Nvidia is set to release its quarterly earnings report after U.S. markets close this Wednesday, a key event for Wall Street to gauge whether the AI investment boom is still ongoing. Analysts advise the market not to focus solely on the company’s revenue and profits, but also to assess from CEO Jensen Huang’s remarks whether the massive current investment in AI infrastructure can sustain rapid growth. Market expectations for Nvidia’s earnings have been steadily rising. Data shows the chipmaker has beaten analyst earnings estimates in each of the past 14 quarters. In its most recent quarter, Nvidia’s net profit rose 210% year-over-year, well above Wall Street’s prior forecast of 126%. Analysts project the company’s second-quarter revenue will hit a record $92 billion, up from the $78 billion forecast earlier this year. To top current market expectations, Nvidia will need to deliver net profit exceeding $515 billion. However, Nvidia’s stock performance post-earnings follows a notable pattern: in each of the past four quarterly reports, its share price fell on the next trading day. Options markets are currently pricing in a 5.3% price swing for Nvidia’s shares in the session after the earnings release, a larger fluctuation than the average post-earnings move over the past 12 months. Some investors have positioned for a stock pullback, though analysts remain upbeat. Frank Lee, head of tech hardware and semiconductor research at HSBC Global Research, recently lifted Nvidia’s price target from $325 to $360, citing factors including the company’s strategic partnerships with suppliers and its key role in open-source AI.

According to Bitget’s market data, the Hang Seng Tech Index’s decline has widened to 4%, with MINIMAX-W dropping over 10%.

According to Bitget’s market data, South Korea’s KOSPI index widened its intraday decline to 3%, breaking below the 6700 point mark. Heavyweight stocks SK Hynix fell 2.6%, while Samsung Electronics dropped over 8%. Affected by this, Southern’s 2x leveraged Samsung product plunged more than 17%.

Term Labs has provided an update on its vulnerability incident via X. All Term Meta Vaults have been shut down, and DAO governance roles have been revoked. The shutdown is irreversible, permanently blocking further deposits while withdrawals remain accessible. The incident is tied to Term Vault governance; the underlying Term protocol and its direct lending markets have not been impacted to date. The team is continuing to assess the full scope of the impact. If any funding gaps persist, the team will pursue solutions. Earlier reports confirmed that Term Finance suffered a governance attack yesterday, leading to losses of roughly $8.5 million.

Avalon Labs today announced the addition of a market-neutral yield pool to its Super Earn wealth management product, focused on stock perpetual contract strategies. The yield pool generates returns by capturing funding rates and pricing discrepancies from major exchanges including Hyperliquid, Binance, and Bybit, targeting an annualized return of around 15% while minimizing directional market exposure, with performance varying according to market conditions. Backed by YZi Labs and Framework Ventures, Avalon Labs is a Bitcoin-focused on-chain finance platform, and the launch of this strategy further enhances its Super Earn product suite.

Against the backdrop of Trump's mentions and favorable crypto policies, HYPE has hit successive new highs, while tokens in the Hyperliquid ecosystem have also seen a broad rally. According to GMGN market data, Hyperliquid ecosystem meme coin PURR currently has a market cap of $87.93 million, up over 57% in 24 hours; KNTQ, the token of Hyperliquid ecosystem restaking protocol Kinetiq, carries a market cap of $55.05 million, up 19% in 24 hours. Additionally, meme coin speculation on Hyper EVM is gaining momentum: EGG surged to a $9 million market cap yesterday before pulling back, now standing at $4.93 million with a 24-hour gain of 187%; Chomolon Joff (JOFF) has a market cap of $11.41 million, up 233.4% in 24 hours. BlockBeats reminds users that prices of related tokens are highly volatile, so investors should exercise caution.