Cryptocurrency markets plunged to yearly lows over the weekend, erasing nine months of gains as investors reacted to President Trump’s hawkish pick for Federal Reserve chair. Bitcoin dropped 40% from its all-time high, briefly falling below $76,000, while the total market capitalization shed over $250 billion. With critical labor market data and major corporate earnings on deck this week, the financial landscape faces a pivotal test that could determine the trajectory of both crypto and traditional markets.
about Crypto Selloff Deepens Amid Fed Hawkishness, Key Data Aheadgoogl
0 posts last weekHut 8 Signs $7B AI Data Center Deal with Google Backstop
In a landmark strategic shift, Bitcoin mining company Hut 8 has secured a transformative 15-year, $7 billion agreement to provide artificial intelligence data center capacity, with Google providing a crucial financial guarantee. The deal, one of the largest of its kind between a crypto-native firm and the hyperscale AI sector, anchors Hut 8’s pivot from volatile digital asset mining toward long-duration infrastructure revenue, leveraging its core expertise in managing power-intensive operations.
about Hut 8 Signs $7B AI Data Center Deal with Google BackstopEquity Perps Yield 30%+ via Delta-Neutral Arbitrage Strategy
A significant structural arbitrage opportunity is emerging in the nascent market for equity perpetual swaps, where retail demand for 24/7 leverage on stocks like Nvidia is creating funding rate premiums exceeding 30% annualized. This delta-neutral strategy exploits a unique friction between traditional finance’s market hours and decentralized finance’s continuous trading environment, allowing traders to harvest substantial yields by shorting on-chain perpetuals while holding offsetting spot positions in traditional brokerages.
about Equity Perps Yield 30%+ via Delta-Neutral Arbitrage StrategyCME Trading Freeze: Exchange Stocks in Focus After Glitch
A technical malfunction at the Chicago Mercantile Exchange froze futures trading for several hours on Friday, putting exchange operator stocks in the spotlight. The data center fault disrupted contracts for US indexes while premarket equity trading continued normally. Investors are closely watching CME Group, Intercontinental Exchange, and Nasdaq shares following the market infrastructure failure.
about CME Trading Freeze: Exchange Stocks in Focus After GlitchTech Stocks Slip, Crypto Falls, Kohl’s Soars in Market Action
Tuesday’s trading session revealed stark divergences across market sectors as technology giants faced significant headwinds while traditional retail stocks surged. Nvidia and AMD declined following reports of Meta’s strategic shift to Google AI chips, while crypto-related stocks including Coinbase, MicroStrategy, and Bullish mirrored bitcoin’s broader sell-off. In a dramatic contrast, Kohl’s shares skyrocketed after the retailer reported an unexpected third-quarter profit and raised its outlook, highlighting the uneven recovery patterns across different market segments.
about Tech Stocks Slip, Crypto Falls, Kohl's Soars in Market ActionBig Tech Debt Surge Risks Credit Market Strain
Wall Street investors are sounding alarms as a torrent of debt sales from technology behemoths threatens to overwhelm buyers and destabilize credit markets on both sides of the Atlantic. The unprecedented pace of mega bond offerings from industry titans Alphabet Inc. and Meta Platforms Inc. has propelled global issuance to record levels in 2024, creating what analysts fear could become a systemic risk if the trend continues into 2026. This massive debt accumulation comes amid ongoing debate about technology sector valuations, though recent research from Bloomberg’s Mike Casper indicates no evidence of an AI bubble forming despite market speculation.
about Big Tech Debt Surge Risks Credit Market StrainThiel Dumps Nvidia, Buffett Bets Big on Google
Investment titans are taking dramatically opposite positions on major tech stocks as Peter Thiel exits Nvidia while Warren Buffett’s Berkshire Hathaway makes a massive bet on Google. Meanwhile, DoubleLine CEO Jeffrey Gundlach sounds the alarm on private credit markets, comparing them to the subprime crisis, and UBS may be considering a significant relocation from Switzerland to the United States, according to Bloomberg Open Interest.
about Thiel Dumps Nvidia, Buffett Bets Big on GoogleTech Stocks Tumble as Nasdaq Plunges 1.7% in Market Rout
US markets experienced a sharp selloff today as technology stocks led a broad decline across major indices. The Nasdaq Composite fell 1.7% while the S&P 500 dropped 1.1%, with Disney plunging 9% following disappointing earnings. Rising Treasury yields and concerns about economic data gaps contributed to the market turmoil, pushing the Dow Jones Industrial Average down 382 points in a session marked by fragile investor sentiment and increased volatility.
about Tech Stocks Tumble as Nasdaq Plunges 1.7% in Market RoutSoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment
SoftBank Group has executed a dramatic strategic pivot, liquidating its entire $5.83 billion position in Nvidia to fuel a massive $40 billion investment in OpenAI. This marks the second time the Japanese conglomerate has completely severed ties with the AI chipmaker, signaling a decisive shift from hardware to AI software and robotics despite mounting challenges at the ChatGPT maker, including significant losses and credibility questions surrounding CEO Sam Altman.
about SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI InvestmentGoogle Adds Prediction Markets to Finance Platform
Google is making a strategic move into the rapidly growing prediction markets space by integrating real-time forecasting data from platforms Kalshi and Polymarket directly into its Google Finance service. This AI-powered upgrade, announced Thursday, will enable users to view market probabilities for future events by simply typing questions into Google’s search bar, representing a significant expansion of major tech platforms into alternative market data. The integration, available within weeks, positions Google Finance as a comprehensive hub bridging traditional financial markets with emerging prediction markets.
about Google Adds Prediction Markets to Finance PlatformGoogle Finance Adds AI-Powered Prediction Market Data
Google is fundamentally transforming its Finance platform by integrating artificial intelligence capabilities that will provide users with real-time prediction market data from leading platforms Polymarket and Kalshi. This strategic enhancement allows investors to ask natural language questions about future economic events and receive probability-based market insights, marking a significant evolution in financial data accessibility. The rollout begins with early access for Google Labs users in the coming weeks, positioning Google Finance at the forefront of the rapidly expanding prediction market ecosystem.
about Google Finance Adds AI-Powered Prediction Market DataIREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125
Australian Bitcoin miner IREN has secured a transformative $9.7 billion cloud services agreement with Microsoft, triggering a significant stock upgrade from Bernstein analysts who nearly doubled their price target to $125. The five-year deal, which will provide Microsoft access to Nvidia’s advanced GB300 GPUs, underscores how cryptocurrency miners are leveraging their substantial power infrastructure to capitalize on the booming artificial intelligence sector, marking a strategic pivot that could redefine their business models.
about IREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125