday as traders reacted to reports of progress in US-Iran contacts. After the US rejected part of Iran’s weekend proposal, Brent rebounded 1.6% to $106.00 and WTI gained 1.1% to $93.47 in early Monday trading. The reversal keeps energy-driven inflation risk firmly in focus. Noticias de TradingView

The US calendar is light today but becomes data-heavy from Tuesday. New York Fed President John Williams begins a two-day regional visit today. Consumer confidence and JOLTS are due Tuesday, followed on Wednesday by ADP employment, final second-quarter GDP, personal income and spending, and PCE inflation. MarketWatch

2. Market Recap

Commodities and FX

Brent, WTI, gold and the dollar reflect early Asian trading on September 28. Silver was last verified at 00:20 UTC through a separate source, so no cross-source daily percentage comparison is used. Reuters

Digital Assets

Bitcoin remained range-bound around $84,000, while Ether and the broader market slightly underperformed. The latest independently verifiable liquidation snapshot, taken around 23:32 Beijing time on September 27, showed approximately $172 million in 24-hour liquidations, almost evenly divided between longs and shorts. It is not presented as a live reading. Bitget

US Equities

The decline in crude during Friday’s US session eased some inflation concerns. Semiconductors outperformed, although performance among major technology companies remained uneven. Noticias de TradingView

Magnificent Seven

Microsoft led the group, while Meta and Tesla underperformed.

3. Stock Deep Dives

Microsoft: Shares rose 3.64% as analysts highlighted momentum in enterprise AI, Azure and Copilot. Oppenheimer analyst Brian Schwartz reiterated an outperform rating and raised his price target to $570 from $515. Investors should continue to watch Azure growth, AI adoption and the margin impact of infrastructure spending. Investor's Business Daily

Meta: Muse recorded about 2.8 million downloads during its first 12 days. JPMorgan said the product could become one of the most widely used consumer AI applications since ChatGPT. Jefferies estimated that one billion users and a 3% paid conversion rate could generate $10.8 billion in annualized revenue. Meta fell 3.39% Friday, but the available evidence does not establish a single cause for that decline. Reuters

Costco: Fourth-quarter net sales increased 11.2% to $93.9 billion. Adjusted comparable sales rose 6.7%, while digitally enabled sales increased 19.5%. Diluted EPS was $6.75, including a $0.15 one-time benefit from tariff refunds. The shares gained 2.92% Friday. investor.costco.com

Circle: Binance’s $100 million investment strengthens its commercial relationship with the USDC issuer, but Circle shares fell 4.36% Friday to $89. The Federal Reserve’s proposed framework for supervised payment-stablecoin issuers introduces additional reserve, capital and compliance considerations. reuters.com

4. Market and Project Developments

1. Bitget’s phased withdrawal restoration: BTC withdrawals are scheduled to resume at 08:00 UTC on September 28, followed by ETH on September 29, USDT on September 30 and other tokens, fiat and P2P services on October 2. Statements concerning balances, containment and the Protection Fund are attributed to Bitget’s official notice; the independent investigation remains ongoing. Bitget Support Center

2. Bitcoin ETF inflows: US spot Bitcoin ETFs attracted $134.5 million on September 25 and approximately $2.386 billion over the five-session week, based on Farside’s daily figures. Farside Investors

3. Ether ETF inflows: US spot Ether ETFs recorded $87 million in Friday inflows and approximately $690 million over the week. Farside Investors

4. Stablecoin rules: The Federal Reserve requested comment on two proposals establishing a framework for Board-supervised payment-stablecoin issuers under the GENIUS Act. Home

5. Onchain financial products: Aave V4 on Base added Coinbase tokenized stocks as collateral for USDC borrowing, while Strategy proposed daily dividend accrual for several preferred shares, subject to a shareholder vote ending October 28. The Block

5. Calendar and Institutional Views

There are no major US economic releases scheduled today. Markets will focus on developments in US-Iran negotiations, oil’s rebound and the response of US equity futures to rising long-term yields. MarketWatch

JPMorgan chief economist Bruce Kasman said the global expansion appeared unusually broad-based, helping explain why equities remain near record levels even as interest rates rise.

Bank of America rates strategist Mark Cabana warned that the bond repricing might continue until financial conditions show clear evidence of becoming sufficiently restrictive.

FxPro chief market analyst Alex Kuptsikevich described Bitcoin’s pullback as a possible pause within a broader advance, while acknowledging that materially lower short-term levels remain possible. This is an analytical opinion rather than a verified forecast. Reuters

Disclaimer: This report is for informational purposes only and does not constitute investment, legal or tax advice. Digital assets and derivatives involve substantial risk.