Nvidia

The Nasdaq Composite climbed to a new high as investors kept buying megacap AI shares and software names despite another rise in long term Treasury yields. The S&P 500 moved closer to its own record, while deal activity and analyst upgrades helped broaden pockets of market strength.

OKX and Intercontinental Exchange are preparing a blockchain-based venue that could bring major U.S. equities including Nvidia, Tesla and Apple into tokenized markets. The planned structure would use stablecoins, one-for-one share backing and automated liquidity pools instead of a traditional order book.

The Nasdaq Composite traded lower as Nvidia’s expanded buyback authorization drew buyers into the stock while the broader semiconductor group weakened. Higher Brent crude and elevated Treasury yields kept pressure on technology shares ahead of key inflation, manufacturing and employment data.

Bitcoin advanced to $87,000, marking its highest level since January this year and extending a sharp rebound from its yearly low. Technical traders are watching whether BTC/USD can sustain the breakout toward the $90,000 area or pull back to retest support near $82,000.

Bitcoin is outperforming gold, major stock benchmarks and several high-profile equities as the third quarter nears its close. A key technical breakout and a new regulatory catalyst have strengthened the bull-market argument, though traders remain alert to sudden reversals.

Nasdaq futures came under heavy premarket pressure as concerns over the pace of artificial intelligence development weighed on Nvidia, memory stocks, chip equipment makers and hyperscalers. Crude oil above $100 added a separate layer of inflation and rate concern ahead of the Fed meeting, but the selling pressure remained centered on the AI trade.

December E-mini Nasdaq-100 Index futures moved sharply lower in pre-market trading as sellers pressed the AI and semiconductor trade. Technical levels weakened after the contract took out a key swing bottom and fell below its 50-day moving average.

The Dow Jones Industrial Average ended flat as rate-hike risk returned to the center of market debate following Kevin Warsh’s Jackson Hole remarks. Industrials weakened under pressure from higher yields, while Amazon, Apple and Microsoft helped cushion the index.

Nvidia’s surge helped lift the Nasdaq as software and cybersecurity shares joined semiconductor strength in one of the broadest AI bids of the quarter. Still, higher Treasury yields, rising crude prices and cautious Federal Reserve commentary kept the rally from spreading across consumer and hardware stocks.

The Nasdaq 100 pushed higher as Nvidia’s surge revived confidence in the AI trade and helped software and cybersecurity shares draw renewed demand. Market breadth remained thin, however, while hotter inflation signals and hawkish Fed commentary kept rate risk in focus.

Nvidia reported fiscal second-quarter results that topped Wall Street expectations, led by stronger-than-forecast data center revenue. The company guided to $108 billion in revenue for the next quarter, while investors weighed a lower gross margin outlook and rising infrastructure costs.

Bitcoin has slipped back under $79,000 after a sharp seven-day run above $80,000 left momentum indicators looking stretched. Traders are now focused on July PCE inflation, Nvidia’s earnings and remarks at Jackson Hole for clues on risk appetite and rates.

The Nasdaq recovered near its 50 day moving average as lower yields and renewed chip demand supported risk appetite. Traders now face a critical test from PCE inflation, second quarter GDP and Nvidia earnings, while weak consumer confidence and retail selling complicate the rebound.

Bitwise is launching Automated Token Portfolios built with Coinbase’s tokenized U.S. stocks, giving eligible investors outside the U.S. a new way to hold and rebalance equity baskets in crypto wallets. The rollout highlights how tokenization may move portfolio management beyond traditional pooled funds and ETFs.

U.S. stock futures pushed higher as easing Treasury yields brought buyers back after semiconductor weakness pressured major indexes. The next test comes from PCE inflation before Wednesday’s open and Nvidia earnings after the close, with traders focused on whether the AI trade can regain momentum.

Coinbase has launched tokenized U.S. stocks on its Base blockchain, beginning with Apple, Nvidia, Meta and Alphabet for eligible investors outside the U.S. The move adds Coinbase to a fast-growing race among crypto exchanges and market operators to bring equities onto blockchain rails.

The Nasdaq-100 recovered on Friday as market breadth improved, but technology remained restrained by pressure from the long end of the Treasury curve. Bitcoin reached its highest level since late May, while Robinhood, Coinbase and Strategy rallied sharply as crypto momentum strengthened.

Nvidia’s more than $500 billion data-center financing framework has strengthened the early bid in technology shares and helped steady broader index sentiment. Still, oil-market uncertainty around the Strait of Hormuz remains a key risk for the Nasdaq, S&P 500, and Dow as traders weigh inflation pressure and rate expectations.

Crypto.com has launched tokenized derivatives tracking 1,500 U.S. stocks and ETFs for eligible users in approved markets. The products offer synthetic price exposure rather than ownership of the underlying shares, adding to a wider push by crypto platforms into tokenized equities.

Nvidia’s more than $500 billion data-center financing framework is helping restore confidence in the AI trade after a sharp pullback. Yet the broader equity bid remains vulnerable as Hormuz shipping headlines and crude prices continue to shape inflation and rate expectations.

Hyperliquid is handling record open interest and a growing share of global perpetual futures activity, led by real-world asset contracts. Yet revenue has declined for four straight quarters as builder-deployed markets capture a rising share of trading fees.

Crypto platforms are extending perpetual futures beyond digital assets and into stocks, indexes and commodities, creating round-the-clock exposure to traditional markets. The shift is drawing institutions seeking lower-friction hedging and retail traders looking for access, while questions remain over custody, investor protections and decentralized venues.

Nasdaq-100 futures fell as a semiconductor selloff that began on Wall Street moved through Asia and hit U.S. chip shares before the open. Investors are turning to upcoming earnings from Amazon, Meta, Microsoft and Apple for evidence that AI spending can support elevated valuations.

Bitcoin remained resilient near $65,000 even as AI-linked technology shares weakened, keeping crypto traders focused on whether the market can break above key resistance. Analysts say the Federal Reserve decision, inflation data, technology earnings and options expiry could determine whether BTC pushes higher or revisits the mid-$50,000s.