# Сопутствующие статьи по теме Inflation

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Inflation", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Nvidia Loses 40% of Chinese Market in Three Years | Rewire Morning News

Nvidia's market share in China's AI GPU market has dropped from 95% to 55% over three years, with Huawei capturing 20% of the market. The U.S. Federal Reserve warns that AI hype itself may be driving inflation by boosting consumer spending and corporate investment. Intel repurchased a factory in Ireland for $14.2 billion, signaling a strategic shift toward manufacturing sovereignty. Wall Street firms like JPMorgan and Paradigm are entering the prediction markets, indicating growing institutional interest. In DeFi, Drift Protocol on Solana suffered a $285 million hack due to a private key leak. Other notable news includes Block’s plan to replace middle management with AI, Anthropic’s DMCA takedown mishap, and a record $16.1 billion in Chinese VC funding for Q1 focused on AI and semiconductors.

marsbit04/02 02:25

Nvidia Loses 40% of Chinese Market in Three Years | Rewire Morning News

marsbit04/02 02:25

95-Year-Old Buffett Said 7 Things: Now Is Not the Time to Bottom-Fish, Nuclear Weapons Will Eventually Be Used

Warren Buffett, at 95 and recently stepped down as CEO of Berkshire Hathaway, remains actively involved, still going to the office daily and consulting on investments, though he defers final decisions to his successor, Greg Abel. He admitted selling Apple stock too early but still holds a significant stake, emphasizing he would buy more only if the price drops sufficiently, not at current levels. Despite recent market declines, he remains calm, recalling far steeper drops in Berkshire’s history. Buffett criticized the Fed’s 2% inflation target, advocating for zero inflation to preserve savings value, and praised Chair Powell’s crisis management. He announced the return of his charity lunch, now alongside Stephen Curry and his wife, with proceeds split between Glide Foundation and the Currys' charity. He addressed his severed contact with Bill Gates post-Epstein files release, avoiding commentary due to potential legal implications. On global threats, he expressed grave concern over nuclear proliferation, especially involving Iran and North Korea, stating nuclear use is inevitable within centuries as more nations acquire them. Throughout, Buffett focused forward, avoiding nostalgia, still engaged with future economic and geopolitical shifts.

marsbit04/01 06:28

95-Year-Old Buffett Said 7 Things: Now Is Not the Time to Bottom-Fish, Nuclear Weapons Will Eventually Be Used

marsbit04/01 06:28

April 1 Market Summary: Iranian President's 'Willingness to Cease War' Triggers Epic Rebound, But Is This Really Not an April Fool's Joke?

On April 1, Wall Street experienced a significant rally, with the Dow Jones, S&P 500, and Nasdaq posting their largest single-day gains in months, driven by reports that former President Trump is willing to end military action against Iran and Iranian President Pezeshkian expressed openness to cease hostilities under certain conditions. This triggered a broad-based risk-on surge, particularly in tech stocks like Nvidia and Meta, as well as travel and consumer sectors, on hopes of reduced oil prices, lower inflation, and potential Fed rate cuts. However, oil markets showed divergence: WTI fell on ceasefire hopes, while Brent crude surged due to reports of a tanker attack. Bitcoin rose about 2%, and Coinbase shares jumped over 6%, reflecting renewed liquidity optimism. Despite the rally, Q1 2026 was marked by significant losses across major indices, heavily influenced by war-driven oil spikes and dashed rate-cut expectations. The article cautions that sustained recovery depends on tangible evidence, such as the reopening of the Strait of Hormuz, and questions whether the positive signals are genuine or an April Fools' illusion.

marsbit04/01 01:45

April 1 Market Summary: Iranian President's 'Willingness to Cease War' Triggers Epic Rebound, But Is This Really Not an April Fool's Joke?

marsbit04/01 01:45

The Pentagon's Broker | Rewire Evening News

Pentagon Broker: A broker for U.S. Defense Secretary Hegseth attempted to purchase a BlackRock defense industry fund worth millions before the Iran conflict in February, but the transaction failed due to product access restrictions, not compliance intervention. This highlights structural risks between war decision-makers and financial gain. AI infrastructure faces an energy crisis: Major tech firms' $635B spending plans are threatened by rising oil prices from Middle East conflicts, potentially forcing capital expenditure cuts. Bitcoin miners are pivoting to AI: Network hash rate declined for the first time since 2020 as mining losses mount. Over $70B in AI hosting deals are shifting industry revenue models. Chinese AI firms show rapid revenue growth but soaring losses. Companies like Zhipu and Biren reported over 100% revenue increases yet face significant cash burn. Additional impacts include U.S. oil prices surpassing $4/gallon, $120B wiped from UAE stock markets, AI systems showing 49% higher user agreement rates than humans, and crypto being used for wartime drone purchases.

marsbit03/31 19:08

The Pentagon's Broker | Rewire Evening News

marsbit03/31 19:08

$414mln exits crypto funds – Why sentiment is suddenly shifting

In the last week of March, cryptocurrency investment products experienced significant outflows totaling $414 million, marking the first net withdrawals in five weeks. This shift was driven by escalating global tensions, high inflation, and anticipation around Federal Reserve meetings, reducing total assets under management to $129 billion. Ethereum was hit hardest with $222 million in outflows, while Bitcoin saw $194 million withdrawn despite strong year-to-date inflows. Solana also recorded outflows, whereas XRP was the sole asset with inflows of $15.8 million. On-chain metrics showed reduced network engagement for major cryptocurrencies. The U.S. led outflows with $454 million, while Canada and Germany saw modest inflows. Despite a recent market cap rebound to $2.34 trillion, short-term volatility remains high due to macroeconomic uncertainty, cautioning investors against relying on temporary rallies for long-term predictions.

ambcrypto03/31 07:29

$414mln exits crypto funds – Why sentiment is suddenly shifting

ambcrypto03/31 07:29

Soaring Oil Prices No Longer Drive Up Interest Rates, What Is the Market Afraid Of?

Oil prices surged nearly 60% in March 2026—the steepest monthly rise since Brent crude's inception in 1988—after the Strait of Hormuz closed, cutting off 17.8 million barrels per day of oil flow. Historically, such spikes pushed inflation expectations and bond yields higher, but this time, the 10-year Treasury yield fell sharply from 4.44% to 3.92% in late March, signaling a decoupling. This divergence reflects a market shift: growth risks now outweigh inflation concerns. Bond markets are betting on recession rather than persistent inflation. Historical oil shocks—like those in 1973, 1979, 1990, and 2008—often preceded economic downturns. The sole exception was the 2022 spike, which triggered severe inflation instead. Market expectations pivoted rapidly. Earlier, traders anticipated rate cuts, but by late March, weak consumer confidence and manufacturing data drove bets toward Fed dovishness. Chair Powell emphasized monitoring whether the supply shock is temporary, but the bond market has already priced in recession risks. If stagflation emerges—as during 1973–1982—real assets like gold and commodities may outperform, while stocks and bonds could suffer. The 60/40 portfolio would be particularly vulnerable. Analysts project Brent could average $115–125 in April, with a peak of $150 possible if the Strait remains closed. The bond market’s verdict is clear: fear of recession dominates.

marsbit03/31 03:05

Soaring Oil Prices No Longer Drive Up Interest Rates, What Is the Market Afraid Of?

marsbit03/31 03:05

From $399 to $599: Your PS5 Is Paying Taxes for AI and War

Sony announced a global price increase for all PS5 models, effective April 2, marking the second hike in a year. The digital edition rose from $399 at launch in 2020 to $599, while the disc version and PS5 Pro saw increases of $100 and $150, respectively. This breaks the industry tradition of consoles becoming cheaper over time. Sony cited "global economic pressures," with analysts pointing to surging memory chip costs as a primary driver. High demand from AI data centers has constrained DRAM and NAND supply, raising prices. Sony likely exhausted fixed-price supplier agreements and now passes costs to consumers. Additionally, missile attacks by Iran on major aluminum plants in the UAE and Bahrain disrupted 6% of global aluminum supply, spiking prices. These facilities supplied materials for aerospace and defense, including PS5 components like heat sinks and structural parts. Earlier U.S. tariff hikes also contributed to a previous $50 price increase. The $200 total price jump reflects broader geopolitical and economic shifts—trade policies, AI-driven resource competition, and military conflicts—rather than product improvements. Consumers are indirectly funding these global tensions through everyday electronics purchases.

marsbit03/31 03:01

From $399 to $599: Your PS5 Is Paying Taxes for AI and War

marsbit03/31 03:01

March 31 Market Summary: End of Q1, S&P Drops Over 7%, Writing the War Bill

March 31 Market Summary: End of Q1, S&P Down Over 7% as War Takes Its Toll U.S. stocks closed a difficult quarter, with the S&P 500 falling over 7% and moving close to correction territory. The Nasdaq and Dow Jones both entered corrections, a situation not seen since the Fed's aggressive 2022 rate-hike cycle. The market's internal structure was distorted, with energy and defense stocks gaining while tech and consumer stocks plummeted. The tech sector saw a "death cross" and its longest monthly losing streak since 2002. Oil prices remained a dominant story, with WTI crude closing at $102.88, up roughly 80% for the quarter, driven by continued Middle East supply disruptions. Gold fell sharply in March but still posted a positive return for the quarter. Bitcoin fell over 30% in Q1, making it the worst-performing major asset class. The crypto market faced persistent pressure from shifting liquidity expectations as the Fed's next move appeared to shift from potential rate cuts to possible hikes. The quarter's losses were largely concentrated in the 32 trading days following the U.S.-Israel strike on Iran. The market now looks to April 6, a deadline set by former President Trump regarding the Strait of Hormuz, with outcomes ranging from oil above $130 to a prolonged period of uncertainty.

marsbit03/31 01:40

March 31 Market Summary: End of Q1, S&P Drops Over 7%, Writing the War Bill

marsbit03/31 01:40

BIT Research: Escalating Geopolitical Conflicts, Why is Bitcoin Starting to Outperform Traditional Assets?

The market is undergoing a macro repricing phase dominated by escalating geopolitical tensions, particularly related to Iran, which is increasing uncertainty around energy supply, inflation, and global growth. While initial market expectations leaned toward looser policy, rising conflict risks are prompting a reassessment of rate cut timelines and a potential shift toward more hawkish policies. In the initial phase, rising oil prices drove inflation expectations higher, tightening financial conditions and pressuring risk assets, including Bitcoin. However, Bitcoin demonstrated relative resilience due to its prior price correction, which limited passive selling pressure. Unlike gold, Bitcoin has no physical carry cost, giving it a comparative advantage in a high real-rate environment. As the shock persists, the narrative is transitioning from inflation concerns to growth worries, with weakening industrial metals like copper reflecting dampened demand. If the situation continues, a third policy response phase may emerge, where governments and central banks intervene with fiscal support or liquidity measures. At this stage, market focus would shift from inflation to liquidity expectations, historically a supportive environment for Bitcoin as a non-sovereign asset. Additionally, structural shifts in global capital flows—such as resource-exporting nations diversifying away from U.S. assets amid reserve neutrality concerns—are tightening global liquidity and raising long-term rates. Bitcoin’s performance is increasingly tied to both risk sentiment and its sensitivity to liquidity cycles. Once policy easing expectations rise, Bitcoin may strengthen further relative to traditional assets, which face dual pressure from rates and growth. The key for investors is to monitor the transition in macro narrative: from oil-driven inflation to growth constraints, and eventually to policy-led liquidity. Bitcoin, having already undergone significant adjustment, is positioned to show relative outperformance as the market shifts toward liquidity-driven pricing.

marsbit03/30 05:51

BIT Research: Escalating Geopolitical Conflicts, Why is Bitcoin Starting to Outperform Traditional Assets?