Top market movers — week of Sep 28 – Oct 4, 2026

“‘H-1B Should Not Replace Americans With Low-Wage Foreigners’: JD Vance Defends $100,000 Fee - News18 ‘H-1B Should Not Replace Americans With Low-Wage Foreigners’: JD Vance Defends $100,000 Fee News18”

💡 VP Vance's defense of a $100,000 H-1B visa fee signals a restrictive immigration policy, likely increasing labor costs for tech and IT services companies reliant on foreign talent.

• SHORT $INFY Infosys Limited conf 8/10 ▼ −3.5% expected tracking…
• SHORT $ACN Accenture plc conf 6/10 ▼ −2.5% expected tracking…
• SHORT $EPAM EPAM Systems, Inc. conf 6/10 ▼ −3% expected tracking…
• SHORT $GOOGL Alphabet Inc. conf 6/10 ▼ −1.4% expected tracking…
• SHORT $MSFT Microsoft Corporation conf 6/10 ▼ −1.5% expected tracking…

“Gold drops more than 1% on US rate-hike bets - Reuters Gold drops more than 1% on US rate-hike bets Reuters”

💡 Rising US rate-hike bets are pushing gold prices lower, indicating a stronger dollar and higher real yields.

• LONG $UUP Invesco DB US Dollar Index Bullish Fund conf 7/10 ▲ +0.8% expected tracking…
• LONG $DZZ DB Gold Double Short ETN conf 6/10 ▲ +2% expected tracking…
• SHORT $GDX VanEck Gold Miners ETF conf 6/10 ▼ −1.8% expected tracking…
• SHORT $GLD SPDR Gold Shares conf 6/10 ▼ −1.3% expected tracking…
• SHORT $IAU iShares Gold Trust conf 6/10 ▼ −1.3% expected tracking…

“U.S. defense secretary discloses bitcoin holdings up to $65,000 on Coinbase - 디지털투데이 U.S. defense secretary discloses bitcoin holdings up to $65,000 on Coinbase 디지털투데이”

💡 U.S. Secretary of War Pete Hegseth's disclosure of Bitcoin holdings could boost sentiment for cryptocurrency-related stocks and Bitcoin itself.

• LONG $MARA MARA Holdings, Inc. conf 7/10 ▲ +2.5% expected tracking…
• LONG $COIN Coinbase Global, Inc. conf 6/10 ▲ +2% expected tracking…
• LONG $BITO ProShares Bitcoin ETF conf 5/10 ▲ +1% expected tracking…