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AI Memory Stocks on Rocky Ground: 3 Reasons SK Hynix Fell 13%
- SK Hynix fell 13% and Samsung dropped 12% in a broad Asia sell-off.
- Nvidia's reported $250 billion OpenAI financing backstop rattled chip investors.
- China's CXMT listing and new lithography tools deepened competition fears.
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The US-Iran Ceasefire Was an Illusion. Markets are Paying the Price
- The US-Iran ceasefire was a temporary pause that left the core disputes unresolved.
- Renewed tensions around the Strait of Hormuz are already hitting oil, shipping, insurance, and global trade.
- Bitcoin and other cryptocurrencies are falling with risk assets as liquidity pressure outweighs the safe-haven narrative.
Tom Lee Says the AI Capex Fear Is Actually the Bullish Tell
- Tom Lee says fear over AI capex cuts signals no market top yet.
- Fundstrat's head of research contrasts his view with Steve Eisman's capex warning.
- Lee also expects the Fed to shrink its balance sheet rather than hike rates.
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Jim Cramer Says the US Government Is Nvidia’s Silent Backstop
- Jim Cramer says the US government backstops Nvidia's role in the AI race.
- Commerce Secretary Howard Lutnick controls power access for OpenAI's Ohio campus.
- Nvidia is negotiating a $250 billion financing guarantee for OpenAI's data center.
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VC Reportedly Rejected Trump Crypto Venture After Steve Witkoff’s Memecoin Blunder
- Nic Carter says Witkoff could not explain what World Liberty Financial did.
- Carter says Witkoff then warned him about "the big guy's bad side."
- World Liberty says the account is wrong and it never offered a job.
New York AG Letitia James Opposes the Crypto Bill Coinbase Wants Passed August 3
- Letitia James says a Senate crypto bill would block states from chasing scammers.
- The bill's ban on officials owning crypto starts a year late, she found.
- Coinbase wants a Senate vote as early as Monday, August 3.
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Crypto Forensics Got Smarter, But AI Scammers Got There First
- Blockchain forensics tools have recovered an estimated $34 billion and are used by 45+ regulators as detection has genuinely improved.
- Yet 2025 crypto scam losses hit roughly $17 billion, with AI-powered scams 4.5x more profitable and impersonation fraud up 1,400%.
- The scams that do the most damage never touch the chain and that's the gap no forensic tool can close.
Peter Schiff Says Saylor Just Wiped 66% Off MicroStrategy’s Bitcoin Yield
- Peter Schiff tells Bitcoin bulls to buy BTC directly, not MSTR stock.
- Strategy sold $544.5 million of MSTR shares last week and bought no bitcoin.
- Its $25 million buyback cuts less than 0.2% of yearly dividend costs.
