Nvidia has already put about $800 million into Reflection AI. Now it is reportedly in talks to buy the open-weight startup outright, or hire its team and license its technology instead. Either way, this is less about Nvidia becoming a model company and more about making sure the next generation of open AI runs on Nvidia chips. The structure of the deal will tell you which risk Nvidia fears most, and an answer could come within weeks.

Stocks are near record highs with the 10-year Treasury yield above 5%, and one source of profit explains it. AI is expected to supply roughly two-thirds of the S&P 500's 30% earnings growth this quarter, with semiconductor profits projected up 136%. That support comes with a higher bar, and the first real test lands Thursday when Taiwan Semiconductor reports.

SpaceX just agreed to buy nationwide low-band spectrum for a reported $8 billion, and Verizon, AT&T, and T-Mobile each dropped about 6% after hours. No customer switched carriers on Thursday. So what exactly did Wall Street reprice? The answer is the scarcity that has protected America's 3 wireless giants for decades, and the FCC now decides whether that protection holds.

Samsung just guided to roughly $80 billion in operating profit for a single quarter, a record for any technology company, and its stock closed lower. The market is no longer asking whether AI demand is real. It is asking how long a 55% margin can last in a business famous for boom and bust. Here is the mechanism behind the reaction, 3 scenarios for memory margins, and the numbers that will settle the debate on October 29.

SpaceX just pulled off the largest IPO in history, and it is already asking lenders for another $40 billion to buy Nvidia chips. The chips aren't the story. The borrowing is. When an entire build-out shifts from cash flow to credit, the price lenders charge starts setting the pace, and the first real test of that price arrives with this deal.

Nvidia and the Nasdaq closed at records on Monday. The 10-year Treasury yield hit its highest level since 2002 on the same day, and it did so after a weak jobs report that should have pushed it lower. That is the detail most headlines missed. Stock prices are a race between growing profits and a rising discount rate, and right now AI profits are winning. Earnings season starts next week. Here is what has to go right for that to continue, and the 1 thing that only has to go wrong.

Gold pushed back above $4,400 an ounce this morning while the Federal Reserve openly debates another rate hike — a combination the textbook says shouldn't happen. The answer isn't a Fed pivot. It's a supply-driven inflation shock the Fed's tools can't fix, with the Strait of Hormuz still closed and Brent near $89. Here's why gold is catching the hedge bid, why Bitcoin near $63,000 isn't, and what Wednesday's July minutes could reprice.

Bitcoin is steady above $63,000 this morning as Wall Street returns to spot ETF products after a record 13-day outflow streak exceeding $4.4 billion. Meanwhile, a $32 million private-key hack collapsed the Humanity Protocol token by over 80%, HTX delisted the Trump-backed USD1 stablecoin, and altcoins including XRP, Ethereum, and Solana hold their ranges. Here's everything moving the market today.

Bitcoin staged a relief rally above $63,000, Zcash surged ~45% on the Ironwood upgrade proposal, and Bybit launched tokenized SpaceX share access for retail investors. Here's what it all means.

Bitcoin dropped to $59,227 and triggered $1.6 billion in liquidations before rebounding above $61,000. Here's what today's crypto market moves mean for your portfolio.

Bitcoin dropped sharply toward $62,000 in the last 24 hours as AI sector weakness and Middle East tensions sent shockwaves through crypto markets. Ethereum slid toward $1,700, HYPE tumbled 14%, Zcash plunged 30%, and total liquidations crossed $1.1 billion. Here's the full breakdown and what to watch next.

Bitcoin crashed below $63,000, wiping out $1.6 billion in leveraged positions in a single session. Ethereum slid under $1,800, Strategy broke its multi-year hold, and altcoins bled across the board. Here's everything that moved the market and what to watch next.

Bitcoin dropped over 2% to $71,000 today as ETF outflows and risk-off sentiment tested key support levels. Meanwhile, Vietnam's Ministry of Finance floated a groundbreaking proposal to allow digital assets as bank loan collateral, and a New York court accepted a lawsuit targeting an estimated 3.7 million dormant Bitcoin worth hundreds of billions. Here's what it all means for the market.

Bitcoin punched through $74,000 before settling near $73,500 as spot ETF outflows hit record territory. Ethereum bounces off lows with derivatives open interest expanding at its fastest pace in years. Meanwhile, the U.S. government seized $1 billion in Iranian crypto assets and the SEC filed suit over a $12.3 million fake AI trading bot fraud. Here's what today's volatile market action means for your strategy.

Bitcoin dropped to $73,000, ETF outflows surged, and the Fear & Greed Index hit extreme fear. But whales are accumulating and CME just launched 24/7 futures trading. Here's the full breakdown and what disciplined investors should consider doing right now.

Bitcoin cracked below $74,000 while BlackRock's spot ETF posted its second-largest outflow on record. A looming $150 billion Treasury liquidity drain, Ethereum holding near $2,000, and fresh regulatory headlines are setting the stage for one of the most important macro weeks in recent crypto history. Here's the full breakdown.

Bitcoin ETFs shed $1.55B in 6 straight sessions as macro rate pressure drives institutional exits. The UK becomes the first government to apply banking-style sanctions to a crypto exchange. XRP Ledger upgrades on schedule. And the DeFi world mourns Ondo Finance founder Nathan Allman, who passed away unexpectedly on May 25.

Bitcoin shed 2.5% and traded near $75,000 as broader market pressure pushed the total crypto market cap from $2.57 trillion to $2.52 trillion. Ethereum fell ~4%, Midnight surged 4.5% to claim Coin of the Day, and the US Commerce Department announced a $2 billion quantum computing investment — reigniting long-term Bitcoin security conversations. Here's everything that moved the needle today, decoded.

Bitcoin is holding firm near $77,500 while Near Protocol leads all major gainers with a 25%+ surge driven by its upcoming dynamic resharding upgrade. Meanwhile, Hyperliquid's HYPE token is smashing all-time highs in the $50–$60 range and total crypto liquidations hit $200 million. Here's everything shaping the market in the next 24 hours.

SpaceX's IPO filing reveals 18,712 Bitcoin worth $1.45 billion — here's what that means for institutional adoption, Bitcoin's price stability, and the broader crypto market outlook.