【Midday Deep Dive】 The Middle East Situation and the Market Driven by a Dual Engine of AI
NVIDIA’s Q2 revenue of $96.2 billion beat expectations, up 106% year over year. The forecast predicts another 70% increase in revenue by 2028, boosting both tech stocks and Bitcoin sentiment. Charles Schwab officially announced support for SOL, AVAX, and LINK trading, signaling an acceleration in institutional participation.
On the Middle East front, the Trump administration has refused to return to the Iran nuclear agreement from June. The Strait of Hormuz remains blocked, Kuwait and Qatar’s crude oil exports have resumed to 70%, and the USS Roosevelt aircraft carrier will be deployed to the Middle East. Ongoing geopolitical tensions continue to support safe-haven assets.
In the current period, the market shows a dual-drive pattern led by AI and geopolitics, with sentiment cautious but slightly bullish.
NFA | DYOR
#比特币 #以太坊 #SOL #NVIDIA #cryptocurrency
NVIDIA’s Q2 revenue of $96.2 billion beat expectations, up 106% year over year. The forecast predicts another 70% increase in revenue by 2028, boosting both tech stocks and Bitcoin sentiment. Charles Schwab officially announced support for SOL, AVAX, and LINK trading, signaling an acceleration in institutional participation.
On the Middle East front, the Trump administration has refused to return to the Iran nuclear agreement from June. The Strait of Hormuz remains blocked, Kuwait and Qatar’s crude oil exports have resumed to 70%, and the USS Roosevelt aircraft carrier will be deployed to the Middle East. Ongoing geopolitical tensions continue to support safe-haven assets.
In the current period, the market shows a dual-drive pattern led by AI and geopolitics, with sentiment cautious but slightly bullish.
NFA | DYOR
#比特币 #以太坊 #SOL #NVIDIA #cryptocurrency