NVIDIA6900 (NVDA) news

Nearly $15 Billion in Bitcoin and Ethereum Options Expire Today: What Traders Should Expect

Bitcoin and Ethereum face $14.6 billion in expiring options today, with prices expected to test max pain levels amid Nvidia-driven uncertainty.

NVIDIA’s Blackwell-Driven AI Dominance and Its Ripple Effect on the US Stock Market: Assessing the Sustained AI Growth Narrative Amid Geopolitical an

- NVIDIA’s Blackwell architecture delivers 2.5x performance over Hopper, powering RTX 5090 with 92B transistors and 3,352T TOPS, doubling RTX 4090 capabilities. - Blackwell drove $41.1B Q2 2025 data center revenue (88% of total), fueled by Microsoft, Amazon, and Meta’s adoption for LLM training due to 25x better energy efficiency. - B30A chip (50% Blackwell performance) secured China market access amid U.S. export restrictions, while NVIDIA’s 8.06% S&P 500 weight amplifies systemic risks with a 59x P/E rat

All three major U.S. stock indexes closed higher, with Trip.com surging nearly 15%.

AI's Dual Impact on Employment: Strategic Sector Rotation for a Resilient Portfolio

- AI reshapes global labor markets by 2025, displacing clerical roles while creating jobs in robotics and AI training. - Investors must balance growth in high-demand sectors like healthcare and AI infrastructure with hedging against automation risks via defensive assets. - Strategic tools include AI-driven ETFs (e.g., IGPT, THRO), inverse ETFs (e.g., SH), and platforms for ethical AI training (e.g., Palantir, C3.ai). - Sector rotation and real-time risk management tools help optimize portfolios amid AI's d

Nvidia’s AI Dominance Amid Geopolitical Headwinds: A Strategic Investment Thesis in the Global AI Arms Race

- NVIDIA reaches $4 trillion valuation in 2025, driven by $46.7B Q2 revenue from AI data center sales. - Blackwell GPU’s 30x faster AI performance and CUDA ecosystem (90% of developers) solidify its AI infrastructure leadership. - Geopolitical risks, including China’s self-reliance push, are mitigated via B30 GPU and U.S./Europe production shifts. - Competitors like AMD and Intel close the gap, but NVIDIA’s Blackwell outperforms in FP4 and versatility for hyperscalers. - R&D-driven innovation, $60B share b

AI's Dual Impact on Employment: Strategic Sector Rotation for a Resilient Portfolio

- AI reshapes global labor markets by 2025, displacing clerical roles while creating demand in robotics, AI training, and digital infrastructure. - Bank tellers (-15%), cashiers (-11%), and telemarketers face automation risks, disproportionately affecting lower-wage workers and younger demographics. - Investors prioritize AI infrastructure (NVIDIA, Microsoft), healthcare (nurse practitioners +52%), and AI ethics platforms to capitalize on growth opportunities. - Hedging strategies include defensive sectors

Nvidia Delivers, Bitcoin Doesn’t React

Nvidia fuels rush into AI-focused leveraged ETFs

Share link:In this post: Nvidia is now the most traded stock in the leveraged ETF market. More than 100 new leveraged ETFs launched in 2025, many tied to AI stocks. AI-focused ETFs hold most of the money in the leveraged ETF market.

Goldman Sachs: Maintains "Buy" rating for Nvidia, 12-month target price set at $200

The Tech Sell-Off: A Buying Opportunity in a Correcting AI-Driven Market?

- AI-driven tech stocks face selloff amid MIT's 95% AI ROI failure report and OpenAI's "bubble" warnings, triggering sector rotation and valuation concerns. - Fed's Jackson Hole speech (Aug 22, 2025) could pivot markets: dovish signals may revive growth stocks, while hawkish stance accelerates value sector rotation. - Strategic rebalancing recommends defensive sectors (consumer staples, utilities), undervalued tech leaders (AWS), and global diversification amid 37x AI valuations and 14.7x value sector P/E.

Nvidia Shares Slip Post-Earnings, Bitcoin Mirrors Pause

Nvidia's Q2 revenue exceeds expectations, but shares drop 5% after hours; Bitcoin falls 1.25%, briefly dipping below $111,000.

Nvidia's AI Boom Fueled by Cloud Giants, Hobbled by China's Clampdown

- Nvidia reported 56% YoY revenue growth in Q2 2025, driven by AI chip demand from cloud providers expanding generative AI infrastructure. - Q3 revenue forecast of $54B exceeded expectations despite zero H20 chip sales to China and geopolitical tensions impacting 13% of its revenue. - A 15% revenue-sharing deal with Trump eased U.S. restrictions on China sales, but Beijing's security warnings halted H20 production and pressured gross margins. - Chinese rivals like Cambricon gained traction, reporting 4,000

Nvidia's AI Empire Grows, But China Clouds Loom

- Nvidia's Q2 revenue surged 56% to $46.7B, driven by $41.1B in data center sales amid AI infrastructure demand. - Data center compute revenue dipped 1% due to $4B H20 chip sales drop to China, now excluded from guidance. - Gaming revenue exceeded $4.3B, while Q3 outlook rose to $54B±2%, excluding China-linked H20 sales. - Blackwell AI chips generated $27B in prior quarter sales, positioning Nvidia to meet U.S. export rules and Chinese market needs. - Despite 88% sales concentration in data centers, market

S&P 500 little changed as investors eye Nvidia earnings

U.S. stocks opened lower, with the Dow Jones down 0.08% and the Nasdaq down 0.1%.

Nvidia Earnings Report Shows Record Revenues Despite Zero Sales in China

Nvidia hit record revenue in Q2 2025, but vanished China sales, $60 billion buybacks, and fierce competition spark major concerns.

U.S. Treasury Secretary Yellen: U.S. investment in Nvidia appears to be "off the table"

The three major U.S. stock indexes closed slightly higher, with NIO up 10%.

S&P 500 little changed as investors eye Nvidia earnings

Nvidia’s earnings in focus amid China sales, US deal and market swings

Share link:In this post: Nvidia faces uncertainty in China after a US deal requiring 15% revenue sharing and Beijing’s pushback on chip imports. Analysts expect Nvidia to guide $52.96 billion in Q3 revenue, with up to $6 billion from China despite pressure on margins. Options traders anticipate a $260 billion market swing after earnings, with shares already up 34% in 2025.

U.S. stock indexes edge higher ahead of Powell’s speech

Bitget Unveils First RWA Index Perpetual Contract

Big Short’s Michael Burry Pours $383,030,000 Into a Bullish Bet on Four Stocks – Including One Major Dow 30 Play

Announcement on Bitget listing TSLA, NVDA, CRCL RWA Index Perpetual futures

Bitget Launches RWA Index Perpetual Contracts, Debuts TSLA, NVDA, and CRCL

A quick guide to understanding RWA futures

Bitget launches RWA index perpetuals for TSLA, NVDA, and CRCL

Chainlink price forecast as key metrics point to increased onchain activity

U.S. Stocks Close: iQIYI Surges 17%, Intel Falls 3.6%