
Monday, October 5: Schneider buys PTC. OKX–ICE tokenized stocks. China leans on Anglo–Teck.
IA
The Triple Tape di Brian Stegman
5 ott 2026
07:38
Note sull'episodio
The Triple Tape — Monday, October 5, 2026. Morning cross-asset open: stocks, crypto, and metals.
Takeaway: Schneider Electric agrees to buy PTC for $205 a share; OKX and ICE file for 24/7 tokenized U.S. stock trading; China seeks copper supply guarantees for Anglo–Teck — watch 10:00 a.m. ET ISM Services after Friday's soft payrolls.
- OKX–ICE joint venture files with the SEC for a 24/7 tokenized U.S. stock venue (60+ companies)
- SEC clears Cboe listing rule for first 3x bitcoin and ether ETPs (plus 3x gold, silver, crude, nat gas)
- ICBA sues the OCC over national trust charters for crypto firms
- Ethereum L2 Blast shutting down
- Zcash NU7 live on testnet: 25-second blocks
- Tape: FET +19.3%, VIRTUAL +11.0%, ADA +10.7%
- Schneider Electric to buy PTC for $205/share cash (~$22.6B equity value)
- Brazil first round: Flávio Bolsonaro leads Lula; U.S.-listed Brazilian stocks jump premarket
- Seagate, Western Digital slide on Toshiba hard-drive expansion plan
- Shionogi to buy IntraBio for $2.0B upfront
- Friday's September payrolls: +29K, unemployment 4.2%
- Tape: PTC +34.5%, XP +15.3%, PAGS +13.4% premarket
- China's SAMR seeks copper concentrate supply commitments for Anglo–Teck approval
- Freeport: Grasberg ramp-up on track; Q3 gold sales below July forecast
- Glencore wins RIGI approval for ~$4B Agua Rica (MARA); Alumbrera restart pulled forward
- Top 50 miners shed $264B in September
- SHFE copper stocks lowest since January 2024 into China's holiday
- Tape: platinum +2.4%, silver +2.3% (Kitco); COMEX copper ~+1.6%
- Today: S&P Global Services PMI 9:45 a.m. ET; ISM Services 10:00 a.m. ET
- Week: trade balance Tue; FOMC minutes Wed 2:00 p.m.; jobless claims + PepsiCo Thu; Delta Fri
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