Nvidia's earnings fail to allay AI concerns, US stocks open lower

NVIDIA Stock Weakens After Major GTC Announcements: Why AI Chips and Trillion-Dollar Expectations Failed to Boost the Market?

Despite NVIDIA unveiling major AI and gaming technologies at the GTC conference, its stock price was unable to continue rising. Analysts believe this is due to market profit-taking following positive news. At the same time, investors are paying close attention to the actual profitability of AI investments and the sustainability of cloud computing expenditures, leading to cautious stock price movements. NVIDIA's industry leadership remains unchanged, but the market is now more cautious about the alignment between valuation and growth.

Bitcoin Breaks Through $75,000: Capital Inflow and Supply Tightening Create Momentum, Probability of Reaching $80,000 Rises to 56%

Bitcoin surged during Asian early trading, breaking through $75,000 and reaching new highs, with gains extending to an eighth consecutive trading day, signaling recovery in market sentiment. Declining exchange inflows and heightened whale trading activity reinforce the upward momentum. Capital is shifting from gold to Bitcoin, though macro uncertainty remains. $75,000 has become key support, and future trends face testing.

SEC Plans to Cancel Quarterly Earnings Report System: US Stock Transparency May Be Reshaped, Bitcoin and Ethereum Face New Variables

The US SEC plans to abolish the requirement for listed companies to publish quarterly financial reports, replacing it with two reports per year, expected to be implemented in April 2026. This measure may lower compliance costs for companies but has also sparked controversy, as it could increase information asymmetry and market volatility, affecting stock and digital asset markets.

Why Did MSTR Stock Surge? Strategy Splurges $1.57 Billion to Buy Bitcoin, BTC May Surge to $100,000

Strategy purchased 22,337 bitcoins at an average price of $70,194 between March 9-15, bringing its total holdings to 761,068 bitcoins and strengthening its position as the world's largest publicly listed bitcoin holder. This increase in holdings drove MSTR stock price up approximately 6%. Market sentiment toward bitcoin has turned more optimistic, with analysts pointing out that if bitcoin maintains above $72,500, it has the potential to challenge higher price levels, while macroeconomic factors will also impact the market.

ETF Inflows Push Crypto Market Higher: Bitcoin Approaches $75,000, ZEC Surges 18% in a Single Day

On March 17, the cryptocurrency market rebounded significantly due to substantial ETF inflows, with total market capitalization breaking through $2.50 trillion and reaching a six-week high. Bitcoin price briefly approached $75,000, potentially facing pullback risks in the short term. Privacy asset Zcash performed exceptionally well, with gains reaching 18%. OpenSea delayed its token issuance plan to address market uncertainty. The U.S. SEC is considering easing corporate financial disclosure requirements, which could benefit risk assets. The market still faces headwinds and profit-taking pressure.

Bitcoin Surges to 76,000 USD, Outpacing Narratives of Gold and Oil Amid US-Iran Tensions - What's the Logic Behind It?

Bitcoin climbed to $76,000 on March 16, gaining nearly 20% cumulatively since the Iran-US conflict, outperforming both gold and the S&P 500. Analysts believe that cooling geopolitical risks, the establishment of Bitcoin's safe-haven properties, and changes in options structure have driven this rally, but this week's FOMC meeting will be an uncertainty factor. Historically, Bitcoin has fallen multiple times following rate decisions, with rising risks.