๐บ๐ธ Singapore-based Genius Group plans to buy nearly $1bn of Bitcoin for its balance sheet, making BTC a major part of the companyโs treasury strategy. $GNS #crypto#markets
๐บ๐ธ Dollar General's Q2 beat was broad: EPS came in at $2.48 vs. $2.00 expected and sales at $11.29B vs. $11.19B; FY 2026 guidance was raised. $DG #markets
๐บ๐ธ CMEโs CEO says Hyperliquid is pushing US markets toward 24/7 trading, highlighting how crypto venues are pressuring traditional exchanges to extend market access. $CME #crypto#markets
๐บ๐ธ HP Inc. Beat estimates with EPS of $0.83 vs. $0.69 and revenue of $15.67B vs. $14.43B. EPS rose 11% year over year, while quarterly EPS still fell 3%. $HPQ #markets
๐บ๐ธ NVIDIA's 2Q EPS hit $2.22 vs $2.09 expected (+6%), while revenue was $96.21B vs $92.16B (+4%). A $108B ยฑ2% 3Q outlook extends the AI infrastructure demand story. $NVDA #AI#markets
๐บ๐ธ CrowdStrike beat on both lines: EPS came in at $0.31 vs. $0.29 expected and revenue at $1.471B vs. $1.44B, with year-over-year growth of 35% and 26%. $CRWD #markets
๐บ๐ธ Salesforce beat on Q2 adjusted EPS ($5.90 vs. $3.27) and revenue ($11.345B vs. $11.32B); Q3 adjusted EPS guidance of $3.42-$3.44 also tops the $3.39 estimate. $CRM #markets
๐บ๐ธ Rockstar Games confirmed that materials related to Grand Theft Auto VI were leaked. The disclosure adds a new risk around Take-Twoโs most anticipated release. $TTWO
๐บ๐ธ Nancy Pelosi disclosed buying call options on Bloom Energy (), whose fuel cells serve data centers and other power-intensive facilities. $BE #AI#energy
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๐บ๐ธ Robinhood Chain led major blockchains in one-month TVL growth and ranked No. 1 among major L2s by revenue in July, adding a second traction metric for โs crypto push. $HOOD #crypto
$MSFT interests me because its software is used every day.
That gives new products a path to customers.
The question is whether AI spending becomes lasting revenue.
I would watch for repeated use, not just impressive demos.