TRADE DIRECTLY FROM BANTER BUBBLES! π
Link exchange accounts with our new Trade Button integration and place trades directly from your favorite coin bubbles or the newsroom feed!
Launching with support for:
- @BloFin_Official
- @Bybit_Official
- @WEEX_Official
- @MEXC
π¨ AMD AND ANTHROPIC JUST SIGNED AN AI DEAL WORTH TENS OF BILLIONS!!
Anthropic will buy up to 2 gigawatts of AMD's Instinct MI450 chips starting in 2027. AMD is putting up to $5 billion into the deal and is reportedly weighing whether to help finance Anthropic's data-center leases too.
This is the same playbook Nvidia and OpenAI have been running, chipmakers not just selling hardware but bankrolling the buildout that guarantees demand for it. AMD just bought its way into being a core supplier for one of the biggest labs in AI.
Two gigawatts is enough power to run a small country. That's the scale this industry is now planning around, years in advance, before the chips even ship.
π¨ PAVEL DUROV: TELEGRAM IS ROLLING OUT THE BIGGEST NON-CUSTODIAL WALLET LAUNCH IN HISTORY!!
His words: "Instant zero-fee crypto transactions for over a billion users are about to become reality." A native, non-custodial $GRAM wallet is coming to every Telegram app this summer.
Over a billion users is not a crypto-native audience testing a beta feature. It's the entire planet's most-used messaging app getting a wallet built in, no exchange, no custodian, no middleman holding the keys.
This is the on-ramp crypto has been waiting for, distribution at a scale no exchange or bank could ever match.
Healthcare goes bid, chips bleed for the third session.
$ABT +12.9% π
$UNH +7.8%
$SYK +5.9%
$MRK +2.5%
Meanwhile:
$SNDK -8.6%
$GLW -7.8%
$WDC -7.3%
$MRVL -6.5%
$MU -5.1%
$AMD -4.2%
Rotation into defensives. Same trade as Monday, just more of it.
π«§ https://t.co/NgHPmI7hVB
π¨π INFLATION JUST CAME IN COLD ACROSS THE BOARD
June CPI fell 0.4% on the month, a massive miss versus the -0.1% expected. Year over year it cooled to 3.5%, under the 3.8% forecast.
Core held flat and dropped to 2.6% annually, softer than expected too. Every single number came in below estimates. After weeks of everyone bracing for hot inflation, the print did the opposite.
Flip the whole script. Cool inflation reopens the door to rate cuts, and cuts are the fuel risk assets have been starving for. This is the kind of data that puts a bid back under $BTC.
$DEXE +22% leads a green sea Friday.
$M +14%. $BEAT +12%.
$ZEC +8% breaking out.
$MORPHO $UNI $ARB all +7%.
$PEPE +5%.
$BTC only +1.7%. Alts running the show.
Which alt are you riding into the weekend?
https://t.co/NgHPmI7hVB
Green morning in crypto π’
$ARB +11.57%
$VVV +9.74%
$LIT +5.59%
$ICP +4.83%
$CC +4.76%
$AVAX +4.57%
Even $BTC's holding green (+1.37%)
Only real red on the board:
$M -13.74%
$PI -4.55%
$JUP -3.24%
https://t.co/NgHPmI7hVB
What's leading your bags? π
Rough open this Wednesday for stocks π΄
Green is scarce:
$WDC +3.92%
$SNDK +2.76%
$AVGO +2.83%
$DELL +3.72%
$AMAT +1.56%
But the tape is mostly red:
$HD -3.47%
$PLTR -3.56%
$LOW -3.19%
$MSFT -1.31%
Risk-off start π
https://t.co/NgHPmI7hVB
Buying the dip? π
Chips & hardware leading the tape this Monday π
$WDC +10.63%
$AMD +10.07%
$ANET +8.09%
$DELL +7.33%
$CRWD +6.33%
$QCOM +6.09%
But staples & pharma dragged:
$LOW -3.64%
$DHR -3.60%
$AMGN -3.45%
Semi comeback? π
https://t.co/NgHPmI7hVB
What are you watching? π