CoreWeave surges 16% on $2.58 billion revenue quarter as AI infrastructure demand eclipses crypto
Booming AI demand sends CRWV up 16% and lifts IREN and CIFR as investors favor computing infrastructure over crypto. Source：CoinDesk
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital…
SEC, CFTC sue Goliath Ventures over $400M crypto Ponzi scheme
Regulators allege Goliath promised crypto liquiditypool returns but instead paid earlier investors and funded its founder’s luxury spending.…
Itaú joins Brazil tokenization pilot with OpenAssets
The bank will test tokenized fixedincome securities and investment funds as part of an ANBIMAled industry pilot. Source：Cointelegraph
Oracle’s stock has taken a hit as AI spending concerns resurface
A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes. Source：MarketWatch
Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks
The Chinese company will be the first to market in a wave of new humanoidrobotics IPOs. Source：MarketWatch
Bitcoin drops to one-week low as retail buys gold at highest prices since June
Bitcoin price action sank to oneweek lows ahead of US CPI data, while retail investors piled into gold ETFs and XAU/USD hit its highest levels in nine weeks.…
A historically strong stretch for the U.S. stock market is about to begin
Some investors are worried that this AIpowered bull market might be getting a little long in the tooth as it approaches its fourth birthday. Source：MarketWatch
These 11 midcaps are popular right now among investment newsletters but not because of their market valuations
Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”? Source：MarketWatch
Coldcard hack losses: How investigators trace stolen Bitcoin
The Coldcard hack has no definitive loss figure yet as investigators rely on victim reports and onchain analysis that produce varying estimates.…
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
Red Hot Chili Peppers bassist Flea relists Malibu sanctuary for $7.9 million
Musician and prolific property investor Flea has brought his “extraordinary” Malibu sanctuary back to the market for $7.99 million inside one of California’s…