$NVIDIA (NVDA.US)$ 's Q3 revenue growth slowed to 94% YoY but exceeded expectations, driven by robust demand for Hopper chips, which helped data center revenue grow by over 100%.
However, its Q4 revenue guidance midpoint forecasted 70% growth, below Wall Street’s high-end estimate of nearly 90%. CEO Jensen Huang called the demand for Hopper chips and anticipation for Blackwell chips “incredible.”
CFO Colette Kress revealed plans to begin ship...

$MicroStrategy (MSTR.US)$ ’s soaring stock enables CEO Michael Saylor to sell shares, buy more Bitcoin, and drive prices higher, creating a feedback loop that further boosts MSTR’s value. The cycle raises questions about its sustainability.
Reports suggest Trump’s team is considering creating a White House position dedicated to cryptocurrency policy. The role would oversee a small team and act as a liaison b...

According to The New York Post, OpenAI CEO Sam Altman is actively raising $150 million for Rain AI, a startup aiming to challenge NVIDIA's dominance in the AI chip market. Rain AI claims its chips are more efficient and offer superior performance compared to $NVIDIA (NVDA.US)$’s.
Meanwhile, NVIDIA is strengthening its collaboration with Elon Musk, sparking speculation that while NVIDIA will continue selling chips to OpenAI, ...

Bitcoin surged past $94,000 on Tuesday as IBIT options debuted on Nasdaq, providing new ways for investors to trade, hedge, and speculate on the cryptocurrency.
Meanwhile, institutional interest grows. MicroStrategy plans to issue $1.75 billion in zero-coupon convertible debt to purchase more Bitcoin.
$Coinbase (COIN.US)$ $MARA Holdings (MARA.US)$ $MicroStrategy (MSTR.US)$