TREE NEWS reports: WEEX Labs highlights the recent strength in nuclear power-related stocks and anticipates the upcoming Nvidia earnings report. The report suggests that the market is closely watching Nvidia’s performance, which could impact the broader tech and crypto sectors.
TREE NEWS reports: Bernstein analysts forecast Bitcoin reaching $150,000 by mid-2027 and peaking around $300,000 by 2029, citing institutional adoption and supply dynamics. The report underscores growing mainstream acceptance of crypto as an asset class.
TREE NEWS reports: In a recent analysis, Jiang Zhuoer stated that the probability of Bitcoin dropping below $67,000 is very low, and he believes Ethereum remains the engine of this bull market cycle. His comments come amid ongoing market volatility and investor uncertainty.
TREE NEWS reports: Tencent Holdings has repurchased 672,000 shares for over HK$300 million, according to the latest disclosure. The buyback is part of the company’s ongoing capital return program amid a broader tech stock rally.
TREE NEWS update: Hong Kong family office Anther Capital has established a multi-billion-dollar artificial intelligence investment portfolio. The move underscores growing institutional interest in AI-driven opportunities within the region.
TREE NEWS reports: NVIDIA’s upcoming earnings report is seen as a crucial test for the AI bull market, with expectations of strong results but concerns about guidance and valuation. Options market implies a low volatility move of 5.4%, the lowest since 2021, indicating uncertainty. Analysts are split, with some seeing upside while others warn of a potential sell-the-news reaction.
TREE NEWS update: Nvidia is set to release its Q2 earnings, with investors focusing on infrastructure financing and gross margins. The results could impact crypto and AI-related stocks.
TREE NEWS update: SemiAnalysis founder predicts that by 2028, the majority of newly added AI computing power may be controlled by just two companies. This concentration could have significant implications for the AI and crypto sectors, particularly for decentralized compute networks.
TREE NEWS reports: Iran’s currency, the rial, plunged to an all-time low following new US sanctions that, for the first time, explicitly target digital assets. The move highlights the growing intersection of geopolitics and crypto regulation, potentially impacting global markets and crypto adoption in sanctioned regions.
TREE NEWS reports: Hong Kong’s Hang Seng Index closed 0.56% higher, with Anta Sports leading gains at 9.53%. The move reflects positive sentiment in the local equity market.
TREE NEWS update: Ahead of Fed Chair Kevin Warsh’s Jackson Hole speech on August 28, analysts speculate he may reduce forward guidance and allow long-end yields to rise, effectively tightening financial conditions without raising rates. This could push 10-year Treasury yields above 5% if term premia normalize, while reduced guidance may increase bond volatility. The market will watch for signals on this policy framework.
TREE NEWS reports: Ahead of Jackson Hole, the July core PCE inflation data is set to be released, with expectations of a rise to 3.3%. This has heightened market expectations for a potential rate hike in September.
TREE NEWS reports: Morgan Stanley reports that AI compute off-balance-sheet commitments have reached $3.1 trillion, highlighting financing structures as a new variable in the supply chain. The report underscores the growing financial complexity and potential risks in AI infrastructure funding.
TREE NEWS update: Bitcoin has rallied 30% over four days, prompting Huobi HTX to schedule a livestream to interpret the ongoing market trends. The broadcast aims to provide insights into the price movement and future outlook.
TREE NEWS reports: According to institutional data, the iPhone 17 was the best-selling smartphone in Q2, capturing a 6% share of global smartphone shipments. This highlights Apple’s continued dominance in the premium segment.
TREE NEWS update: Citi predicts that Korean companies’ global debt and equity financing will reach a record high in 2026. The forecast suggests a significant increase in fundraising activities by South Korean firms in international markets.
TREE NEWS update: Samsung Electronics and SK Hynix plan to increase supply of 8-layer HBM4 memory to Nvidia in the second half of the year. This move aims to meet growing demand for high-bandwidth memory in AI applications.
TREE NEWS reports: SoftBank Group plans to issue $10-20 billion in bonds, potentially its largest yen-denominated bond sale, to refinance debt and fund investments. The move comes amid a favorable rate environment and strong investor demand for high-grade corporate debt.
TREE NEWS reports: Strive CEO Matt Cole argues that the US fiscal trajectory is unsustainable and that the Treasury’s attempts to cap long-term yields will fail, leading to a dollar decline and a surge in bitcoin. He highlights the 5.25%-5.85% range for the 10-year yield as a critical resistance zone, predicting eventual massive intervention and a weaker dollar, which would be unprecedented for bitcoin.
TREE NEWS reports: Hong Kong stocks rose at midday with the Hang Seng Index gaining 0.68%, led by a rebound in tech and internet stocks. The market showed resilience amid broader regional gains.
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