China is accelerating the development of its own semiconductor industry: memory maker CXMT is preparing for a record IPO, while companies linked to Huawei are expanding production of chipmaking equipment. Against this backdrop, investors have started revaluing the outlook for the global semiconductor market, leading to a large-scale selloff in the technology sector
Rising competition from China is becoming a new fundamental risk for Western chipmakers — the market is beginning to factor in not only the AI boom, but also the likelihood of lower future margins and market share
Amazon filed an application to deploy 5 105 satellites to create a competitor to Starlink
Competition in the satellite internet market is intensifying, and space infrastructure is becoming one of the key areas for long-term investment by the largest technology companies
Strategy attracted $544.5 million through the sale of shares and allocated the funds to a cash reserve, while also stating its readiness to repurchase STRC below par value
The company is strengthening its financial flexibility and reducing liquidity risks, which is important for assessing its ability to hold the largest corporate Bitcoin reserve
Prices for graphics cards in China increased by 12–30% after NVIDIA and AMD increased production of AI accelerators
Demand for computing power continues to displace the consumer market, confirming that data centers and artificial intelligence are becoming the main drivers of the industry
Apple is again the #1 company by market capitalization after Nvidia shares fell by 5%
The market is starting to value AI leaders more harshly— even strong companies can lose market capitalization if the scale of investment raises questions about future returns. This confirms that investors are becoming more selective regarding the AI sector
Iran denied reports of negotiations with the United States, and Yemeni Houthi rebels said they carried out an attack on an oil terminal in Saudi Arabia. Despite the lack of a noticeable reaction in oil, pressure on stocks and cryptocurrencies has increased
The market is increasingly pricing a geopolitical premium into risk assets—while uncertainty persists in the Middle East, volatility in stocks and cryptocurrencies may remain elevated even without sharp moves in oil prices
Donald Trump criticized the EU’s practice of imposing large fines on American technology companies, saying that the United States will not allow Europe to use them as a “slush fund,” and threatened new investigations and tariffs
A possible escalation of the trade conflict between the United States and the EU creates additional risks for the global technology sector and supply chains, and an intensification of the tariff confrontation could increase volatility in global markets and boost demand for safe-haven assets, including Bitcoin
Nvidia is in talks about financial support for OpenAI’s largest AI data center: the 10 GW project could cost more than $500 billion, and the potential volume of Nvidia guarantees and chip supply is in the hundreds of billions of dollars
The race is shifting from developing models to building computing capacity and power systems, which supports demand for chips, data centers, electricity, and network infrastructure; at the same time, this confirms that the industry’s main shortage is no longer just GPUs, but also access to electricity and sites to house computing
BitMart announced a phased shutdown: the exchange will stop registering new users, halt trading, and fully complete its operations by January 31, 2027, already becoming the second major platform after BitMEX to announce a shutdown within the past week
This is a negative signal for centralized crypto exchanges and reflects the ongoing consolidation in the industry—capital and liquidity are likely to continue flowing to the largest players
Gram Wallet will receive direct integration with Telegram, reducing the path from viewing an NFT or token to making a purchase literally to a single click for a huge user base
If the launch of the DEX and wallet turns out to be widespread, projects within the network may gain a significant influx of users and liquidity; however, this scenario will depend on the actual usage level of the service, not just the scale of the Telegram audience
In Brazil, credit was issued for the first time using tokenized cows as collateral: digital identifiers tied to data from smart collars allowed the bank to remotely monitor the collateral status without visiting the farm
This is not just an unusual case, but a real implementation of tokenization of physical assets (RWA) — if the model scales, blockchain could simplify lending for illiquid assets and open a new market for DeFi and traditional finance
Data centers in the US could increase electricity consumption from 5.9% today to around 20% by 2035, turning power supply into one of the main constraints on AI development
Long-term beneficiaries may include not only chip manufacturers, but also companies involved in power grids, transformers, high-voltage equipment, cable infrastructure, and power generation—rather than computing chips, a shortage of power capacity is increasingly becoming the main bottleneck of the AI boom
Former largest mining pool Poolin has filed for bankruptcy, officially closing the history of one of the most prominent players of the previous crypto cycle
Poolin's impact on the network has long been minimal; however, the news symbolizes the ongoing cleanup of the industry after a prolonged bear market
Intel reported better than expected, yet the shares fell after the results were published—once again, the market showed that with high expectations even strong reporting does not guarantee gains
This confirms that investors are now assessing not past results, but future guidance and the pace of development in the AI direction, so for the entire semiconductor sector the bar for expectations remains extremely high
Samsung is preparing the integration of stablecoins into Samsung Wallet, which could become another step toward the mass adoption of digital assets among hundreds of millions of Galaxy device users
If the functionality is implemented globally, it will be a fundamentally positive factor for the stablecoin and crypto payments ecosystem