# Сопутствующие статьи по теме Nvidia

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

Trading Moment: Tech Stock Pullback Drags Down Major Indices, BTC Fails to Reclaim $70,000 Mark

Tech stocks dragged down major indices, with the S&P 500 falling 0.54% and the Nasdaq dropping 1.18%, while the Dow edged up slightly. The 10-year Treasury yield fell below 4%, hitting a new low since late last year. Geopolitical tensions and dovish signals from the Fed fueled risk-off sentiment. In AI, Nvidia fell 5.49% despite strong earnings, reflecting concerns over AI spending sustainability. DeepSeek's new model, seen as a potential threat to Nvidia, added to sector worries. Block surged 24% after announcing a major shift to AI-driven operations and cutting nearly half its workforce. Bitcoin failed to reclaim $70K, falling below $68K amid cautious sentiment. Analysts are divided: bears warn of further declines, while bulls see accumulation signs. Over $7.8B in BTC options expire Friday. Ethereum hovered near $2K, with key options expiry also on Friday. Bearish views highlight resistance and liquidation risks, while bulls note potential bullish divergence and shifting market structure. Key data: Crypto ETFs saw net inflows for three straight days. Fear and Greed Index rose slightly to 13 (Extreme Fear). Nearly 95K traders were liquidated, totaling $196M.

marsbit3 ч. назад

Trading Moment: Tech Stock Pullback Drags Down Major Indices, BTC Fails to Reclaim $70,000 Mark

marsbit3 ч. назад

Decoding NEAR’s $11.25M liquidity sweep: Is $1.35 the next target?

NEAR Protocol surged 11% in 24 hours, leading AI-related cryptocurrencies amid anticipation around AI updates and Nvidia's upcoming Q4 2025 earnings. The price broke out of a consolidation range between $0.946 and $1.095, sweeping $11.25M in liquidity and reaching $1.26. A retest of the breakout level could propel NEAR toward the $1.30–$1.35 zone. Key drivers include the announcement of "User-Owned AI" at NEARCON 2026, emphasizing user privacy and cross-chain security. Trading volume for Near Intents reached $442.1M over the past week, though active users declined slightly. Sentiment remains strongly bullish.

ambcrypto8 ч. назад

Decoding NEAR’s $11.25M liquidity sweep: Is $1.35 the next target?

ambcrypto8 ч. назад

After Nvidia's Earnings, Why Is the Market Still "Yawning"?

Nvidia's earnings report, often dubbed the "Super Bowl" of earnings season, met expectations, yet its stock became stuck around the key $200 level in after-hours trading. Surprisingly, the market's reaction was muted, with the VIX 1-day volatility measure rising less than anticipated before falling sharply. This calm suggests a potential major shift in market structure—from extreme individual stock movements toward a broader, more macro theme: "Dispersion Unwind." Prior to earnings, heavy options activity, particularly out-of-the-money calls at strikes like $200 and $195, had set up aggressive bets. However, as the stock failed to break above these levels, the options market shifted from being a potential catalyst to a drag, with gamma squeeze dynamics likely working in reverse and accelerating the stock's stagnation. This overall market "boredom" post-Nvidia indicates that the previous high-dispersion regime—where a few AI winners like Nvidia and AMD saw extreme volatility while many other stocks lagged—may be ending. Key indicators like the 3-month dispersion vs. correlation spread (DSPX-COR3M) suggest a reversion to the mean is likely, meaning individual stock volatility will converge toward index volatility, and correlations between stocks will rise. This would make alpha-generating long/short strategies more difficult and could prompt a broader sector rotation. Adding to the technical backdrop is the settlement of approximately $1370 billion in US Treasury securities over several trading days, which could inject liquidity strains and increase short-term market noise. Looking ahead, the market awaits new catalysts: clearer macro policy (especially from the Fed), broader validation of AI earnings beyond Nvidia, and the potential self-fulfilling momentum of dispersion convergence. For investors, this may be a time to reduce exposure to crowded, option-heavy single names and consider sectors that could gain from a convergence trade or macro rebound, while potentially using low VIX levels to add portfolio protection.

marsbit22 ч. назад

After Nvidia's Earnings, Why Is the Market Still "Yawning"?

marsbit22 ч. назад

Investors Show Increased Risk Appetite After BTC Price Nears $69k

Investors are showing increased risk appetite as Bitcoin's value approaches $69,000, attributed to dip-buying behavior and reactions to former President Donald Trump’s recent address. The Fear & Greed Index rose to 16, reflecting growing investor confidence. BTC briefly traded near $70,000 in New York, with analysts suggesting that breaking this level could shift market sentiment. The price movement coincided with Trump’s speech emphasizing economic growth and Nvidia’s strong commitment to AI. Some experts note a rotation into altcoins, though the broader crypto market remains under pressure, with high volatility and values below key milestones. Thorough research is advised before investing.

TheNewsCryptoВчера 09:45

Investors Show Increased Risk Appetite After BTC Price Nears $69k

TheNewsCryptoВчера 09:45

Nvidia Delivers: AI Anxiety Pauses, Fundamentals Still Soaring

NVIDIA delivered a blockbuster Q4 FY2026 earnings report, with revenue surging 73% year-over-year to a record $68.1 billion, significantly exceeding analyst expectations. This performance, described as "explosive," served to temporarily alleviate market anxieties about an AI bubble, demonstrating that demand for computing power remains robust. Key highlights include Data Center revenue growing 75% to $62.3 billion, driven by strong demand for AI compute. Within this segment, Compute revenue rose 58%, while Networking revenue skyrocketed 263%, reflecting the success of NVLink technology. The company's non-GAAP gross margin climbed to 75.2%, a new high, attributed to improved product mix with the new Blackwell architecture and reduced inventory charges. For Q1 FY2027, NVIDIA provided a revenue guidance of $78 billion (±2%), which implies a nearly 77% year-over-year growth rate. This forecast notably excludes data center compute revenue from China. CEO Jensen Huang stated that the company is on track to surpass its $500 billion annual revenue target, with supply is expected to meet demand through next year. He emphasized that customer investment in AI computing is accelerating, and enterprise adoption of AI agents is soaring. Despite the strong results and guidance, the stock experienced volatility after the earnings call, with some analysts noting that high operating expenses and a change in accounting—where stock-based compensation (SBC) will no longer be excluded from non-GAAP metrics starting in Q1—could impact short-term investor perception of profit growth.

比推Вчера 06:40

Nvidia Delivers: AI Anxiety Pauses, Fundamentals Still Soaring

比推Вчера 06:40

NVIDIA Q4 Revenue Surges 73%, Q1 Guidance 'Explosive' Hits New High, Jensen Huang Raises 500 Billion Revenue Forecast

NVIDIA reported record-breaking Q4 FY2026 results, with revenue surging 73% year-over-year to $68.13 billion, significantly exceeding analyst expectations. Non-GAAP EPS grew over 80%, and gross margin reached a new high of 75.2%. The Data Center segment was the primary growth driver, with revenue up 75% to $62.31 billion, fueled by strong demand for AI computing and a 263% surge in Networking revenue. Gaming and Professional Visualization also saw robust growth. For Q1 FY2027, NVIDIA provided strong guidance, forecasting revenue of approximately $78 billion (up nearly 77% YoY), again surpassing consensus estimates. The company noted this outlook excludes Data Center compute revenue from China. CEO Jensen Huang raised the company's chip revenue target, stating they will exceed the previously stated $500 billion goal for orders through 2026, driven by next-generation Rubin chips and sustained AI demand. However, the stock experienced volatility post-earnings as investors weighed concerns over AI economic overheating and a change in non-GAAP accounting to include stock-based compensation.

marsbitВчера 01:16

NVIDIA Q4 Revenue Surges 73%, Q1 Guidance 'Explosive' Hits New High, Jensen Huang Raises 500 Billion Revenue Forecast

marsbitВчера 01:16

Bitcoin's 'No One to Take Over' Plunge: Where Is the Bottom?

Bitcoin's price continues to decline, briefly falling below $64,000 over the weekend and hitting its lowest level since early February, with a nearly 4% drop in 24 hours. The market has turned extremely fearful, as shown by the Crypto Fear & Greed Index dropping to a low of 5. Macro factors are contributing to the downturn, including potential global tariff increases and heightened geopolitical risks. Bitcoin's correlation with tech stocks has strengthened, and the decline in AI-related stocks like IBM has added pressure. Institutional outflows are another concern. U.S. spot Bitcoin ETFs have seen net outflows for multiple consecutive weeks, reducing support from passive long-term capital. Basis trades have become less profitable, and leveraged positions are vulnerable in a weakening macro environment. On-chain data indicates that selling pressure from short-term holders, while still present, has slowed. Long-term holders remain relatively calm, but miner selling—such as Bitdeer liquidating its entire Bitcoin holdings—adds to the negative sentiment. Technically, Bitcoin has broken below key support levels, and some analysts warn of a potential further drop to the $40,000–$50,000 range, or even lower in a severe bear scenario. However, prominent bulls remain optimistic about a long-term recovery. The upcoming NVIDIA earnings report is seen as a near-term catalyst that could influence market sentiment, given Bitcoin’s heightened sensitivity to tech stock performance. Overall, the market is in a fragile state, and a sustained rebound may require an end to long-term holder selling or clearer signals of macro policy support.

比推02/23 22:47

Bitcoin's 'No One to Take Over' Plunge: Where Is the Bottom?

比推02/23 22:47

Duan Yongping, CZ, Mar-a-Lago... What Have Crypto KOLs Been Talking About in the Past 24 Hours?

Over the past 24 hours, Chinese crypto KOLs on X (formerly Twitter) have been actively discussing several key topics. Legendary investor Duan Yongping’s investment moves drew significant attention. His fund, H&H International Investment, held a portfolio worth approximately $17.5 billion at the end of 2025. In Q4, he made a major 11x increase in his Nvidia position, signaling strong confidence in AI computing demand. He also added to his holdings in Pinduoduo and Berkshire Hathaway, while reducing exposure to Apple, Alibaba, and Occidental Petroleum. A controversy emerged around Binance founder CZ (Changpeng Zhao) unfollowing a well-known KOL, "Enheng." Their relationship, which began with CZ helping Enheng profit in early 2025, reportedly soured due to the latter's "bootlicking" and other controversial actions, highlighting the fragile, interest-driven nature of relationships within the crypto circle. Amid the bear market, a common sentiment among discussions was the strategy of "buying when there is silence" and practicing dollar-cost averaging (DCA) into assets like Bitcoin. Many expressed belief that patience and faith in the long-term value of crypto would eventually be rewarded. Finally, the exclusive, invitation-only World Liberty Forum (WLFI) summit, held at Mar-a-Lago and supported by the Trump family, was a hot topic. High-profile attendees included executives from Goldman Sachs, Nasdaq, Coinbase, and Binance. The native token of the event's organizer, WLFI, surged over 22% following the news.

比推02/19 01:48

Duan Yongping, CZ, Mar-a-Lago... What Have Crypto KOLs Been Talking About in the Past 24 Hours?

比推02/19 01:48

The Mag7 Myth Shatters: 9 Consecutive Drops, Amazon Follows Microsoft into Bear Market

Amazon's stock has experienced a nine-day losing streak, its longest in nearly two decades, officially entering a bear market after falling more than 23% from its recent high. It becomes the second member of the "Magnificent Seven" (Mag7) to do so, following Microsoft, which entered a bear market in late January and is down 27.8%. Meta is also nearing bear market territory, down 19.6% from its peak, as investor confidence is shaken by aggressive AI spending plans. The four major cloud hyperscalers—Amazon, Microsoft, Meta, and Alphabet—are projected to spend a combined $650 billion on capital expenditures in AI by 2026, with Amazon leading at $200 billion. This massive spending is raising significant concerns among investors about returns on investment and its impact on free cash flow. For Amazon, this level of expenditure could push its free cash flow into negative territory this year, potentially forcing it to raise more capital from debt markets. Analysts note a rotation within the Mag7, with investors moving away from companies like Microsoft and Nvidia to favor others like Alphabet, whose vertically integrated tech infrastructure helps alleviate some spending concerns. The next key catalyst for AI-related stocks is expected to be Nvidia's earnings report on February 25th, which will indicate whether the AI boom is sustaining.

marsbit02/14 02:42

The Mag7 Myth Shatters: 9 Consecutive Drops, Amazon Follows Microsoft into Bear Market