Stock Market & Financial News
Bitcoin Could Rally if Fed Keeps Rates Steady, Grayscale Says
Bitcoin's recent underperformance relative to equities has coincided with rising Federal Reserve rate expectations, and Grayscale Investments argues bitcoin could narrow that gap if policymakers hold off on rate hikes.
Analyst Claims Cardano Could Mirror Past Trump-Driven Rally, Eyes Fast Move to $3 ADA Price
Cardano (ADA) traded largely sideways Monday as broader crypto markets showed signs of hesitation and fading momentum.
Microsoft and Chevron plan one of the largest gas-powered data center projects in US
Microsoft and Chevron announced plans on Monday to develop a 2.67-gigawatt natural gas power plant in West Texas to serve the tech company's AI and cloud data centers.
MSFT Trump Seeks to Boost Quantum Computing With New Executive Orders
The orders aim to speed the development of the advanced computers and mitigate the security threats they pose.
QMCO 
“70% of All My Wealth Is in Bitcoin,” Asserts Mexico's Richest Man Amid $1M Price Prediction
Mexican billionaire Ricardo Salinas, a well-known Bitcoin advocate, has doubled down on his bullish outlook.
CZ questions Hyperliquid's decentralization amid control concerns
Hyperliquid's centralized control under a decentralized guise raises regulatory risks, potentially impacting investor trust and market stability. CZ questions Hyperliquid's decentralization amid control concerns.
Bitcoin Policy Institute announces Freedom Tech DC 2026 summit
The summit's focus on integrating Bitcoin with broader tech issues could reshape policy discussions, influencing future governance frameworks. Bitcoin Policy Institute announces Freedom Tech DC 2026 summit.
Payments Firm MoneyGram Joins Solana (SOL) Network As Active Validator
The peer-to-peer payments firm MoneyGram is joining the Solana (SOL) Network as an active validator. MoneyGram will also join the Solana Developer Platform (SDP), following in the footsteps of Mastercard, Worldpay and Western Union, per a Solana Foundation announcement.
Emerging Markets to Spike as Oil Prices Dip? Try GSEE
A real, potentially lasting U.S.-Iran deal appears to be on the horizon for the first time in many weeks of on-, then off-again negotiations. Should this be the deal that does it, or another one in the near term, oil prices will respond.
TSM 
SpaceX: xAI And X Made It, So Why Not A Tesla Merger? This Is Why Not
Space Exploration Technologies Corp., aka SpaceX, is rated Strong Buy, with Tesla, Inc. rated Buy; a merger is deemed value-destructive for both. SPCX's premium valuation is justified by its AI segment's future potential, supported by foundational Space and profitable Connectivity businesses. Synergies between SPCX and TSLA—especially in AI, autonomy, and manufacturing—are best realized through partnerships, not a full merger.
TSLA 
Can ENSG's Acquisition Strategy Sustain Growth and Expansion?
Ensign Group is accelerating growth through acquisitions and operational gains, with record occupancy, rising revenue and capital ready for more deals.
ENSG 
Paraguay Convicts Two Bitcoin Miners to Jail Sentences for Large-Scale Energy Theft
The National Power Administration of Paraguay (ANDE) stressed that this 2-year conviction against two individuals would set a precedent against energy theft, punishing not only those who perpetrate it but also those who facilitate it to protect the national electricity system.
How Dillard's Survived The Department Store Bloodbath
Between the e-commerce revolution and the pandemic, the past decade has seemed like an extinction event for malls and their department store anchors. Companies that have lost their glow, or stumbled, or just faded away (e.g.
DDS 
Nvidia wants to cut data center water use, but that's not the same as fixing AI's water problem
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center itself, according to an Nvidia executive in a press release.
NVDA 
Silicon Motion Technology price target boosted by Wedbush on stronger growth outlook
Silicon Motion Technology (NASDAQ:SIMO) had its price target raised to $400 from $230 by Wedbush, which reiterated an ‘Outperform' rating, citing stronger forward estimates and a higher valuation multiple reflecting improving growth visibility. Shares of Silicon Motion added almost 5% at $337 on the news.
SIMO 
Cerebras gets set for inaugural earnings with upside potential, Wedbush says
Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and Amazon, meaning results will largely reflect how well management delivers against its own targets.
CBRS 
Elon Musk Grok AI Predicts Shocking XRP Price by End of 2026
Elon Musk Grok AI just dropped a prediction on XRP price prediction that sounds almost absurd until you read the fine print. The model is pointing to $5 to $8 by the end of 2026, a multiple of where the coin sits today.
Eli Lilly vs Pfizer: One Owns the Obesity Market Today, The Other Paid to Compete Tomorrow
Eli Lilly (NYSE: LLY | LLY Price Prediction) and Pfizer (NYSE: PFE) just delivered Q1 2026 results that read like two different chapters of the same drug industry.
PFE 
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
KEEL 
2 Quantum Stocks That Are a Sell Today Despite Long-Term Promise
IonQ and Rigetti face rising macro pressure despite strong execution, with rich valuations and higher rates clouding the near-term outlook.
QMCO 
Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings?
MU heads into fiscal Q3 2026 earnings with expectations for sharp revenue growth, strong margins and continued AI-driven memory demand.
MU 
Fortinet: I'm As Bullish As Ever On Cybersecurity
Fortinet is reissued as a "Strong Buy," with growth reaccelerating after inventory digestion and a robust beat on top and bottom lines. FTNT's product revenues surged 41% YoY, driven by AI data centers and a differentiated ecosystem, enabling continued market share gains. 2026 guidance includes $8.8–$9.1 billion in billings, 79%–81% gross margins, and $3.1–$3.16 EPS, supporting a FWD P/E of 46x and 13.4% YoY growth.
FTNT 
Michael Saylor hints at Strategy's 113th Bitcoin buy – But critics ask
Will the upcoming 113th Bitcoin purchase spark more controversy than applause for Strategy?
Trump Orders Acceleration of Quantum Readiness as Bitcoin Faces Coming Risk
President Donald Trump signed two executive orders aimed at expanding U.S. quantum computing capabilities and speeding the transition to quantum-resistant encryption.
Nvidia: AI-Driven Investment Ecosystem
Nvidia Corporation's acquisitions are small, strategically focused on enhancing its AI hardware/software stack, while investments target both upstream suppliers and downstream customers to strengthen its ecosystem. Minority investments in rapidly growing neoclouds like CoreWeave and Nebius directly boost NVDA's chip demand and improve its competitive positioning against hyperscalers. Nvidia's investment gains are positive but not material to valuation; the strategic intent is ecosystem expansion, supporting long-term demand for its AI solutions.
NVDA 
Meta Takes on Streaming Giants With New ‘Instagram for TV' Offerings
Instagram is expanding its ambitions beyond mobile screens, rolling out new television features that position the Meta-owned platform more directly against streaming services for viewer attention in the living room.
META 
Bitcoin Supply Shock Incoming? OTC Reserves Plunge by 400,000 BTC Since 2022
Bitcoin reserves held in over-the-counter desks have declined by nearly 400,000 BTC since 2022, according to recent CryptoQuant data. The drop reflects continued accumulation by whales and institutional investors while available liquidity keeps tightening.
Ethereum Foundation's strategy chief lays out plan to kill MEV and make privacy a protocol default
Ethereum's focus on eliminating toxic MEV and prioritizing privacy could enhance network neutrality, attracting broader institutional adoption. Ethereum Foundation's strategy chief lays out plan to kill MEV and make privacy a protocol default.
SharpLink (SBET) Stock Climbs on Ethlabs Ethereum Research Initiative
Shares of SharpLink, Inc. advanced 1.43% to close at $5.37 following the company's participation in launching Ethlabs. This newly formed nonprofit entity aims to advance Ethereum research while building infrastructure suited for institutional deployment.
British Pound Short-term Outlook: GBP/USD Rebound Challenges Bear Trend
GBP/USD is attempting to recover after defending a major support confluence near the yearly low. The rebound has eased immediate downside pressure, but Sterling remains trapped within a broader bearish structure following the sharp plunge from the June highs.
