B[Pakistan launches anti-dumping investigation into Chinese cotton yarn] On October 28, the National Tariff Commission of Pakistan issued an announcement (Case No. ADC79) on October 23, 2026, to initiate an anti-dumping investigation into cotton yarn of 48 and Above Counts originating in or imported from China at the request of Pakistani manufacturers. The dumping investigation period in this case is from July 1, 2025 to June 30, 2026, and the damage investigation period is from July 1, 2023 to June 30, 2026. The product involved in the case is 48 British-made products (Ne 48) and above cotton yarn, whether or not blended with synthetic fibers or man-made fibers, whether combed or carded, involves products under Pakistan tax numbers 5205.1500, 5205.2600, 5205.2700, 5205.2800, 5205.3500, 5205.4600, 5205.4700, 5205.4800. It is expected that the preliminary ruling will be made within 60 to 180 days from the date of filing the case. A[Micron Technology will hold a technical webinar on October 21, focusing on DRAM, HBM and NAND innovation] On October 19th, Micron Technology announced that it will hold a technical webinar at 8 a.m. local time on October 21, hosted by Scott DeBoer, the company’s president and chief technology and product officer, to discuss technological innovation in the fields of DRAM, HBM and NAND. Micron said that the next generation of AI infrastructure will require higher bandwidth, capacity and data transmission, storage and access efficiency. This seminar will introduce the company's future multi-generation technology roadmap, customer joint design and long-term research layout, with the goal of further consolidating its technology leadership in the next ten years. B[Head of Castle Securities Equity: Retail investors are expected to return to the U.S. stock market and there will be a window to add positions in October] On October 2, Scott Rubner, head of equity and equity derivatives strategy at Castle Securities, said that after the sharp cooling in September, retail investors are expected to flood into the U.S. stock market again this month. Rubner wrote in a note to clients that while there may still be volatility in October, with the earnings season approaching and corporate stock buybacks about to resume, this month provides a better entry point for investors to "re-add positions." After positions were cleared and valuations fell, "the market entered the fourth quarter from a cleaner starting point, with significantly greater room to re-establish exposure," he said. Spot stock trading volume fell to 0.94 times the average over the past year in September, the lowest level in 2026, Rubner wrote. Retail option premiums also dropped by the same multiple. Current stock trading activity is 26% below its June high, and option premiums have shrunk by about one-third from the 1.41 times reached at that time. B[Citadel Securities Rubner is optimistic about the year-end trend of U.S. stocks, saying that the sell-off in AI stocks has released risks] September 17th, as U.S. stocks are about to enter the last quarter of this year, Scott Rubner, Citadel Securities’ head of equity and derivatives strategy, is “increasingly constructive” about the next trend. He said that investors may experience a bumpy market in the short term, but if the market weakness continues until the end of the month, they should use this opportunity to re-increase their holdings in core sectors of the market. Market sentiment on artificial intelligence has turned sharply negative and related positioning has declined, and these trends should move in the opposite direction starting in October, first in technology stocks and later in the broader market. "This does not mean we think September's weakness is over," Rubner wrote in a note to clients. "Towards the end of the month, the supply and demand pattern remains unfavorable, the technical backdrop remains headwinds for stocks, and we still think stocks could move lower over the next two weeks. But the market landscape has begun to change."
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