News

- Nvidia’s Q2 revenue hit $46.7B, driven by 17% sequential growth in Blackwell data center GPU sales, reinforcing its AI leadership. - Blackwell’s $41.1B data center segment outperformed expectations, fueled by hyperscaler investments and European AI cloud expansions. - China’s H20 chip restrictions limited revenue, but $650M in non-China H20 sales and 72.7% non-GAAP gross margins highlighted operational resilience. - Gaming revenue rose 14% with Blackwell-powered RTX 5060, while cloud gaming and open-sour

- Google Cloud launches GCUL, a Layer-1 blockchain for institutional finance, targeting tokenized assets and cross-border settlements. - GCUL uses Python-based smart contracts to lower enterprise adoption barriers and partners with CME Group for 2026 launch. - Positioned as a "credibly neutral" private network, GCUL challenges corporate blockchains like Stripe's Tempo and Circle's Arc. - The platform's success hinges on attracting diverse institutions while maintaining regulatory compliance and perceived n

- Solana leads 2025 altcoin race with 65,000 TPS, institutional partnerships, and $13B DeFi TVL, but faces decentralization concerns. - Cardano's research-driven approach delivers 2.6M daily transactions and 65% emerging-market adoption, though lagging in developer velocity. - Layer Brett (LBRETT) combines meme-coins with 10,000 TPS and 55,000% staking APY, but remains high-risk due to speculative nature. - Investors are advised to allocate core positions to Solana, speculative bets to Layer Brett, and mid

- Fed's 2025 rate cuts drive asset reallocation as markets price in easing cycles through September-December 2025. - Financials face compressed margins from short-term rate declines vs. high long-term yields, favoring regional banks and fintechs. - Real estate gains embedded optionality as CRE debt funds and Sun Belt properties benefit from potential rate alignment with Fed actions. - High-yield bonds offer limited upside due to tight spreads, requiring sector selection and duration hedging for risk manage

- August 2025 Bitcoin options expiry with $11.6B open interest marks a key event for traders. - Max pain at $116,000 acts as a gravitational pull, risking volatility from forced liquidations or gamma scalping. - Put/call imbalance of 1.31 signals bearish sentiment, with puts concentrated near $110,000. - Strategies include short strangles near max pain and gamma scalping in put-heavy zones, balancing risk and reward. - Macro factors like Fed policy and AI sector trends could override derivative-driven pric

- Institutional investors and crypto whales are shifting $1.6B+ to Ethereum in 2025, driven by staking yields, deflationary mechanics, and ETF inflows. - Ethereum's whale ownership rose to 22% of supply, with Dencun upgrades slashing Layer 2 costs by 90% and 26% of ETH staked for yields. - Altcoins like Best Wallet Token and Chainlink gain traction as Ethereum's 57.3% market dominance signals structural capital reallocation from Bitcoin. - Technical indicators show Ethereum testing $4,065 support, with ins

- Hillenbrand, Inc. maintains a 4.11% dividend yield in industrials, double the sector average, via disciplined cash flow management and 15.65% payout ratio. - Despite 49% stock price drop and 2024 net loss, $191M operating cash flow and $799M liquidity sustain dividends amid debt reduction priorities. - 2025 guidance projects 25.51% payout ratio, relying on earnings recovery, while 14-year dividend growth streak and institutional backing reinforce long-term stability. - Strategic focus on cash generation

- Trump’s administration evaluates 11 candidates for Fed chair as Powell’s term ends in May 2026. - Chris Waller (27% PolyMarket odds) and Kevin Warsh emerge as top contenders with market expertise. - Trump’s attempt to remove Fed Governor Lisa Cook sparks legal battles and independence concerns. - Political influence risks Fed’s independence, potentially destabilizing U.S. monetary policy and global economy.

- U.S. crypto market sees surge in Official Trump Coin (TRUMP) and Arctic Pablo Coin (APC), driven by speculative hype and aggressive strategies. - TRUMP, a Solana-based meme token, nears ETF filing with $8.84 price and 40.83% annual gain, while APC’s $3.65M presale targets 769.56% ROI post-listing. - Both projects highlight meme coin momentum but face risks: TRUMP’s low SEC clarity and APC’s reliance on community-driven growth raise sustainability concerns for investors.