Chip Wars Hit Nvidia’s Bottom Line

Trading Stocks Now

Top stories in tech, crypto, and public markets—refined for everyday investors.

Editor’s Note

From DeepSeek’s disruptive AI phones to Trump’s bold Bitcoin push, today’s newsletter captures the tension between innovation and regulation. Dive into our lead stories and keep an eye on sponsor picks aligned with the trends.

Snowflake Joins Olympic Data Initiative

Olympics-LA28 brings on Snowflake as data collaboration provider

Snowflake is partnering with the LA28 Olympic and Paralympic Games to provide real-time data infrastructure for athlete training, event operations, and fan engagement. This marks a major leap in event tech, with implications far beyond sports. Investors see the move as a proof-of-concept for Snowflake’s scalability in high-stakes environments. Cloud data stocks may gain attention as global events shift to dynamic data pipelines over legacy infrastructure.

Chip Wars Hit Nvidia’s Bottom Line

Nvidia earnings to reveal hit from US export curbs on China

As Nvidia gears up for its next earnings report, investors are laser-focused on the impact of U.S. export restrictions to China. While demand remains strong domestically, the loss of international chip sales could eat into growth projections. Some analysts argue this presents an opportunity for AI startups to fill gaps in secondary markets. The stock’s performance post-earnings will set the tone for semiconductor ETFs this quarter.

Trump Media Pivots to Bitcoin Reserves

Trump Media to raise $2.5 billion to invest in bitcoin

In a bold shift, Trump Media plans to raise $2.5 billion in new funding—allocating a major chunk to Bitcoin. This move aligns the company’s treasury with a hard asset stance ahead of potential inflation concerns. It also positions Trump Media as a pioneer among publicly traded companies experimenting with decentralized balance sheets. Crypto analysts view this as a bullish signal that could ignite similar moves by conservative-aligned firms.

Circle Aims for $6.7B IPO Valuation

Stablecoin giant Circle targets $6.7 billion valuation in US IPO

Circle, issuer of USDC, is stepping into the IPO arena with a valuation north of $6 billion. This could set a precedent for other fintechs blending traditional finance and blockchain. While USDC remains the most regulated stablecoin, SEC scrutiny could still cloud investor appetite. Nonetheless, institutional interest in crypto banking alternatives appears to be gaining ground—Circle may be just the beginning.




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Stablecoin giant Circle targets $6.7 billion valuation in US IPO

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