Opening Recap
Market Pulse: AI fervor around Nvidia’s meteoric rise and RealSense’s $50 million spinout from Intel injects fresh tailwinds into tech. Meanwhile, India’s Nifty drifts 0.18% lower amid simmering trade tensions.
Key Movers: Key moves include RealSense’s leap off Intel’s balance sheet, Nvidia creating a trove of millionaires among 36,000 employees, and MicroCloud Hologram locking in $200 million of Bitcoin exposure.
Macro & Politics: Tariff fatigue conversations and whispers of a Trump-Xi summit collide with the BBC’s cost-cutting outsourcing push, underscoring how geopolitics and policy continue to shape markets.
What’s Next: Watch for when Jensen Huang starts his roadshow this week and keep tabs on any fresh funding rounds in the AI and crypto arenas.
Market Commentary
Everyone’s fixated on Nvidia and the AI gold rush, but they’re sleeping on crypto’s comeback. MicroCloud Hologram dumping $200 million into Bitcoin isn’t a side note – it’s a harbinger that institutions see digital assets as more than a speculative gamble. When crypto correlations spike, your sleek semis rockets could choke on volatility.
Meanwhile, Wall Street veterans and analysts are throwing around a $190 target for Nvidia, but a deep dive into the semiconductor industry comparison shows heavyweights like Samsung and TSMC lurking in the shadows. That comprehensive look combines insights from Biztoc.com and The Times of India, revealing a tension: is Nvidia the lone wolf or the next domino in a pack? Investors ignoring that dynamic are setting themselves up for a rude surprise.
Time to balance your portfolio – don’t just pile into AI names and crypto plays. Scope out counterweights like functional dyspepsia market leaders or the underrated bank stock quietly climbing to 52-week highs. If you’re not hedging with diverse sectors, you’re riding a one-way ticket on a roller coaster.
📈 Breaking Financial News
RealSense Completes Spin Out from Intel, Raises $50 Million to Accelerate AI-Powered Vision for Robotics and Biometrics
RealSense announced its successful spinout from Intel Corporation and the close of a $50 million Series A funding round. With investment led by a… Read more at VMblog.com.
How Nvidia's rise is minting so many millionaires among its relatively small workforce
Nvidia's $4 trillion valuation surge has made many of its 36,000 employees millionaires, with stock awards driving unprecedented wealth concentration.
MicroCloud Hologram Inc. Announces It Has Purchased Up to $200 Million in Bitcoin and Cryptocurrency-Related Securities Derivatives, with a Current Cumulative Investment Income of $34.02 Million
SHENZHEN, China, July 11, 2025 (GLOBE NEWSWIRE) — MicroCloud Hologram Inc. (NASDAQ: HOLO), (“HOLO” or the “Company”), a technology service provider, they announced that they have purchased up to $200 million in Bitcoin and cryptocurrency-related securities d…
Wall Street veterans and analysts set bold new price for Nvidia — is it headed for another record run?
Nvidia's stock is surging, prompting analysts to raise price targets, with Citi setting the bar at $190. Fueling this growth is the booming AI chip market, projected to reach $563 billion by 2028, driven by government investments. CEO Jensen Huang is visiting…
The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative “underground” energy story in America.
🔍 Market Analysis & Insights
Sources: the BBC's board has approved a significant outsourcing drive and is in talks with US tech giants as partners, seeking urgent savings (Michael Savage/The Guardian)
Michael Savage / The Guardian:
Sources: the BBC's board has approved a significant outsourcing drive and is in talks with US tech giants as partners, seeking urgent savings — Exclusive: BBC understood to be speaking to US tech giants as it desperately seeks…
Markets consolidate in narrow range as Nifty drops 0.18% amid trade tensions
Sensex settles 176 points or 0.21 per cent lower at 83,536.08, reflecting cautious investor sentiment ahead of the earnings season and ongoing trade negotiations
iRobot Corporation Investors: Please contact the Portnoy Law Firm to recover your losses. September 5, 2025 Deadline to file Lead Plaintiff Motion
Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, July 09, 2025 (GLOBE NEWSWIRE) — The Portnoy…
Beyond Holding: PFMCrypto Unleashes Next-Gen XRP Earnings Through AI Liquidity Mining
The First Platform to Mine XRP + 10 Top Coins Simultaneously with Smart Auto-Mining. The First Platform to Mine XRP + 10 Top Coins Simultaneously with Smart Auto-Mining.
Functional Dyspepsia Market Analysis and Forecast, 2025-2035, Competitive Analysis of AstraZeneca, P&G, Takeda, Prestige Consumer Healthcare, Kenvue Brands, Dr. Reddy's, Pfizer, ZERIA, Daewoong
Functional dyspepsia, marked by untraceable upper abdominal discomfort, is seeing innovation through pharmacological treatments, lifestyle changes, and alternative therapies like herbal and microbiome modulation. Investment in digital health and GI research i…
Oil Jumps 8.5% on Middle East Crisis
Oil surged 8.5% to $74/barrel after Israel's Iran strike – biggest jump since 2022. Experts predict $100+ oil if conflict spreads. Don't chase volatile oil stocks. See Marc's safer alternative here.
💰 Investment Opportunities
Getlink price target lowered by EUR 0.20 at Citi
See the rest of the story here.
thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
China Market Update: Is A Trump-Xi Summit Coming? Week In Review
Asian equities were largely higher despite President Trump's rising tariff rhetoric, except for India, which underperformed today and this week. The resilience is a great sign, in my opinion. Hong Kong and Mainland China ended a good week on a positive note d…
This Underrated Bank Stock Is Quietly Soaring
Axos Financial (AX) is approaching its 52-week highs and has strong technical momentum. Shares are up 48% over the past year. AX has a Trend Seeker “Buy…
Bitcoin’s Rally Sparks Profit Opportunity: AIXA Miner Unveils New Short-Term 15-Day Passive Income Contract
With BTC surging, AIXA Miner introduces a powerful, hassle-free plan to ride the wave — earn nearly $194K in just over two weeks With BTC surging, AIXA Miner introduces a powerful, hassle-free plan to ride the wave — earn nearly $194K in just over two weeks
Market Analysis: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry
In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating NVIDIA NVDA against i…
[Revealed] Is A Starlink IPO Coming In 2025?
Take a look at this tweet from Musk pictured here. Could this be a sign that a Starlink IPO is set for the first half of 2025? According to one top venture capitalist, the answer is YES! And for the first time ever, you have the rare chance to profit pre-IPO… BEFORE Starlink goes public. Click here now for all of the details.
