TREE NEWS update: Royal Bank of Canada has increased its price target for Nvidia to $330, reflecting confidence in the company’s growth prospects. This adjustment comes amid strong demand for AI chips and data center infrastructure.
TREE NEWS update: Ethereum spot ETFs recorded a total net inflow of $192 million yesterday, marking the eighth consecutive day of inflows. This sustained momentum highlights growing institutional interest in ETH-based investment products.
TREE NEWS reports: Michael Burry, known for ‘The Big Short’, has increased his bearish bet against Nvidia while simultaneously purchasing call options to hedge the position. This move reflects his continued skepticism about the AI-driven rally in chip stocks.
TREE NEWS update: Wall Street is bracing for potential major shifts in U.S. Treasury debt management after Secretary Bessent announced a bond buyback program and hinted at changes to auction sizes. Banks like BofA and Deutsche Bank warn that the November refunding announcement is now a huge unknown, with options including expanding buybacks, shortening debt maturities, or even cutting long-term bond issuance. This departure from predictable debt management is injecting volatility into the $31 trillion Treasury market.
TREE NEWS reports: SK Hynix shares have fallen about 45% from their record high, currently trading near the 50% retracement level of their 52-week range. The recent rejection of a wage deal by production workers adds uncertainty, but analysts remain bullish with a consensus buy rating and average target price of 3.16 million KRW. Key support lies at 1.557 million KRW (August 25 low) and 1.62 million KRW (50% retracement), with resistance at 1.671 million KRW and the 1.943-2.0 million KRW zone.
TREE NEWS update: Saxo Bank analysts note that Nvidia’s earnings confirm the investment thesis for AI infrastructure, suggesting continued strength in AI-related equities. The report implies positive spillover effects for crypto and AI-crypto sectors, though no direct RWA implications were mentioned.
TREE NEWS update: Nvidia reported record Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, driven by surging data center demand for AI infrastructure. The company also announced a $108 billion Q3 outlook and plans to mobilize over $500 billion in third-party capital for AI data centers, but its stock dipped in after-hours trading amid concerns about sustainability and competition.
TREE NEWS reports: Nvidia reported Q2 FY2027 revenue of $96.2B, up 106% YoY, beating estimates and guiding Q3 to $108B, entering the $100B quarterly revenue era. The company also projected 70% revenue growth for FY2028, far exceeding expectations, despite supply constraints, driven by continued AI demand from hyperscalers and the ramp of its Vera Rubin platform.
TREE NEWS reports: Melius Research has raised its price target for Nvidia to $420, citing strong demand for AI chips. The upgrade reflects optimism about Nvidia’s growth prospects in the AI sector.
TREE NEWS update: Apple’s next-generation M6 chip will be manufactured using TSMC’s 2nm process, driving demand for advanced packaging. This is expected to benefit Taiwan’s semiconductor supply chain, including packaging and testing firms.
TREE NEWS update: Hong Kong’s Hang Seng Index rose 0.48% at the open, while shares of Zhipu (a Chinese AI company) surged over 8%. This reflects positive market sentiment in the region.
TREE NEWS update: Nvidia CEO Jensen Huang defended the company’s investments in its AI ecosystem, stating that the risks are relatively low. He emphasized the strategic importance of supporting startups and partners to strengthen Nvidia’s AI platform.
TREE NEWS reports: US HYPE spot ETF recorded a total net inflow of $14.7 million in a single day, indicating growing investor interest in the asset. This marks a notable movement in the crypto ETF market.
TREE NEWS update: Gold and Bitcoin ETFs collectively attracted $7 billion in just five days, with BlackRock’s IBIT leading Bitcoin inflows at $1.5 billion. This surge highlights strong investor interest in both traditional safe-haven assets and digital gold.
TREE NEWS update: Nvidia’s earnings exceeded expectations, driving AI-related stocks higher in after-hours trading. Storage and optical communication sectors also saw broad gains, reflecting strong demand for AI infrastructure.
TREE NEWS reports: Fidelity clients have net purchased $413.1 million worth of Bitcoin over the past nine days, indicating strong demand from traditional finance investors. This surge in buying activity underscores growing institutional interest in cryptocurrency as an asset class.
TREE NEWS reports: Nvidia reported Q2 revenue of $96.22B, exceeding expectations, with Q3 guidance of $108B. The strong results highlight continued AI demand, but no direct crypto or RWA implications are noted.
TREE NEWS update: Nvidia’s shares rose in after-hours trading after reporting record quarterly revenue of $96.2 billion, doubling year-over-year. The company also disclosed $366 billion in future commitments and up to $108.5 billion in guarantee exposure.
TREE NEWS update: Nvidia CEO Jensen Huang stated that the future non-hyperscale cloud computing market could surpass the current total capacity. This suggests significant growth potential beyond major cloud providers, impacting the broader tech and AI infrastructure landscape.
TREE NEWS update: Nvidia CEO Jensen Huang stated that the company has never provided performance guidance a year in advance. This comment addresses market expectations and clarifies Nvidia’s communication strategy regarding future financial outlook.
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