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The price of Bitcoin has stalled as traders assess the impact of Friday’s $14 billion options expiry, yet market data shows that some bullish investors are positioning for higher price levels.
Nvidia responded strongly to Wall Street concerns that Google’s AI chips could erode its dominance. The company emphasized that its technology remains a full generation ahead and reiterated that it still supplies Google. Shares slipped 3% after a report about Meta testing Google’s TPUs, prompting Nvidia to calm market nerves on X. The firm claimed its platform runs every AI model across all computing environments. Nvidia highlighted that Blackwell GPUs offer greater performance, versatility, and fungibility than Google’s ASIC‑based TPUs. Analyst data shows Nvidia’s processors now control more than 90% of the AI chip market. Google’s TPUs are confined to internal use or Google Cloud rentals and cannot be bought by external customers. Despite higher prices, Nvidia argues that TPUs are limited to specific tasks within one company. CEO Jensen Huang confirmed that Google continues buying Nvidia GPUs and that the Gemini 3 model can run on Nvidia hardware. He cited conversations with DeepMind’s chief that AI “scaling laws” remain intact, meaning larger data sets and more chips drive stronger models. Nvidia expects these laws to boost demand for its chips and full systems across the industry.
The Bitwise DOGE ETF begins trading on NYSE Arca this Wednesday under ticker BWOW. It offers regulated exposure to Dogecoin for traditional investors. Approval by NYSE Arca signals growing acceptance of digital assets in mainstream markets. Investors can buy Dogecoin through standard brokerage accounts without managing wallets. The ETF operates under SEC oversight, providing protection and tax‑efficient treatment. NYSE Arca’s liquidity ensures easy entry and exit. Dogecoin’s price remains highly volatile, which can affect ETF performance. Ongoing regulatory changes could impact the fund’s operations. Bitwise’s experience in crypto funds helps mitigate some of these concerns. The listing provides a familiar, regulated path for institutional and retail exposure to meme coins. High visibility on a major exchange may spur further crypto‑based products. It represents a step toward deeper integration of digital assets into diversified portfolios.
The competition for AI investment is intensifying, creating a substantial debt buildup. This financial strain could force companies to curtail share repurchase programs. Moral hazard in AI development is propelling the growth of American hyperscale firms. Their rapid expansion is closely linked to the unchecked risk assumptions in AI projects. I have identified four leading technology companies to watch. My forecast projects their performance through the 2026 fiscal year, highlighting potential opportunities and challenges. The Dow Jones Industrial Average surged more than 500 points. The rally followed a volatile start to the trading day, signaling renewed market confidence. A list of the poorest-performing S&P 500 companies in 2025 has been compiled. These ten stocks represent the market’s least desirable holdings for the year.
What is driving Japan to apply securities‑market regulations to the cryptocurrency sector at present?
