June's US consumer price index is due at 8:30 a.m. ET on July 14. Bitcoin had gained about 2.6% over seven days, but 24-hour volume was running 21% below its recent average. Bitcoin futures open interest was near $47.3 billion, with modest positive funding and short liquidations dominating the previous 24 hours.
CoreWeave secured more than $20 billion in debt and equity financing this year, including a recently closed $3.1 billion loan backed by graphics processing units. Investors are routing tens of billions of dollars toward artificial intelligence infrastructure rather than Bitcoin because the AI sector can offer predictable revenue, income and physical collateral that Bitcoin lacks. The Bank for International Settlements estimates that the five largest hyperscalers will spend $1 trillion on AI-related capital expenditure across 2025 and 2026.
The inflation outlook is shifting back toward disinflation as tariff refunds, weak consumer-goods pricing from China, and softer shelter/core-services trends work through the data. The Fed’s latest communications showed less internal conflict than expected, with Waller, Williams, and the meeting minutes largely maintaining the reduced-forward-guidance posture. The task-force lineup points toward a broader rebalancing of monetary policy through lower rates, fewer reserves, less duration suppression, and regulatory relief. AI-related capex is not necessarily peaking outright, but the rate of growth appears to be stabilizing or decelerating, which will pressure technology and communication-services
Bitcoin is pushing back toward the $59,000 zone after weeks of pressure from supply and risk-off positioning. Bulls need follow-through near $60,000 to turn the rebound into something stronger. The $59k area has become a short-term reference point for traders watching the recovery.
The Nasdaq is consolidating near key technical levels. The next breakout may decide whether the Nasdaq extends toward 33,000 or moves into a deeper short-term pullback. Liquidity in the US stock market remains broadly positive. The growth stocks perform better during the times of easy liquidity and steady funding conditions.
SK Hynix raised $26 billion in its U.S. debut. Information technology gained 1.65% on Friday and consumer discretionary added 1.46%. Eight of eleven S&P 500 sectors finished in the green. President Trump said Iran has requested additional talks with the United States.
June's US consumer price index is due at 8:30 a.m. ET on July 14. Bitcoin had gained about 2.6% over seven days, but 24-hour volume was running 21% below its recent average. Bitcoin futures open interest was near $47.3 billion, with modest positive funding and short liquidations dominating the previous 24 hours.
CoreWeave secured more than $20 billion in debt and equity financing this year, including a recently closed $3.1 billion loan backed by graphics processing units. Investors are routing tens of billions of dollars toward artificial intelligence infrastructure rather than Bitcoin because the AI sector can offer predictable revenue, income and physical collateral that Bitcoin lacks. The Bank for International Settlements estimates that the five largest hyperscalers will spend $1 trillion on AI-related capital expenditure across 2025 and 2026.
The inflation outlook is shifting back toward disinflation as tariff refunds, weak consumer-goods pricing from China, and softer shelter/core-services trends work through the data. The Fed’s latest communications showed less internal conflict than expected, with Waller, Williams, and the meeting minutes largely maintaining the reduced-forward-guidance posture. The task-force lineup points toward a broader rebalancing of monetary policy through lower rates, fewer reserves, less duration suppression, and regulatory relief. AI-related capex is not necessarily peaking outright, but the rate of growth appears to be stabilizing or decelerating, which will pressure technology and communication-services
Bitcoin is pushing back toward the $59,000 zone after weeks of pressure from supply and risk-off positioning. Bulls need follow-through near $60,000 to turn the rebound into something stronger. The $59k area has become a short-term reference point for traders watching the recovery.
The Nasdaq is consolidating near key technical levels. The next breakout may decide whether the Nasdaq extends toward 33,000 or moves into a deeper short-term pullback. Liquidity in the US stock market remains broadly positive. The growth stocks perform better during the times of easy liquidity and steady funding conditions.
SK Hynix raised $26 billion in its U.S. debut. Information technology gained 1.65% on Friday and consumer discretionary added 1.46%. Eight of eleven S&P 500 sectors finished in the green. President Trump said Iran has requested additional talks with the United States.