Nvidia

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.

Nvidia and 36 other technology companies have formed the Open Secure AI Alliance to build open-source tools for defending AI systems. The move comes after a breach response exposed concerns around closed AI tools and as crypto networks remain under pressure from attacks that abuse trusted controls.

Bitcoin has pulled back after failing to clear the $66,000 resistance area, with ETF flows turning negative after a seven-day run of positive net inflows. Technical traders are now watching whether BTC can hold above $60,000 and build a possible inverse head and shoulders pattern targeting the $74,000 region.

Robinhood Chain’s real-world assets have climbed to about $70 million as tokenized equities begin trading in larger size. Memecoins and stablecoins still dominate activity, but stock tokens are now becoming a more visible part of the network’s onchain economy.

Bitcoin retreated to around $62,500 as weakness in SK Hynix and technology shares weighed on broader risk appetite. Technical traders are watching a rising wedge breakdown that keeps the $58,500 area in focus unless BTC can reclaim $64,000.

The S&P 500 and Nasdaq ended higher as Meta and Nvidia powered another AI-led advance, though lighter volume raised questions about conviction. Bank earnings, June inflation data and congressional testimony from Kevin Warsh now form the next major test for a market trading near record territory.

U.S. equity futures are easing as semiconductor stocks give back part of Thursday’s rally and traders reassess risk into the end of the week. September E-mini S&P 500 futures remain above key support, but compression on the chart and elevated protection demand point to a potentially faster move ahead.

Samsung Electronics and SK Hynix plan to pour about $518 billion into new chip facilities, a move aimed at doubling South Korea’s DRAM output and meeting surging AI demand. The scale of the investment underscores how aggressively capital is rotating into AI infrastructure just as crypto markets struggle for momentum.

The S&P 500 reversed from record highs as traders await the Fed decision, while Oracle jumped 5% on TikTok deal reports. Retail sales data showed consumer resilience.

Bitcoin teeters near critical support as Nvidia earnings and Fed minutes approach. XRP holds above the 200-day SMA amid DeFi buzz.