AI-Related Stocks Surge, Cryptocurrencies Mirror the Optimistic Sentiment

TheNewsCryptoОпубликовано 2026-02-03Обновлено 2026-02-03

Введение

AI-related stocks surged on Monday, contributing to record highs in major US stock indexes. Companies like SanDisk, AMD, and Micron Technology saw significant gains, with AI accounting for over a quarter of the S&P 500. Alphabet and Amazon also rose ahead of quarterly earnings reports. The optimism extended to AI cryptocurrencies, with the sector's market cap increasing 3.57% to $15.20 billion. Tokens like TAO, NEAR, and ICP posted notable gains. Tron DAO founder Justin Sun expressed bullish sentiment, stating "All in AI." Overall, US indexes performed well, with the Dow rising 1.05%. However, the crypto market faces headwinds from recent Bitcoin liquidations of approximately $2.5 billion, keeping BTC below $80,000.

Stocks of companies in the AI sector surged on Monday, contributing to the highs of the overall US Stock Indexes. AI cryptocurrencies continue to mirror a similar sentiment. Tron DAO Founder Justin Sun published a post to express his support for the AI segment in general.

AI Stocks Soar

Stocks of AI-related companies closed Monday on a high. Alphabet and Amazon added 1.9% and 1.5% to their respective values. However, they were overshadowed by the likes of SanDisk, Advanced Micro Devices, and Micron Technology. Each gained 15.4%, 4%, and 5.5%, applicable in the same order.

AI, according to a report by Reuters, dominated S&P 500 by accounting for more than a quarter of the Index. Notably, Alphabet and Amazon are likely to report their quarterly results sometime this week. It could give an additional glimpse into the near future of AI to investors. Meanwhile, US stocks in the AI segment have re-ignited optimism among investors.

AI Cryptocurrencies Surge

The optimism extends across the sector of AI cryptocurrencies. The collective market cap is up by 3.57% to $15.20 billion. Top AI tokens have recorded significant gains, like TAO (4.55%), NEAR (2.18%), and ICP (2.70%), in the last 24 hours.

Tron DAO Founder Justin Sun has expressed his support for the AI sector by publishing an X post, saying, All in AI. While the context is broad, it likely translates to staying bullish about the sector, including its cryptocurrencies. Needless to say, it is important to do research and risk assessment before crypto investments, or any other kind of investments.

Overall US Stock Indexes

All three US stock indexes performed well on Monday, with Dow noting the highest gains of 1.05%. It is followed by Nasdaq with 0.56% rise and S&P 500 with 0.54% gain. The Russell 2000 index also jumped by almost 1%.

A lot of highs in the AI cryptocurrencies or related stock indexes are attributed to recent developments. This includes the closure of the India-US trade deal and a comeback of Gold & Silver after a couple of consecutive drops.

However, the crypto market, for one, could take time to recover from the recent BTC liquidations of approximately $2.5 billion. The flagship token continues to trade below $80k, down by 10.90% over the last 7 days.

Highlighted Crypto News Today:

CZ Denies Binance Role in Recent Crypto Sell-Off

TagsAIcryptocurrenciesstocks

Связанные с этим вопросы

QWhich AI-related companies saw significant stock gains on Monday, and what were their respective increases?

ASanDisk gained 15.4%, Advanced Micro Devices (AMD) rose 4%, and Micron Technology increased by 5.5%.

QWhat percentage of the S&P 500 Index does the AI sector account for according to the Reuters report?

AThe AI sector accounts for more than a quarter of the S&P 500 Index.

QHow much did the collective market cap of AI cryptocurrencies increase, and what is the new total?

AThe collective market cap of AI cryptocurrencies increased by 3.57% to $15.20 billion.

QWhat did Tron DAO Founder Justin Sun express in his X post regarding the AI sector?

AJustin Sun expressed his support for the AI sector by saying 'All in AI', indicating a bullish stance on the sector, including AI cryptocurrencies.

QWhich US stock index had the highest gains on Monday, and what was the percentage increase?

AThe Dow Jones Industrial Average had the highest gains of 1.05% on Monday.

Похожее

From Payment to Deployment: Stripe Bets on the AI Agent Economy

From Payments to Deployment: Stripe Bets on the AI Agent Economy Stripe is redefining economic infrastructure for the AI era, shifting its focus from serving primarily human users and software companies to enabling machine agents as active economic participants. The core thesis is that AI agents are evolving from tools into independent buyers and builders on the internet, necessitating a complete overhaul of traditional payment, billing, and deployment models. To empower agents as **buyers**, Stripe, in collaboration with Tempo, developed the Machine Payments Protocol. This protocol allows businesses to programmatically accept payments from agents without human intervention, using machine-readable payment instructions. Furthermore, Stripe's consumer wallet, Link, is being adapted to let users securely authorize agents to spend on their behalf. To empower agents as **builders**, Stripe Projects aims to simplify the deployment process. It allows developers and their agents to register, manage, and integrate the services needed to deploy applications directly from the command line, making "vibe-deploying" as seamless as "vibe-coding." This agent-driven economy, where products have real, variable costs (like AI tokens), disrupts traditional SaaS models. **Token-based monetization** is becoming central, requiring usage-based billing that charges for actual resource consumption, as seen with companies like Lovable and ElevenLabs. However, this model introduces new challenges like **token theft**, where fraudsters exploit services and vanish before billing. Stripe Radar helps combat this by assessing new accounts and predicting abuse risks. A critical innovation to balance customer experience and financial risk is **streaming payments**. By combining Metronome (for real-time usage tracking) with Tempo (for low-cost, high-frequency stablecoin payments), Stripe enables AI companies to collect fees *as tokens are consumed*. This eliminates the trade-off between imposing hard usage caps and risking unpaid invoices. In summary, Stripe's vision for AI economic infrastructure now encompasses providing a commercial framework for agents, wallets for agents, deployment tools for agents, token-based billing, fraud prevention for token abuse, and streaming payment capabilities. As AI transforms both commerce and software creation, Stripe is building the foundational infrastructure to support it.

marsbit5 мин. назад

From Payment to Deployment: Stripe Bets on the AI Agent Economy

marsbit5 мин. назад

Has the 'Digital Gold' Narrative for BTC Failed?

**Title: Has the "Digital Gold" Narrative for Bitcoin Failed?** The article argues that Bitcoin's "digital gold" narrative remains valid despite a recent sharp price decline (from a peak near $126k in Oct 2025 to briefly under $61k in Feb 2026). It presents a long-term investment framework based on three core points: **1. Viewing Bitcoin as an Asset:** Bitcoin is presented as a superior potential store of value compared to gold. Key arguments are its absolute scarcity (21 million cap), superior portability, and transparent auditability via its public ledger. While acknowledging its current use in early, volatile stages (~3-4% global adoption), the author draws parallels to the early, disruptive phases of the internet and e-commerce. **2. Understanding the Recent Downturn:** The current ~50% correction is framed as a predictable, consensus-driven cycle following its post-halving peak (the 2024 halving preceded the Oct 2025 high). A crucial factor is a historic "changing of hands": the influx of new institutional buyers via ETFs allowed early, low-cost holders (miners, OG believers) to take profits. The author notes that while severe, Bitcoin's historical drawdowns (e.g., 93% in 2011, 77% in 2021-22) have been progressively smaller, suggesting maturing holder structure and decreasing volatility over time. **3. The Long-Term Perspective:** The long-term thesis hinges on Bitcoin capturing a portion of gold's market value. With Bitcoin's market cap at ~$1.4 trillion (at $70k) versus gold's ~$20 trillion, significant upside potential exists if the "digital gold" narrative is partially realized. However, the author strongly cautions that short-term risks remain, the bottom is unpredictable, and high volatility is inherent. The real risk is not Bitcoin failing but poor personal position management (over-leverage, wrong capital) and a lack of deep understanding, which can force investors out during severe downturns. The conclusion uses Amazon's 95% crash post-2000 dot-com bubble and subsequent 42x recovery as an analogy. The ultimate question is not if Bitcoin's price will rise, but if an investor's strategy and conviction can withstand the volatility to see the long-term play out. The recent divergence (gold up, Bitcoin down) is posed not as a narrative failure, but as potential evidence of this ongoing, painful transition from a speculative asset to a mainstream allocation.

marsbit10 ч. назад

Has the 'Digital Gold' Narrative for BTC Failed?

marsbit10 ч. назад

Торговля

Спот
Фьючерсы

Популярные статьи

Неделя обучения по популярным токенам (2): 2026 может стать годом приложений реального времени, сектор AI продолжает оставаться в тренде

2025 год — год институциональных инвесторов, в будущем он будет доминировать в приложениях реального времени.

1.8k просмотров всегоОпубликовано 2025.12.16Обновлено 2025.12.16

Неделя обучения по популярным токенам (2): 2026 может стать годом приложений реального времени, сектор AI продолжает оставаться в тренде

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на AI (AI) представлены ниже.

活动图片