Lookonchain APP

App Store

Stifel anticipates NVIDIA’s earnings will beat expectations, with the chipmaker set to raise its forward guidance. The investment firm reaffirms a "Buy" rating on NVIDIA and a $282 price target.

49 minutes ago

Wall Street investment bank Stifel analyst Ruben Roy maintained a "Buy" rating and $282 price target ahead of NVIDIA (NVDA)’s Q2 fiscal 2027 earnings release on August 26, projecting the chipmaker will beat consensus estimates this quarter and raising its forward guidance. Stifel noted that this earnings cycle continues to reinforce the AI demand thesis: cloud service providers have sharply lifted capital expenditures, Hon Hai’s cloud networking product business revenue accounted for over 50% for the first time, and the firm projects full-year AI rack shipments will more than double; Supermicro added over $60 billion in new orders in the quarter. Supply chain research shows that even as NVIDIA’s Vera Rubin chip ramps up production, demand for the GB300 is expected to persist through the first half of 2027. Stifel views this as reducing the risk of a demand "gap" during NVIDIA’s product generation transition. Regarding market concerns such as storage costs and competition in the AI inference space, Stifel argues these factors will likely impact gross margins rather than demand, and the associated risks are already partially priced into current valuations.

Relevant content

The White House Tech Leadership Summit is taking place today, with Trump attending alongside the chairs of the SEC and CFTC and multiple crypto industry executives.

Crypto journalist Eleanor Terrett posted that the White House Tech Leadership Conference will kick off at 2:30 PM ET today. U.S. President Donald Trump is expected to deliver remarks alongside SEC Chair Paul Atkins and CFTC Chair Selig. Expected attendees from crypto and traditional finance sectors include Coinbase CEO Brian Armstrong, Ripple CEO Brad Garlinghouse, Payward/Kraken Co-CEO Arjun Sethi, Gemini co-founders Cameron Winklevoss and Tyler Winklevoss, Chainlink co-founder Sergey Nazarov, a16z partner Chris Dixon, Blockchain.com CEO Peter Smith, BitGo CEO Mike Belshe, and others. Additionally, leaders of industry groups such as the Digital Chamber, Blockchain Association, and Crypto Council for Innovation, as well as ICE (parent company of the New York Stock Exchange) CEO Jeff Sprecher and Nasdaq CEO Adena Friedman, are also set to attend. Patrick Witt, executive director of the White House Crypto Council, will also participate in the conference.

8 minutes ago

The yield on the 30-year U.S. Treasury note fell 10 basis points intraday to 5.18%.

According to Bitget data, the yield on the US 30-year Treasury bond fell 10 basis points intraday to 5.18%.

8 minutes ago

US retail investors’ put option buying volume surged, with defensive demand rising, though they continued to buy tech stocks on dips.

According to data from research firm Vanda Research, U.S. retail trading behavior has clearly shifted to a defensive posture since April this year. While the total volume of direct stock purchases has declined, the buying volume of put options for the 12 most popular stocks favored by retail investors in 2026 has nearly doubled compared to the first quarter; the proportion of related option purchases to net cash purchases has also risen from around 26% to 110%. Kaidi Meng, global equity strategist at Vanda, noted that unlike the past when retail investors almost uniformly "buy the dip", this year they have become more selective, starting to rotate quickly between stocks, or allocate protective put options while purchasing individual stocks. Since mid-April, trading activity in bullish tech ETFs has dropped by around 50%, while bearish ETF activity has fallen by about 35%, indicating that overall long exposure has contracted. However, data from Charles Schwab shows that retail investors as a whole have not turned bearish. In July, the number of buyers on its platform still outnumbered sellers by more than two times, and the STAX trading activity index rose from 59.12 in June to 59.80, hitting its highest level since January 2022. Retail investors continued to buy high-volatility popular individual stocks during tech stock pullbacks, while funds also rotated from Nvidia to other assets. Joe Mazzola, chief trading and derivatives strategist at Charles Schwab, said some investors are selling put options on Nvidia, Micron, and SanDisk to collect option premiums, while moderately increasing holdings of low-cost QQQ put options to hedge against downside risks in the broader tech sector. He believes that current portfolio defensive moves are evident, but not overly aggressive.

8 minutes ago

The Nasdaq Biotechnology Index hits a new high, with MRNA surging 153%.

According to market data from BIT (bit.com), the Nasdaq Biotechnology Index climbed 5.3% to hit a new all-time high, while Moderna (MRNA) surged 153%.

8 minutes ago

X Layer launches RWA ecosystem liquidity incentive program, with a total incentive pool of $5 million.

According to official announcements, X Layer has officially launched its RWA ecosystem liquidity incentive program, with a total incentive pool of $5 million, aimed at enhancing the liquidity and trading experience of RWA ecosystem assets. The incentive will be implemented in multiple rounds; the first round will allocate $300,000 in liquidity incentives, covering liquidity for all RWA-related trading pairs, including pairs of RWA assets and stablecoins, as well as pairs of RWA assets and ecosystem tokens. It is reported that X Layer is continuously refining its RWA ecosystem infrastructure to support the on-chain issuance, trading, and circulation of more RWA assets.

8 minutes ago

Binance Blockchain Week will be held in Bangkok, Thailand in November, focusing on the integration of traditional finance and the crypto industry.

Binance announced that Binance Blockchain Week will take place at the Queen Sirikit National Convention Center (QSNCC) in Bangkok, Thailand, from November 28 to 29, 2026. This marks the event’s return to Asia after previous editions in Singapore, Istanbul, Paris, and Dubai. The conference, themed "EVOLVE", is expected to gather thousands of developers, institutional investors, fintech leaders, and policymakers, focusing on industry trends including institutional adoption of Bitcoin, stablecoin payments, institutional DeFi, RWA tokenization, tokenized stocks, cross-border payments, the integration of AI and the crypto sector, and regulatory frameworks. Binance Co-CEO Richard Teng noted that Asia will be a key market for the next phase of development and large-scale adoption of traditional finance and the crypto industry. Co-CEO and co-founder He Yi added that the next wave of mass crypto asset adoption will be driven by accessibility, education, and products that deliver real value, with Binance continuing to explore ways to make crypto assets more accessible, trustworthy, and integrated into daily financial life.

8 minutes ago

Popular tokens

BitcoinEthereumHyperliquidSolanaTRONBNBTetherAaveXRPPepeFartcoinOndoJupiterUniswapBonkPendleEthenaArbitrumAvalancheLidoChainlinkPolygonDogecoinCardano