Crypto Pulse

I. Macro and Market Sentiment(Market Data)· BTC Price: $64,125 (24h +1.67%)· Funding Rate: +0.0047%· Fear & Greed Index: 40 (Neutral)(Key Events Ahead)· Three major events are in focus this week: the Federal Reserve’s July meeting minutes, scheduled for release early Thursday morning, followed by preliminary Eurozone and US PMI data on Friday. If the Fed minutes signal a dovish stance and PMI data weakens, expectations for rate cuts will strengthen. Otherwise, investors should remain alert to li

Key TakeawaysBitcoin (BTC) fell to a 10 day low around $62,500 and trades near $62,800 to $63,000 to start the week, down roughly 4% over seven days despite July inflation data landing exactly on forecast.July CPI rose 0.1% on the month and 3.4% on the year, with core inflation easing to 2.5%, cool enough to rule out a hawkish shock but still far too high to put rate cuts back on the table.The reaction was historic in its absence: the CPI release produced the narrowest reaction candle since spot

Overview Analog Devices Inc. (NASDAQ: ADI) is scheduled to release its fiscal third-quarter financial results prior to the opening bell on Wednesday, August 19, 2026. As artificial intelligence infrastructure scales into multi-gigawatt facilities, high-density power delivery and thermal dissipation have become the primary physical gating factors governing compute performance. According to Zacks Investment Research consensus forecasts, Wall Street expects ADI to report quarterly earnings per shar

Overview As global artificial intelligence capital expenditure enters an advanced maturation cycle, institutional pricing dynamics across public equity markets are undergoing a fundamental structural transition. According to Reuters technology market analysis on AI capex and infrastructure monetization, institutional asset allocators are pivoting their scrutiny away from aggregate hyperscaler capital expenditure figures toward identifying the specific operators capable of translating deployed co

Overview Fabrinet reports fiscal fourth quarter and full-year 2026 results after the US market close on August 17, 2026. Per the company's announcement, the release covers the quarter ended June 26, 2026, with management holding a conference call and webcast at 5:00 p.m. EDT. The prior quarter set a high bar, but its composition does not match the prevailing assumption. Per Investing.com's analysis of the third quarter slides, revenue for the quarter ended March 27, 2026 was $1,214.3 million, re

Overview Alibaba Group Holding Limited (NYSE: BABA / 9988.HK) is scheduled to release its quarterly financial results before the opening bell on Thursday, August 20, 2026. On the eve of this pivotal earnings announcement, the Chinese technology titan has executed another landmark portfolio rationalization. According to reporting from Reuters, Alibaba has entered into a definitive agreement to sell its gaming development studio, Lingxi Games, to Asia-based private equity firm Trustar Capital for

Overview Baidu reports second quarter results before the US market opens on August 18, 2026, with management holding a call at 8:00 a.m. Eastern, 8:00 p.m. Beijing time the same day. Per Baidu's investor relations announcement, the release covers the quarter ended June 30. The prior quarter set a benchmark that will not be easy to repeat. Per Baidu's first quarter results, AI Cloud Infra revenue was RMB 8.8 billion, up 79% year over year, while GPU Cloud revenue rose 184%. Per Futu's breakdown,

Overview Artificial intelligence hardware titan Nvidia is in advanced negotiations to invest up to $3 billion in SoftBank Group subsidiary SB Energy, backing a massive 10 gigawatt (GW) AI data center campus in southern Ohio tailored for OpenAI. According to reporting from The Information, the proposed equity injection coincides with a significant restructuring of Nvidia's credit support terms. Following investor scrutiny regarding corporate balance sheet exposure, Nvidia reduced its initial debt

Overview The centre of gravity in the AI trade is shifting from who buys the GPUs to who finances them. On August 10, Nvidia announced independent compute financing platforms with six of the world's largest financial institutions, targeting more than $500 billion of third-party capital for AI infrastructure. Per Nvidia's press release, the company signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, aiming to establish the first compute finan

Overview Shares of social media platform Reddit (NYSE: RDDT) experienced an aggressive upward repricing, surging between 11% and 13% across after-hours and pre-market sessions following confirmation of its upcoming entry into the S&P 500 benchmark index. According to an official rebalancing announcement, Reddit is scheduled to join the index prior to the opening bell on Tuesday, August 18, 2026. Quantitative projections by JPMorgan research indicate that passive index-tracking funds will be mand