Regulatory actions against Nvidia could reshape AI and crypto sectors, potentially diversifying hardware reliance and impacting market dynamics.
The post French Competition Authority nears completion of Nvidia probe, with penalties potentially reaching 10% of global revenue appeared first on Crypto Briefing.
China'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 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
SpaceXAI has launched Grok 4.5, pitching the model to developers and enterprises trying to control the rising cost of AI-assisted software development.
In a statement, the company said the model is priced at $2 per million input tokens and $6 per million output tokens. It said the model is built for coding and agentic work, runs at 80 tokens per second, and uses fewer tokens than comparable models on some software engineering tasks.
Grok 4.5 is available through the SpaceXAI console and Grok Build. It is also available in Cursor, the AI coding tool made by Anysphere, giving SpaceXAI a route into a development environment already used by programmers rather than only competing through an API. SpaceXAI said EU availability is expected in mid-July.
In June, SpaceX, which owns SpaceXAI, said it was buying Anysphere, the startup behind Cursor, in a deal aimed at strengthening its position in enterprise AI tools. In a separate statement, Cursor said that Grok 4.5 was trained jointly with Spac
SpaceXAI has launched Grok 4.5, pitching the model to developers and enterprises trying to control the rising cost of AI-assisted software development.
In a statement, the company said the model is priced at $2 per million input tokens and $6 per million output tokens. It said the model is built for coding and agentic work, runs at 80 tokens per second, and uses fewer tokens than comparable models on some software engineering tasks.
Grok 4.5 is available through the SpaceXAI console and Grok Build. It is also available in Cursor, the AI coding tool made by Anysphere, giving SpaceXAI a route into a development environment already used by programmers rather than only competing through an API. SpaceXAI said EU availability is expected in mid-July.
In June, SpaceX, which owns SpaceXAI, said it was buying Anysphere, the startup behind Cursor, in a deal aimed at strengthening its position in enterprise AI tools. In a separate statement, Cursor said that Grok 4.5 was trained jointly with Spac