Bitcoin rebounds above $83,000 as it decouples from tumbling Korean stocks and Nasdaq futures
Bitcoin climbed back above $83,000 after an early dip, decoupling from a sharp slide in Korean chip stocks and weakness in Nasdaq futures ahead of Thursday’s…
Nvidia and AMD shares fall as new AI announcements fail to re-energize investors
The chip makers introduced hardware and software designs for future AI data centers, but the revenue potential is still far out, an analyst says.…
These stocks could be the future winners — and losers — of a massive shift in IT spending
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.…
Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.…
Tokenized catastrophe bonds target the disaster-insurance gap
A planned Bermuda issuance would put legal ownership onchain and seek capital for disaster risks that remain costly to insure. Source：CoinDesk
Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’
OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in…
Top Democrat among Senate investigators probes ties between Cantor Fitzgerald, Tether
As Democrats steadily rise in their potential to take back a Senate majority, Senator Richard Blumenthal is digging into Tether's U.S. financial partnership.…
Feel like a pumpkin-spice burrito? Analysts try to wrap their heads around a possible Starbucks-Chipotle tie-up.
Starbucks investors would likely not be happy about the company adding debt to finance a deal to buy Chipotle, given that it already has a high debt load.…
Circle brings USDC, EURC payments to SAP customers through Tereina
The partnership with SAPbacked Tereina will let businesses send and receive Circle’s stablecoins from within the financial software they already use.…
Microsoft and Nvidia are teaming up on a supercharged AI laptop
Powered by Nvidia’s RTX Spark chip, the latest Windows laptop is designed to run AI models and workloads directly on the device. Source：MarketWatch
Trump-backed WLFI plans USD1 payments for online businesses
World Liberty Financial outlined plans to bring USD1 to major online platforms as Mesh announced a payments partnership scheduled to roll out this quarter.…
Elon Musk and Intel CEO shore up chipmaker’s role in Terafab project — and here’s what the news is doing to the stock.
Elon Musk and Intel’s CEO have said the company’s involvement in the Terafab chip plant will continue, boosting shares. Source：MarketWatch