Software stocks break away from bitcoin: What the rare divergence means for crypto
IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up. Source：CoinDesk
Nvidia’s $500 billion AI infrastructure push leaves crypto compute further behind
Nvidia has signed memorandums of understanding with six major Wall Street firms to establish "AI compute" as a bankable infrastructure asset. Source：CoinDesk
A $2 trillion asset class is getting a new blockchain rail
ADI Chain and Shipfinex are partnering to tokenize commercial ships, aiming to open the $680B shipfinance market to wider capital pool. Source：CoinDesk
Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure
Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of thirdparty capital to fund…
This Nvidia change could spell good news for Micron
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of highbandwidth memory. Source：MarketWatch
Intel plans to sell $15 billion worth of stock after it has risen 400% in a year
The company said it sees growth opportunities in physical AI, custom chips and advanced packaging. Source：MarketWatch
SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein. Source：MarketWatch
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year
The chip maker recorded its largestever weekly increase in market capitalization. Source：MarketWatch
BitMEX sale collapsed as buyers balked at founder ownership and shrinking business
Potential buyers, including Exodus, passed on BitMEX amid concerns over founder ownership and its shrinking business, according to a source familiar.…
Micron’s stock claws back to buck the memory-chip selloff
While Sandisk and Western Digital shares were down, Micron erased its intraday losses. Source：MarketWatch
Chipotle’s stock extends its declines, but analysts aren’t sweating the jalapeno scare
“History has repeatedly shown that the sales impact of foodborne illness tends to be fleeting for restaurants,” one analyst noted. Source：MarketWatch
SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day.
The Japanese company’s investment in Intel paid off. Source：MarketWatch