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Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to. Source:MarketWatch
Ark Invest bought more than $75 million of crypto shares during June bloodbath
Ark Invest has a tendency to "buy the dip," loading up on shares in cryptocurrency companies when their prices are depressed. Source:CoinDesk
Bitcoin options traders load up on $50,000 puts and gold futures flash a death cross
Bitcoin options flows and a record gold OI suggest traders are bracing for further downside rather than a sustained recovery. Source:CoinDesk
Anthropic gets all-clear to let foreigners use latest model ahead of crucial IPO
News the U.S. government has lifted export controls on Anthropic’s most powerful artificialintelligence models puts the company back on track to go forward…
Microsoft is reportedly planning thousands of layoffs as it spends on AI
According to a Business Insider report, the tech giant is expected to cut less than 2.5% of its workforce Source:MarketWatch
Bitcoin ETFs lose record $4.5B in June, eclipsing Strategy's $1.25B raise
US spot Bitcoin ETFs logged a record $4.5 billion in June outflows, pushing yeartodate totals to $5.5 billion, signaling an unprecedented pace of withdrawals.…
‘We were stunned’: My daughter, 39, said her mother-in-law gives her more money than we do. Do I call her out?
“She thanked us for the $100 birthday gift and then announced that her motherinlaw had sent her $400.” Source:MarketWatch
Live markets: U.S. spot bitcoin ETFs had their worst month ever in June, shedding $4.5 billion
The record outflow beat the previous worst month by 29% and came on nine consecutive days of redemptions to close the period. Source:CoinDesk
Why Poland is the only EU country where crypto firms can't get a MiCA license
President Karol Nawrocki refuses to sign a law that gives the regulator power to approve companies, forcing tech founders to look outside their own borders for…
Anthropic to bring back Fable 5 as US lifts export controls
Claude Fable 5 will be redeployed with a new set of classifiers designed to identify and block a broader range of cybersecurityrelated tasks.…
XRP holds above $1 after leverage flush as network activity improves
Open interest has collapsed from last year’s highs while active addresses and ETF inflows rise, but XRP still needs to reclaim $1.10 before the chart turns…