The latest rally has energized the stock market but left the credit market concerned
Options traders are chipper about equities but wary of debt Source：MarketWatch
Chip stocks are closing in on a bull market. Here’s why some analysts are nervous.
Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be…
Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips
Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside major Wall Street players.…
Crypto.com rolls out tokenized stock derivatives as crypto exchanges push into equities
The exchange is joining a tokenized stock market that has grown 600% in a year, though its products offer price exposure rather than share ownership.…
Nvidia just soothed a major market fear about AI, analysts say
Nvidia’s new partnerships with financial players help mitigate concerns that the company is too tightly linked to its customers, according to BofA and Morgan…
ADI Chain, Shipfinex partner to tokenize $500M vessel pipeline
Shipfinex plans to bring 35 vessels onchain through ADI Chain as tokenization expands into the multitrilliondollar maritime industry. Source：Cointelegraph
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