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The post Federal Reserve Inflation Concerns Over AI-Driven Chipflation appeared on BitcoinEthereumNews.com. Something unusual is happening inside the Federal Reserve — and it goes well beyond the usual debate over a quarter-point move. Minutes from the central bank’s June 16-17 meeting, released Wednesday, reveal that a growing number of policymakers are pointing at the artificial intelligence boom as a direct driver of Federal Reserve inflation concerns, complicating what was already a fractious internal debate over where interest rates should go next. Key takeaways The Fed raised its year-end Personal Consumption Expenditures inflation projection from 2.7% to 3.6%, citing AI-driven demand as a key factor. The benchmark rate was held at 3.5%–3.75% in June, but future hikes remain firmly on the table. Nine of 18 Fed committee members expect at least one rate hike before the end of 2026. Markets put the probability of a hike at the July 29 meeting at 30.5%, per CME FedWatch; Polymarket
Read full articleChina's AI control measures could reshape global tech dynamics, limiting international collaboration and complicating compliance for foreign firms. The post China considers tightening control over domestic AI technology appeared first on Crypto Briefing.
The nuclear investment could reshape energy markets, intensifying competition for power and potentially stabilizing AI and crypto industries. The post Trump administration bets $17.5 billion on nuclear reactors to power America’s AI appetite appeared first on Crypto Briefing.
The post Bank of America Backs Nvidia Stock With $350 Target as Forward Multiple Hits 7-Year Low appeared on BitcoinEthereumNews.com. Key highlights: Bank of America is still predicting a 78% upside for Nvidia shares The stock is currently trading at about 18x forward earnings, its lowest valuation in seven years BofA said the market is underestimating the company’s pricing power The potential end of the AI boom has been a major talking point in the market recently. Investors like Michael Burry have been making claims that the AI rally is coming to an end. Bank of America has come out to say these concerns are a new buying opportunity for investors. The bank reiterated its Buy rating and maintained a $350 price target on Nvidia. They said that the company’s current valuation does not tell the full story of its growth potential in the long term. Nvidia valuation reaches a multi-year low Interestingly, one of the biggest reasons Bank of America is bullish is the stock’s low valuation.
Historically, humans have solved their toughest tasks by creating tools capable of withstanding greater strain to undertake the job or augment their abilities. From levers to steam engines and beyond, the structural evolution of machines is almost as remarkable as their ability to improve operational cultures. In recent times, we have seen machines attain their highest structural complexity, productivity, and best aesthetics yet. The most relevant new technologies today focus on creating high-throughput physical machines and software that ‘thinks’, and, more futuristically, a fusion of both. From moving machines to intelligent humanoids Evolving from ‘moving machines’ capable of handling repetitive tasks to intelligent machines is a century-long goal for robotics. The rapid growth in this sector over the past half-decade, with a $218 billion projection for 2031, is driven by expectations that advancements in AI will extend to robotics and expedite the development of intelligent robots.
The post Fed Minutes Setup: Yields vs S&P 500 Record Valuations appeared on BitcoinEthereumNews.com. Stocks are sitting near the top of the mountain. The S&P 500 pushed to fresh closing highs in early June as AI optimism juiced returns, which is great if you were long. But it also leaves a simple, slightly uncomfortable question ahead of the Fed minutes release: what if yields keep creeping up right as valuations look full? If the 10-year hangs in the mid 4s and the minutes read hawkish, multiples can get tight in a hurry. That’s the setup. This piece walks through how yields pressure valuations, what to watch in the minutes, and a clean playbook for managing risk without guessing tops. Aspect What to Know Fed minutes tone June meeting minutes showed mounting inflation worries and some argued for a hike, with several seeing slightly higher rates by end 2026 MarketScreener. 10-year Treasury yield The benchmark drifted into the mid 4% range in early July, with
The post Gold Price Forecast: Recoveries likely be capped as 20-day EMA slopes lower appeared on BitcoinEthereumNews.com. Gold price (XAU/USD) trades 0.8% higher to near $4,110 during the European trading session on Thursday. The precious metal gains as the US Dollar (USD) is down despite a slight improvement in expectations that the next monetary policy move by the Federal Reserve (Fed) will be on the upside. At press time, the US Dollar Index (DXY), which tracks the Greenback’s value against six major currencies, trades 0.1% lower to near 100.95 even after recovering over half of its early losses. According to the CME FedWatch tool, the odds of the Fed raising interest rates at least once this year have increased to 83.4% from almost 78% recorded a week back. Hawkish Fed prospects have increased as oil prices have bounced back strongly due to renewed Middle East tensions. Technically, higher interest rates by the Fed bode poorly for non-yielding assets, such as Gold. Investors worry
The post Singapore investment giant Temasek to shun crypto in pivot to AI appeared on BitcoinEthereumNews.com. Singapore’s state-owned investment firm, Temasek Holdings, said it will prioritize AI investments over crypto due to regulatory uncertainty and the lingering impact of a $275 million write-off from the collapse of crypto exchange FTX in 2022. The firm, with an investment portfolio valued around 518 billion Singapore dollars ($400 billion), plans to increase its AI exposure from 6% of its portfolio in the first quarter of 2026 to 15% by 2031, Nagi Hamiyeh, president of Temasek Global Investments, told CNBC on Wednesday The AI investment cycle has just begun and will continue for decades, he said, while cautioning that valuations in some parts of the industry have run ahead of fundamentals. Temasek, the state’s largest investment vehicle after GIC Private Ltd., is still dealing with the hit it took following the collapse of FTX. That implosion and other failures exposed weak con
The post Bitcoin’s bottom needs long-term holders to stop losing $280M a day appeared on BitcoinEthereumNews.com. Bitcoin’s climb from $58,300 to $64,400, then back to $62,700, over the past week is a bounce that still leaves the price below two important levels tracked by Glassnode: the True Market Mean near $76,600 and the short-term holder cost basis near $72,200. The firm places Bitcoin in the later stages of a bottoming process, which it frames as ongoing. The Federal Reserve released the minutes from its June meeting on July 8, showing that all participants supported holding the federal funds target range at 3.50% to 3.75%, and the committee removed language from prior statements that had signaled a bias toward easing. Glassnode’s on-chain data indicate a market working through the kind of exhaustion that typically precedes a bottom, and the Fed’s language suggests a policy environment still weighing whether inflation requires a firmer response. A chart shows Bitcoin at $64,400,
