https://rockstarmarkets.com/news/2026/05/22/arm-nvidia-vera-cpu-royalty-repricing-100x-valuation-gap-widens-1546 RockstarMarkets en 2026-05-22T15:46:33.913Z ARM Rallies 15% to $256.59 on Vera Royalties Worth at Most $150M Annually ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-fed-chair-sworn-in-100m-crypto-holdings-bond-hike-pricing-1546 RockstarMarkets en 2026-05-22T15:46:33.907Z Warsh Sworn In as Fed Chair on May 22 With Over $100M in Crypto Holdings BTC-USD, COIN, ETH-USD, ^GSPC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/spacex-mega-ipo-tech-concentration-bubble-risk-beyond-2000-levels-1546 RockstarMarkets en 2026-05-22T15:46:33.900Z SpaceX IPO at Up to $250B Could Push S&P 500 Tech Weight to 45% ^GSPC, ^IXIC, TSLA, NVDA, MSFT, META, GOOGL https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-altseason-fade-institutional-flows-shift-1546 RockstarMarkets en 2026-05-22T15:46:33.894Z Bitcoin Dominance Clears 60.66 as Harvard Exits 87M ETH Position After Three Months BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/iran-hormuz-blockade-oil-shock-breadth-stalling-macro-repricing-1546 RockstarMarkets en 2026-05-22T15:46:33.887Z Hormuz Blockade Holds WTI at $80-$95, Equal-Weight SPX Flat Since Escalation CL=F, BZ=F, ^GSPC, DX-Y.NYB, GC=F https://rockstarmarkets.com/news/2026/05/22/meta-145b-capex-workforce-reset-ai-pivot-not-austerity-1546 RockstarMarkets en 2026-05-22T15:46:33.881Z META Sets $145B Capex Record While Redeploying 7,000 Staff to AI META, MSFT, GOOGL, AMZN, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/22/nvidia-91b-guidance-ai-capex-sustained-no-china-revenue-1546 RockstarMarkets en 2026-05-22T15:46:33.873Z NVDA Q2 Guide at $91B Excludes China Revenue, Hyperscaler Capex Holds NVDA, AMD, AVGO, MSFT, GOOGL, META, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/22/arm-nvidia-vera-cpu-rivalry-markup-discrepancy-1532 RockstarMarkets en 2026-05-22T15:32:02.440Z ARM Surges 15% to $256.59 at 100x Forward P/E on NVDA Vera Royalty Expectations ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/fed-warsh-sworn-in-pro-crypto-rate-hike-expectations-1532 RockstarMarkets en 2026-05-22T15:32:02.436Z New Fed Chair Warsh Sworn In May 22 as Bond Market Prices 100% December Hike ^GSPC, ^IXIC, BTC-USD, DX-Y.NYB, GC=F https://rockstarmarkets.com/news/2026/05/22/iran-war-hormuz-strait-oil-shock-macro-repricing-1532 RockstarMarkets en 2026-05-22T15:32:02.432Z Hormuz Blockade Holds Oil Near $100-$130 as Only One Tanker Clears in Weeks CL=F, BZ=F, DX-Y.NYB, EURUSD=X, USDJPY=X https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-euphoria-mega-cap-concentration-risk-debate-1532 RockstarMarkets en 2026-05-22T15:32:02.429Z SpaceX $500B IPO Prospect Puts S&P 500 Tech Weight at 2000 Bubble Levels ^GSPC, ^IXIC, NVDA, MSFT, GOOGL, META, TSLA, AMZN https://rockstarmarkets.com/news/2026/05/22/meta-capex-reset-workforce-restructure-ai-bet-visible-1532 RockstarMarkets en 2026-05-22T15:32:02.425Z META Guides Record 145B Capex While Cutting 8,000 Jobs, Stock Holds Above 600 META, MSFT, GOOGL, AMZN, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-altseason-stalls-institutional-flows-1532 RockstarMarkets en 2026-05-22T15:32:02.421Z Bitcoin Dominance Breaks 60.66% as Harvard Exits $87M ETH Stake BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-q1-beats-guide-raises-ai-capex-sustained-1532 RockstarMarkets en 2026-05-22T15:32:02.417Z NVDA's $91B Guidance Drives 40-Plus Percent S&P 500 Return Concentration NVDA, ARM, AMD, AVGO, MSFT, GOOGL, META, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-ai-job-reorg-145b-capex-workforce-reset-not-austerity-1517 RockstarMarkets en 2026-05-22T15:17:22.863Z META Raises Capex to $145B Record While Cutting 8,000 Jobs in AI Workforce Reset META, GOOGL, MSFT, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-shock-equities-breadth-rotation-stalling-1517 RockstarMarkets en 2026-05-22T15:17:22.859Z Equal-Weighted SPX Flat Since Iran Escalation as WTI Holds the 80 to 95 Range CL=F, BZ=F, ^GSPC, DX-Y.NYB, GC=F, EURUSD=X https://rockstarmarkets.com/news/2026/05/22/spacex-mega-ipo-looms-largest-debut-history-elon-euphoria-1517 RockstarMarkets en 2026-05-22T15:17:22.855Z SpaceX IPO at $100B-Plus Would Dwarf Saudi Aramco 2019 Record by More Than 3x TSLA, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-sworn-fed-chair-pro-bitcoin-regime-shift-1517 RockstarMarkets en 2026-05-22T15:17:22.851Z Kevin Warsh Sworn In as Fed Chair With $100M-Plus in Crypto Holdings on May 22 BTC-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/22/arm-soars-15-percent-nvidia-vera-cpu-royalty-repricing-1517 RockstarMarkets en 2026-05-22T15:17:22.847Z ARM Surges 15% to $256.59 on Nvidia Vera CPU Royalty Math Worth Up to $1B ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-surges-60-percent-altcoin-season-fading-1517 RockstarMarkets en 2026-05-22T15:17:22.844Z BTC-USD Dominance Breaks 60% for First Time in 8 Months, Altcoin Index at 39 BTC-USD, ETH-USD, XRP-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-crushes-ai-capex-demand-91b-guidance-1517 RockstarMarkets en 2026-05-22T15:17:22.840Z NVDA $91B Guidance Confirms AI Capex Cycle, ARM Gains 15% on Repricing NVDA, AMD, ARM, AVGO, ^GSPC, ^IXIC, SMCI https://rockstarmarkets.com/news/2026/05/22/meta-capex-acceleration-workforce-reset-ai-pivot-confidence-1502 RockstarMarkets en 2026-05-22T15:02:11.302Z META Pairs $145B Capex Guide With 8,000 Layoffs, Stock Holds Above $600 META, MSFT, GOOGL, AMZN, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-deal-concentration-risk-tech-ipo-boom-1502 RockstarMarkets en 2026-05-22T15:02:11.297Z SpaceX at 250B Valuation Would Push S&P 500 Tech Weight Past 45 Percent TSLA, ^GSPC, ^IXIC, NVDA, MSFT, GOOGL, META https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-supply-shock-inflation-energy-imports-1502 RockstarMarkets en 2026-05-22T15:02:11.292Z Hormuz Blockade Keeps Oil in $80-$95 Range, Stalling Central Bank Cut Timelines CL=F, BZ=F, DX-Y.NYB, EURUSD=X, GC=F https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-fed-chair-crypto-holdings-bitcoin-signal-1502 RockstarMarkets en 2026-05-22T15:02:11.288Z Warsh Sworn In as Fed Chair With 100M in Crypto, December Hike Now Fully Priced BTC-USD, COIN, ETH-USD, DX-Y.NYB, ^GSPC, GC=F https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-rally-vera-royalty-play-1502 RockstarMarkets en 2026-05-22T15:02:11.284Z ARM Rallies 15% to $256.59 on Nvidia Vera Royalty Logic, Valuation Gap Widens ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-surge-60-percent-altseason-fade-1502 RockstarMarkets en 2026-05-22T15:02:11.279Z BTC Dominance Clears 60.66% for First Time in Eight Months, Alts Retreating BTC-USD, ETH-USD, XRP-USD, SOL-USD, ADA-USD https://rockstarmarkets.com/news/2026/05/22/nvidia-record-guidance-ai-capex-sustained-1502 RockstarMarkets en 2026-05-22T15:02:11.274Z NVDA Q2 Guide of $91B Excludes China, Testing the AI Capex Bull Case NVDA, AMD, AVGO, MSFT, GOOGL, META, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-cap-concentration-bubble-risk-bof-1446 RockstarMarkets en 2026-05-22T14:46:59.073Z SpaceX IPO at $210B Valuation Risks Pushing Tech Index Weight to 1920s Bubble Levels ^GSPC, ^IXIC, TSLA https://rockstarmarkets.com/news/2026/05/22/iran-geopolitics-oil-energy-crisis-inflation-hedges-1446 RockstarMarkets en 2026-05-22T14:46:59.065Z Iran Hormuz Uncertainty Lifts CL=F After Three Down Days, Pressuring EM Rate Paths CL=F, BZ=F, GC=F, HG=F, ^STOXX50E, ^FTSE https://rockstarmarkets.com/news/2026/05/22/semiconductors-arm-rally-rival-nvidia-on-data-center-specs-1446 RockstarMarkets en 2026-05-22T14:46:59.058Z ARM Surges 15% to $256.59 After Nvidia Discloses $20B Vera CPU Revenue Run Rate ARM, NVDA, AMD, AVGO, SMCI https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-fed-chair-sworn-in-pro-bitcoin-pivot-1446 RockstarMarkets en 2026-05-22T14:46:59.050Z Kevin Warsh Sworn in as Fed Chair with Over $100M in Disclosed Crypto Holdings BTC-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-altcoin-rotation-stalls-1446 RockstarMarkets en 2026-05-22T14:46:59.038Z BTC-USD Dominance Breaks 60.66% as Altcoin Season Index Slides to 39 of 100 BTC-USD, ETH-USD, XRP-USD, SOL-USD, ADA-USD https://rockstarmarkets.com/news/2026/05/22/nvda-dominance-spreads-earnings-beat-guides-91b-1446 RockstarMarkets en 2026-05-22T14:46:59.029Z NVDA Q2 Guide of $91B Deepens Mega-Cap Concentration Above 40% of SPX Returns NVDA, MSFT, GOOGL, META, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-capex-surge-headcount-reset-ai-realignment-1432 RockstarMarkets en 2026-05-22T14:32:15.043Z META's $145B Capex Guide for 2026 Represents a 20-30% Increase, Reframing AI Spend as Non-Negotiable META, GOOGL, AMZN, MSFT, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/22/tesla-fsd-china-rollout-optimus-dexterity-leap-1432 RockstarMarkets en 2026-05-22T14:32:15.035Z Tesla Clears China FSD Approval After Years of Delays While Optimus Hits New Dexterity Threshold TSLA, NVDA, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/fed-chair-warsh-pro-bitcoin-crypto-embrace-1432 RockstarMarkets en 2026-05-22T14:32:15.028Z Fed Chair Warsh Sworn In May 22 With $100M-Plus Crypto Holdings, First in Fed History BTC-USD, JPM, COIN, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-cap-concentration-bubble-risk-1432 RockstarMarkets en 2026-05-22T14:32:15.020Z SpaceX IPO Pipeline Risks Pushing S&P 500 Mega-Cap Weight Past 2000-Era Bubble Levels TSLA, NVDA, ^GSPC, ^IXIC, ^RUT, META, GOOGL https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-price-spike-equities-divergence-1432 RockstarMarkets en 2026-05-22T14:32:15.012Z Hormuz Disruption Keeps Brent Elevated, Splitting European Equities From US Tech Rally BZ=F, CL=F, ^STOXX50E, ^FTSE, DX-Y.NYB, ^GDAXI https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-spike-altcoin-season-fading-1432 RockstarMarkets en 2026-05-22T14:32:15.004Z BTC Dominance Clears 60.66% for First Time in Eight Months as Altcoin Index Hits 39 BTC-USD, ETH-USD, XRP-USD, SOL-USD, ^VIX https://rockstarmarkets.com/news/2026/05/22/nvidia-record-quarter-guidance-ai-capex-validation-1432 RockstarMarkets en 2026-05-22T14:32:14.996Z NVDA Posts $81.6B Quarter and Guides $91B, Raising the S&P 500 Concentration Stakes NVDA, AMD, ARM, AVGO, ^IXIC, ^GSPC, MSFT, META https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-cap-concentration-risk-bubble-warnings-valuations-1416 RockstarMarkets en 2026-05-22T14:16:58.825Z SpaceX IPO Approaches as S&P 500 Top 7 Stocks Already at 38% Index Weight ^IXIC, ^GSPC, TSLA, NVDA, META, MSFT https://rockstarmarkets.com/news/2026/05/22/iran-war-inflation-shock-commodities-oil-above-300-ceasefire-bets-1416 RockstarMarkets en 2026-05-22T14:16:58.816Z Oil Retreats Below $80 on Ceasefire Talks After $300 Barrel Peak Estimates BZ=F, CL=F, USDJPY=X, EURUSD=X, GC=F https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-sworn-fed-chair-crypto-bitcoin-standard-shift-1416 RockstarMarkets en 2026-05-22T14:16:58.809Z Kevin Warsh Sworn In as Fed Chair May 22 with Over $100M in Crypto Holdings BTC-USD, JPM, COIN, ^VIX, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/arm-rockets-300-nvidia-vera-cpu-revenue-licensing-compression-1416 RockstarMarkets en 2026-05-22T14:16:58.801Z ARM Jumps 15% on Vera CPU News, but Royalty Math Points to 100x Forward P/E ARM, NVDA, AVGO, AMD https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-xrp-etf-inflows-altseason-bottoming-1416 RockstarMarkets en 2026-05-22T14:16:58.793Z Bitcoin Dominance Clears 60.66% as XRP Adds 4,300 Wallets in 24 Hours BTC-USD, XRP-USD, ETH-USD, SOL-USD, ^VIX https://rockstarmarkets.com/news/2026/05/22/nvidia-guides-91b-q2-revenue-ai-capex-maintained-1416 RockstarMarkets en 2026-05-22T14:16:58.785Z NVDA Q2 Guide of $91B Excludes China, While Hyperscalers Raise Capex NVDA, AMD, AVGO, MSFT, GOOGL, AMZN, META, ^IXIC https://rockstarmarkets.com/news/2026/05/22/tesla-fsd-china-launch-competitive-threat-regulatory-gap-1402 RockstarMarkets en 2026-05-22T14:02:07.552Z Tesla FSD Arrives in China Four Years After Global Rollout as BYD Leads Autonomy TSLA, NVDA, ^GSPC https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-surge-300-target-nvidia-valuation-gap-1402 RockstarMarkets en 2026-05-22T14:02:07.545Z ARM Surges 15% to $256.59 While Trading at 100x PE Versus NVDA at 25x ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/iran-hormuz-strait-oil-spike-energy-inflation-hedges-1402 RockstarMarkets en 2026-05-22T14:02:07.536Z Hormuz Closure Lifts Brent and WTI Above $80, Pressuring ECB Rate-Cut Path CL=F, BZ=F, GC=F, HG=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/spacex-mega-ipo-equity-concentration-risk-bubble-1402 RockstarMarkets en 2026-05-22T14:02:07.528Z SpaceX Mega-IPO Threatens to Push Tech Above 40% of SPY Concentration ^GSPC, ^IXIC, TSLA, NVDA, META https://rockstarmarkets.com/news/2026/05/22/kevin-warsh-fed-chair-bitcoin-pro-crypto-pivot-1402 RockstarMarkets en 2026-05-22T14:02:07.521Z Kevin Warsh Sworn In as Fed Chair With $100M-Plus in Crypto Holdings BTC-USD, COIN, JPM, ^GSPC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-altcoin-rotation-risk-1402 RockstarMarkets en 2026-05-22T14:02:07.513Z BTC-USD Dominance Breaks 60.66%, Altcoin Season Index Falls to 39 BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-record-guidance-ai-capex-sustained-1402 RockstarMarkets en 2026-05-22T14:02:07.504Z NVDA Q2 Guidance Hits $91B With Zero China Revenue Priced In NVDA, MSFT, GOOGL, META, AMZN, ^GSPC, ^IXIC, AMD https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-listing-valuation-record-bubble-debate-1347 RockstarMarkets en 2026-05-22T13:47:19.332Z SpaceX IPO at $200-250B Valuation Could Push S&P 500 Top-10 Concentration Past 45% ^GSPC, TSLA, NVDA, META, AMZN https://rockstarmarkets.com/news/2026/05/22/meta-workforce-reset-8000-job-cuts-145-billion-capex-guidance-1347 RockstarMarkets en 2026-05-22T13:47:19.325Z META Cuts 8,000 Jobs While Guiding Record $145B Capex for 2026 META, MSFT, GOOGL, AMZN, ^GSPC https://rockstarmarkets.com/news/2026/05/22/iran-war-hormuz-strait-oil-shock-recession-risk-1347 RockstarMarkets en 2026-05-22T13:47:19.318Z Hormuz Closure Risk Keeps CL=F Volatile While S&P 500 Breadth Narrows to 38% ^GSPC, ^IXIC, CL=F, BZ=F, EURUSD=X, USDJPY=X, HG=F https://rockstarmarkets.com/news/2026/05/22/warsh-fed-chair-pro-bitcoin-crypto-holdings-100-million-1347 RockstarMarkets en 2026-05-22T13:47:19.311Z First Fed Chair With $100M Crypto Holdings Sworn In as BTC-USD Holds Above $77K BTC-USD, XRP-USD, COIN, JPM, ^GSPC https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-rally-15-percent-vs-nvda-valuation-gap-1347 RockstarMarkets en 2026-05-22T13:47:19.304Z ARM at 100x Forward P/E After 15% Rally Prices More Than 2-5% Vera Royalties ARM, NVDA, AVGO, AMD, ^GSPC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-altcoin-season-index-39-1347 RockstarMarkets en 2026-05-22T13:47:19.298Z BTC-USD Dominance Breaks 60% for First Time Since September 2025 BTC-USD, ETH-USD, SOL-USD, XRP-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-guides-91-billion-q2-capex-still-intact-1347 RockstarMarkets en 2026-05-22T13:47:19.291Z NVDA Q2 Guidance of $91B Excludes China, Hyperscaler Capex Still Flowing NVDA, MSFT, GOOGL, META, AMZN, AMD, AVGO, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-capex-surge-workforce-reset-ai-infrastructure-bet-1332 RockstarMarkets en 2026-05-22T13:32:12.498Z META Raises Capex to $145B, Up 30 Percent YoY, While Cutting 10 Percent of Staff META, NVDA, GOOGL, AMZN, MSFT https://rockstarmarkets.com/news/2026/05/22/fed-chair-kevin-warsh-pro-bitcoin-stance-crypto-legitimacy-1332 RockstarMarkets en 2026-05-22T13:32:12.491Z Fed Chair Warsh Disclosed Over $100M in Crypto Before Taking Office May 22 BTC-USD, XRP-USD, COIN, JPM, GS https://rockstarmarkets.com/news/2026/05/22/tesla-fsd-china-rollout-optimus-dexterity-milestone-1332 RockstarMarkets en 2026-05-22T13:32:12.483Z TSLA Unlocks FSD in China, a Market Representing 25 Percent of Revenue TSLA, AMZN, MSFT https://rockstarmarkets.com/news/2026/05/22/iran-hormuz-strait-oil-premium-energy-importers-pressure-1332 RockstarMarkets en 2026-05-22T13:32:12.476Z Hormuz Strait Closure Pushes Crude Toward $300 Scenario for CL=F CL=F, BZ=F, NG=F, GC=F, EURUSD=X, USDJPY=X https://rockstarmarkets.com/news/2026/05/22/semiconductor-rally-arm-nvidia-concentration-risk-1332 RockstarMarkets en 2026-05-22T13:32:12.469Z ARM at 100x Forward P/E After 15 Percent Surge on Vera CPU Bet NVDA, ARM, AMD, AVGO, ^GSPC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-altcoin-season-fade-1332 RockstarMarkets en 2026-05-22T13:32:12.446Z BTC-USD Dominance Breaks 60.66 Percent as ETH Falls to Yearly Lows BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-guidance-beats-ai-capex-commitment-intact-1332 RockstarMarkets en 2026-05-22T13:32:12.429Z NVDA Guides $91B Q2 2026 With Zero China Revenue Included NVDA, AVGO, AMD, ARM, MSFT, GOOGL, META, AMZN https://rockstarmarkets.com/news/2026/05/22/xrp-futures-volume-regulation-clarity-act-risk-1317 RockstarMarkets en 2026-05-22T13:17:13.317Z XRP Loses $10.3B in Market Cap Since May 17 as Clarity Act Restructuring Risk Mounts XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/22/semiconductor-rotation-arm-surge-valuation-compression-1317 RockstarMarkets en 2026-05-22T13:17:13.313Z ARM Surges 15% to $256.59 on Vera Royalty Speculation Despite 100x Forward PE ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/spacex-mega-ipo-bubble-concentration-risk-warning-1317 RockstarMarkets en 2026-05-22T13:17:13.307Z SpaceX June 12 IPO Targets Largest US Float With S&P 500 Tech Weight Near 40% ^GSPC, ^IXIC, TSLA, ^RUT https://rockstarmarkets.com/news/2026/05/22/us-iran-conflict-oil-inflation-central-bank-policy-1317 RockstarMarkets en 2026-05-22T13:17:13.303Z Brent Above $80 on Hormuz Disruptions Complicates Fed Rate-Cut Expectations in 2026 CL=F, BZ=F, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-capex-workforce-reset-ai-pivot-concentration-1317 RockstarMarkets en 2026-05-22T13:17:13.298Z META's $145B Capex Record Paired With 8,000 Job Cuts Signals AI Forcing Function META, MSFT, GOOGL, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-altcoin-rotation-crypto-volatility-1317 RockstarMarkets en 2026-05-22T13:17:13.292Z BTC Dominance Breaks 60.66% as ETH Hits Fresh Yearly Lows vs. Bitcoin BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-record-earnings-guidance-capex-cycle-1317 RockstarMarkets en 2026-05-22T13:17:13.286Z NVDA Posts $91B Guide Assuming Zero China Contribution, Lifting AMD 8% NVDA, AMD, AVGO, ARM, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/arm-surge-nvidia-licensing-royalty-valuation-mismatch-1302 RockstarMarkets en 2026-05-22T13:02:18.300Z ARM Trades at 100x P/E After 15% Surge on NVDA Vera Revenue Capturing Only 2-5% ARM, NVDA, AMD, AVGO, ^GSPC https://rockstarmarkets.com/news/2026/05/22/warsh-fed-chair-crypto-holdings-bitcoin-policy-signal-1302 RockstarMarkets en 2026-05-22T13:02:18.294Z Kevin Warsh Sworn In as Fed Chair With Over $100M in Crypto Holdings BTC-USD, XRP-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-capex-resets-ai-workforce-10-percent-cuts-1302 RockstarMarkets en 2026-05-22T13:02:18.289Z META Cuts 10% of Workforce While Committing $145B Capex to AI Infrastructure META, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/22/spacex-mega-ipo-tech-concentration-bubble-risk-1302 RockstarMarkets en 2026-05-22T13:02:18.283Z SpaceX IPO Near June 12 Threatens to Push Tech Weighting Past 1920s Bubble Levels TSLA, ^GSPC, ^IXIC, ^RUT https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-inflation-risk-fed-transmission-1302 RockstarMarkets en 2026-05-22T13:02:18.277Z CL=F Spike Risk to $300 Tests Fed Transmission as Warsh Takes the Chair CL=F, BZ=F, DX-Y.NYB, GC=F, ^GSPC, EURUSD=X https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-percent-altcoin-rotation-risk-1302 RockstarMarkets en 2026-05-22T13:02:18.271Z BTC-USD Dominance Breaks 60.66%, Pushing Altcoin Season Index to 39 BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-guides-91b-supply-chain-dominance-1302 RockstarMarkets en 2026-05-22T13:02:18.265Z NVDA Guides $91B Excluding China While ARM Surges 15% on AI Repricing NVDA, ARM, AMD, AVGO, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/semiconductor-rally-broadcom-arm-chip-shortage-cycle-strength-1232 RockstarMarkets en 2026-05-22T12:32:04.315Z ARM Surges 15% to $256.59 on Vera Royalty Upside Worth Perhaps 2-5% of $20B ARM, NVDA, AVGO, AMD https://rockstarmarkets.com/news/2026/05/22/xrp-sec-clarity-act-strategic-reserve-institutional-adoption-1232 RockstarMarkets en 2026-05-22T12:32:04.310Z XRP-USD Sheds $10.3B Since May 16 as CLARITY Act and Reserve Inclusion Collide XRP-USD, COIN https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-hype-mega-cap-concentration-breadth-risk-1232 RockstarMarkets en 2026-05-22T12:32:04.304Z SpaceX June 12 IPO Meets 38% S&P 500 Concentration at a Critical Breadth Inflection ^GSPC, ^RUT, NVDA, MSFT, GOOGL, TSLA, META https://rockstarmarkets.com/news/2026/05/22/iran-war-hormuz-strait-oil-shock-inflation-fed-pivot-risk-1232 RockstarMarkets en 2026-05-22T12:32:04.298Z CL=F Oscillates in $75-$80 Range as Hormuz Disruption Tests Fed Policy Trilemma CL=F, BZ=F, GC=F, ^STOXX50E, ^FTSE https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-60-altcoin-weakness-sector-rotation-1232 RockstarMarkets en 2026-05-22T12:32:04.292Z BTC-USD Dominance Breaks 60.66% as Altcoin Season Index Falls to 39 BTC-USD, ETH-USD, SOL-USD, XRP-USD, ADA-USD https://rockstarmarkets.com/news/2026/05/22/nvda-earnings-beat-capex-demand-sustained-1232 RockstarMarkets en 2026-05-22T12:32:04.286Z NVDA Posts $81.6B Record Quarter With $91B Guidance Stripping Out China NVDA, ARM, MSFT, GOOGL, META, AMZN, AVGO https://rockstarmarkets.com/news/2026/05/22/meta-workforce-reset-ai-capex-guidance-upheld-margin-expansion-play-1202 RockstarMarkets en 2026-05-22T12:02:20.362Z META Cuts 8,000 Jobs and Holds $145B Capex Guidance in Strategic Shift to Proprietary AI Inference META, NVDA, GOOGL, MSFT https://rockstarmarkets.com/news/2026/05/22/semiconductor-breadth-rally-arm-nvda-valuation-divergence-concentration-risk-1202 RockstarMarkets en 2026-05-22T12:02:20.353Z ARM Surges 15% to $256.59 on NVDA Vera Revenue but Captures Only 2 to 5 Percent of the Deal ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/fed-rate-cut-delay-inflation-expectations-trump-warsh-crypto-pro-appointment-1202 RockstarMarkets en 2026-05-22T12:02:20.346Z Warsh Fed Chair Pick Holds 100M-Plus in Crypto as Rate Cuts Pushed to Late 2026 BTC-USD, XRP-USD, DX-Y.NYB, ^GSPC https://rockstarmarkets.com/news/2026/05/22/hyperscaler-ai-capex-race-attracts-power-grid-infrastructure-scramble-1202 RockstarMarkets en 2026-05-22T12:02:20.339Z TotalEnergies Explores 50% Renewables Stake Sale as Hyperscaler AI Capex Fuels Power Demand NVDA, MSFT, GOOGL, META, HG=F, CL=F https://rockstarmarkets.com/news/2026/05/22/iran-war-energy-shock-oil-premium-bond-volatility-rate-expectations-1202 RockstarMarkets en 2026-05-22T12:02:20.331Z Oil Strategists Flag $100 to $300 Range as Hormuz Closure Upends G7 Bond Safe-Haven Trade CL=F, BZ=F, GC=F, HG=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-breaks-60-percent-ethereum-altcoin-rotation-risk-1202 RockstarMarkets en 2026-05-22T12:02:20.323Z Bitcoin Dominance Clears 60.66% as ETH Hits 2026 Lows and Altcoin Index Reads 39 BTC-USD, ETH-USD, XRP-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-blowout-earnings-guides-91b-q2-capex-momentum-intact-1202 RockstarMarkets en 2026-05-22T12:02:20.313Z NVDA Q2 Guide of $91B Excludes China Revenue, Validating Hyperscaler Capex Cycle NVDA, ARM, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/22/bank-earnings-resilience-credit-normalization-ni-pressure-1132 RockstarMarkets en 2026-05-22T11:32:19.522Z BAC Posts NII Up 9% and ROTCE 16% as Rate-Cut Path Stays Unclear BAC, JPM, GS https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-record-offering-delays-european-issuances-1132 RockstarMarkets en 2026-05-22T11:32:19.515Z SpaceX IPO Set for June 12 as Record Debut Delays European Share Sales ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/arm-surge-nvidia-licensing-overvaluation-debate-1132 RockstarMarkets en 2026-05-22T11:32:19.507Z ARM Surges 15% to $256 on Nvidia Vera, but Trades at 100x Forward P/E ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/xrp-rally-regulatory-clarity-cme-volumes-strategic-reserve-1132 RockstarMarkets en 2026-05-22T11:32:19.500Z XRP-USD Recovers After $10.3B Wipeout as CME Volumes Hit $63B XRP-USD https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-break-60-percent-altcoin-rout-1132 RockstarMarkets en 2026-05-22T11:32:19.492Z BTC Dominance Clears 60.66%, Altcoin Season Index Falls to 39 BTC-USD, ETH-USD, SOL-USD, XRP-USD https://rockstarmarkets.com/news/2026/05/22/iran-war-inflation-shock-hormuz-strait-oil-hedges-1132 RockstarMarkets en 2026-05-22T11:32:19.484Z Hormuz Strait Deadlock Revives $300 Oil Scenario, Brent Recovers CL=F, BZ=F, GC=F, EURUSD=X, USDJPY=X, HG=F https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-earnings-guides-91b-q2-upbeat-ai-capex-1132 RockstarMarkets en 2026-05-22T11:32:19.476Z NVDA Guides $91B Q2 With Zero China Revenue, SOX Jumps 8% NVDA, AMD, AVGO, ARM, MSFT, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-mega-cap-debut-market-capacity-test-1101 RockstarMarkets en 2026-05-22T11:01:59.214Z SpaceX June 12 IPO Positioned as Largest Debut Ever, Forcing Rival Issuers to Delay TSLA, PLTR, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/ethereum-staking-conviction-despite-price-decline-1101 RockstarMarkets en 2026-05-22T11:01:59.205Z ETH Staking Ratio Rises to 31% Even as Price Falls 26% Year to Date ETH-USD, BTC-USD, AVAX-USD, SOL-USD https://rockstarmarkets.com/news/2026/05/22/bitcoin-warsh-fed-chair-pro-crypto-pivot-1101 RockstarMarkets en 2026-05-22T11:01:59.197Z BTC Fear and Greed at 28, Matching the August 2024 Level Before a 40% Rally BTC-USD, COIN, ETH-USD https://rockstarmarkets.com/news/2026/05/22/iran-war-energy-shock-growth-inflation-trade-1101 RockstarMarkets en 2026-05-22T11:01:59.189Z Hormuz Disruption Fears Push CL=F Toward New Highs as ECB Flags Inflation Risk CL=F, BZ=F, ^STOXX50E, ^FTSE, GC=F, EURUSD=X https://rockstarmarkets.com/news/2026/05/22/crypto-regulatory-clarity-xrp-ripple-reserve-tailwind-1101 RockstarMarkets en 2026-05-22T11:01:59.182Z XRP Sheds $10.3B Market Cap as CLARITY Act Threatens Ripple Restructuring XRP-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-earnings-guides-higher-concentration-risk-1101 RockstarMarkets en 2026-05-22T11:01:59.173Z NVDA Guides $91B Next Quarter as Top 5 Stocks Hit 40% of S&P 500 Returns NVDA, MSFT, GOOGL, META, AMZN, AMD, ARM, ^GSPC https://rockstarmarkets.com/news/2026/05/22/mega-cap-concentration-nvda-42-percent-sp500-returns-1001 RockstarMarkets en 2026-05-22T10:01:38.499Z NVDA and Four Megacaps Drive Over 40% of S&P 500 YTD Returns, Breadth Deteriorating ^GSPC, ^RUT, ^IXIC, NVDA, MSFT, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/22/arm-nvidia-valuation-divergence-vera-cpu-doubt-1001 RockstarMarkets en 2026-05-22T10:01:38.495Z ARM Rallies 15% to $256.59 on Vera CPU News But Captures Only 2-5% of $20B Revenue ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-dominance-altcoin-season-fade-eth-pressure-1001 RockstarMarkets en 2026-05-22T10:01:38.491Z BTC-USD Dominance Breaks 60% for First Time in 8 Months as ETH Hits Yearly Lows BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/22/iran-war-inflation-energy-shock-rates-bets-1001 RockstarMarkets en 2026-05-22T10:01:38.487Z Hormuz Closure Risk Puts One-Third of Global Seaborne Crude Supply in Play for BZ=F CL=F, BZ=F, GC=F, EURUSD=X, ^STOXX50E, ^FTSE, ^GDAXI https://rockstarmarkets.com/news/2026/05/22/bitcoin-fed-chair-crypto-legitimacy-warsh-pivot-1001 RockstarMarkets en 2026-05-22T10:01:38.482Z Fed Chair Nominee Warsh Holds Over $100M in Crypto, a First in Central Bank History BTC-USD, XRP-USD, ETH-USD, COIN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/nvidia-record-earnings-ai-capex-vindication-1001 RockstarMarkets en 2026-05-22T10:01:38.477Z NVDA Posts $81.6B Revenue Quarter With $91B Q2 Guide Excluding China NVDA, AMD, AVGO, MSFT, GOOGL, AMZN, META, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-pizza-day-nostalgia-crypto-maturation-0901 RockstarMarkets en 2026-05-22T09:01:43.134Z Bitcoin at Fear and Greed 28, a Level That Preceded a 40% Rally in August 2024 BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/meta-capex-surge-8000-layoffs-ai-workforce-reset-0901 RockstarMarkets en 2026-05-22T09:01:43.125Z META Commits 145B in Capex While Cutting 10% of Its Workforce META, NVDA, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/22/mega-cap-tech-concentration-40-pct-sp500-returns-0901 RockstarMarkets en 2026-05-22T09:01:43.117Z Top 5 Stocks Drive 40% of S&P 500 Returns, a Level Last Hit in 2021 ^GSPC, ^RUT, NVDA, AAPL, MSFT https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-rally-300-level-shorts-squeezed-0901 RockstarMarkets en 2026-05-22T09:01:43.101Z ARM Rallies 15% to 256.59, Targeting 300 Resistance With Shorts Still Elevated ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/iran-hormuz-oil-shock-equities-energy-flight-0901 RockstarMarkets en 2026-05-22T09:01:43.093Z Hormuz Closure Through August Carries 2008-Scale Recession Risk for CL=F CL=F, BZ=F, ^GSPC, EURUSD=X, GC=F https://rockstarmarkets.com/news/2026/05/22/crypto-institutional-adoption-xrp-btc-reserve-0901 RockstarMarkets en 2026-05-22T09:01:43.085Z XRP-USD CME Futures Hit 63B Year-One Volume as Reserve Bid Builds BTC-USD, XRP-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-earnings-guides-91b-q2-revenue-0901 RockstarMarkets en 2026-05-22T09:01:43.077Z NVDA Q2 Guidance of 91B Clears Wall Street Range by 5 Billion NVDA, AMD, AVGO, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/palantir-pentagon-fight-mars-dod-contract-0801 RockstarMarkets en 2026-05-22T08:01:44.509Z PLTR Files Formal Protest Over DIA's Exclusion of Commercial Vendors From MARS Contract PLTR, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/22/ethereum-staking-conviction-harvard-exit-timing-0801 RockstarMarkets en 2026-05-22T08:01:44.504Z ETH-USD Staking Ratio Rises to 31% Even as Harvard Exits Its $87M Position ETH-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/meta-workforce-reset-ai-capex-expansion-0801 RockstarMarkets en 2026-05-22T08:01:44.500Z META Cuts 8,000 Jobs While Holding $145B Capex, Testing the AI Reallocation Thesis META, MSFT, GOOGL, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/22/crypto-regulatory-tailwind-fed-chair-bitcoin-etf-0801 RockstarMarkets en 2026-05-22T08:01:44.495Z Kevin Warsh Fed Chair Appointment Lifts Crypto Sentiment With BTC-USD Near $77,000 BTC-USD, XRP-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-valuation-squeeze-nvidia-arb-0801 RockstarMarkets en 2026-05-22T08:01:44.492Z ARM Rallies 15% to $256.59, but Royalty Math on NVDA Vera CPU Caps the Upside ARM, NVDA, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/us-iran-war-hormuz-energy-shock-inflation-0801 RockstarMarkets en 2026-05-22T08:01:44.486Z Hormuz Closure Risk Through August Puts CL=F Above $80 and G7 Yields Under Pressure CL=F, BZ=F, GC=F, ^FTSE, ^GDAXI, ^FCHI https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-guidance-ai-capex-continues-0801 RockstarMarkets en 2026-05-22T08:01:44.481Z NVDA Q2 Guidance of $91B Tops Consensus by 7%, Excluding China Entirely NVDA, AMZN, MSFT, GOOGL, META, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-pizza-day-nostalgia-retail-fomo-adoption-narrative-0701 RockstarMarkets en 2026-05-22T07:01:48.232Z Bitcoin Pizza Day: 10,000 BTC Spent in 2010 Now Worth $770M, Fueling 2026 Retail FOMO BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/meta-capex-ambition-workforce-reset-ai-transformation-0701 RockstarMarkets en 2026-05-22T07:01:48.226Z META Raises Capex Guidance to $145B While Cutting 8,000 Jobs, 10% of Its Workforce META, NVDA, AMZN, GOOGL, MSFT https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-price-inflation-g7-safe-haven-panic-0701 RockstarMarkets en 2026-05-22T07:01:48.220Z Hormuz Closure Risk Through August Puts 20% of Global Oil Transit and CL=F Pricing in Focus CL=F, BZ=F, GC=F, DX-Y.NYB, ^STOXX50E, ^FTSE, ^N225 https://rockstarmarkets.com/news/2026/05/22/xrp-futures-volumes-institutional-interest-strategic-reserve-0701 RockstarMarkets en 2026-05-22T07:01:48.213Z CME XRP-USD Futures Hit $63B in Year-One Volume Amid U.S. Strategic Reserve Speculation XRP-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/bitcoin-institutional-adoption-margin-longs-morgans-bet-0701 RockstarMarkets en 2026-05-22T07:01:48.206Z Bitcoin Margin Longs Hit 80,636 BTC, a High Not Seen Since December 2023 BTC-USD, ETH-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/22/arm-breakout-vera-cpu-competition-valuation-0701 RockstarMarkets en 2026-05-22T07:01:48.200Z ARM Surges 15% to $256 on Vera CPU News, But 100x Forward P/E Prices In Too Much ARM, NVDA, AMZN, GOOGL https://rockstarmarkets.com/news/2026/05/22/nvidia-blackwell-capex-surge-q2-guidance-0701 RockstarMarkets en 2026-05-22T07:01:48.193Z NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, Silencing Peak-Capex Bears NVDA, AMZN, MSFT, GOOGL, META, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/us-iran-ceasefire-talks-oil-rates-inflation-risk-geopolitical-repricing-0601 RockstarMarkets en 2026-05-22T06:01:34.178Z WTI Below $80 on Iran Ceasefire Signals as Hormuz Closure Tail Risk Stays Priced Out CL=F, GC=F, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-workforce-reset-145-billion-capex-ai-pivot-while-cutting-jobs-0601 RockstarMarkets en 2026-05-22T06:01:34.171Z META Raises 2026 Capex to $145B While Cutting 8,000 Jobs in AI Workforce Reset META, NVDA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/22/xrp-ripple-institutional-validation-cme-futures-white-house-reserve-0601 RockstarMarkets en 2026-05-22T06:01:34.165Z XRP CME Futures Hit $63B Year-One Volume as White House Reserve Signal Emerges XRP-USD, COIN, BTC-USD https://rockstarmarkets.com/news/2026/05/22/bitcoin-institutional-accumulation-etf-inflows-versus-whale-skepticism-0601 RockstarMarkets en 2026-05-22T06:01:34.159Z BTC ETF Inflows Near $3B in 10 Days as Bitfinex Margin Longs Hit 80,636 BTC BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/arm-stock-breakout-300-target-semis-broadening-0601 RockstarMarkets en 2026-05-22T06:01:34.153Z ARM Surges 15% to $256 on NVDA Vera Royalty Optionality, $300 Target in Focus ARM, NVDA, AVGO, AMD https://rockstarmarkets.com/news/2026/05/22/nvidia-blackwell-capex-demand-beats-guidance-0601 RockstarMarkets en 2026-05-22T06:01:34.144Z NVDA Q2 Guidance of $91B Clears Consensus by $5B-7B, Validating AI Capex Cycle NVDA, AMD, MSFT, GOOGL, AMZN, AVGO, ARM https://rockstarmarkets.com/news/2026/05/22/us-iran-conflict-inflation-recession-risk-0501 RockstarMarkets en 2026-05-22T05:01:25.162Z Iran-US Ceasefire Talks Create Volatility Risk With Oil, Yields, and Recession Scenarios CL=F, BZ=F, GC=F, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/22/japan-intervention-risk-yen-traders-alert-0501 RockstarMarkets en 2026-05-22T05:01:25.154Z Yen Traders Brace for Intervention Risk as Monday Holidays Reduce Market Liquidity USDJPY=X, CL=F https://rockstarmarkets.com/news/2026/05/22/xrp-institutional-adoption-strategic-reserve-narrative-0501 RockstarMarkets en 2026-05-22T05:01:25.147Z XRP at $1.36 Amid White House Strategic Crypto Reserve Signals and CME Volume Surge XRP-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/bitcoin-etf-outflows-institutional-repositioning-0501 RockstarMarkets en 2026-05-22T05:01:25.139Z Bitcoin ETFs See $3B Outflows in 10 Days as Institutions Rotate or Lock In Gains BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/meta-capex-restructuring-ai-workforce-pivot-0501 RockstarMarkets en 2026-05-22T05:01:25.131Z META Cuts 8,000 Jobs While Guiding $145B Capex, Workforce Reset Not Austerity META, GOOGL, MSFT, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-renaissance-300-breakout-0501 RockstarMarkets en 2026-05-22T05:01:25.123Z ARM Holdings Surges Past $256 on Semiconductor Demand Spillover, $300 Target Eyed ARM, NVDA, AMD https://rockstarmarkets.com/news/2026/05/22/nvidia-blackwell-capex-supercycle-confirmed-0501 RockstarMarkets en 2026-05-22T05:01:25.115Z NVIDIA Q1 Beat Guides $91B Q2 Revenue, Signaling Sustained Capex Demand NVDA, AMZN, MSFT, GOOGL, META, AMD, AVGO, ARM https://rockstarmarkets.com/news/2026/05/22/tesla-optimus-humanoid-dexterity-milestone-auto-plant-readiness-0401 RockstarMarkets en 2026-05-22T04:01:41.379Z TSLA Optimus Targets Late 2026 Pilot Line Deployment After No-Retooling Assembly Test TSLA https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-rally-shorts-squeezed-300-target-magnet-0401 RockstarMarkets en 2026-05-22T04:01:41.373Z ARM Rallies 15% to $256.59 on Short Squeeze With $300 Strike Options Elevated ARM, NVDA, AVGO, AMD https://rockstarmarkets.com/news/2026/05/22/meta-capex-surge-workforce-reset-ai-infrastructure-pivot-0401 RockstarMarkets en 2026-05-22T04:01:41.367Z META $145B Capex Guidance, Highest Ever, Paired With 8,000 Job Eliminations META, NVDA, AVGO, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/22/iran-us-ceasefire-talks-oil-inflation-risk-assets-whipsaw-0401 RockstarMarkets en 2026-05-22T04:01:41.360Z Hormuz Closure Risk Through August Flags 2008-Scale Recession Warning for CL=F CL=F, BZ=F, GC=F, ^GSPC, WMT https://rockstarmarkets.com/news/2026/05/22/etf-flows-hawkish-turn-bitcoin-whale-accumulation-paused-0401 RockstarMarkets en 2026-05-22T04:01:41.354Z BTC-USD Down 27% Over 16 Months as ETF Outflows Reach $3B in 10 Days BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/xrp-institutional-adoption-surge-strategic-reserve-rumors-0401 RockstarMarkets en 2026-05-22T04:01:41.348Z XRP-USD Eyes $10,000 Co-Founder Claim as CME Futures Hit $63B Annual Volume XRP-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvda-beats-blackwell-capex-continues-despite-macro-noise-0401 RockstarMarkets en 2026-05-22T04:01:41.341Z NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, AMD Gains 8% NVDA, AMD, AVGO, ARM, MSFT, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-1-4b-bitcoin-holdings-largest-debut-0301 RockstarMarkets en 2026-05-22T03:01:46.419Z SpaceX SPCX IPO Filing at $200B Valuation Includes 18,712 BTC Corporate Treasury BTC-USD, TSLA https://rockstarmarkets.com/news/2026/05/22/iran-war-oil-200-dollar-inflation-recession-fears-0301 RockstarMarkets en 2026-05-22T03:01:46.413Z Hormuz Closure Tail Risk Puts CL=F on Path to $150-200, Mortgage Rates Cross 7% CL=F, BZ=F, GC=F https://rockstarmarkets.com/news/2026/05/22/xrp-institutional-adoption-strategic-reserve-rumor-0301 RockstarMarkets en 2026-05-22T03:01:46.408Z XRP-USD Gains on Strategic Reserve Rumor as CME Logs $63B in Year-One Futures Volume XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/meta-cuts-8000-jobs-145b-capex-ai-pivot-0301 RockstarMarkets en 2026-05-22T03:01:46.403Z META Pairs 8,000 Job Cuts With Record $145B Capex Guidance in AI Restructuring META, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-breakout-300-resistance-0301 RockstarMarkets en 2026-05-22T03:01:46.397Z ARM Rallies 15% to $256 With $300 Short Squeeze Level Now In Range ARM, AMD, NVDA, AVGO https://rockstarmarkets.com/news/2026/05/22/bitcoin-77k-etf-outflows-institutional-accumulation-0301 RockstarMarkets en 2026-05-22T03:01:46.391Z BTC-USD Tests $77K as ETF Outflows Hit $3B and Margin Longs Reach 2.5-Year High BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-guides-91b-q2-revenue-chips-demand-0301 RockstarMarkets en 2026-05-22T03:01:46.386Z NVDA Q2 Guidance of $91B Tops Consensus by $5B-7B, Cementing AI Capex Cycle NVDA, AMD, ARM, AMZN, MSFT, GOOGL, META, ^GSPC https://rockstarmarkets.com/news/2026/05/22/iran-strait-hormuz-oil-300-recession-fears-tech-outperformance-0201 RockstarMarkets en 2026-05-22T02:01:48.062Z Hormuz Stalemate Holds CL=F in $75-$80 Range With Asymmetric Risk Above $100 CL=F, BZ=F, GC=F, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-8000-job-cuts-145b-capex-ai-workforce-reset-0201 RockstarMarkets en 2026-05-22T02:01:48.057Z META Raises Capex to Record $145B While Cutting 8,000 Jobs, About 10% of Staff META, MSFT, GOOGL, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-spcx-largest-debut-elon-musk-1-4b-btc-holdings-0201 RockstarMarkets en 2026-05-22T02:01:48.052Z SpaceX IPO Filing SPCX Discloses 18,712 BTC Worth Approximately $1.4B BTC-USD, TSLA https://rockstarmarkets.com/news/2026/05/22/xrp-strategic-reserve-white-house-cmec-futures-volume-0201 RockstarMarkets en 2026-05-22T02:01:48.048Z XRP-USD CME Futures Hit $63B First-Year Volume as Reserve Inclusion Floated XRP-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/22/crypto-capex-boom-btc-eth-etf-outflows-3b-two-weeks-0201 RockstarMarkets en 2026-05-22T02:01:48.043Z Crypto ETF Issuers Pulled $3B from BTC and ETH in 10 Days Near $79K BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/mega-cap-concentration-nvda-aapl-msft-40pct-spy-returns-0201 RockstarMarkets en 2026-05-22T02:01:48.039Z NVDA +63% YTD Anchors a Top-5 Cohort Driving Over 40% of SPY Returns NVDA, AAPL, MSFT, GOOGL, META, ^GSPC, ^IXIC, ^RUT https://rockstarmarkets.com/news/2026/05/22/nvda-beats-guides-higher-91b-next-quarter-0201 RockstarMarkets en 2026-05-22T02:01:48.033Z NVDA Q2 Guidance of $91B Clears Estimates by $5B-$7B, Excluding China NVDA, AMD, AVGO, AMZN, MSFT, GOOGL, META, ^IXIC https://rockstarmarkets.com/news/2026/05/22/bitcoin-fear-greed-capitulation-vs-institutional-accumulation-0101 RockstarMarkets en 2026-05-22T01:01:44.045Z Bitcoin Fear-Greed at 29 While Bitfinex Margin Longs Hit 80,636 BTC, Highest Since December 2023 BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/bac-earnings-beat-roe-16-pct-loan-growth-resilience-0101 RockstarMarkets en 2026-05-22T01:01:44.040Z BAC Posts 16% ROTCE, a 150bps Beat, as Loan Growth Holds at 9% Amid Rate Uncertainty BAC, JPM, GS, ^DJI, ^GSPC https://rockstarmarkets.com/news/2026/05/22/meta-ai-workforce-reset-145b-capex-guidance-0101 RockstarMarkets en 2026-05-22T01:01:44.023Z META Commits $145B Capex While Cutting 8,000 Jobs in a Wholesale Pivot to AI META, NVDA, MSFT, GOOGL, AVGO https://rockstarmarkets.com/news/2026/05/22/iran-hormuz-oil-shock-inflation-rate-hike-fears-0101 RockstarMarkets en 2026-05-22T01:01:44.019Z Hormuz Closure Risk Puts Brent Above $300 in Play as Mortgage Rates Hit August Highs CL=F, BZ=F, GC=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-filing-largest-debut-history-0101 RockstarMarkets en 2026-05-22T01:01:44.014Z SpaceX IPO Filed as SPCX with 18,712 BTC on Balance Sheet Worth Over $1.4B BTC-USD, TSLA, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/22/xrp-institutional-adoption-regulatory-tailwind-0101 RockstarMarkets en 2026-05-22T01:01:44.007Z XRP-USD Futures Clear $63B in Year One as White House Reserve Signal Builds XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-blackwell-demand-sustains-ai-capex-0101 RockstarMarkets en 2026-05-22T01:01:44.002Z NVDA Q1 Data Center Revenue Hits $75.2B with China Entirely Excluded from Q2 Guidance NVDA, AMD, AVGO, ARM, AMZN, MSFT, GOOGL, META https://rockstarmarkets.com/news/2026/05/22/iran-us-oil-war-hormuz-strait-closure-recession-fears-0001 RockstarMarkets en 2026-05-22T00:01:49.849Z Hormuz Closure Risk Through August Carries a 2008-Scale Recession Warning for CL=F CL=F, BZ=F, GC=F, DX-Y.NYB, ^VIX https://rockstarmarkets.com/news/2026/05/22/meta-cuts-workforce-scales-capex-145-billion-ai-pivot-0001 RockstarMarkets en 2026-05-22T00:01:49.844Z META $145B Capex Guidance Accompanies 10% Workforce Cut in AI Pivot META, MSFT, GOOGL, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/22/bank-of-america-crypto-allocation-client-portfolio-recommendation-0001 RockstarMarkets en 2026-05-22T00:01:49.839Z BofA 4% Crypto Allocation Guidance Sets a New Benchmark for BAC Peers BTC-USD, ETH-USD, COIN, JPM, GS, BAC https://rockstarmarkets.com/news/2026/05/22/xrp-surge-institutional-interest-cme-futures-strategic-reserve-0001 RockstarMarkets en 2026-05-22T00:01:49.834Z XRP-USD CME Futures Hit $63B Volume as Strategic Reserve Inclusion Nears XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/22/arm-semiconductor-breakout-short-squeeze-300-target-0001 RockstarMarkets en 2026-05-22T00:01:49.829Z ARM Surges 15% to $256.59 as Short Covering Targets $300 Resistance ARM, NVDA, AMD, AVGO https://rockstarmarkets.com/news/2026/05/22/spacex-ipo-largest-debut-history-spcx-bitcoin-holdings-0001 RockstarMarkets en 2026-05-22T00:01:49.824Z SpaceX SPCX IPO Filing Discloses 18,712 BTC on the Balance Sheet TSLA, AVGO, PLTR, BTC-USD https://rockstarmarkets.com/news/2026/05/22/nvidia-beats-guide-forward-capex-boom-unphased-0001 RockstarMarkets en 2026-05-22T00:01:49.818Z NVDA Q2 Guidance of $91B Silences Bear Case on Hyperscaler Ordering NVDA, AMD, AVGO, MSFT, GOOGL, META, AMZN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/iran-war-inflation-mortgage-rates-eight-month-high-2332 RockstarMarkets en 2026-05-21T23:32:03.932Z US 30-Year Mortgage Rates at 8-Month Highs as Iran-Driven Oil Near $80 Fuels Stagflation Pricing GC=F, CL=F, DX-Y.NYB, ^GSPC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-bitcoin-holdings-largest-debut-2332 RockstarMarkets en 2026-05-21T23:32:03.924Z SpaceX IPO Filing Discloses 18,712 BTC Worth $1.4B in Corporate Treasury TSLA, BTC-USD, AMZN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-strategic-reserve-speculation-2332 RockstarMarkets en 2026-05-21T23:32:03.917Z XRP-USD CME Futures Hit $63B Year-One Volume Ahead of Potential Strategic Reserve Inclusion XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/mega-cap-semiconductor-breakout-arm-nvda-rotation-2332 RockstarMarkets en 2026-05-21T23:32:03.909Z ARM Rallies 15% to $256.59 as Semiconductor Breadth Extends Beyond NVDA ARM, NVDA, AMD, AVGO, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bitcoin-ethereum-etf-outflows-prime-custody-shift-2332 RockstarMarkets en 2026-05-21T23:32:03.902Z BTC-USD Leverage Longs at 2.5-Year High as ETF Outflows Reach $3B in 10 Days BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-china-exclusion-guidance-blackwell-demand-2332 RockstarMarkets en 2026-05-21T23:32:03.894Z NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, Excluding China Revenue NVDA, MSFT, GOOGL, AMZN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-largest-debut-history-crypto-reserve-adjacent-2302 RockstarMarkets en 2026-05-21T23:02:12.592Z SpaceX IPO Filing Discloses 18,712 BTC at $1.4B, Framing Crypto as Treasury Asset BTC-USD, TSLA https://rockstarmarkets.com/news/2026/05/21/bitcoin-margin-longs-2-5-year-high-institutional-conviction-dip-buy-2302 RockstarMarkets en 2026-05-21T23:02:12.585Z Bitcoin Margin Longs Hit 80,636 BTC, a 2.5-Year High, as Fear Index Reads 29 BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/meta-workforce-reset-capex-surge-145-billion-guidance-ai-pivot-2302 RockstarMarkets en 2026-05-21T23:02:12.577Z META Raises Full-Year Capex to $145B While Redeploying 7,000 Workers Into AI META, MSFT, GOOGL, NVDA https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-sbi-spot-etf-korea-volume-surge-2302 RockstarMarkets en 2026-05-21T23:02:12.569Z XRP Volume Tops BTC and ETH in South Korea as SBI Spot ETF Filing Advances XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/bank-of-america-earnings-beat-nii-margin-expansion-credit-discipline-2302 RockstarMarkets en 2026-05-21T23:02:12.561Z BAC Net Interest Income Up 9% and ROTCE at 16%, Countering Rate-Risk Fears BAC, JPM, ^DJI https://rockstarmarkets.com/news/2026/05/21/arm-semiconductor-rally-300-level-magnet-shorts-squeezed-2302 RockstarMarkets en 2026-05-21T23:02:12.554Z ARM Surges 15% to $256.59 with $300 Resistance Now in Play for Shorts ARM, AMD, NVDA, AVGO https://rockstarmarkets.com/news/2026/05/21/nvidia-q1-earnings-beat-blackwell-capex-validation-2302 RockstarMarkets en 2026-05-21T23:02:12.547Z NVDA Q1 Revenue $81.6B Beats by $2.4B, Validating Hyperscaler AI Capex Cycle NVDA, AMZN, AMD, MSFT, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/21/mega-cap-concentration-splat-breadth-rotation-2232 RockstarMarkets en 2026-05-21T22:32:16.819Z NVDA Slips After Hours Despite $91B Q2 Guidance as Mega-Cap Concentration Hits 40% NVDA, MSFT, GOOGL, AMZN, AAPL, ^GSPC, ^RUT https://rockstarmarkets.com/news/2026/05/21/iran-war-inflation-energy-repricing-risk-off-2232 RockstarMarkets en 2026-05-21T22:32:16.815Z WTI Crude Surges on Hormuz Closure Risk That Rapidan Compares to 2008 Severity CL=F, BZ=F, DX-Y.NYB, GC=F, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-historic-valuation-ai-play-2232 RockstarMarkets en 2026-05-21T22:32:16.808Z SpaceX IPO Files as SPCX With 18,712 Bitcoin and a $26.5T AI Market Pitch BTC-USD, TSLA, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/21/crypto-etf-outflows-macro-headwinds-2232 RockstarMarkets en 2026-05-21T22:32:16.801Z BlackRock and ETF Issuers Sold $3B in BTC-USD and ETH-USD Over 10 Days BTC-USD, ETH-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/ai-chip-shortage-arm-semiconductor-breakout-2232 RockstarMarkets en 2026-05-21T22:32:16.795Z ARM Breaks to $256.59, Up 15%, as SOX Breadth Widens Beyond NVDA ARM, AMD, AVGO, NVDA https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-xrp-breakthrough-2232 RockstarMarkets en 2026-05-21T22:32:16.790Z XRP-USD Futures Hit $63B Year-One CME Volume Ahead of Potential Reserve Inclusion XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-blackwell-capex-cycle-resilience-2232 RockstarMarkets en 2026-05-21T22:32:16.779Z NVDA Q1 Revenue $81.6B Beats Consensus With Zero China Data Center Revenue NVDA, AMD, AVGO, ARM, GOOGL, AMZN, META, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-margin-long-liquidation-risk-77k-support-2202 RockstarMarkets en 2026-05-21T22:02:10.736Z BTC Holds $77K Support as Bitfinex Margin Longs Reach 2.5-Year High of 80,636 BTC BTC-USD, ETH-USD, GC=F, CL=F https://rockstarmarkets.com/news/2026/05/21/semiconductor-rally-arm-integer-breakout-overbought-breadth-2202 RockstarMarkets en 2026-05-21T22:02:10.729Z ARM Surges 15% to $256.59 as Semiconductor RSI Reaches 78, Matching 2021 Extremes ARM, NVDA, AMD, AVGO, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/meta-capex-massive-workforce-reset-ai-focus-2202 RockstarMarkets en 2026-05-21T22:02:10.725Z META Guides $145B Capex While Cutting 10% of Workforce and Redeploying 7,000 into AI META, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-retail-etf-inflows-strategic-reserve-2202 RockstarMarkets en 2026-05-21T22:02:10.720Z XRP Futures Hit $63B Notional in Year One as Strategic Reserve Inclusion Rumors Build XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-bitcoin-holdings-mega-offering-2202 RockstarMarkets en 2026-05-21T22:02:10.712Z SpaceX SPCX Filing Discloses 18,712 BTC in Corporate Treasury at $180B Valuation BTC-USD, TSLA, ^GSPC, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-china-exclusion-margin-risk-2202 RockstarMarkets en 2026-05-21T22:02:10.706Z NVDA Beats at $81.6B but Q2 Guidance Assumes Zero China Revenue NVDA, AMD, MSFT, GOOGL, AMZN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/ai-valuation-bubble-concentration-risk-breadth-weakness-2147 RockstarMarkets en 2026-05-21T21:47:12.296Z NVDA at 20x Forward PE Anchors 40% of S&P 500 Returns as Russell 2000 Trails NVDA, MSFT, GOOGL, AMZN, META, ^GSPC, ^IXIC, ^RUT https://rockstarmarkets.com/news/2026/05/21/eth-harvard-exit-staking-conviction-institutional-divergence-2147 RockstarMarkets en 2026-05-21T21:47:12.291Z ETH Staking Ratio Rises to 31% Even as Harvard Exits Its $87M ETF Position ETH-USD, BTC-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/iran-hormuz-oil-inflation-bond-yields-rate-cycle-shift-2147 RockstarMarkets en 2026-05-21T21:47:12.286Z Hormuz Closure Risk Spikes Mortgage Rates to August Highs, Testing Fed Resolve CL=F, BZ=F, DX-Y.NYB, GC=F, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-strategic-reserve-cmg-futures-volume-2147 RockstarMarkets en 2026-05-21T21:47:12.282Z XRP Futures Hit $63B Volume in Year One as Strategic Reserve Hints Surface XRP-USD, BTC-USD, ETH-USD, COIN, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/meta-workforce-reset-145b-capex-ai-focus-8000-jobs-2147 RockstarMarkets en 2026-05-21T21:47:12.277Z META's $145B Capex Guidance and 8,000 Layoffs Signal an AI-Only Growth Posture META, NVDA, AMZN, MSFT, GOOGL, AVGO, ^GSPC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-crypto-holdings-bitcoin-institutional-bid-2147 RockstarMarkets en 2026-05-21T21:47:12.272Z SpaceX IPO Filing Discloses 18,712 BTC at $1.4B, Deepening Institutional Floor BTC-USD, TSLA, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nvidia-guidance-beats-blackwell-ai-capex-surge-2147 RockstarMarkets en 2026-05-21T21:47:12.267Z NVDA Q2 Guidance of $91B Towers Over Consensus as AI Capex Cycle Deepens NVDA, AMZN, MSFT, GOOGL, META, ^GSPC, ^IXIC, AVGO https://rockstarmarkets.com/news/2026/05/21/middle-east-conflict-energy-inflation-macro-volatility-rising-2132 RockstarMarkets en 2026-05-21T21:32:08.223Z Hormuz Closure Risk and Mortgage Rates at August Highs Revive Stagflation Concern CL=F, DX-Y.NYB, GC=F, ^GSPC, ^DJI https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-infrastructure-26-trillion-market-2132 RockstarMarkets en 2026-05-21T21:32:08.218Z SpaceX IPO Files With 18,712 BTC at 122% Gain and a $26.5T AI Infrastructure Pitch BTC-USD, MSFT, GOOGL, AMZN, META, AVGO https://rockstarmarkets.com/news/2026/05/21/meta-capex-surge-workforce-reset-ai-realignment-145-billion-2132 RockstarMarkets en 2026-05-21T21:32:08.213Z META Pairs 8,000 Layoffs With $145B Capex Commitment in AI Efficiency Bet META, MSFT, GOOGL, AMZN, NVDA https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-smart-money-repositioning-coinbase-custody-2132 RockstarMarkets en 2026-05-21T21:32:08.208Z BlackRock Moves 5,847 BTC Into Coinbase Prime as Fear and Greed Index Hits 29 BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/ethereum-staking-conviction-float-tightening-despite-ytd-decline-2132 RockstarMarkets en 2026-05-21T21:32:08.203Z ETH Staking Ratio Rises to 31% While Price Sits 26% Below YTD Open ETH-USD, SOL-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-strategic-reserve-narrative-2132 RockstarMarkets en 2026-05-21T21:32:08.199Z XRP Futures Hit $63B Year-One CME Volume as Strategic Reserve Signal Emerges XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-guides-growth-91-billion-capex-demand-2132 RockstarMarkets en 2026-05-21T21:32:08.193Z NVDA Q2 Guidance of $91B Tops Whispers, Yet Stock Slides 2.5% After Hours NVDA, AMD, AVGO, MSFT, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-market-positioning-2116 RockstarMarkets en 2026-05-21T21:16:49.373Z SpaceX IPO Filing Reveals 18,712 BTC Worth $1.4B and a $26.5T AI Infrastructure TAM Claim BTC-USD, NVDA, AMZN, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/middle-east-war-inflation-oil-price-shock-bond-yields-2116 RockstarMarkets en 2026-05-21T21:16:49.369Z Hormuz Disruption Risk Drives US Mortgage Rates to August Highs, Pressuring CL=F Bets CL=F, BZ=F, GC=F, DX-Y.NYB, ^GSPC, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/meta-workforce-reset-capex-surge-ai-pivot-2116 RockstarMarkets en 2026-05-21T21:16:49.365Z META Guides $145B Capex While Cutting 10% of Workforce in AI Pivot META, NVDA, AMD, AVGO, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-blackrock-repositioning-custody-2116 RockstarMarkets en 2026-05-21T21:16:49.361Z Bitcoin Fear and Greed at 29 as BlackRock Moves $450M BTC to Coinbase Prime BTC-USD, ETH-USD, ^VIX https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-reserve-speculation-2116 RockstarMarkets en 2026-05-21T21:16:49.357Z XRP-USD CME Futures Hit $63B in Year One as Strategic Reserve Inclusion Rumors Build XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-demand-2116 RockstarMarkets en 2026-05-21T21:16:49.352Z NVDA Q2 Guide of $91B Beats Consensus by $5B Despite Full China Revenue Exclusion NVDA, MSFT, GOOGL, AMZN, META, AMD, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/harvard-eth-etf-stake-liquidation-foundation-exodus-2102 RockstarMarkets en 2026-05-21T21:02:08.517Z Harvard Exits $87M ETH-USD ETF Stake After One Quarter Amid Foundation Resignations ETH-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/21/meta-capex-reset-workforce-restructure-ai-pivot-2102 RockstarMarkets en 2026-05-21T21:02:08.513Z META Holds $145B Capex Guidance Through 8,000 Layoffs in Full AI Infrastructure Pivot META, NVDA, AVGO, AMD https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-infrastructure-play-2102 RockstarMarkets en 2026-05-21T21:02:08.509Z SpaceX IPO Filing Reveals 18,712 BTC at $35K Average Inside a $26.5T Starlink Pitch TSLA, AMZN, BTC-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-inflation-shock-oil-yields-mortgage-rates-2102 RockstarMarkets en 2026-05-21T21:02:08.504Z US Mortgage Rates Reach August High as Hormuz Closure Risk Reprices CL=F and Yields CL=F, BZ=F, ^GSPC, GC=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/mag7-concentration-breadth-divergence-risk-2102 RockstarMarkets en 2026-05-21T21:02:08.500Z Top 5 Stocks Drive 40% of ^GSPC YTD Returns as 495 Names Lag Materially ^GSPC, NVDA, AAPL, MSFT, AMZN, GOOGL, ^RUT https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-surge-xrp-spotlight-2102 RockstarMarkets en 2026-05-21T21:02:08.496Z XRP-USD CME Futures Hit $63B Year-One Volume as Institutional On-Ramps Multiply XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvda-blackwell-capex-supercycle-validated-2102 RockstarMarkets en 2026-05-21T21:02:08.492Z NVDA Q1 Revenue $81.6B Validates AI Capex Supercycle With Q2 Guidance at $91B NVDA, AMZN, GOOGL, META, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/21/mega-cap-concentration-nvda-mag7-40pct-sp500-breadth-2047 RockstarMarkets en 2026-05-21T20:47:03.757Z Top 5 SPX Names Including NVDA and MSFT Account for 40% of YTD Returns ^GSPC, NVDA, MSFT, AAPL, AMZN, GOOGL, AMD, ^RUT https://rockstarmarkets.com/news/2026/05/21/eth-staking-conviction-holdings-decline-resistance-2047 RockstarMarkets en 2026-05-21T20:47:03.750Z ETH-USD Staking Ratio Rises to 31% Despite a 26% YTD Price Decline ETH-USD, BTC-USD, SOL-USD https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-blackrock-repositioning-custody-2047 RockstarMarkets en 2026-05-21T20:47:03.744Z BlackRock Moves $450M BTC to Coinbase Prime After $2.5B ETF Outflow BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/meta-ai-capex-workforce-reset-8000-job-cuts-2047 RockstarMarkets en 2026-05-21T20:47:03.737Z META Cuts 8,000 Jobs While Raising 2026 Capex Guidance to $145B META, NVDA, AVGO, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-market-positioning-2047 RockstarMarkets en 2026-05-21T20:47:03.731Z SpaceX SPCX IPO Discloses 18,712 BTC at $35,000 Average Cost BTC-USD, AMZN, GOOGL, MSFT https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-xrp-etf-inflows-2047 RockstarMarkets en 2026-05-21T20:47:03.724Z XRP-USD Futures Hit $63B Notional Year One Amid Goldman's $154M Exit XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-blackwell-demand-surge-2047 RockstarMarkets en 2026-05-21T20:47:03.716Z NVDA Q1 Revenue $81.6B Beats by 10% With Q2 Guidance at $91B NVDA, AMD, AVGO, MSFT, AMZN, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-flows-leverage-unwind-macro-sensitivity-2031 RockstarMarkets en 2026-05-21T20:31:56.466Z BTC-USD Faces $3.78B Liquidation Exposure at $80K After $2.5B in ETF Outflows BTC-USD, ETH-USD, ^VIX, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-bitcoin-holdings-ai-narrative-2031 RockstarMarkets en 2026-05-21T20:31:56.459Z SpaceX IPO Discloses 18,712 BTC at $1.4B, Framing Itself as AI Infrastructure Play BTC-USD, NVDA, AMZN, META, GOOGL https://rockstarmarkets.com/news/2026/05/21/macro-inflation-shock-bond-rout-rate-repricing-2031 RockstarMarkets en 2026-05-21T20:31:56.452Z 30-Year Mortgage Rates at Highest Since August 2025 as Oil Shock Reprices Bonds ^GSPC, ^DJI, GC=F, CL=F, BZ=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/meta-workforce-reset-capex-surge-ai-pivot-2031 RockstarMarkets en 2026-05-21T20:31:56.445Z META Raises Capex Guidance to $145B While Cutting 10% of Its Workforce META, NVDA, GOOGL, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-spot-etf-momentum-2031 RockstarMarkets en 2026-05-21T20:31:56.438Z XRP-USD Futures Hit $63B in Year One as Spot ETF Pipeline Builds in Japan XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-blackwell-capex-boom-solids-guidance-2031 RockstarMarkets en 2026-05-21T20:31:56.431Z NVDA Q2 Guidance of $91B Excludes China Entirely, Implying 94% Revenue Growth NVDA, AMZN, META, GOOGL, AMD, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/eth-staking-surge-dovish-conviction-despite-price-weakness-2016 RockstarMarkets en 2026-05-21T20:16:56.285Z ETH-USD Staking Ratio Rises to 31% Despite a 26% YTD Price Decline, Tightening Tradable Float ETH-USD, BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/iran-hormuz-strait-oil-shock-energy-inflation-escalation-2016 RockstarMarkets en 2026-05-21T20:16:56.278Z Iran Hormuz Closure Risk Through August Draws Severity Comparison to the 2008 Recession CL=F, BZ=F, GC=F, DX-Y.NYB, ^GSPC, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/meta-capex-surge-workforce-reset-ai-pivot-2016 RockstarMarkets en 2026-05-21T20:16:56.271Z META's $145B Capex Guidance and 8,000 Layoffs Signal a Capex-to-Revenue Ratio Near 100% META, MSFT, GOOGL, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-infrastructure-play-2016 RockstarMarkets en 2026-05-21T20:16:56.264Z SpaceX IPO Discloses 18,712 BTC Worth $1.4B, Framing Starlink as a $26.5T AI Infrastructure Play BTC-USD, AMZN, MSFT, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-sbi-etf-white-house-reserve-2016 RockstarMarkets en 2026-05-21T20:16:56.258Z XRP-USD Surpasses BTC Volume in South Korea as SBI Advances Spot ETF Plans XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/nvda-earnings-beat-blackwell-capex-supercycle-2016 RockstarMarkets en 2026-05-21T20:16:56.250Z NVDA Q1 Revenue Hits $81.6B, Yet Valuation at 40% of S&P 500 Returns Faces Reality Check NVDA, MSFT, GOOGL, META, AMZN, ^IXIC, ^GSPC, ARM https://rockstarmarkets.com/news/2026/05/21/iran-hormuz-closure-oil-recession-risk-2008-scale-2002 RockstarMarkets en 2026-05-21T20:02:08.010Z Rapidan Sees 2008-Scale Recession Risk if Hormuz Closes Through August CL=F, BZ=F, GC=F, DX-Y.NYB, ^GSPC https://rockstarmarkets.com/news/2026/05/21/meta-capex-surge-workforce-reset-ai-labor-arbitrage-2002 RockstarMarkets en 2026-05-21T20:02:08.001Z META Guides $145B Capex While Cutting 8,000 Jobs in AI Labor Arbitrage Reset META, NVDA, AMZN, GOOGL, MSFT https://rockstarmarkets.com/news/2026/05/21/mag7-concentration-risk-40-percent-s-and-p-500-earnings-2002 RockstarMarkets en 2026-05-21T20:02:07.992Z Five Mega-Caps Drive Over 40% of S&P 500 YTD Returns as AMD Gains 8% ^GSPC, ^IXIC, NVDA, MSFT, GOOGL, AMZN, AMD https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-infrastructure-market-share-2002 RockstarMarkets en 2026-05-21T20:02:07.984Z SpaceX IPO Discloses 18,712 BTC at $35K Cost Basis in AI Infrastructure Pitch BTC-USD, NVDA, AMZN, MSFT https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-sbi-spot-etf-strategic-reserve-2002 RockstarMarkets en 2026-05-21T20:02:07.974Z XRP CME Futures Hit $63B Year-One Volume as Strategic Reserve Inclusion Looms XRP-USD, COIN, BTC-USD https://rockstarmarkets.com/news/2026/05/21/crypto-etf-outflows-blackrock-institutional-repositioning-2002 RockstarMarkets en 2026-05-21T20:02:07.965Z BlackRock Moves 5,847 BTC to Coinbase Prime Amid $3B ETF Outflows BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-guidance-beats-china-exclusion-ai-capex-2002 RockstarMarkets en 2026-05-21T20:02:07.954Z NVDA Q2 Guide of $91B Excludes China, Testing AI Growth Ceiling NVDA, AMD, AVGO, SMCI, ARM, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-positioning-ai-infrastructure-27-trillion-bet-1946 RockstarMarkets en 2026-05-21T19:46:51.671Z SpaceX Files IPO as SPCX With 18,712 BTC and a $26.5T AI Infrastructure Pitch BTC-USD, TSLA, PLTR, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-yields-surge-mortgage-rates-peak-housing-pressure-1946 RockstarMarkets en 2026-05-21T19:46:51.663Z US 30Y Yield at Highest Since 2007 as Fed Hike Odds Reach 37% for 2026 ^GSPC, ^DJI, GC=F, CL=F, COST, WMT https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-traction-regulatory-clarity-surge-1946 RockstarMarkets en 2026-05-21T19:46:51.653Z XRP-USD Sees $63B CME Futures Volume as Strategic Reserve Inclusion Looms XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-amid-macro-headwinds-fear-cascade-1946 RockstarMarkets en 2026-05-21T19:46:51.642Z BTC Below $77K as ETF Sponsors Offload $2.5B Over 10 Days BTC-USD, ETH-USD, ^VIX, GC=F, CL=F https://rockstarmarkets.com/news/2026/05/21/meta-cuts-staff-pivots-capex-to-ai-efficiency-1946 RockstarMarkets en 2026-05-21T19:46:51.633Z META Guides $145B Capex While Trading at 30% Discount to Mag7 Peers META, GOOGL, MSFT, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-guidance-outpaces-ai-capex-demand-1946 RockstarMarkets en 2026-05-21T19:46:51.624Z NVDA Q2 Guidance of $91B Tops Consensus Despite 2.5% After-Hours Drop NVDA, AMZN, ^IXIC, MSFT, GOOGL, AMD, AVGO https://rockstarmarkets.com/news/2026/05/21/mega-cap-tech-concentration-risk-valuation-reset-1932 RockstarMarkets en 2026-05-21T19:32:27.124Z Top 10 S&P 500 Stocks at 38% Index Weight as 10Y Yields Hit 4.55%, a Dot-Com Era Parallel ^GSPC, ^IXIC, ^RUT, NVDA, META, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-white-house-reserve-1932 RockstarMarkets en 2026-05-21T19:32:27.119Z XRP-USD Surges on White House Reserve Signal as CME Futures Log $63B Year-One Volume XRP-USD, COIN, BTC-USD, JPM https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-narrative-1932 RockstarMarkets en 2026-05-21T19:32:27.113Z SpaceX IPO Discloses 18,712 BTC at a $35K Average Cost, Pitching a $26.5T AI Market BTC-USD, NVDA, AMZN, GOOGL, META https://rockstarmarkets.com/news/2026/05/21/crypto-etf-capital-flight-blackrock-repositioning-1932 RockstarMarkets en 2026-05-21T19:32:27.107Z BTC ETFs Shed $2.5B in 10 Days as Fear and Greed Index Hits 29, a August 2024 Low BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/bond-yield-shock-fed-hike-odds-spike-1932 RockstarMarkets en 2026-05-21T19:32:27.100Z US 10Y Yield at 4.55%, a 2007 High, as Fed Hike Odds for 2026 Jump to 37% ^GSPC, ^IXIC, BRK-B, CL=F, BZ=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/meta-capex-reset-job-cuts-ai-infrastructure-1932 RockstarMarkets en 2026-05-21T19:32:27.095Z META Redirects 7,000 Employees to AI While Guiding $145B Capex Amid 4.5% Bond Yields META, NVDA, AMZN, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beats-ai-capex-resilience-1932 RockstarMarkets en 2026-05-21T19:32:27.089Z NVDA Posts $81.6B Revenue Beat but Falls 2.5% as China Zero-Contribution Clouds Q2 Outlook NVDA, AMD, ARM, AVGO, AMZN, ^IXIC, ^VIX https://rockstarmarkets.com/news/2026/05/21/super-micro-accounting-fraud-charges-nvidia-impacted-1916 RockstarMarkets en 2026-05-21T19:16:59.156Z SMCI Class Action Cites $10B Accounts-Payable Gap Not Reflected in NVDA Disclosures https://rockstarmarkets.com/news/2026/05/21/eth-institutional-inflows-staking-conviction-harvard-exit-1916 RockstarMarkets en 2026-05-21T19:16:59.152Z ETH Staking Ratio Climbs to 31% as Harvard Exits Its $87M ETF Position After One Quarter https://rockstarmarkets.com/news/2026/05/21/meta-capex-growth-workforce-reset-ai-pivot-1916 RockstarMarkets en 2026-05-21T19:16:59.147Z META Pairs 8,000 Layoffs With $145B Capex Guidance in a Deliberate AI Pivot https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-ai-platform-thesis-1916 RockstarMarkets en 2026-05-21T19:16:59.143Z SpaceX IPO Filing Discloses 18,712 BTC at Average Cost Near $35,000 Per Coin https://rockstarmarkets.com/news/2026/05/21/bond-yield-surge-mortgage-rates-housing-squeeze-1916 RockstarMarkets en 2026-05-21T19:16:59.138Z 30-Year Treasury Yields at Financial Crisis Highs Lift Mortgage Rates to August 2025 Levels https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-xrp-etf-flows-1916 RockstarMarkets en 2026-05-21T19:16:59.133Z XRP Futures Hit $63B in Year One as South Korea Volume Tops BTC and ETH https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-ai-infrastructure-capex-1916 RockstarMarkets en 2026-05-21T19:16:59.128Z NVDA Posts $81.6B Revenue and $91B Guidance, Yet Drops 2.5% After Hours https://rockstarmarkets.com/news/2026/05/21/walmart-fuel-cost-squeeze-consumer-margin-pressure-retail-earnings-1902 RockstarMarkets en 2026-05-21T19:02:12.857Z WMT Comp Sales Up 4.1% But Profit Forecast Misses as Fuel Costs Bite WMT, COST, AMZN, CL=F, ^GSPC https://rockstarmarkets.com/news/2026/05/21/meta-capex-surge-workforce-reset-ai-acceleration-profitability-play-1902 RockstarMarkets en 2026-05-21T19:02:12.853Z META Guides Up to $145B Capex Annually While Cutting 10% of Its Workforce META, GOOGL, AMZN, MSFT, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-surge-cme-volume-fed-reserve-chatter-1902 RockstarMarkets en 2026-05-21T19:02:12.847Z XRP CME Futures Hit $63B YTD Volume as SBI Japan Pursues Spot ETF XRP-USD, COIN, JPM, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filings-mega-cap-listings-queue-openai-anthropic-1902 RockstarMarkets en 2026-05-21T19:02:12.843Z SpaceX IPO Reveals 18,712 BTC Holdings Worth $1.4B as Tech Listings Queue Builds MSFT, GOOGL, GS, ^IXIC, ^GSPC, BTC-USD https://rockstarmarkets.com/news/2026/05/21/crypto-etf-outflows-blackrock-repositioning-institutional-capitulation-1902 RockstarMarkets en 2026-05-21T19:02:12.837Z BlackRock Moves 5,847 BTC to Coinbase Prime as Crypto ETF Outflows Hit $3B BTC-USD, ETH-USD, COIN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/us-treasuries-spike-iran-war-inflation-fears-equity-volatility-1902 RockstarMarkets en 2026-05-21T19:02:12.833Z US 30Y Yield at 2007 Highs With 10Y Above 4.6%, Fed Hike Odds Rising ^GSPC, ^IXIC, GC=F, CL=F, DX-Y.NYB, USDJPY=X https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-blackwell-demand-1902 RockstarMarkets en 2026-05-21T19:02:12.827Z NVDA Q1 Revenue $81.6B Beats Hard, But Stock Slips 2.5% After Hours NVDA, AMZN, MSFT, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/oil-iran-geopolitical-inflation-energy-costs-squeeze-1832 RockstarMarkets en 2026-05-21T18:32:21.919Z Hormuz Reopening Timeline Uncertain as Euro-Zone Inflation Hits Fastest Pace Since 2023 CL=F, BZ=F, NG=F, HG=F, ^STOXX50E https://rockstarmarkets.com/news/2026/05/21/meta-workforce-reset-ai-pivot-capex-acceleration-1832 RockstarMarkets en 2026-05-21T18:32:21.914Z META's $145B Capex Plan Accompanies a 10% Workforce Cut Toward AI Redeployment META, MSFT, GOOGL, NVDA https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-repositioning-macro-uncertainty-1832 RockstarMarkets en 2026-05-21T18:32:21.908Z BTC Below $77K as Fear and Greed Index Hits 29, Matching August 2024 Lows BTC-USD, ETH-USD, ^VIX, GC=F https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-regulatory-clarity-crypto-mainstream-1832 RockstarMarkets en 2026-05-21T18:32:21.901Z XRP Futures Hit $63B in Year One as White House Signals Strategic Reserve Inclusion XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-infrastructure-private-equity-mega-listings-1832 RockstarMarkets en 2026-05-21T18:32:21.895Z SpaceX IPO Discloses 18,712 BTC and a $26.5T AI Addressable Market Target AMZN, MSFT, NVDA, BTC-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-bond-rout-mortgage-rates-housing-pressure-1832 RockstarMarkets en 2026-05-21T18:32:21.889Z 30-Year Treasury at 2007 Highs Pushes Mortgage Rates to an August Peak ^GSPC, WMT, GC=F, CL=F https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-but-ai-capex-affordability-questions-persist-1832 RockstarMarkets en 2026-05-21T18:32:21.882Z NVDA Q2 Guidance of $91B Meets a 30-Year Treasury Yield at 2007 Highs NVDA, AMZN, MSFT, ^IXIC, ^GSPC, GC=F https://rockstarmarkets.com/news/2026/05/21/harvard-ethereum-etf-exit-foundation-brain-drain-signal-1817 RockstarMarkets en 2026-05-21T18:17:13.975Z Harvard Exits $87M ETH-USD Position in Under One Quarter as Foundation Researchers Resign ETH-USD, SOL-USD, BTC-USD https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-infrastructure-play-18-billion-btc-holdings-1817 RockstarMarkets en 2026-05-21T18:17:13.968Z SpaceX IPO Targets $26.5 Trillion AI Market With 18,712 BTC on Its Balance Sheet BTC-USD, MSFT, GOOGL, COIN https://rockstarmarkets.com/news/2026/05/21/meta-capex-reset-workforce-layoff-ai-reallocation-1817 RockstarMarkets en 2026-05-21T18:17:13.961Z META Cuts 8,000 Roles While Holding $145B Capex Guidance Near $614 Stock Price META, MSFT, GOOGL, NVDA https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-regulatory-clarity-breakthrough-1817 RockstarMarkets en 2026-05-21T18:17:13.954Z XRP CME Futures Hit $63B Year-One Volume as Strategic Reserve Inclusion Signals Emerge XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-repositioning-1817 RockstarMarkets en 2026-05-21T18:17:13.948Z BlackRock Moves $450M BTC to Coinbase Prime Amid $2.5B ETF Outflows Over 10 Days BTC-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-bond-yields-capex-squeeze-1817 RockstarMarkets en 2026-05-21T18:17:13.941Z US 30Y Yield at 2007 High as Iran Standoff Pushes Fed Hike Odds to 37% CL=F, BZ=F, GC=F, DX-Y.NYB, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guides-94-percent-growth-1817 RockstarMarkets en 2026-05-21T18:17:13.926Z NVDA Guides 94% Q2 Growth but Slides 2.5% as China Exclusion Clouds $91B Target NVDA, AMD, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/blockchain-crypto-exchange-ipo-pipeline-2026-1802 RockstarMarkets en 2026-05-21T18:02:20.917Z Blockchain.com Confidential S-1 Joins Crowded 2026 Crypto IPO Pipeline Alongside Potential Ripple Offering COIN, BTC-USD, ETH-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/meta-capex-workforce-reset-ai-infrastructure-bet-1802 RockstarMarkets en 2026-05-21T18:02:20.910Z META Guides $145B Capex While Cutting 8,000 Jobs, Trading at Sub-1.0 PEG on 25% Implied Growth META, MSFT, GOOGL, AMZN, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/21/cryptocurrency-etf-structure-outflow-volatility-risk-1802 RockstarMarkets en 2026-05-21T18:02:20.905Z BlackRock ETF Complex Offloads $2.5B in BTC-USD Over 10 Days as $77K Support Fails to Hold BTC-USD, ETH-USD, COIN, ^VIX, ^GSPC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-narrative-institutional-capital-rotate-1802 RockstarMarkets en 2026-05-21T18:02:20.900Z SpaceX IPO Pitches $26.5T AI Addressable Market While Disclosing 18,712 BTC at $35K Average Cost MSFT, AMZN, GOOGL, NVDA, BTC-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-yields-margin-squeeze-global-growth-1802 RockstarMarkets en 2026-05-21T18:02:20.895Z 30-Year Treasury Yields at 4.7%, a 2007 High, as Oil Rises 35% and Mortgage Rates Climb 40 bps CL=F, BZ=F, ^GSPC, ^STOXX50E, WMT, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-regulatory-clarity-emerging-1802 RockstarMarkets en 2026-05-21T18:02:20.889Z XRP Futures Hit $63B Notional in Year One as SBI Holdings Pursues Spot ETF Approval XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvda-earnings-beat-guidance-growth-sustained-1802 RockstarMarkets en 2026-05-21T18:02:20.884Z NVDA Posts $81.6B Revenue Beat but $80B Buyback Fails to Prevent 2.5% After-Hours Slide NVDA, MSFT, AMZN, AVGO, SMCI, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/healthcare-biotech-capital-raising-acceleration-ai-driven-1747 RockstarMarkets en 2026-05-21T17:47:13.141Z Deep Fission Files $156M IPO as AI Power Demand Repositions Biotech as Infrastructure ^IXIC, BTC-USD https://rockstarmarkets.com/news/2026/05/21/meta-valuation-inflection-ai-capex-roi-clarity-1747 RockstarMarkets en 2026-05-21T17:47:13.134Z META at $600 is the Cheapest Mag7 Name, with Traders Accumulating at $550 Support META, MSFT, NVDA, GOOGL https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-repositioning-vs-capitulation-1747 RockstarMarkets en 2026-05-21T17:47:13.128Z BTC Holds $77K Support as Bitfinex Margin Longs Reach 80,636 BTC, a 2.5-Year High BTC-USD, ETH-USD, CL=F, BZ=F, ^VIX https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-spot-etf-1747 RockstarMarkets en 2026-05-21T17:47:13.120Z XRP CME Futures Hit $63B in Year One as Strategic Reserve Inclusion Speculation Grows XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-infrastructure-mega-listing-wave-1747 RockstarMarkets en 2026-05-21T17:47:13.110Z SpaceX Files Confidentially for IPO Carrying 18,712 BTC and a $26.5T AI Market Pitch AMZN, MSFT, TSLA, META, BTC-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/us-rates-surge-iran-war-inflation-bond-vigilantes-1747 RockstarMarkets en 2026-05-21T17:47:13.099Z US 30Y Yield at 2007 Highs as Iran Shock Prices 37% Odds of a 2026 Fed Hike ^GSPC, ^IXIC, BZ=F, CL=F, DX-Y.NYB, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/nvidia-blowout-earnings-capex-cycle-questions-1747 RockstarMarkets en 2026-05-21T17:47:13.091Z NVDA Q2 Guide of $91B Beats Consensus, but China Exclusion Reframes the Bull Case NVDA, AMZN, GOOGL, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/21/blockchain-com-ipo-crypto-exchange-consolidation-institutional-inflow-1732 RockstarMarkets en 2026-05-21T17:32:13.823Z Blockchain.com Confidential S-1 Filed as COIN Validates Public Market Viability for Crypto Exchanges COIN, BTC-USD, ETH-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/mag-7-concentration-record-38-percent-s-and-p-breadth-deterioration-1732 RockstarMarkets en 2026-05-21T17:32:13.815Z Top 10 S&P 500 Names at 38% Weight While Russell 2000 Trails Mag-7 by 40 Points in 2025 ^GSPC, ^RUT, NVDA, MSFT, GOOGL, AMZN, META, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-capex-market-share-grab-26-trillion-1732 RockstarMarkets en 2026-05-21T17:32:13.809Z SpaceX IPO Targets $26.5 Trillion AI Compute Market, Reframing Starlink as Infrastructure Play AMZN, MSFT, GOOGL, NVDA, BTC-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-repositioning-leverage-long-1732 RockstarMarkets en 2026-05-21T17:32:13.799Z BitFinex BTC Margin Longs at 2.5-Year High of 80,636 Coins Amid 3B in ETF Outflows BTC-USD, ETH-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-inflation-bond-rout-capex-squeeze-1732 RockstarMarkets en 2026-05-21T17:32:13.793Z US 30Y Yield at 2007 Highs as Iran Risk Keeps CL=F Elevated and Rates Steepening CL=F, BZ=F, DX-Y.NYB, ^STOXX50E, ^FCHI, JPM https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-regulatory-clarity-clarity-act-1732 RockstarMarkets en 2026-05-21T17:32:13.778Z XRP-USD CME Futures at $238M Daily Volume Signal Institutional On-Ramp in Year One XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-china-exclusion-capex-reality-1732 RockstarMarkets en 2026-05-21T17:32:13.771Z NVDA Q2 Guide of $91B Strips Out China: What the Beat Is Actually Saying NVDA, AMD, AVGO, ARM, MSFT, GOOGL, AMZN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/amazon-aws-gpus-capex-surge-nvidia-demand-sustained-1702 RockstarMarkets en 2026-05-21T17:02:03.693Z AWS Adding 1 Million Blackwell GPUs in 2026 at $30-40B Capex, Validating NVDA Guidance AMZN, NVDA, GOOGL, META, AMD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/mega-cap-earnings-blackrock-bitcoin-accumulation-institutional-shift-1702 RockstarMarkets en 2026-05-21T17:02:03.689Z BlackRock Moves 5,847 BTC to Coinbase Prime as Institutions Cross 11% of Supply BTC-USD, ETH-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-breakthrough-1702 RockstarMarkets en 2026-05-21T17:02:03.684Z XRP Futures Hit $63B in Year One as White House Strategic Reserve Inclusion Looms XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-cap-listing-ai-infrastructure-play-1702 RockstarMarkets en 2026-05-21T17:02:03.680Z SpaceX IPO Filed With 18,712 BTC on the Balance Sheet at a $26.5T Market Pitch BTC-USD, TSLA, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bond-rout-inflation-shock-fed-hike-odds-surge-1702 RockstarMarkets en 2026-05-21T17:02:03.675Z 30Y Treasury Yield at 2007 High Pushes Fed Hike Odds to 37% in 2026 ^GSPC, ^IXIC, BTC-USD, ETH-USD, CL=F, ^STOXX50E, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-guidance-raise-faces-skepticism-1702 RockstarMarkets en 2026-05-21T17:02:03.670Z NVDA Drops 2.5% After Hours Despite 85% Revenue Growth and $91B Guidance NVDA, MSFT, GOOGL, AMZN, META, AMD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/semiconductor-concentration-risk-smci-accounting-concerns-nvda-supply-chain-1646 RockstarMarkets en 2026-05-21T16:46:56.357Z SMCI $10B AP Reduction Finds No Reciprocal Evidence in NVDA Earnings Disclosure SMCI, NVDA, AMZN, GOOGL, AMD, AVGO https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-positioning-price-recovery-1646 RockstarMarkets en 2026-05-21T16:46:56.353Z BTC-USD Fear and Greed at 29 as Bitfinex Margin Longs Hit 80,636 BTC High BTC-USD, ETH-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-infrastructure-play-musk-mega-cap-listing-1646 RockstarMarkets en 2026-05-21T16:46:56.348Z SpaceX Files Confidential IPO Carrying 18,712 BTC at $35,000 Average Cost TSLA, MSFT, GOOGL, BTC-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-yield-spike-war-inflation-central-bank-policy-pivot-1646 RockstarMarkets en 2026-05-21T16:46:56.344Z US 30-Year Yield at 2007 High With 37% Odds of a 2026 Fed Rate Hike ^GSPC, ^IXIC, CL=F, GC=F, WMT https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-reserve-clarity-act-policy-1646 RockstarMarkets en 2026-05-21T16:46:56.339Z XRP-USD Sees $238M Daily Regulated Flow as Strategic Reserve Inclusion Looms XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-earnings-guidance-raises-amid-ai-capex-surge-1646 RockstarMarkets en 2026-05-21T16:46:56.334Z NVDA Q1 Revenue Beats at $81.6B but Stock Falls 2.5% After Hours NVDA, AMZN, GOOGL, META, MSFT, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/solana-momentum-hype-rival-dex-volumes-base-competition-heating-1632 RockstarMarkets en 2026-05-21T16:32:11.873Z SOL-USD Rejected at $98 as DEX Volumes Fall 56% and Funding Rate Turns Negative SOL-USD, BTC-USD, ETH-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/harvard-ethereum-fund-eth-outflow-researcher-exodus-foundation-turbulence-1632 RockstarMarkets en 2026-05-21T16:32:11.865Z Harvard Exits $87M ETH-USD Stake After One Quarter as Foundation Researchers Resign ETH-USD, SOL-USD, BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-institutional-positioning-rebalancing-debate-1632 RockstarMarkets en 2026-05-21T16:32:11.861Z Bitcoin ETF Outflows Top $2.5B in 10 Days as Bitfinex Margin Longs Hit 80,636 BTC BTC-USD, ETH-USD, COIN, ^IXIC, CL=F https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-reserve-speculation-geopolitical-pivot-1632 RockstarMarkets en 2026-05-21T16:32:11.857Z XRP Futures Hit $63B in Year-One CME Volume Amid US Strategic Reserve Speculation XRP-USD, BTC-USD, ETH-USD, COIN, ^IXIC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-bitcoin-holdings-massive-ai-infrastructure-bet-1632 RockstarMarkets en 2026-05-21T16:32:11.853Z SpaceX IPO Discloses 18,712 BTC and Targets a $26.5 Trillion AI Market TSLA, MSFT, GOOGL, BTC-USD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-yield-surge-inflation-fears-federal-reserve-rate-hike-pricing-1632 RockstarMarkets en 2026-05-21T16:32:11.849Z US 30Y Yield at 2007 Highs as Fed Hike Odds Rise to 37% for 2026 ^GSPC, ^IXIC, BZ=F, CL=F, DX-Y.NYB, ^STOXX50E, ^GDAXI, ^FCHI https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-data-center-momentum-1632 RockstarMarkets en 2026-05-21T16:32:11.844Z NVDA Q2 Guidance of $91B Beats Estimates as Stock Dips 2.5% After Hours NVDA, AMZN, AMD, AVGO, MSFT, GOOGL, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/meta-tesla-valuation-inflection-defensive-rotation-weakness-1617 RockstarMarkets en 2026-05-21T16:17:15.404Z META Near $600 Seen as Cheapest Mega-Cap as Top 10 Stocks Reach 38% of S&P 500 META, TSLA, ^GSPC, ^IXIC, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/21/smci-accounting-fraud-allegations-ai-hardware-supply-chain-risk-1617 RockstarMarkets en 2026-05-21T16:17:15.400Z SMCI Accounts Payable Swings $10B Lower with No Explanation from NVDA on Earnings Call SMCI, NVDA, AMD https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-structural-rebalancing-or-capitulation-1617 RockstarMarkets en 2026-05-21T16:17:15.396Z Bitcoin ETF Outflows Hit $2.5B in 10 Days While Bitfinex Margin Longs Reach 80,636 BTC BTC-USD, ETH-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-cap-mega-cap-mega-deal-ai-positioning-1617 RockstarMarkets en 2026-05-21T16:17:15.392Z SpaceX Files as SPCX with 18,712 BTC at $35K Cost Basis Framed as AI Infrastructure Play BTC-USD, TSLA, MSFT, GOOGL, GS https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-regulation-clarity-1617 RockstarMarkets en 2026-05-21T16:17:15.388Z XRP CME Futures Hit $63B Notional in Year One Ahead of Potential US Reserve Inclusion XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/bond-yield-surge-equity-risk-premium-repricing-1617 RockstarMarkets en 2026-05-21T16:17:15.383Z US 30Y Yield at 2007 Highs Pushes Fed Hike Odds to 37% in 2026 ^GSPC, ^IXIC, BTC-USD, ETH-USD, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-q1-guidance-forward-dominance-1617 RockstarMarkets en 2026-05-21T16:17:15.378Z NVDA Q2 Guidance at $91B Clears Consensus but Fails to Shift Stretched Positioning NVDA, MSFT, AMZN, META, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-macro-headwinds-3b-redemptions-1602 RockstarMarkets en 2026-05-21T16:02:06.635Z Bitcoin ETFs Shed $3B in 10 Days as BTC-USD Slips Below $77,000 BTC-USD, ETH-USD, COIN, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-reserve-clarity-act-1602 RockstarMarkets en 2026-05-21T16:02:06.630Z XRP-USD CME Futures Hit $63B Year-One Volume With Strategic Reserve Inclusion Signaled XRP-USD, BTC-USD, ETH-USD, COIN, JPM https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-commodity-inflation-capex-squeeze-1602 RockstarMarkets en 2026-05-21T16:02:06.626Z Euro-Zone PMI Contracts at Fastest Pace Since 2023 as Saudi Oil Revenue Hits $24.7B CL=F, BZ=F, ^STOXX50E, ^GDAXI, ^FCHI, DX-Y.NYB, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-ai-infrastructure-megatech-listings-ahead-1602 RockstarMarkets en 2026-05-21T16:02:06.622Z SpaceX Files With 18,712 BTC and a $26.5 Trillion AI Infrastructure Pitch MSFT, GOOGL, AMZN, PLTR, BTC-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-yield-surge-rate-hike-2026-fed-pivot-pricing-1602 RockstarMarkets en 2026-05-21T16:02:06.617Z 30-Year Yield at 2007 High With 37% Odds of a Fed Hike Priced for 2026 ^GSPC, ^RUT, BRK-B, JPM, MSFT, AMZN, GC=F https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-demand-1602 RockstarMarkets en 2026-05-21T16:02:06.612Z NVDA Q2 Guide of $91B Implies 94% Growth as Stock Falls 2.5% After Hours NVDA, AMD, AVGO, AMZN, MSFT, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/solana-sol-funding-rates-negative-base-competition-pressure-accumulation-phase-1532 RockstarMarkets en 2026-05-21T15:32:24.330Z SOL-USD Funding Rates Flip to Negative 3% as DEX Volumes Fall 56% Since January SOL-USD, COIN https://rockstarmarkets.com/news/2026/05/21/amazon-google-gpu-capex-acceleration-blackwell-rubin-orders-surge-1532 RockstarMarkets en 2026-05-21T15:32:24.325Z AMZN Adding 1 Million Blackwell and Rubin GPUs in 2026 Across 13,888 Racks AMZN, GOOGL, MSFT, NVDA https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-losses-control-starship-focus-mega-listings-signal-1532 RockstarMarkets en 2026-05-21T15:32:24.320Z SpaceX IPO Filing Shows 18,712 BTC at $35K Avg Cost Amid Over $1B Annual Operating Losses BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-bond-yields-energy-inflation-capex-squeeze-1532 RockstarMarkets en 2026-05-21T15:32:24.315Z Oil Near $100 Consensus as Euro-Area Activity Shrinks at Fastest Pace in 2.5 Years CL=F, BZ=F, ^STOXX50E, ^GDAXI https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-tailwind-1532 RockstarMarkets en 2026-05-21T15:32:24.310Z XRP CME Futures Hit $63B Annual Volume With Spot ETF and Reserve Inclusion Pending XRP-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/21/us-bond-yields-spike-fed-rate-hike-odds-rise-crypto-volatility-1532 RockstarMarkets en 2026-05-21T15:32:24.286Z 30-Year Treasury Yield at 2007 Highs as Fed Hike Odds Reach 37% in 2026 ^GSPC, ^IXIC, BTC-USD, ETH-USD, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/nvda-earnings-beat-margin-pressure-guidance-raised-1532 RockstarMarkets en 2026-05-21T15:32:24.251Z NVDA Q2 Guide of $91B Tops Whisper, Yet Stock Slips 2.5% After Hours NVDA, AMD, AMZN, MSFT, ^IXIC, AVGO https://rockstarmarkets.com/news/2026/05/21/crypto-etf-inflows-institutional-adoption-narrative-traction-1517 RockstarMarkets en 2026-05-21T15:17:04.549Z BlackRock Moves $450M BTC to Coinbase Prime as Institutional Supply Tops 11% BTC-USD, ETH-USD, COIN, MSFT, AMZN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-recession-risk-eu-slowdown-1517 RockstarMarkets en 2026-05-21T15:17:04.544Z Oil Near $100 as Iran Conflict Drives Euro Zone to Fastest Inflation Since 2023 CL=F, BZ=F, ^STOXX50E, ^FTSE, ^GDAXI, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-bitcoin-holdings-musk-control-1517 RockstarMarkets en 2026-05-21T15:17:04.539Z SpaceX IPO Filing Discloses 18,712 BTC Worth $1.4B Alongside Heavy Starship Losses TSLA, BTC-USD, GS, JPM https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-tailwind-1517 RockstarMarkets en 2026-05-21T15:17:04.534Z XRP CME Futures Hit $63B Annual Volume as Strategic Reserve Inclusion Nears XRP-USD, BTC-USD, COIN, JPM, GS https://rockstarmarkets.com/news/2026/05/21/bond-yield-surge-inflation-fed-hike-odds-spike-1517 RockstarMarkets en 2026-05-21T15:17:04.529Z US 30Y Yield at Highest Since 2007 With Markets Pricing 37% Fed Hike Odds ^GSPC, ^IXIC, JPM, BTC-USD, ETH-USD, WMT https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-blackwell-demand-1517 RockstarMarkets en 2026-05-21T15:17:04.523Z NVDA Q2 Guidance at $91B Beats Consensus, Yet Stock Slips 2.5% After Hours NVDA, AMZN, MSFT, AVGO, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/european-growth-stalling-war-inflation-fiscal-risks-1502 RockstarMarkets en 2026-05-21T15:02:11.474Z Eurozone PMI Contracts at Fastest Pace Since 2023, France Worst Reading Since 2020 ^STOXX50E, ^GDAXI, ^FCHI, EURUSD=X, CL=F https://rockstarmarkets.com/news/2026/05/21/semiconductor-capex-competition-amd-versus-nvda-pricing-power-1502 RockstarMarkets en 2026-05-21T15:02:11.468Z AMD Captures Institutional Attention at $868.94 as NVDA H100 Rentals Rise 20% AMD, NVDA, MSFT, AMZN, META, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-spot-etf-momentum-1502 RockstarMarkets en 2026-05-21T15:02:11.462Z XRP CME Futures Hit $63B in Year-One Volume as Spot ETF Momentum Builds in Asia XRP-USD, COIN https://rockstarmarkets.com/news/2026/05/21/crypto-etf-inflows-institutional-demand-bitcoin-80k-test-1502 RockstarMarkets en 2026-05-21T15:02:11.456Z BTC Tests $76-77K Bull Support Band With $3.78B in Liquidations Clustered at $80K BTC-USD, ETH-USD, ^VIX, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-crypto-mega-listings-convergence-1502 RockstarMarkets en 2026-05-21T15:02:11.450Z SpaceX IPO Reveals 18,712 BTC Treasury Worth $1.4B, Purchased Near $35,000 Average BTC-USD, COIN, XRP-USD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-yields-surge-rate-hike-bets-2026-1502 RockstarMarkets en 2026-05-21T15:02:11.444Z 30-Year Treasury Yields at 2007 Highs as Markets Price 37% Fed Hike Odds for 2026 CL=F, ^GSPC, ^DJI, JPM, BAC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-demand-1502 RockstarMarkets en 2026-05-21T15:02:11.438Z NVDA Q2 Guidance of $91B Beats Consensus, Yet Stock Slips 2.5% After-Hours NVDA, AMZN, MSFT, AMD, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/mega-cap-tech-concentration-risk-nvidia-market-dominance-1446 RockstarMarkets en 2026-05-21T14:46:51.571Z Top 10 S&P 500 Stocks at 38% Index Weight, Highest Concentration Since 2021 ^GSPC, ^IXIC, ^RUT, NVDA, MSFT, GOOGL, META, AMZN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-regulatory-clarity-trump-crypto-1446 RockstarMarkets en 2026-05-21T14:46:51.567Z XRP CME Futures Hit $63B Annually as Bank of America Recommends 4% Crypto Allocation XRP-USD, BTC-USD, COIN, BAC, JPM https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-rebalancing-vs-institutional-strength-1446 RockstarMarkets en 2026-05-21T14:46:51.563Z BTC Holds $77K Support as BlackRock Moves $450M and Fear Index Hits 29 BTC-USD, ETH-USD, XRP-USD, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-musk-ai-ambitions-losses-1446 RockstarMarkets en 2026-05-21T14:46:51.558Z SpaceX IPO Filing Reveals 18,712 BTC Worth $1.4B Alongside Cumulative Losses BTC-USD, MSFT, GOOGL, JPM, GS https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-bond-yields-spike-growth-fears-1446 RockstarMarkets en 2026-05-21T14:46:51.553Z US 30Y Yield at 2007 Highs as Iran Shock Puts 37% Odds on a 2026 Fed Hike CL=F, BZ=F, DX-Y.NYB, ^STOXX50E, EURUSD=X, ^GDAXI, JPM https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-momentum-1446 RockstarMarkets en 2026-05-21T14:46:51.548Z NVDA Posts $81.6B Revenue Beat but Slides 2.5% as $6T Valuation Weighs NVDA, AMZN, MSFT, GOOGL, ^GSPC, ^IXIC, ^VIX https://rockstarmarkets.com/news/2026/05/21/housing-market-rebound-supply-surge-rate-pressure-1432 RockstarMarkets en 2026-05-21T14:32:12.626Z Spring Contract Signings Up 4.5% YoY, the Strongest Since 2022, With Rates Still a Ceiling WMT, ^GSPC, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/solana-funding-negative-base-hyperliquid-competition-1432 RockstarMarkets en 2026-05-21T14:32:12.622Z SOL-USD Funding Turns Negative After $98 Rejection With $83 Support Now at Risk SOL-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/eth-institutional-inflows-harvard-exit-foundation-departures-1432 RockstarMarkets en 2026-05-21T14:32:12.617Z ETH-USD ETF Inflows at New Highs as Harvard Exits $87M Position After One Quarter ETH-USD, BTC-USD, COIN https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-1432 RockstarMarkets en 2026-05-21T14:32:12.611Z XRP-USD Futures Hit $63B in Year One as SBI Advances Spot ETF Filing XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-crypto-holdings-blackrock-positioning-1432 RockstarMarkets en 2026-05-21T14:32:12.607Z SpaceX IPO Reveals 18,712 BTC at $1.4B; BlackRock Moves $450M to Coinbase Prime BTC-USD, ETH-USD, COIN, ^IXIC, JPM https://rockstarmarkets.com/news/2026/05/21/bond-yields-spike-iran-war-fed-hike-odds-1432 RockstarMarkets en 2026-05-21T14:32:12.602Z 30-Year Treasury Yield at 2007 Highs With Fed Hike Odds at 37% for 2026 BTC-USD, ETH-USD, CL=F, ^GSPC, JPM, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-capex-demand-blackwell-1432 RockstarMarkets en 2026-05-21T14:32:12.596Z NVDA Q1 Revenue $81.6B Up 85% YoY, Yet Shares Fell 2.5% After Hours NVDA, AMD, AVGO, MSFT, AMZN, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bitcoin-institutional-adoption-etf-flows-whale-positioning-1417 RockstarMarkets en 2026-05-21T14:17:06.031Z BlackRock Moves $450M BTC to Coinbase Prime as Bitfinex Longs Hit 80,600 BTC BTC-USD, ETH-USD, COIN, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/21/mega-cap-concentration-risk-nvda-aapl-msft-breadth-divergence-1417 RockstarMarkets en 2026-05-21T14:17:06.023Z Top 10 S&P 500 Stocks at 38% Index Weight, Matching 2000 Dot-Com Concentration ^GSPC, ^RUT, NVDA, MSFT, AAPL, META, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-inflation-eurozone-contraction-recession-1417 RockstarMarkets en 2026-05-21T14:17:06.018Z Eurozone PMI Shows Fastest Contraction Since 2023 as Iran War Lifts Energy Costs ^STOXX50E, ^GDAXI, ^FCHI, CL=F, EURUSD=X, BZ=F, GS https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-listing-wave-ai-infrastructure-capital-1417 RockstarMarkets en 2026-05-21T14:17:06.012Z SpaceX IPO Reveals 18,712 BTC at $35K Average Amid AI Mega-Listing Wave BTC-USD, TSLA, MSFT, META, GS, JPM, ^GSPC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-crypto-clarity-policy-pivot-1417 RockstarMarkets en 2026-05-21T14:17:06.007Z XRP-USD Futures Hit $63B Year-One CME Volume Amid Strategic Reserve Speculation XRP-USD, COIN, BTC-USD, ETH-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/21/us-bond-rout-rates-higher-for-longer-equity-volatility-1417 RockstarMarkets en 2026-05-21T14:17:06.002Z US 30Y Yields Hit 2007 Highs as Fed Hike Odds Rise to 37% in 2026 ^GSPC, ^RUT, CL=F, DX-Y.NYB, JPM, BAC, GS, ^VIX https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-revenue-guidance-ai-capex-skepticism-1417 RockstarMarkets en 2026-05-21T14:17:05.997Z NVDA Posts 85% Revenue Surge to $81.6B, Yet Falls 2.5% After Hours NVDA, AMZN, MSFT, META, AMD, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/ai-workforce-readiness-gap-enterprise-deployment-risk-1402 RockstarMarkets en 2026-05-21T14:02:15.010Z Only 22% of Leaders Confident in AI Workforce Readiness, Risking Returns on $30-40B Annual Chip Capex NVDA, MSFT, GOOGL, AMZN, META, PLTR, ^IXIC https://rockstarmarkets.com/news/2026/05/21/blockchain-crypto-exchange-ipos-institutional-legitimacy-1402 RockstarMarkets en 2026-05-21T14:02:15.005Z Blockchain.com Confidential S-1 Filing Tests Whether Crypto Infrastructure Commands IPO Multiples COIN, BTC-USD, ETH-USD, MSFT, JPM, ^IXIC https://rockstarmarkets.com/news/2026/05/21/mega-cap-concentration-risk-russell-2000-outperformance-1402 RockstarMarkets en 2026-05-21T14:02:14.980Z Top 10 S&P 500 Stocks at 38% Index Weight, a Concentration Not Seen Since the Late 1990s ^GSPC, ^RUT, ^IXIC, NVDA, MSFT, AAPL, TSLA https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-inflows-ethereum-etf-confusion-1402 RockstarMarkets en 2026-05-21T14:02:14.972Z XRP CME Futures Hit $63B in Year One While ETH ETF Sees Harvard Exit Its $87M Position BTC-USD, ETH-USD, XRP-USD, COIN, MSFT, JPM, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-cap-listings-unlock-capital-1402 RockstarMarkets en 2026-05-21T14:02:14.964Z SpaceX IPO Filing Discloses 18,712 BTC and Billions in Accumulated Losses TSLA, MSFT, GOOGL, AMZN, BTC-USD, ^IXIC, COIN https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-bond-yields-equity-breadth-1402 RockstarMarkets en 2026-05-21T14:02:14.956Z US 30Y Yields at 2007 Highs as Iran War Drives 37% Fed Hike Odds for 2026 ^GSPC, ^IXIC, CL=F, BZ=F, EURUSD=X, DX-Y.NYB, ^STOXX50E https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-valuations-cap-concerns-1402 RockstarMarkets en 2026-05-21T14:02:14.944Z NVDA Posts 85% Revenue Growth but Trades Down 2.5% on Valuation Ceiling Concern NVDA, AMZN, GOOGL, MSFT, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/blockchain-com-crypto-exchange-ipo-filing-wave-mega-cap-listings-1347 RockstarMarkets en 2026-05-21T13:47:06.253Z Blockchain.com IPO Filing Tests COIN's Valuation as Crypto Infrastructure Benchmark COIN, BTC-USD, ETH-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/walmart-fuel-costs-squeeze-consumer-margins-real-estate-headwinds-1347 RockstarMarkets en 2026-05-21T13:47:06.246Z WMT Comparable Sales Up 4.1% but Profit Forecast Misses on Rising Fuel Costs WMT, COST, ^GSPC, CL=F https://rockstarmarkets.com/news/2026/05/21/xrp-ripple-institutional-adoption-clarity-act-crypto-regulation-1347 RockstarMarkets en 2026-05-21T13:47:06.239Z XRP-USD Tops BTC and ETH Volume in South Korea as SBI Spot ETF Advances XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-europe-growth-stalls-bonds-rout-1347 RockstarMarkets en 2026-05-21T13:47:06.232Z Eurozone PMI Contracts at Fastest Pace Since 2023 as CL=F Shock Hits ^FCHI and ^GDAXI ^STOXX50E, ^GDAXI, ^FCHI, CL=F, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/bitcoin-etf-outflows-3-billion-dumped-blackrock-rebalancing-1347 RockstarMarkets en 2026-05-21T13:47:06.225Z Bitcoin ETFs Post $2.5B Outflows Over 10 Days as 30Y Yields Hit 2007 Highs BTC-USD, ETH-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-massive-bitcoin-holdings-1-4-billion-1347 RockstarMarkets en 2026-05-21T13:47:06.217Z SpaceX IPO Filing Discloses 18,712 BTC at an Average Cost Near $35,000 BTC-USD, TSLA, MSFT, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-demand-unshaken-1347 RockstarMarkets en 2026-05-21T13:47:06.210Z NVDA Q1 Revenue $81.6B Beats by $7.6B, Yet Stock Slips 2.5% After-Hours NVDA, AMZN, AMD, MSFT, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/housing-inflation-rate-expectations-mortgage-stress-1332 RockstarMarkets en 2026-05-21T13:32:19.913Z 30-Year Mortgage Rates at a Post-Crisis High Drive Spring Contract Signings to a 4-Year Peak ^GSPC, ^DJI, WMT, COST, GC=F, DX-Y.NYB, USDJPY=X https://rockstarmarkets.com/news/2026/05/21/mega-cap-concentration-valuation-bubble-fears-1332 RockstarMarkets en 2026-05-21T13:32:19.906Z Top 10 S&P 500 Stocks at 38% Index Weight as Nasdaq 100 Trades Down YTD Despite NVDA Beat ^GSPC, ^IXIC, ^RUT, NVDA, MSFT, GOOGL, META, AAPL https://rockstarmarkets.com/news/2026/05/21/energy-crisis-oil-price-support-inflation-spillover-1332 RockstarMarkets en 2026-05-21T13:32:19.899Z Goldman Flags Record Crude Drawdowns as Oil Consensus Converges on $100 for 12 Months CL=F, BZ=F, GC=F, EURUSD=X, USDJPY=X, AUDUSD=X https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-xrp-eth-outflows-1332 RockstarMarkets en 2026-05-21T13:32:19.892Z XRP ETF Inflows Hold as Goldman Exits $154M Position and Bitfinex BTC Longs Hit 2.5-Year Highs BTC-USD, ETH-USD, XRP-USD, COIN, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-musk-control-losses-bitcoin-1332 RockstarMarkets en 2026-05-21T13:32:19.881Z SpaceX S-1 Reveals 18,712 BTC at a $35,000 Average Cost Amid Cumulative Operating Losses MSFT, GOOGL, META, BTC-USD, TSLA, PLTR https://rockstarmarkets.com/news/2026/05/21/bond-rout-inflation-fears-rates-higher-longer-1332 RockstarMarkets en 2026-05-21T13:32:19.872Z 30-Year Treasury at a 2007 High Puts Fed Hike Odds at 37% for 2026 ^GSPC, ^IXIC, ^VIX, GC=F, CL=F, DX-Y.NYB, EURUSD=X, USDJPY=X https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-growth-guidance-raised-1332 RockstarMarkets en 2026-05-21T13:32:19.864Z NVDA Q2 Guidance of $91B Tops Consensus, but a $6 Trillion Cap Reframes the Upside NVDA, AMZN, MSFT, GOOGL, SMCI, ARM, AVGO https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-tailwind-1317 RockstarMarkets en 2026-05-21T13:17:11.332Z XRP ETF Inflows Stay Positive Despite Goldman $154M Exit, SBI ETF Filing Ahead XRP-USD, COIN, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-european-growth-stall-inflation-spike-1317 RockstarMarkets en 2026-05-21T13:17:11.325Z Euro Zone PMI Contracts Fastest Since Early 2023 as Oil Holds Near $100 ^STOXX50E, ^GDAXI, ^FCHI, CL=F, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-musk-control-losses-mega-listings-ahead-1317 RockstarMarkets en 2026-05-21T13:17:11.319Z SpaceX IPO Filing Reveals 18,712 BTC and Billions in Losses Backed by Musk Capital BTC-USD, NVDA, MSFT, GS, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-market-stress-30yr-yields-peak-rate-hike-shock-1317 RockstarMarkets en 2026-05-21T13:17:11.312Z US 30Y Yield at 2007 High Forces Markets to Price 37% Fed Hike Odds by 2026 ^GSPC, ^IXIC, JPM, BAC, BTC-USD, CL=F https://rockstarmarkets.com/news/2026/05/21/crypto-etf-inflows-institutional-adoption-narrative-shifts-1317 RockstarMarkets en 2026-05-21T13:17:11.305Z BTC Leverage Longs Hit 2.5-Year High at 80,636 BTC Near $77K Support BTC-USD, ETH-USD, XRP-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beats-but-market-skeptical-valuation-1317 RockstarMarkets en 2026-05-21T13:17:11.295Z NVDA Q1 Revenue $81.6B Beats by 10%, Yet Stock Slips 2.5% After Hours NVDA, AMZN, GOOGL, META, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/cryptocurrency-institutional-adoption-emerging-narratives-1302 RockstarMarkets en 2026-05-21T13:02:10.040Z Bank of America Recommends 4% Crypto Allocation as Bitfinex Longs Hit 2.5-Year Highs BTC-USD, ETH-USD, COIN, BAC, JPM https://rockstarmarkets.com/news/2026/05/21/bond-yields-fed-hike-expectations-equity-valuation-risk-1302 RockstarMarkets en 2026-05-21T13:02:10.035Z US 30Y Yield Above 5% Prices 37% Fed Hike Odds, Compressing Mag-7 Multiples ^GSPC, ^IXIC, NVDA, MSFT, META, DX-Y.NYB, ^VIX https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-demand-clarity-act-regulatory-tailwind-1302 RockstarMarkets en 2026-05-21T13:02:10.028Z XRP Holds $1.30 Support as SBI Japan Advances Spot ETF Plans for 2026 XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-yields-recession-fears-emerging-markets-1302 RockstarMarkets en 2026-05-21T13:02:10.022Z WTI Near $100 and 30Y Yield Above 5% Compound Euro-Zone Contraction Risk CL=F, BZ=F, DX-Y.NYB, EURUSD=X, GC=F, ^STOXX50E https://rockstarmarkets.com/news/2026/05/21/bitcoin-eth-etf-outflows-institutional-rebalancing-1302 RockstarMarkets en 2026-05-21T13:02:10.015Z BlackRock Sells $2.5B in BTC Over 10 Days as 30Y Yield Hits 2007 Highs BTC-USD, ETH-USD, SOL-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-listings-private-market-shift-1302 RockstarMarkets en 2026-05-21T13:02:10.009Z SpaceX Files for IPO at $2T Valuation Disclosing 18,712 BTC in Treasury TSLA, MSFT, ^GSPC, ^IXIC, BTC-USD https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-ai-capex-demand-strength-1302 RockstarMarkets en 2026-05-21T13:02:10.002Z NVDA Q2 Guidance of $91B Tops Consensus Yet Shares Slip 2.5% Post-Earnings NVDA, MSFT, AMZN, GOOGL, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/21/european-recession-risk-energy-crisis-franc-weakness-boe-hold-1232 RockstarMarkets en 2026-05-21T12:32:08.297Z Euro-Zone Activity Contracts at Fastest Pace Since Late 2023 as EURUSD Faces Stagflation ^STOXX50E, ^GDAXI, ^FCHI, EURUSD=X, GBPUSD=X, CL=F https://rockstarmarkets.com/news/2026/05/21/mag7-valuation-compression-cape-ratio-concentration-risk-breadth-1232 RockstarMarkets en 2026-05-21T12:32:08.291Z Top-10 S&P 500 Stocks at 38% Index Weight as NVDA Falls 2.5% on a Decisive Q1 Beat ^GSPC, ^IXIC, ^RUT, NVDA, MSFT, META, AAPL, GOOGL https://rockstarmarkets.com/news/2026/05/21/crypto-institutional-adoption-btc-eth-etf-flows-xrp-ripple-1232 RockstarMarkets en 2026-05-21T12:32:08.282Z BlackRock Moves $5.8B BTC to Coinbase Prime as Institutions Hold 11% of Bitcoin Supply BTC-USD, ETH-USD, XRP-USD, COIN, MSFT, AMZN https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-inflation-fed-rate-hike-risk-emerging-markets-1232 RockstarMarkets en 2026-05-21T12:32:08.277Z Oil Near $100 With 37% Fed Hike Odds Priced: CL=F Tests a Stagflation Tipping Point CL=F, BZ=F, GC=F, AUDUSD=X, USDJPY=X https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filings-mega-cap-listings-ai-infrastructure-race-1232 RockstarMarkets en 2026-05-21T12:32:08.271Z SpaceX IPO at $75B-Plus Valuation Discloses 18,712 BTC as Bond Yields Hit 2007 Highs MSFT, GOOGL, ^IXIC, ^GSPC, BRK-B https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guide-raise-ai-capex-momentum-1232 RockstarMarkets en 2026-05-21T12:32:08.266Z NVDA Q2 Guide of $91B Tops Consensus by $5-7B, Yet Stock Falls 2.5% After Hours NVDA, MSFT, GOOGL, AMZN, AMD, AVGO https://rockstarmarkets.com/news/2026/05/21/semiconductor-fab-capex-race-ai-demand-supply-1202 RockstarMarkets en 2026-05-21T12:02:21.156Z AWS Adding 1 Million Blackwell GPUs in 2026 While SMCI's $10B Payables Gap Clouds Supply Chain NVDA, AMZN, AMD, AVGO, SMCI, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-ripple-institutional-inflows-clarity-act-1202 RockstarMarkets en 2026-05-21T12:02:21.150Z XRP Volume Tops BTC and ETH in South Korea as Goldman Clients Eye 4% Crypto Allocation XRP-USD, JPM, GS https://rockstarmarkets.com/news/2026/05/21/bitcoin-institutional-adoption-bull-positioning-1202 RockstarMarkets en 2026-05-21T12:02:21.143Z Bitfinex BTC Margin Longs at 80,636, Highest Since December 2023, as Fear Index Hits 29 BTC-USD, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-yields-recession-fears-emerge-1202 RockstarMarkets en 2026-05-21T12:02:21.137Z US 30Y Yield at 2007 High Prices 37% Fed Hike Odds as Iran War Lifts Oil Near $100 ^GSPC, ^IXIC, CL=F, BZ=F, GC=F, JPM, BAC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-mega-cap-listings-surge-1202 RockstarMarkets en 2026-05-21T12:02:21.132Z SpaceX SPCX Filed at $2T Valuation With 18,712 BTC on Its Balance Sheet MSFT, GOOGL, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-guidance-raise-ai-capex-sprint-1202 RockstarMarkets en 2026-05-21T12:02:21.126Z NVDA Q2 Guidance at $91B Signals AI Capex Cycle, But AH Selloff Raises the Bar NVDA, AMZN, MSFT, AVGO, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nexterra-dominion-merger-power-consolidation-transition-1132 RockstarMarkets en 2026-05-21T11:32:12.886Z NEE Acquires Dominion Energy D in $67B All-Stock Deal, Largest US Utility Merger https://rockstarmarkets.com/news/2026/05/21/bitcoin-margin-longs-at-2-5-year-high-leverage-risk-1132 RockstarMarkets en 2026-05-21T11:32:12.880Z BTC-USD Margin Longs at 80,636 Coins, Highest Since December 2023, Near $77K BTC-USD, ETH-USD, ^VIX https://rockstarmarkets.com/news/2026/05/21/solana-negative-funding-volumes-decline-competition-base-1132 RockstarMarkets en 2026-05-21T11:32:12.872Z SOL-USD Funding Rates Flip to -3% After Rejection at $98, Testing $83 Support SOL-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-betting-1132 RockstarMarkets en 2026-05-21T11:32:12.866Z XRP-USD Tops BTC-USD Volume in South Korea as SBI Spot ETF Filing Advances XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-shock-fed-rate-hike-risk-emerges-1132 RockstarMarkets en 2026-05-21T11:32:12.859Z US 30Y Yield at 2007 High and 37% Fed Hike Odds Pressure BTC and CL=F BTC-USD, ETH-USD, CL=F, ^STOXX50E, GC=F https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-mega-listings-ai-megacap-wave-1132 RockstarMarkets en 2026-05-21T11:32:12.852Z SpaceX IPO Targets $2T Valuation with 18,712 BTC on Its Balance Sheet MSFT, GOOGL, META, BTC-USD https://rockstarmarkets.com/news/2026/05/21/nvidia-beats-guidance-ai-capex-inflection-1132 RockstarMarkets en 2026-05-21T11:32:12.845Z NVDA Q2 Guidance at $91B Beats Consensus, Yet Stock Falls 2.5% After-Hours NVDA, AMD, AVGO, SMCI, MSFT, GOOGL, META https://rockstarmarkets.com/news/2026/05/21/nexterea-dominion-67-billion-utility-mega-deal-power-consolidation-1001 RockstarMarkets en 2026-05-21T10:01:50.761Z NextEra's $67B All-Stock Dominion Acquisition Is the Largest Utility Merger on Record ^GSPC, ^IXIC, CL=F, NG=F https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-ripple-cross-border-settlement-1001 RockstarMarkets en 2026-05-21T10:01:50.754Z XRP-USD Retests $1.30 Support After Rejecting $1.44 as SBI Eyes Spot ETF XRP-USD, BTC-USD, ETH-USD, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/bitcoin-leverage-longs-institutional-accumulation-2-5-year-high-1001 RockstarMarkets en 2026-05-21T10:01:50.750Z Bitfinex Margin Longs Hit 80,636 BTC, a 2.5-Year High With $3.78B in Liquidations Below BTC-USD, ^IXIC, ^GSPC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/openai-ipo-filing-imminent-valuation-unlock-ai-cap-race-1001 RockstarMarkets en 2026-05-21T10:01:50.745Z OpenAI IPO Filing Imminent as Private Valuation Swings Between $80B and $150B MSFT, GOOGL, AMZN, META, ^IXIC https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-musk-control-bitcoin-holdings-1001 RockstarMarkets en 2026-05-21T10:01:50.741Z SpaceX IPO Targets $75B Valuation with 18,712 BTC on Its Balance Sheet BTC-USD, TSLA, MSFT, GOOGL, ^IXIC https://rockstarmarkets.com/news/2026/05/21/iran-war-energy-shock-eurozone-recession-fears-1001 RockstarMarkets en 2026-05-21T10:01:50.736Z Euro-Zone PMI at Fastest Contraction Since Late 2023 as Oil Nears $100 ^STOXX50E, ^GDAXI, ^FCHI, CL=F, BZ=F, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-blackwell-demand-guide-surprise-1001 RockstarMarkets en 2026-05-21T10:01:50.729Z NVDA Q2 Guide of $91B Tops Consensus by 6%, Yet Stock Slips 2.5% After Hours NVDA, MSFT, GOOGL, AMZN, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bitcoin-whale-accumulation-spacex-holdings-macro-risk-repricing-0902 RockstarMarkets en 2026-05-21T09:02:07.569Z BlackRock Moves 5,847 BTC Into Coinbase Prime as Fear-and-Greed Index Hits 29 BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/semiconductor-valuation-bubble-pe-compression-concerns-0902 RockstarMarkets en 2026-05-21T09:02:07.564Z ARM and PLTR at 50-Plus Price-to-Sales as 30Y Yields Hit 2007 Highs NVDA, ARM, PLTR, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/smci-accounting-scrutiny-amex-supplier-validation-gap-0902 RockstarMarkets en 2026-05-21T09:02:07.561Z SMCI Up 4.5% on AI Momentum as a Claimed $10B Payable Finds No NVDA Counterpart SMCI, NVDA https://rockstarmarkets.com/news/2026/05/21/xrp-regulatory-clarity-act-institutional-adoption-wave-0902 RockstarMarkets en 2026-05-21T09:02:07.556Z XRP Retests $1.30-$1.35 Support at Oversold RSI After $1.44 Rejection XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-openai-ipo-prep-mega-cap-tech-ipo-wave-0902 RockstarMarkets en 2026-05-21T09:02:07.552Z SpaceX Files SPCX IPO at 2T-Plus Valuation With 18,712 BTC on Its Balance Sheet MSFT, GOOGL, BTC-USD, ^IXIC, AMZN https://rockstarmarkets.com/news/2026/05/21/iran-war-bond-yields-spike-fed-rate-hike-odds-climb-0902 RockstarMarkets en 2026-05-21T09:02:07.548Z US 30Y Yields at 2007 Highs With 37% Odds Now Priced for a 2026 Fed Hike ^GSPC, ^DJI, CL=F, BZ=F, GC=F, USDJPY=X, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-ai-capex-reality-test-0902 RockstarMarkets en 2026-05-21T09:02:07.543Z NVDA Posts 85% Revenue Growth to $81.6B, Falls 2.5% on Crowded Positioning NVDA, AMD, MSFT, GOOGL, AVGO, ARM, ^IXIC https://rockstarmarkets.com/news/2026/05/21/openai-ipo-filing-imminent-ai-valuation-race-0801 RockstarMarkets en 2026-05-21T08:01:57.777Z OpenAI IPO Filing Imminent at $80-100B Pre-IPO Value, Targeting Fall 2026 Debut MSFT, GOOGL, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nextera-dominion-mega-power-deal-energy-infrastructure-0801 RockstarMarkets en 2026-05-21T08:01:57.773Z NextEra $67B All-Stock Dominion Acquisition Targets AI Data-Center Power Demand TSLA, MSFT, GOOGL, AMZN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/ai-capex-valuation-bubble-concern-mag7-concentration-0801 RockstarMarkets en 2026-05-21T08:01:57.768Z NVDA $6T Market Cap Exceeds Japan GDP as S&P 500 Concentration Hits 38% NVDA, MSFT, GOOGL, META, AMZN, ARM, PLTR, ^GSPC https://rockstarmarkets.com/news/2026/05/21/xrp-ripple-institutional-adoption-clarity-act-pivot-0801 RockstarMarkets en 2026-05-21T08:01:57.764Z XRP-USD Tops BTC and ETH Volume in Korea as RLUSD Lands on EDX Markets XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/middle-east-iran-war-shock-oil-yields-equities-0801 RockstarMarkets en 2026-05-21T08:01:57.759Z US 30Y Yield at 2007 Highs as Iran War Reprices Fed Hike Odds to 37% CL=F, BZ=F, ^FTSE, ^GDAXI, ^HSI https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-bitcoin-holdings-strategic-pivot-0801 RockstarMarkets en 2026-05-21T08:01:57.754Z SpaceX SPCX IPO Targets $75B at $2T Valuation with 18,712 BTC on Balance Sheet BTC-USD, TSLA, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-lift-ai-infrastructure-0801 RockstarMarkets en 2026-05-21T08:01:57.749Z NVDA Q1 Revenue Beats at $81.6B, but After-Hours Reaction Stays Muted NVDA, GOOGL, AMZN, META, AMD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/samsung-union-deal-semiconductor-supply-relief-0701 RockstarMarkets en 2026-05-21T07:01:33.942Z Samsung Union Deal Secures DRAM Supply for NVDA and AMD at 90% YoY Demand Growth NVDA, AMD, MSFT, GOOGL, ^IXIC, ^N225 https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-near-100-emerging-market-currency-pressure-0701 RockstarMarkets en 2026-05-21T07:01:33.935Z Crude Near $100 as Goldman Flags Record Stockpile Draws on Iran Supply Shock CL=F, BZ=F, AUDUSD=X, EURUSD=X, GC=F, ^AXJO, ^HSI https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-push-0701 RockstarMarkets en 2026-05-21T07:01:33.927Z XRP Volume Tops BTC and ETH in South Korea as Goldman Exits $154M ETF Stake XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holdings-institutional-adoption-0701 RockstarMarkets en 2026-05-21T07:01:33.920Z SpaceX IPO Filing Reveals 18,712 BTC Worth $1.4B in Treasury BTC-USD, TSLA, MSFT, GOOGL, ^GSPC, COIN https://rockstarmarkets.com/news/2026/05/21/bond-market-rout-rates-higher-for-longer-0701 RockstarMarkets en 2026-05-21T07:01:33.912Z 30Y Treasury at 2007 Highs Puts 37% Fed Hike Odds on the Table ^GSPC, ^IXIC, BTC-USD, ETH-USD, GC=F, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-hyperscaler-capex-affordability-0701 RockstarMarkets en 2026-05-21T07:01:33.903Z NVDA Q2 Guidance at $91B Tests Whether Hyperscaler Capex Can Hold NVDA, GOOGL, MSFT, AMZN, AMD, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/ai-workforce-readiness-gap-skills-adoption-risk-0601 RockstarMarkets en 2026-05-21T06:01:57.342Z Only 22% of Leaders Confident in AI Workforce Readiness as 70% of Projects Stall at Pilot MSFT, GOOGL, AMZN, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/semiconductor-valuation-bubble-debate-arm-pltr-smci-concerns-0601 RockstarMarkets en 2026-05-21T06:01:57.337Z ARM and PLTR at 50-Plus Price-to-Sales Revive Late-1999 Valuation Comparisons ARM, SMCI, PLTR, AVGO, AMD, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/21/fed-rate-hold-bond-vigilantes-inflation-repricing-cycle-0601 RockstarMarkets en 2026-05-21T06:01:57.331Z US 30Y Yields at 2007 Highs With Markets Pricing 37% Odds of a 2026 Fed Hike JPM, GS, BAC, ^GSPC, ^IXIC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-ripple-clarity-act-momentum-0601 RockstarMarkets en 2026-05-21T06:01:57.324Z XRP Pulls Back to $1.30 Support as SBI Japan Moves Toward Spot ETF Launch XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/us-iran-truce-talks-oil-yields-volatility-macro-repricing-0601 RockstarMarkets en 2026-05-21T06:01:57.319Z US-Iran Truce Talks in Final Stages as CL=F Retreats Toward $100 per Barrel CL=F, GC=F, DX-Y.NYB, ^GSPC, JPM, GS https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-reveals-bitcoin-holdings-musk-control-0601 RockstarMarkets en 2026-05-21T06:01:57.313Z SpaceX IPO Filing Discloses 18,712 BTC at $35,000 Average Cost Amid $2T Valuation Target BTC-USD, ^GSPC, ^IXIC, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beats-guidance-raises-ai-capex-debate-0601 RockstarMarkets en 2026-05-21T06:01:57.307Z NVDA Q2 Guidance of $91B Beats Consensus, Yet Stock Slides 2.5% After Hours NVDA, MSFT, GOOGL, AMZN, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nextora-dominion-67b-mega-merger-energy-consolidation-0501 RockstarMarkets en 2026-05-21T05:01:59.797Z NextEra Acquires Dominion in $67B All-Stock Deal, Largest Power Merger on Record ^GSPC, ^DJI, CL=F, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/21/semiconductor-capex-cycle-peak-fears-amd-arm-tsmc-0501 RockstarMarkets en 2026-05-21T05:01:59.793Z SMCI $10B Payables Gap Clouds AMD and ARM Semiconductor Rebound NVDA, AMD, SMCI, ARM, AVGO, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-yields-geopolitical-risk-premium-0501 RockstarMarkets en 2026-05-21T05:01:59.787Z WTI Above $110 as US Crude Inventories Drop a Record 17.8M Barrels CL=F, BZ=F, AUDUSD=X, USDJPY=X, GS https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-ripple-clarity-act-0501 RockstarMarkets en 2026-05-21T05:01:59.783Z XRP Tests $1.30 Support as Goldman Exits $154M ETF Stake XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/fed-rate-hike-scenario-bond-yields-inflation-risk-0501 RockstarMarkets en 2026-05-21T05:01:59.778Z US 30Y Yield at 2007 High With 37% Odds of a Fed Hike by 2026 ^GSPC, ^DJI, GC=F, BZ=F, JPM, BRK-B https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-bitcoin-holders-institutional-adoption-0501 RockstarMarkets en 2026-05-21T05:01:59.773Z SpaceX SPCX IPO Filing Discloses 18,712 BTC at $35K Average Cost BTC-USD, MSFT, AMZN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-race-0501 RockstarMarkets en 2026-05-21T05:01:59.767Z NVDA Q2 Guidance at $91B Yet Stock Slips 2.5% as Margin Skepticism Builds NVDA, AMD, MSFT, GOOGL, AMZN, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/solana-funding-rate-flip-negative-dex-volume-decline-competitive-pressure-0401 RockstarMarkets en 2026-05-21T04:01:51.602Z SOL-USD Funding Rate Flips to -3% as DEX Volumes Drop 56% Since January, Testing $83 Support SOL-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/openai-ipo-softbank-sb-energy-ipo-mega-ai-capex-wave-0401 RockstarMarkets en 2026-05-21T04:01:51.598Z OpenAI IPO Targets Fall 2026 Debut Amid a $250B-Plus AI Capex Commitment from GOOGL, AMZN and Meta MSFT, GOOGL, AMZN, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/iran-war-oil-export-demand-energy-security-shocks-0401 RockstarMarkets en 2026-05-21T04:01:51.594Z US Crude Inventories Drop a Record 17.8M Barrels as CL=F Holds Above $100 on Iran Deal Uncertainty CL=F, BZ=F, ^GSPC, EURUSD=X https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-clarity-act-regulatory-tailwind-0401 RockstarMarkets en 2026-05-21T04:01:51.589Z XRP-USD Tests $1.30-$1.35 Support at Oversold RSI After Goldman Exits $154M ETF Position XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-bitcoin-holdings-megacap-liquidity-0401 RockstarMarkets en 2026-05-21T04:01:51.585Z SpaceX Files for Nasdaq IPO as SPCX, Disclosing 18,712 Bitcoin at a $1.4B Unrealized Gain BTC-USD, TSLA, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/bond-market-rout-fed-hike-repricing-macro-shock-0401 RockstarMarkets en 2026-05-21T04:01:51.581Z 30Y Treasury Yield at 2007 Highs, Markets Now Pricing 37% Odds of a Fed Hike in 2026 ^GSPC, ^RUT, BTC-USD, ETH-USD, GC=F, JPM, BAC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beats-guide-hike-ai-capex-momentum-0401 RockstarMarkets en 2026-05-21T04:01:51.576Z NVDA Posts $81.6B Revenue Beat but Slides 2.5% as Rate Fears Weigh on AI Capex Thesis NVDA, MSFT, GOOGL, AMZN, AMD, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/21/openai-ipo-filing-softbank-energy-megacap-ai-funding-race-0301 RockstarMarkets en 2026-05-21T03:01:59.980Z OpenAI Targets Fall 2026 IPO at an Estimated $80 to $100B Secondary Valuation MSFT, GOOGL, AMZN, META, TSLA, ^IXIC https://rockstarmarkets.com/news/2026/05/21/nexterra-dominion-mega-merger-power-grid-ai-capex-race-0301 RockstarMarkets en 2026-05-21T03:01:59.973Z NextEra to Buy Dominion in $67B Deal as Data Centers Demand 4 to 5x Grid Power MSFT, GOOGL, AMZN, META, ^GSPC https://rockstarmarkets.com/news/2026/05/21/samsung-tsmc-labor-peace-ai-boom-valuation-reality-check-0301 RockstarMarkets en 2026-05-21T03:01:59.966Z TSMC Gross Margins Under Pressure as Samsung Labor Deal Removes NVDA Supply Risk NVDA, AMD, AVGO, ^N225, ^HSI https://rockstarmarkets.com/news/2026/05/21/bond-yields-fed-rate-hike-fears-equity-margin-compression-0301 RockstarMarkets en 2026-05-21T03:01:59.958Z US 30-Year Yields Hit 2007 Highs as Fed Hike Odds Reach 37% for 2026 ^GSPC, ^IXIC, BTC-USD, ETH-USD, CL=F, GC=F, ^VIX https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-microstrategy-bitcoin-accumulation-musk-wealth-0301 RockstarMarkets en 2026-05-21T03:01:59.951Z SpaceX Files for IPO at $75B Plus with 18,712 BTC on Its Balance Sheet TSLA, BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/21/xrp-institutional-adoption-ripple-clarity-act-regulatory-tailwinds-0301 RockstarMarkets en 2026-05-21T03:01:59.944Z XRP-USD Rejected at $1.44 as Goldman Sachs Exits $154M ETF Stake XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-guidance-raise-ai-capex-debate-0301 RockstarMarkets en 2026-05-21T03:01:59.937Z NVDA Beats by $4.75B but Falls 2.5% AH as Expectations Priced In NVDA, AMD, AVGO, ARM, SMCI, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/semiconductor-buying-momentum-amd-margin-stretch-0101 RockstarMarkets en 2026-05-21T01:01:46.554Z AMD Institutional Block at 868.94 Signals Conviction Ahead of Nvidia 50% Share Erosion Call AMD, NVDA, GOOGL, MSFT, AVGO https://rockstarmarkets.com/news/2026/05/21/solana-funding-flip-negative-dex-volume-decline-0101 RockstarMarkets en 2026-05-21T01:01:46.549Z SOL-USD Tests 83 Support as Funding Rates Flip to -3% and DEX Volumes Fall 56% SOL-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/21/mega-power-deal-nextera-dominion-67-billion-0101 RockstarMarkets en 2026-05-21T01:01:46.543Z NextEra Acquires Dominion in 67B Deal as AI Grid Demand Reshapes Utility M&A ^GSPC, ^DJI, CL=F, NG=F https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-crypto-custody-embrace-0101 RockstarMarkets en 2026-05-21T01:01:46.538Z SpaceX IPO Targets 75B Valuation with 18,712 BTC Disclosed as Treasury Reserve BTC-USD, TSLA, MSFT, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/bond-yield-spike-fed-hike-repricing-crypto-0101 RockstarMarkets en 2026-05-21T01:01:46.532Z 30Y Treasury Yield at 2007 Highs Sends BTC-USD Down 5.7% on Real Rate Repricing BTC-USD, ETH-USD, CL=F, GC=F, ^GSPC https://rockstarmarkets.com/news/2026/05/21/nvidia-earnings-beat-ai-capex-momentum-0101 RockstarMarkets en 2026-05-21T01:01:46.525Z NVDA Posts 85% Revenue Growth but Dips 2.5% AH on Priced-to-Perfection Positioning NVDA, AMD, GOOGL, MSFT, AMZN, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/21/xrp-clarity-act-regulatory-tailwind-ripple-rlusd-0001 RockstarMarkets en 2026-05-21T00:01:34.577Z XRP-USD Pulls Back to $1.30 Support as RLUSD Lands on EDX Markets Institutional Platform XRP-USD, BTC-USD, COIN, V, MA https://rockstarmarkets.com/news/2026/05/21/spacex-ipo-filing-raises-2-trillion-valuation-bitcoin-holdings-0001 RockstarMarkets en 2026-05-21T00:01:34.572Z SpaceX IPO Filing Reveals 18,712 BTC at a 100%-Plus Mark-to-Market Gain BTC-USD, TSLA, COIN, ^GSPC https://rockstarmarkets.com/news/2026/05/21/solana-funding-rates-competitive-pressure-base-hyperliquid-0001 RockstarMarkets en 2026-05-21T00:01:34.567Z SOL Funding Rates Flip to -3% as DEX Volumes Fall 56% Since January SOL-USD, BTC-USD, ETH-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/21/mag7-earnings-cycle-completion-concentration-risk-0001 RockstarMarkets en 2026-05-21T00:01:34.561Z Top 10 S&P 500 Names at 38% Index Weight as Mag 7 Earnings Diverge NVDA, META, GOOGL, AMZN, MSFT, ^GSPC, ^IXIC, ^RUT https://rockstarmarkets.com/news/2026/05/21/bitcoin-geopolitical-risk-premium-iran-de-escalation-0001 RockstarMarkets en 2026-05-21T00:01:34.557Z BTC Near $77K as 30Y Yields Hit 2007 Highs and Iran Talks Ease Risk Premium BTC-USD, ETH-USD, SOL-USD, COIN, ^VIX https://rockstarmarkets.com/news/2026/05/21/nvda-earnings-beat-guidance-raise-ai-capex-0001 RockstarMarkets en 2026-05-21T00:01:34.552Z NVDA Q1 Revenue Up 85% YoY Tests a Near-20x Forward PE at the Cycle Peak NVDA, AMD, AVGO, SMCI, ARM, PLTR, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/solana-network-stress-funding-rates-dex-volume-decline-competition-2332 RockstarMarkets en 2026-05-20T23:32:23.727Z SOL Funding Rates Flip to -3% and DEX Volumes Fall 56% Since January, Testing $83 Support SOL-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-ai-mega-cap-valuation-narrative-2332 RockstarMarkets en 2026-05-20T23:32:23.723Z OpenAI Targets Fall 2026 IPO at Potential $2T Valuation, Forcing a Reckoning on AI Margin Reality MSFT, GOOGL, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/china-yuan-strength-exporter-strain-currency-policy-dilemma-2332 RockstarMarkets en 2026-05-20T23:32:23.719Z CL=F and HG=F Face Softening Demand as Yuan Strength Compresses Chinese Exporter Margins EURUSD=X, AUDUSD=X, CL=F, HG=F https://rockstarmarkets.com/news/2026/05/20/real-estate-reit-consolidation-avalon-equity-residential-mega-deal-2332 RockstarMarkets en 2026-05-20T23:32:23.716Z AvalonBay and Equity Residential Near an $80B-Plus Merger as 30Y Yields Hit 2007 Highs ^GSPC, ^IXIC, GC=F https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-filing-bitcoin-holdings-musk-equities-narrative-2332 RockstarMarkets en 2026-05-20T23:32:23.712Z SpaceX IPO Filing Reveals 18,712 BTC at $35K Average, Anchoring Institutional Crypto Treasury Thesis BTC-USD, TSLA, ^GSPC https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-risk-bond-yields-ai-capex-inflation-2332 RockstarMarkets en 2026-05-20T23:32:23.707Z US 30Y Yield at 2007 Highs as Fed Rate-Hike Odds Hit 37%, Pressuring BTC and Growth Equities BTC-USD, ETH-USD, ^GSPC, ^IXIC, DX-Y.NYB, GC=F, CL=F https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-positioning-risk-magn7-volatility-2332 RockstarMarkets en 2026-05-20T23:32:23.703Z NVDA Posts $78.75B Beat but Falls 2.5% AH, Testing the Limits of Bullish Consensus NVDA, AMD, AVGO, ^GSPC, ^IXIC, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-fall-2026-valuation-inflection-2302 RockstarMarkets en 2026-05-20T23:02:27.587Z OpenAI IPO Filing Imminent at $80B-Plus Private Valuation, Putting MSFT Stake Under Scrutiny MSFT, GOOGL, AMZN, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/20/bitcoin-saylor-accumulation-whale-leverage-positioning-2302 RockstarMarkets en 2026-05-20T23:02:27.583Z MSTR's $8B BTC Accumulation Holds Price Near $76k With a $61,421 Whale Liquidation in View BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-67b-power-mega-m-a-capex-flood-2302 RockstarMarkets en 2026-05-20T23:02:27.578Z NEE Acquires Dominion D in $67B Deal, the Largest US Power Utility Transaction on Record ^GSPC, MSFT, GOOGL, AMZN, META https://rockstarmarkets.com/news/2026/05/20/solana-momentum-breakdown-funding-flipped-negative-2302 RockstarMarkets en 2026-05-20T23:02:27.575Z SOL-USD Funding Rate at -3% After $98 Rejection Flags Capitulation Risk Down to $78 SOL-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-filing-bitcoin-treasury-macro-inflection-2302 RockstarMarkets en 2026-05-20T23:02:27.571Z SpaceX SPCX IPO Targets $2 Trillion Valuation With 18,712 BTC on Its Balance Sheet BTC-USD, TSLA, ^IXIC, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/us-iran-truce-hopes-yield-drop-equities-resilience-2302 RockstarMarkets en 2026-05-20T23:02:27.567Z 30-Year Treasury Yield Retreats From 2007 Highs as Iran Deal Talk Lifts ^GSPC ^GSPC, ^IXIC, CL=F, BZ=F https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-beat-guide-raise-market-test-2302 RockstarMarkets en 2026-05-20T23:02:27.562Z NVDA Q2 Guidance at $91B Tests Whether the Beat-and-Raise Trade Is Exhausted NVDA, AMD, MSFT, GOOGL, AMZN, ^IXIC, ^GSPC, AVGO https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-risk-bond-vigilantes-macro-inflation-2232 RockstarMarkets en 2026-05-20T22:32:13.414Z Fed Minutes Put a 37% Hike Probability in Play With the 30Y Yield at a 2007 High ^GSPC, ^IXIC, NVDA, MSFT, JPM https://rockstarmarkets.com/news/2026/05/20/meta-intel-layoffs-mag7-hiring-contraction-2232 RockstarMarkets en 2026-05-20T22:32:13.410Z META Initiates 8,000 Cuts With Stock at $614 After a Four-Year Headcount Whipsaw META, NVDA, AMD, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/cryptocurrency-volatility-solana-weakness-altcoin-liquidation-2232 RockstarMarkets en 2026-05-20T22:32:13.407Z SOL Rejected at $98 With Funding Rates Flipping to -3% as DEX Volume Falls 56% BTC-USD, ETH-USD, SOL-USD, DOGE-USD https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-bitcoin-treasury-10b-value-2232 RockstarMarkets en 2026-05-20T22:32:13.400Z SpaceX IPO Filing Reveals 18,712 BTC at $35K Avg Cost, Now a 2x Embedded Gain BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/us-iran-truce-oil-yield-rally-risk-off-2232 RockstarMarkets en 2026-05-20T22:32:13.395Z US-Iran Final-Stage Talks Drove WTI Lower After a Record 17.8M-Barrel Inventory Draw ^GSPC, ^IXIC, CL=F, BZ=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-capex-reality-check-2232 RockstarMarkets en 2026-05-20T22:32:13.391Z NVDA Beats at $81.6B but Falls 2.5% as AI Capex Sustainability Takes Center Stage NVDA, MSFT, GOOGL, AMZN, META, ARM, SMCI, ^IXIC https://rockstarmarkets.com/news/2026/05/20/xrp-clarity-act-regulatory-clarity-rally-2202 RockstarMarkets en 2026-05-20T22:02:16.486Z XRP-USD Tests $1.30 Support at Oversold RSI as CLARITY Act Gains Legislative Traction XRP-USD, BTC-USD, COIN, ETH-USD https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-energy-megadeal-power-consolidation-2202 RockstarMarkets en 2026-05-20T22:02:16.481Z NEE Acquires Dominion Energy in $67B Deal, the Largest Power Merger on Record MSFT, GOOGL, AMZN, CL=F https://rockstarmarkets.com/news/2026/05/20/solana-funding-rates-flip-negative-momentum-breaks-2202 RockstarMarkets en 2026-05-20T22:02:16.477Z SOL Rejected at $98 With Funding Rates Flipped to -3% and DEX Volume Down 56% SOL-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/20/retail-earnings-beat-consumer-resilience-thesis-2202 RockstarMarkets en 2026-05-20T22:02:16.473Z TGT Posts Best Comparable Sales in Four Years While Flagging Second-Half Consumer Risk WMT, COST, ^GSPC, ^RUT https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-bitcoin-holdings-micro-strategy-thesis-2202 RockstarMarkets en 2026-05-20T22:02:16.469Z SpaceX IPO Filing Reveals 18,712 BTC Worth $1.4B, Shifting Corporate Treasury Norms BTC-USD, TSLA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/bond-yields-fed-hike-risk-crypto-pullback-2202 RockstarMarkets en 2026-05-20T22:02:16.462Z 37% Fed Hike Odds in 2026 Drive BTC Down 5.7% and Pressure Growth Duration BTC-USD, ETH-USD, NVDA, MSFT, GOOGL, ^IXIC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-ai-capex-positioning-risk-2202 RockstarMarkets en 2026-05-20T22:02:16.457Z NVDA Q2 Guide at $91B Tests Whether Crowded AI Positioning Can Hold NVDA, AMD, MSFT, GOOGL, SMCI https://rockstarmarkets.com/news/2026/05/20/semiconductor-momentum-chip-stocks-breadth-test-2147 RockstarMarkets en 2026-05-20T21:47:19.457Z SMH Gains 1.4% as SMCI Clears Its 50-Day MA at $27.74 Ahead of NVDA Earnings NVDA, AMD, SMCI, ARM, AVGO, MSFT https://rockstarmarkets.com/news/2026/05/20/xrp-clarity-act-regulatory-tailwind-crypto-reset-2147 RockstarMarkets en 2026-05-20T21:47:19.453Z XRP-USD Holds $1.30 Support as CLARITY Act Advances SEC and CFTC Jurisdiction Reform XRP-USD, COIN, BTC-USD https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-mega-merger-consolidation-wave-2147 RockstarMarkets en 2026-05-20T21:47:19.449Z NextEra and Dominion Agree on a $67B Merger, the Largest Power-Sector Deal on Record ^GSPC, CL=F, NG=F https://rockstarmarkets.com/news/2026/05/20/bond-yields-real-rates-crypto-duration-selloff-2147 RockstarMarkets en 2026-05-20T21:47:19.445Z BTC Down 5.7% and ETH Down 10.2% as 30-Year Yields Reclaim 2007 Highs BTC-USD, ETH-USD, ^IXIC, CL=F, GC=F https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-musk-mega-cap-listing-catalyst-2147 RockstarMarkets en 2026-05-20T21:47:19.440Z SpaceX SPCX Files for Nasdaq IPO at a $2T Valuation, Targeting a $75B Raise ^IXIC, ^GSPC, MSFT, AMZN https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-risk-bond-vigilantes-reassert-2147 RockstarMarkets en 2026-05-20T21:47:19.436Z US 30-Year Yields at 2007 High as Fed Minutes Flag 37% Odds of a 2026 Rate Hike ^GSPC, ^IXIC, BTC-USD, ETH-USD, CL=F, GC=F https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-capex-sustainability-test-2147 RockstarMarkets en 2026-05-20T21:47:19.431Z NVDA Faces 79% Revenue Growth Scrutiny as Options Price a 6.1% Post-Earnings Move NVDA, AMD, AVGO, SMCI, ARM, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-iran-geopolitics-usd-weakness-rally-2132 RockstarMarkets en 2026-05-20T21:32:06.253Z BTC-USD Bounces From $76,757 to $77,428 as US-Iran Talks Near Final Stages BTC-USD, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-67-billion-power-utility-mega-deal-2132 RockstarMarkets en 2026-05-20T21:32:06.247Z NextEra to Acquire Dominion in a Record $67 Billion Power Sector Deal for AI Demand ^GSPC, ^IXIC, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/20/xrp-clarity-act-regulatory-clarity-crypto-bull-case-2132 RockstarMarkets en 2026-05-20T21:32:06.241Z XRP-USD Holds $1.30 Support With Oversold RSI as the CLARITY Act Advances XRP-USD, BTC-USD, ETH-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/20/meta-large-scale-layoffs-workforce-management-volatility-2132 RockstarMarkets en 2026-05-20T21:32:06.234Z META Cutting 8,000 Jobs While Trading at Its Cheapest Magnificent Seven Valuation Near $600 META, GOOGL, MSFT, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-filing-trillion-dollar-valuation-musk-2132 RockstarMarkets en 2026-05-20T21:32:06.228Z SpaceX Files for Nasdaq IPO Under SPCX at a $2 Trillion Target Valuation ^IXIC, ^GSPC, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/fed-rates-higher-longer-crypto-bond-repricing-2132 RockstarMarkets en 2026-05-20T21:32:06.222Z US 30Y Yield at 2007 Highs With 37% Odds of a 2026 Fed Hike Priced In BTC-USD, ETH-USD, ^GSPC, ^IXIC, DX-Y.NYB, CL=F, GC=F https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-ai-capex-reality-check-2132 RockstarMarkets en 2026-05-20T21:32:06.216Z NVDA Faces 6.1% Options-Implied Move on $78.75B Revenue Expectations Tonight NVDA, AMD, AVGO, ARM, SMCI, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-fall-2026-debut-2117 RockstarMarkets en 2026-05-20T21:17:05.602Z OpenAI Targets Fall 2026 IPO at a Valuation Above $100 Billion ^IXIC, ^GSPC, NVDA, MSFT, META https://rockstarmarkets.com/news/2026/05/20/meta-twitter-global-layoffs-talent-flight-risk-2117 RockstarMarkets en 2026-05-20T21:17:05.596Z META Announces 8,000 Job Cuts After Headcount Peaked at 86,000 in 2022 META, ^IXIC, ^GSPC, GOOGL, MSFT https://rockstarmarkets.com/news/2026/05/20/xrp-clarity-act-regulatory-clarity-crypto-classification-2117 RockstarMarkets en 2026-05-20T21:17:05.590Z XRP-USD Holds $1.30 Support as Clarity Act Reframes Regulatory Debate XRP-USD, BTC-USD, ETH-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-energy-67-billion-power-megadeal-2117 RockstarMarkets en 2026-05-20T21:17:05.583Z NextEra $67 Billion All-Stock Dominion Deal Sets Record for US Power M&A ^GSPC, ^IXIC, MSFT, AMZN, GOOGL https://rockstarmarkets.com/news/2026/05/20/spacex-ipo-filing-mega-cap-tech-listing-wave-2117 RockstarMarkets en 2026-05-20T21:17:05.577Z SpaceX Files for Nasdaq IPO as SPCX at a $2 Trillion Valuation ^IXIC, ^GSPC, MSFT, GOOGL, META https://rockstarmarkets.com/news/2026/05/20/bond-yields-spike-crypto-repricing-higher-rates-2117 RockstarMarkets en 2026-05-20T21:17:05.570Z BTC-USD Down 5.7% as 30Y Yields Hit Highest Level Since 2007 BTC-USD, ETH-USD, ^IXIC, ^VIX, NVDA, META, MSFT https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-capex-guidance-inflation-risk-2117 RockstarMarkets en 2026-05-20T21:17:05.564Z NVDA Q2 Consensus at $78.75B Revenue With 30Y Yields at 16-Year Highs NVDA, MSFT, META, GOOGL, AMZN, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-whale-accumulation-mstr-leverage-thesis-2102 RockstarMarkets en 2026-05-20T21:02:14.881Z MSTR Holds a $39M BTC Long at 5x Leverage With Liquidation at $61.4K BTC-USD, COIN, ETH-USD, SOL-USD, XRP-USD https://rockstarmarkets.com/news/2026/05/20/target-retail-recovery-consumer-resilience-test-2102 RockstarMarkets en 2026-05-20T21:02:14.874Z Target Posts Best Comparable Sales Growth in 4 Years and Raises Full-Year Guidance ^GSPC, WMT, COST, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-energy-mega-deal-power-consolidation-2102 RockstarMarkets en 2026-05-20T21:02:14.867Z NextEra's $67B Dominion Acquisition Is the Largest Power Deal in History ^GSPC, ^DJI, NG=F, CL=F, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/20/crypto-yield-shock-btc-eth-capitulation-risk-2102 RockstarMarkets en 2026-05-20T21:02:14.861Z BTC Down 5.7% and ETH Down 10.2% as 30Y Yield Reaches 2007 Highs BTC-USD, ETH-USD, SOL-USD, XRP-USD, COIN, DX-Y.NYB, GC=F https://rockstarmarkets.com/news/2026/05/20/space-ipo-filing-mega-cap-tech-succession-event-2102 RockstarMarkets en 2026-05-20T21:02:14.854Z SpaceX Files for Nasdaq IPO Under SPCX as OpenAI Targets Fall 2026 Debut ^IXIC, TSLA, MSFT, GOOGL, AMZN, META, NVDA https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-scenario-bond-vigilantes-emerging-2102 RockstarMarkets en 2026-05-20T21:02:14.846Z Fed Minutes Put 37% Hike Odds on the Table as 30Y Yield Hits 2007 High ^GSPC, ^IXIC, BTC-USD, ETH-USD, GC=F, DX-Y.NYB, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-capex-reality-check-2102 RockstarMarkets en 2026-05-20T21:02:14.838Z NVDA Earnings at 80% YoY Growth With 6.5% Implied Move and Consensus Near-Unanimous NVDA, MSFT, GOOGL, AMZN, META, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/20/bitcoin-iran-geopolitical-premium-us-dollar-carry-2047 RockstarMarkets en 2026-05-20T20:47:08.664Z BTC-USD Bounces to $77,428 on Iran De-escalation While a 650 BTC Binance Exit Flags Fragility BTC-USD, CL=F https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-tech-public-debuts-2047 RockstarMarkets en 2026-05-20T20:47:08.657Z OpenAI IPO Filing Imminent at Above $80 Billion Private Valuation, Targeting Fall 2026 MSFT, GOOGL, NVDA, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-energy-mega-deal-power-consolidation-2047 RockstarMarkets en 2026-05-20T20:47:08.652Z NEE Acquires D for $67 Billion in the Largest Utility Merger on Record JPM, GS, ^GSPC https://rockstarmarkets.com/news/2026/05/20/meta-layoffs-strategic-pullback-ai-capex-reset-2047 RockstarMarkets en 2026-05-20T20:47:08.645Z META Cuts 8,000 Jobs at $600 Stock Price, Signaling AI Capex ROI Under Pressure META, NVDA, MSFT, GOOGL, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/xrp-ripple-crypto-clarity-act-regulatory-tailwind-2047 RockstarMarkets en 2026-05-20T20:47:08.640Z XRP Holds $1.30 Support With Oversold RSI as Clarity Act Frames Institutional Case XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-repricing-bond-yields-macro-shock-2047 RockstarMarkets en 2026-05-20T20:47:08.634Z 37% Fed Hike Odds and 2007-High Yields Reframe Risk for NVDA and Mega-Cap Tech ^GSPC, ^IXIC, BTC-USD, ETH-USD, NVDA, MSFT, JPM, GS https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-capex-reality-check-may-2026-2047 RockstarMarkets en 2026-05-20T20:47:08.629Z NVDA Earnings: 79% Revenue Growth Meets 6.5% Options-Implied Volatility and Macro Doubt NVDA, AMD, ARM, SMCI, ^IXIC, ^GSPC, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/retail-sector-turnaround-target-confidence-gains-2031 RockstarMarkets en 2026-05-20T20:31:38.607Z Target's Best Comparable Sales Growth in Four Years Tests the Consumer Resilience Thesis at ^GSPC Rotation Inflection ^GSPC, WMT, COST https://rockstarmarkets.com/news/2026/05/20/nextdoor-dominion-megadeal-power-consolidation-2031 RockstarMarkets en 2026-05-20T20:31:38.602Z NextEra's 67B All-Stock Dominion Acquisition Is the Largest Power Sector Deal on Record ^GSPC, ^DJI, CL=F https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-weeks-away-ai-unicorn-race-2031 RockstarMarkets en 2026-05-20T20:31:38.598Z OpenAI IPO Filing Weeks Away as Hyperscalers Each Commit Over 200B to AI Capex MSFT, GOOGL, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-repricing-bond-yields-surge-2031 RockstarMarkets en 2026-05-20T20:31:38.593Z Fed Hike Odds Rise to 37% as 30-Year Yield Hits Highest Level Since 2007 ^GSPC, ^IXIC, BTC-USD, ETH-USD, NVDA, MSFT, GOOGL, CL=F https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-ai-capex-reality-check-2031 RockstarMarkets en 2026-05-20T20:31:38.587Z NVDA Earnings Test 80% Revenue Growth Against 30-Year Yields at 2007 Highs NVDA, AMD, MSFT, GOOGL, AMZN, ^IXIC, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-public-markets-disruption-2017 RockstarMarkets en 2026-05-20T20:17:04.887Z OpenAI S-1 Filing Due in Weeks Forces First ChatGPT Margin Disclosure Into Elevated IXIC Valuations MSFT, GOOGL, AMZN, NVDA, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/us-iran-geopolitical-pivot-oil-energy-realignment-2017 RockstarMarkets en 2026-05-20T20:17:04.883Z CL=F Holds Above $110 Despite Iran Deal Hopes as US Inventories Fall 17.8M Barrels CL=F, BZ=F, DX-Y.NYB, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-mstr-saylor-accumulation-whale-leverage-2017 RockstarMarkets en 2026-05-20T20:17:04.879Z BTC-USD Consolidates at $76K-$78.5K as a $39M 5x Leveraged Long Sets Liquidation at $61,421 BTC-USD, ^GSPC, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/xrp-clarity-act-ripple-regulatory-tailwind-2017 RockstarMarkets en 2026-05-20T20:17:04.875Z XRP-USD Holds $1.30 Support as RLUSD-EDX Integration Advances Regulatory Case XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/meta-tsla-retail-sector-rotation-risk-2017 RockstarMarkets en 2026-05-20T20:17:04.871Z META 8,000-Person Layoff and TSLA Margin Squeeze at $110 Oil Test Mega-Cap Safety META, TSLA, WMT, COST, ^GSPC, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/bond-yield-spike-fed-hike-cycle-repricing-2017 RockstarMarkets en 2026-05-20T20:17:04.867Z US 30Y Yield at 2007 Highs Drives 37% Odds of a 2026 Fed Hike BTC-USD, ETH-USD, ^GSPC, ^IXIC, CL=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-capex-cycle-inflection-test-2017 RockstarMarkets en 2026-05-20T20:17:04.863Z NVDA Q1 Revenue at $78.75B Tests Whether Hyperscaler Capex Cycle Has Peaked NVDA, AMD, SMCI, ARM, AVGO, ^IXIC, ^GSPC, CL=F https://rockstarmarkets.com/news/2026/05/20/bitcoin-saylor-mstr-buying-machine-structural-dependency-risk-2001 RockstarMarkets en 2026-05-20T20:01:58.410Z MSTR Accumulation Now a Material Share of BTC-USD Volume, Creating Structural Dependency BTC-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/20/xrp-ripple-clarity-act-crypto-regulation-legitimacy-rally-2001 RockstarMarkets en 2026-05-20T20:01:58.406Z XRP-USD Pulls Back to $1.30 Support as CLARITY Act Framing Shifts to Consumer Protection XRP-USD, COIN, BTC-USD https://rockstarmarkets.com/news/2026/05/20/meta-layoffs-headcount-volatility-capex-pressuring-margins-2001 RockstarMarkets en 2026-05-20T20:01:58.402Z META at $614 Cuts 8,000 Jobs as AI Capex ROI Uncertainty Pressures Margins META, GOOGL, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/05/20/nexterra-dominion-67b-mega-deal-power-ai-capex-race-2001 RockstarMarkets en 2026-05-20T20:01:58.394Z NEE Acquires Dominion D in $67B Deal Targeting AI Data-Center Power Demand ^GSPC https://rockstarmarkets.com/news/2026/05/20/trump-iran-deal-energy-reprieve-oil-retreat-equities-rally-2001 RockstarMarkets en 2026-05-20T20:01:58.388Z CL=F Retreats From $110 as Trump Signals US-Iran Talks in Final Stages CL=F, BZ=F, ^GSPC, EURUSD=X https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-pricing-bond-yields-spike-higher-rates-stuck-2001 RockstarMarkets en 2026-05-20T20:01:58.383Z 30Y Treasury Yield at 2007 Highs With 37% Fed Hike Odds Repricing Risk Assets BTC-USD, ETH-USD, ^GSPC, DX-Y.NYB, GC=F https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-positioning-risk-beat-whip-2001 RockstarMarkets en 2026-05-20T20:01:58.379Z NVDA Q2 Revenue Consensus at $78.75B Tests Whether a Clean Beat Is Enough NVDA, AMD, AVGO, ARM, MSFT, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/xrp-ripple-regulatory-clarity-institutional-adoption-1947 RockstarMarkets en 2026-05-20T19:47:03.404Z XRP-USD Consolidates at $1.30 Support with RSI Oversold Ahead of CLARITY Act Catalysts XRP-USD, BTC-USD, JPM, V, MA, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-saylor-buying-machine-valuation-dependence-1947 RockstarMarkets en 2026-05-20T19:47:03.399Z MSTR Concentration Risk Puts Bitcoin Below $70,000 Margin Stress Level in Focus BTC-USD, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-ai-capex-cycle-legitimacy-1947 RockstarMarkets en 2026-05-20T19:47:03.392Z OpenAI IPO Filing in Days Validates $250B-Plus Hyperscaler AI Capex Commitment MSFT, GOOGL, NVDA, AMZN, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/retail-consumer-slowdown-margins-under-pressure-1947 RockstarMarkets en 2026-05-20T19:47:03.387Z WMT and COST Face Margin Pressure as Real Disposable Income Growth Nears Zero ^GSPC, WMT, COST, AMZN, JPM, BAC, V, MA https://rockstarmarkets.com/news/2026/05/20/fed-inflation-persistence-rate-hike-risk-resurfaces-1947 RockstarMarkets en 2026-05-20T19:47:03.381Z Fed Minutes Revive Rate-Hike Scenario as Goldman Links AI Capex to Inflation Persistence ^GSPC, ^IXIC, JPM, BAC, GS https://rockstarmarkets.com/news/2026/05/20/bitcoin-trump-iran-peace-deal-risk-off-rally-1947 RockstarMarkets en 2026-05-20T19:47:03.377Z BTC-USD Bounces to $77,428 as Trump Iran Comments Compress Geopolitical Risk Premium BTC-USD, CL=F, ^VIX https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-beat-guidance-upside-ai-capex-1947 RockstarMarkets en 2026-05-20T19:47:03.372Z NVDA Posts 79% Revenue Growth but 6.5% Options Move Flags Crowded-Trade Risk NVDA, SMCI, ARM, AVGO, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/ai-capex-cycle-meta-headcount-whipsaw-strategic-uncertainty-1931 RockstarMarkets en 2026-05-20T19:31:51.642Z META Cuts 8,000 Jobs While AI Capex Holds, Fifth Headcount Reset Since 2020 META, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/20/crypto-regulatory-clarity-xrp-ripple-edx-institutional-adoption-1931 RockstarMarkets en 2026-05-20T19:31:51.637Z XRP-USD Holds $1.30 Support as RLUSD Integrates With EDX for Institutional Settlement XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/retail-turnaround-momentum-target-cost-consumer-caution-1931 RockstarMarkets en 2026-05-20T19:31:51.632Z Target Posts Best Comparable Sales in Four Years But Flags Disposable Income Near Zero WMT, COST, ^GSPC, ^RUT https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-scenario-warsh-inflation-bind-ai-spillover-1931 RockstarMarkets en 2026-05-20T19:31:51.627Z Fed Majority Warns of Rate Hikes if Inflation Stays Above 2%, Pressuring MSFT and NVDA Multiples ^GSPC, ^IXIC, JPM, BAC, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/20/bitcoin-trump-iran-peace-talks-geopolitical-risk-off-1931 RockstarMarkets en 2026-05-20T19:31:51.621Z BTC-USD Bounces from $76.8K as Trump Cites Final Stages of US-Iran Talks BTC-USD, CL=F, ^GSPC, ^IXIC https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-positioning-risk-implied-move-1931 RockstarMarkets en 2026-05-20T19:31:51.616Z NVDA Faces 6.1% Implied Move Tonight With Call OI Heavily Skewed Long NVDA, AMD, AVGO, SMCI, ARM, PLTR, ^IXIC https://rockstarmarkets.com/news/2026/05/20/target-retail-turnaround-consumer-slowdown-headwinds-1916 RockstarMarkets en 2026-05-20T19:16:47.400Z TGT Posts Best Comparable Sales Growth in Four Years While Warning on Months Ahead WMT, COST, ^GSPC, ^RUT https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-venture-capital-mega-exit-1916 RockstarMarkets en 2026-05-20T19:16:47.395Z OpenAI IPO Filing Imminent With Valuation in Hundreds of Billions, per WSJ MSFT, NVDA, GOOGL, META, ^IXIC https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-scenario-warsh-inflation-bind-tightening-fears-1916 RockstarMarkets en 2026-05-20T19:16:47.391Z Fed Majority Signals Rate Hike Risk if Inflation Holds Above 2% Target, Lifting Duration Premium ^GSPC, ^IXIC, GS, JPM, BAC https://rockstarmarkets.com/news/2026/05/20/meta-tesla-layoffs-ai-capex-efficiency-rebalance-1916 RockstarMarkets en 2026-05-20T19:16:47.386Z META Cutting 8,000 Jobs as AI Capex Efficiency Pressure Hits Mega-Cap Spending Plans META, TSLA, NVDA, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/05/20/bitcoin-iran-war-resolution-geopolitical-risk-off-1916 RockstarMarkets en 2026-05-20T19:16:47.381Z BTC-USD Bounces to 77,428 as Trump Cites Final Stages of US-Iran Talks BTC-USD, CL=F, DX-Y.NYB, ^VIX https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-catalyst-ai-capex-positioning-1916 RockstarMarkets en 2026-05-20T19:16:47.376Z NVDA Reports Tonight With 83% EPS Growth Expected and 6.1% Options Move Priced NVDA, AMD, AVGO, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/target-costco-turnaround-momentum-consumer-slowdown-warnings-1901 RockstarMarkets en 2026-05-20T19:01:59.664Z TGT Comparable Sales Up 4.5% in 4 Years But Q2 Visibility Already Dimming WMT, COST, ^GSPC, ^IXIC, ^RUT https://rockstarmarkets.com/news/2026/05/20/retail-equity-positioning-mega-cap-concentration-breadth-risk-1901 RockstarMarkets en 2026-05-20T19:01:59.660Z Top 10 Stocks at 38% of S&P 500, a Concentration Not Seen Since 2021 ^GSPC, ^IXIC, ^RUT, NVDA, MSFT, GOOGL, AMZN, TSLA https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-scenario-inflation-persistence-warsh-dilemma-1901 RockstarMarkets en 2026-05-20T19:01:59.655Z Fed Minutes Signal Rate Hikes Possible as UBS Sees Disposable Income Near Zero ^GSPC, ^IXIC, DX-Y.NYB, NVDA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/bitcoin-surge-iran-deal-optimism-geopolitical-risk-off-1901 RockstarMarkets en 2026-05-20T19:01:59.650Z BTC Bounces From $76,757 to $77,428 on Trump Iran Deal Optimism BTC-USD, CL=F, GC=F, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/20/ai-chip-competition-inference-margin-pressure-1901 RockstarMarkets en 2026-05-20T19:01:59.645Z NVDA Inference Share Forecast at 50% by 2028 as AMD and TPUs Gain NVDA, AMD, GOOGL, AMZN, MSFT, AVGO https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-beat-guidance-ai-capex-cycle-1901 RockstarMarkets en 2026-05-20T19:01:59.634Z NVDA Posts 83% Revenue Gain to $78.75B With Guidance the Real Test NVDA, AMD, AVGO, ARM, MSFT, GOOGL, AMZN https://rockstarmarkets.com/news/2026/05/20/target-retail-rebound-best-sales-four-years-guidance-caution-1846 RockstarMarkets en 2026-05-20T18:46:49.308Z TGT's Best Comparable Sales in Four Years Masks Cautious Guidance Into Middle-Income Stress WMT, COST, ^GSPC, ^DJI https://rockstarmarkets.com/news/2026/05/20/xrp-regulation-clarity-act-institutional-adoption-1846 RockstarMarkets en 2026-05-20T18:46:49.304Z XRP-USD Holds $1.34 Support as CLARITY Act Hints Open Institutional On-Ramp XRP-USD, BTC-USD, ETH-USD, COIN https://rockstarmarkets.com/news/2026/05/20/meta-tesla-layoffs-workforce-volatility-hiring-whiplash-1846 RockstarMarkets en 2026-05-20T18:46:49.299Z META Cutting 8,000 Roles as TSLA Faces Margin Squeeze With 10Y Yields Above 4.25% META, TSLA, CL=F, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/semis-ai-capex-memory-demand-supply-squeeze-1846 RockstarMarkets en 2026-05-20T18:46:49.294Z SMCI Reclaims 50-Day MA at $27.74 as SMH Rebounds 1.4% on AI Capex Thesis SMCI, AVGO, ARM, NVDA, AMD, ^IXIC https://rockstarmarkets.com/news/2026/05/20/bitcoin-iran-geopolitical-relief-trade-momentum-1846 RockstarMarkets en 2026-05-20T18:46:49.290Z BTC-USD Holds Above $77,400 as Iran De-escalation Eases Oil Risk Premium BTC-USD, CL=F, GC=F https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-beat-guidance-raise-ai-capex-1846 RockstarMarkets en 2026-05-20T18:46:49.279Z NVDA Earnings Today: 83% Revenue Growth Sets a High Bar for Guidance NVDA, AMD, AVGO, ARM, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-ai-consolidation-risk-1832 RockstarMarkets en 2026-05-20T18:32:13.686Z OpenAI IPO at a Multi-Hundred-Billion Dollar Valuation Tests NVDA Infrastructure Demand MSFT, NVDA, GOOGL, META https://rockstarmarkets.com/news/2026/05/20/crude-oil-iran-resolution-inventory-surge-exporters-1832 RockstarMarkets en 2026-05-20T18:32:13.682Z WTI Crude Retreats From $110 as Record 17.8M-Barrel Inventory Draw Complicates the Outlook CL=F, NG=F https://rockstarmarkets.com/news/2026/05/20/xrp-institutional-adoption-rlusd-edx-setup-1832 RockstarMarkets en 2026-05-20T18:32:13.678Z XRP-USD Pulls Back to $1.30 Support After $1.44 Rejection With Oversold RSI XRP-USD, BTC-USD, ETH-USD https://rockstarmarkets.com/news/2026/05/20/target-retail-sales-momentum-consumer-resilience-debate-1832 RockstarMarkets en 2026-05-20T18:32:13.674Z TGT Posts Best Comparable Sales Growth in Four Years but Cautions on Near-Term Demand WMT, COST, ^GSPC https://rockstarmarkets.com/news/2026/05/20/treasury-yields-surging-rate-hike-chatter-growth-sold-1832 RockstarMarkets en 2026-05-20T18:32:13.670Z Fed Minutes Flag Rate-Hike Risk Above 2% Inflation, Splitting ^IXIC and JPM Fortunes ^GSPC, ^IXIC, BAC, JPM, GS https://rockstarmarkets.com/news/2026/05/20/bitcoin-80k-breakout-iran-resolution-tail-risk-1832 RockstarMarkets en 2026-05-20T18:32:13.665Z BTC-USD Bounces to $77,428 as Iran Resolution Removes Key Tail-Risk Premium BTC-USD, CL=F, USDJPY=X https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-guidance-ai-capex-test-1832 RockstarMarkets en 2026-05-20T18:32:13.660Z NVDA Q1 Consensus at $78.75B Revenue: Why a Clean Beat May Not Be Enough NVDA, AMD, AVGO, MSFT, GOOGL, META, ^IXIC https://rockstarmarkets.com/news/2026/05/20/xrp-institutional-liquidity-edt-markets-bullish-setup-1817 RockstarMarkets en 2026-05-20T18:17:14.530Z XRP Holds $1.30 Support With RSI Oversold and RLUSD Entering EDX Markets Settlement XRP-USD, BTC-USD, ^IXIC https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-ai-cap-markets-1817 RockstarMarkets en 2026-05-20T18:17:14.524Z OpenAI IPO Filing Expected at an $80-100 Billion Valuation Within Weeks MSFT, GOOGL, AMZN, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/fed-rate-hike-scenario-inflation-bond-vigilance-1817 RockstarMarkets en 2026-05-20T18:17:14.518Z Fed Majority Flags Rate-Hike Risk if Inflation Holds Above 2% Target ^GSPC, ^IXIC, CL=F, GC=F https://rockstarmarkets.com/news/2026/05/20/tesla-positioning-shift-momentum-reversal-1817 RockstarMarkets en 2026-05-20T18:17:14.508Z TSLA Dip-Buying Consensus Builds as Contrarian Short Supply Dries Up in 2025 TSLA, ^GSPC, ^VIX https://rockstarmarkets.com/news/2026/05/20/ai-capex-peak-fears-competitive-threat-amd-tpu-1817 RockstarMarkets en 2026-05-20T18:17:14.503Z NVDA Inference Share Seen Falling to 50% by 2028 as AMD Gains Pre-Market 4.5% NVDA, AMD, SMCI, GOOGL, MSFT, AMZN https://rockstarmarkets.com/news/2026/05/20/bitcoin-geopolitical-tailwind-iran-resolution-1817 RockstarMarkets en 2026-05-20T18:17:14.498Z BTC Bounces From $76,757 as Trump Signals Iran Resolution in Final Stages BTC-USD, CL=F, GC=F, ^VIX https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-volatility-ai-positioning-test-1817 RockstarMarkets en 2026-05-20T18:17:14.491Z NVDA Faces a 6.1% Implied Move With Consensus Positioned for a Guidance Raise NVDA, MSFT, GOOGL, AMZN, AMD, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/china-spending-cuts-slowdown-stimulus-cycle-uncertain RockstarMarkets en 2026-05-20T18:02:02.605Z China's Sharpest Spending Cuts in 6 Months Weigh on BABA and HG=F Amid Paused Stimulus ^HSI, ^AXJO, CL=F, HG=F https://rockstarmarkets.com/news/2026/05/20/power-sector-ai-data-center-capex-acceleration-grid-modernization RockstarMarkets en 2026-05-20T18:02:02.599Z ^GSPC Utilities Rally as ERCOT Locks Data Centers Into Multi-Decade Fixed-Rate Grid Contracts ^GSPC https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-mega-cap-tech-ipo-wave RockstarMarkets en 2026-05-20T18:02:02.592Z OpenAI IPO Filing Within Weeks at an $80B to $150B Valuation Range Challenges MSFT and GOOGL Dominance MSFT, GOOGL, NVDA, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/retail-turnaround-steady-comp-growth-consumer-slowdown-risk RockstarMarkets en 2026-05-20T18:02:02.574Z WMT and COST Face Zero Real Income Growth After Target Posts Best Comp-Sales in 4 Years ^GSPC, WMT, COST, ^IXIC https://rockstarmarkets.com/news/2026/05/20/treasury-yields-volatility-spike-fed-inflation-regime RockstarMarkets en 2026-05-20T18:02:02.570Z GC=F and Rates Under Pressure as AI Capex Keeps Core Inflation Sticky Into 2027 ^VIX, CL=F, NG=F, GC=F https://rockstarmarkets.com/news/2026/05/20/bitcoin-geopolitical-premium-iran-resolution-upside RockstarMarkets en 2026-05-20T18:02:02.565Z BTC-USD Bounces to $77,428 on Iran De-escalation With a $39M Leveraged Long at Risk Below $76K BTC-USD, CL=F, ^VIX https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-volatility-ai-positioning-reset RockstarMarkets en 2026-05-20T18:02:02.560Z NVDA Faces 6.1% Implied Move on $78.75B Revenue Consensus With Crowded Bullish Positioning NVDA, SMCI, ARM, AMD, AVGO, ^IXIC https://rockstarmarkets.com/news/2026/05/20/meta-tesla-layoffs-margin-pressure-tech-capex-efficiency RockstarMarkets en 2026-05-20T17:46:57.272Z META Cuts 8,000 Roles While TSLA Margin Faces $110 Oil and Rising Bond Yield Pressure META, TSLA, ^IXIC https://rockstarmarkets.com/news/2026/05/20/spacex-openai-ipo-filings-mega-deal-pipeline-valuations RockstarMarkets en 2026-05-20T17:46:57.267Z OpenAI IPO Filing Imminent at 80-100B Valuation as SpaceX Paperwork Expected Wednesday MSFT, GOOGL, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/us-iran-negotiations-oil-yields-geopolitical-risk-premium RockstarMarkets en 2026-05-20T17:46:57.262Z CL=F Drops a Second Day as Trump Flags Iran Deal in Final Stages Unwinding 5-10% War Premium CL=F, BZ=F, ^GSPC https://rockstarmarkets.com/news/2026/05/20/target-retail-turnaround-consumer-slowdown-divergence RockstarMarkets en 2026-05-20T17:46:57.257Z TGT Posts Best Comparable-Sales Growth in Four Years but Flags Structural Consumer Slowdown ^GSPC, WMT, COST https://rockstarmarkets.com/news/2026/05/20/ai-infrastructure-power-grid-capex-expansion-acceleration RockstarMarkets en 2026-05-20T17:46:57.251Z US Power Grid Accelerates Data-Center Pairing as Crude Inventories Drop a Record 17.8M Barrels CL=F, NG=F, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-saylor-buying-machine-momentum-liquidity-risk RockstarMarkets en 2026-05-20T17:46:57.246Z MSTR Dominates BTC Price Discovery Near 79K With a 61,421 Liquidation Tripwire Below BTC-USD, ^GSPC https://rockstarmarkets.com/news/2026/05/20/nvda-earnings-catalyst-tech-volatility-compression RockstarMarkets en 2026-05-20T17:46:57.240Z NVDA Earnings Tonight Price a 6.3% Implied Move With Semis at RSI 78 NVDA, AMD, SMCI, ARM, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-days-weeks-trillion-valuation RockstarMarkets en 2026-05-20T17:31:50.295Z OpenAI IPO Filing in Days at a 1 Trillion Valuation Tests AI Capex Euphoria MSFT, GOOGL, NVDA, ^IXIC https://rockstarmarkets.com/news/2026/05/20/xrp-lawsuit-recovery-rlusd-institutional-adoption-ripple RockstarMarkets en 2026-05-20T17:31:50.290Z XRP Tests 1.34 Support as RLUSD Goes Live on Institutional EDX Markets XRP-USD, COIN, BTC-USD https://rockstarmarkets.com/news/2026/05/20/meta-layoffs-workforce-reduction-8000-jobs-spring-2026 RockstarMarkets en 2026-05-20T17:31:50.285Z META 8,000-Employee Reduction Tests Whether Margin Discipline Can Sustain Valuation META, GOOGL, MSFT, AMZN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/us-iran-ceasefire-relief-energy-prices-oil-crude-retreat RockstarMarkets en 2026-05-20T17:31:50.280Z WTI Holds Above 100 as US-Iran Talks Ease Geopolitical Premium in CL=F CL=F, TSLA, ^GSPC https://rockstarmarkets.com/news/2026/05/20/bitcoin-mstr-accumulation-whale-positioning-37m-leverage RockstarMarkets en 2026-05-20T17:31:50.275Z MSTR Anchor and 650 BTC Binance Withdrawal Hold BTC Above 77K Support BTC-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-catalyst-ai-chips-volatility-spike RockstarMarkets en 2026-05-20T17:31:50.269Z NVDA Earnings Imply 6.1% Move as Semis Hit RSI Levels Unseen Since 2021 NVDA, SMCI, AMD, ARM, AVGO, ^IXIC, ^VIX https://rockstarmarkets.com/news/2026/05/20/mega-cap-concentration-risk-ai-capex-duopoly RockstarMarkets en 2026-05-20T17:16:48.706Z Top 10 S&P 500 Names at 38% of Index Weight, With NVDA Earnings as the Single-Point Stress Test ^GSPC, ^IXIC, ^RUT, NVDA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/20/us-iran-geopolitical-premium-oil-yield-trades RockstarMarkets en 2026-05-20T17:16:48.701Z CL=F Holds Above 100 Dollars as Trump Cites Final Stages of Iran Talks, Market Skeptical CL=F, BZ=F, DX-Y.NYB, NG=F https://rockstarmarkets.com/news/2026/05/20/openai-ipo-filing-imminent-mega-tech-consolidation RockstarMarkets en 2026-05-20T17:16:48.695Z OpenAI IPO Filing Imminent at a 150 Billion Dollar Private Valuation, Reshaping MSFT and GOOGL Comps MSFT, GOOGL, ^IXIC, ^GSPC https://rockstarmarkets.com/news/2026/05/20/retail-consumer-slowdown-margin-warning-walmart-target RockstarMarkets en 2026-05-20T17:16:48.690Z TGT Posts Best Comp-Sales Gain in Four Years but Guides Cautiously as WMT Diverges WMT, COST, ^GSPC, ^RUT https://rockstarmarkets.com/news/2026/05/20/bitcoin-macro-flows-trump-iran-oil-inflation RockstarMarkets en 2026-05-20T17:16:48.685Z BTC-USD Stuck Near 78K as Oil Above 110 and Treasury Yields Keep Macro Contested BTC-USD, CL=F, DX-Y.NYB, ^VIX https://rockstarmarkets.com/news/2026/05/20/nvidia-earnings-catalyst-ai-chip-confidence RockstarMarkets en 2026-05-20T17:16:48.679Z NVDA Earnings Today Carry a 6.1% Implied Move, Testing the Entire Semiconductor Rally NVDA, ^IXIC, ^GSPC, AMD, SMCI, ARM https://rockstarmarkets.com/fx/usd-inr/today RockstarMarkets en 2026-05-21T22:47:47.497Z Why USD/INR Stalled at 96.25 Even as DXY Rallied on Fed Hike Odds USDINR=X, DX-Y.NYB, CL=F, INDA, INDY, BZ=F, GC=F, EURUSD=X https://rockstarmarkets.com/fx/usd-brl/today RockstarMarkets en 2026-05-21T22:47:24.849Z USD/BRL Holds 5.01 as Brazil Commodity Headwinds Offset Carry Pulse USDBRL=X, EWZ, ILF, CL=F, HG=F, CRV, BABA, ^HSI https://rockstarmarkets.com/fx/usd-try/today RockstarMarkets en 2026-05-21T22:47:05.762Z USD/TRY Breaks 45.70 as Fed Hike Odds Hit 37%, EM Carry Unwind Accelerates USDTRY=X, TUR, CL=F, GC=F, DX-Y.NYB, EURUSD=X, USDJPY=X, BZ=F https://rockstarmarkets.com/fx/usd-zar/today RockstarMarkets en 2026-05-21T22:46:45.870Z Why USD/ZAR Stalled at 16.45 With Fed Hike Odds Now at 37% (Hint: Rate Frontloading) USDZAR=X, EZA, GC=F, CL=F, DX-Y.NYB, EURUSD=X, USDJPY=X, AUDUSD=X https://rockstarmarkets.com/fx/usd-mxn/today RockstarMarkets en 2026-05-21T22:46:24.333Z USD/MXN Stalled at 17.30 as Iran Oil Shock Reprices Fed Hike Odds to 37% USDMXN=X, EWW, CL=F, DX-Y.NYB, GC=F, EURUSD=X, BZ=F https://rockstarmarkets.com/fx/usd-cnh/today RockstarMarkets en 2026-05-21T22:45:59.985Z USD/CNH Flat at 6.80 as Iran Oil Shock Lifts Fed Hike Odds to 37% https://rockstarmarkets.com/fx/nzd-jpy/today RockstarMarkets en 2026-05-21T22:31:53.756Z NZD/JPY Flat at 93.24 as Fed Hike Odds Squeeze Carry-Trade Demand NZDJPY=X, USDJPY=X, NZDUSD=X, AUDJPY=X, CL=F, DX-Y.NYB, BZ=F, GC=F https://rockstarmarkets.com/fx/aud-jpy/today RockstarMarkets en 2026-05-21T22:31:33.160Z AUD/JPY Trapped at 113.72 as Energy Shock Offsets Carry Appeal AUDJPY=X, AUDUSD=X, USDJPY=X, HG=F, CL=F, DX-Y.NYB, GC=F, ^GSPC https://rockstarmarkets.com/fx/eur-aud/today RockstarMarkets en 2026-05-21T22:31:09.432Z EUR/AUD Cracks 1.6250 as Eurozone PMI Collapse Undercuts ECB Rate-Hold Case EURAUD=X, EURUSD=X, AUDUSD=X, CL=F, BZ=F, ^STOXX50E, ^GDAXI, DX-Y.NYB https://rockstarmarkets.com/fx/eur-gbp/today RockstarMarkets en 2026-05-21T22:30:48.046Z EUR/GBP Slides to 0.8644 as Energy Shock Narrows ECB-BoE Policy Gap EURGBP=X, EURUSD=X, GBPUSD=X, CL=F, BZ=F, DX-Y.NYB, ^STOXX50E, ^GSPC https://rockstarmarkets.com/fx/gbp-jpy/today RockstarMarkets en 2026-05-21T22:17:00.919Z GBP/JPY Stalls at 213.56 as Fed Hike Odds Clash With Iran De-Escalation https://rockstarmarkets.com/fx/eur-jpy/today RockstarMarkets en 2026-05-21T22:16:45.052Z EUR/JPY Stalls at 184.72 as Oil Shock Compresses ECB-Fed Rate Spread EURJPY=X, EURUSD=X, USDJPY=X, FXE, FXY, CL=F, DX-Y.NYB, ^STOXX50E https://rockstarmarkets.com/fx/dxy/today RockstarMarkets en 2026-05-21T22:16:24.716Z DXY at 27.74 as Fed Hike Odds Jump to 37%, Testing 2007 Rate Regime DX-Y.NYB, UUP, EURUSD=X, USDJPY=X, GLD, CL=F, USTRX, BZ=F https://rockstarmarkets.com/fx/usd-cad/today RockstarMarkets en 2026-05-21T22:16:01.856Z USD/CAD Holds 1.3773 as Iran Oil Shock Lifts Fed Hike Odds to 37 Percent USDCAD=X, FXC, CL=F, BZ=F, EWC, DX-Y.NYB, EURUSD=X, GC=F https://rockstarmarkets.com/fx/nzd-usd/today RockstarMarkets en 2026-05-21T22:15:41.545Z NZD/USD Stalls Below 0.5882 as Energy Shock Pressures Tourism and Dairy Risk Appetite NZDUSD=X, AUDUSD=X, FXA, CL=F, BZ=F, GC=F, USDJPY=X, EURUSD=X https://rockstarmarkets.com/fx/aud-usd/today RockstarMarkets en 2026-05-21T22:02:18.055Z Why AUD/USD Stalled at 0.71500 as China Spending Cuts Weigh on Commodity Bid AUDUSD=X, FXA, HG=F, EWA, FXI, CL=F, BZ=F, USDJPY=X https://rockstarmarkets.com/fx/usd-chf/today RockstarMarkets en 2026-05-21T22:01:57.090Z USD/CHF Holds 0.78749 as Safe-Haven Bid Clashes With Fed Hike Repricing USDCHF=X, FXF, EURUSD=X, EURCHF=X, DX-Y.NYB, CL=F, USDJPY=X https://rockstarmarkets.com/fx/usd-jpy/today RockstarMarkets en 2026-05-21T22:01:36.263Z USD/JPY Stalls at 158.96 as Fed Hike Odds Clash With Yen Safe-Haven Bid USDJPY=X, FXY, DXJ, EWJ, DX-Y.NYB, CL=F, BZ=F, EURUSD=X https://rockstarmarkets.com/fx/gbp-usd/today RockstarMarkets en 2026-05-21T22:01:17.969Z GBP/USD Stalls at 1.3433 as Iran Oil Shock Reprices Fed Hike Odds to 37% https://rockstarmarkets.com/fx/eur-usd/today RockstarMarkets en 2026-05-21T22:01:03.036Z Why EUR/USD Stalled at 1.1619 as Fed Hike Odds Jump to 37% EURUSD=X, DX-Y.NYB, USDJPY=X, GBPUSD=X, FXE, UUP, CL=F, BZ=F https://rockstarmarkets.com/fx/usd-inr/today RockstarMarkets en 2026-05-20T22:47:40.431Z Why USD/INR Stalled at 96.53 Despite Fed Hike Odds at 37% (Hint: RBI Defence) USDINR=X, INDA, INDY, CL=F, DX-Y.NYB, US30Y, BTC-USD, GC=F https://rockstarmarkets.com/fx/usd-brl/today RockstarMarkets en 2026-05-20T22:47:21.428Z USD/BRL Steadies at 5.0105 as Copper Weakness Offsets Risk Repricing USDBRL=X, EWZ, ILF, HG=F, CL=F, ^AXJO, ^HSI https://rockstarmarkets.com/fx/usd-try/today RockstarMarkets en 2026-05-20T22:47:04.049Z USD/TRY Flat at 45.59 as Fed Hike Risk Collides With Iran De-escalation Relief USDTRY=X, TUR, GC=F, DX-Y.NYB, CL=F, BTC-USD, ETH-USD, DXY https://rockstarmarkets.com/fx/usd-zar/today RockstarMarkets en 2026-05-20T22:46:41.683Z USD/ZAR Flat at 16.47 as Fed Hike Risk Offsets Iran De-escalation Relief USDZAR=X, EZA, GC=F, DX-Y.NYB, CL=F, BTC-USD, ^IXIC, GC=F https://rockstarmarkets.com/fx/usd-mxn/today RockstarMarkets en 2026-05-20T22:46:17.967Z USD/MXN Stays Near 17.32 as Fed Hike Odds Rise, Oil Steadies Carry Pulse https://rockstarmarkets.com/fx/usd-cnh/today RockstarMarkets en 2026-05-20T22:46:04.524Z USD/CNH Holds 6.8165 as Fed Hike Odds Compress China Carry Trade USDCNH=X, DX-Y.NYB, FXI, KWEB, BTC-USD, CL=F, TY=F, GC=F https://rockstarmarkets.com/fx/nzd-jpy/today RockstarMarkets en 2026-05-20T22:31:53.684Z NZD/JPY Stalled Near 92.84 as Iran De-Escalation Shifts Risk Appetite NZDJPY=X, USDJPY=X, AUDJPY=X, NZDUSD=X, BTC-USD, CL=F https://rockstarmarkets.com/fx/aud-jpy/today RockstarMarkets en 2026-05-20T22:31:37.759Z Why AUD/JPY Stalled at 113.62 Even as Risk Sentiment Lifts AUDJPY=X, AUDUSD=X, USDJPY=X, HG=F, BTC-USD, CL=F, ^AXJO, ^HSI https://rockstarmarkets.com/fx/eur-aud/today RockstarMarkets en 2026-05-20T22:31:18.885Z EUR/AUD Holds 1.6258 as Oil De-escalation Calms Commodity Volatility EURAUD=X, EURUSD=X, AUDUSD=X, CL=F, BZ=F, EURIBOR, RBOB https://rockstarmarkets.com/fx/eur-gbp/today RockstarMarkets en 2026-05-20T22:31:02.673Z EUR/GBP Holds 0.8653 as Geopolitical De-escalation Lifts Risk Appetite EURGBP=X, EURUSD=X, GBPUSD=X, CL=F, XEUE, XEGB, US10Y, GBPJPY=X https://rockstarmarkets.com/fx/gbp-jpy/today RockstarMarkets en 2026-05-20T22:16:56.675Z GBP/JPY Holds 213.43 as Iran De-Escalation Lifts Risk-On Carry Appetite GBPJPY=X, USDJPY=X, GBPUSD=X, EURJPY=X, BTC-USD, CL=F https://rockstarmarkets.com/fx/eur-jpy/today RockstarMarkets en 2026-05-20T22:16:40.571Z EUR/JPY Stalls at 184.70 as Risk De-Escalation Lifts Yen From Safe-Haven Bid EURJPY=X, EURUSD=X, USDJPY=X, FXE, FXY, CL=F, BUND, JPYUSD=X https://rockstarmarkets.com/fx/dxy/today RockstarMarkets en 2026-05-20T22:16:20.935Z DXY Hits 27.805 as Fed Hike Odds Jump to 37% on Sticky Inflation DX-Y.NYB, UUP, EURUSD=X, USDJPY=X, GLD, CL=F, BTC-USD, TNX https://rockstarmarkets.com/fx/usd-cad/today RockstarMarkets en 2026-05-20T22:16:02.399Z USD/CAD Eyes 1.3750 as Fed Hike Odds Rise, Oil Retreats From $110 USDCAD=X, FXC, CL=F, BZ=F, EWC, DX-Y.NYB, ^GSPCs, CAN=X https://rockstarmarkets.com/fx/nzd-usd/today RockstarMarkets en 2026-05-20T22:15:42.188Z NZD/USD Flat at 0.5870 as Fed-Inflation Concern Masks RBNZ Repricing NZDUSD=X, AUDUSD=X, FXA, DXY, ZB=F, DBC, RBNZ, FED https://rockstarmarkets.com/fx/aud-usd/today RockstarMarkets en 2026-05-20T22:02:26.905Z Why AUD/USD Stalled Below 0.7160 Despite Copper Surge on Stimulus Delay AUDUSD=X, FXA, HG=F, EWA, FXI, ^AXJO, ^HSI, CL=F https://rockstarmarkets.com/fx/usd-chf/today RockstarMarkets en 2026-05-20T22:02:07.513Z USD/CHF Flat at 0.7889 as Fed Hike Odds Boost Dollar Bid Against Safe-Haven Franc USDCHF=X, DX-Y.NYB, FXF, EURUSD=X, EURCHF=X, CL=F, GC=F, BTC-USD https://rockstarmarkets.com/fx/usd-jpy/today RockstarMarkets en 2026-05-20T22:01:45.829Z USD/JPY Holds 158.92 as Fed Hike Odds Keep Rate Differential Bid Alive USDJPY=X, FXY, DXJ, EWJ, DX-Y.NYB, CL=F, BTC-USD, GC=F https://rockstarmarkets.com/fx/gbp-usd/today RockstarMarkets en 2026-05-20T22:01:24.635Z GBP/USD Holds 1.3439 as Fed Hike Odds Rise; Sterling Bid Capped by Dollar Strength GBPUSD=X, EURUSD=X, EURGBP=X, FXB, DX-Y.NYB, US10Y, UK10Y, CL=F https://rockstarmarkets.com/fx/eur-usd/today RockstarMarkets en 2026-05-20T22:01:02.143Z Why EUR/USD Stalled at 1.1622 Even With Fed Hike Odds at 37 Percent EURUSD=X, DX-Y.NYB, USDJPY=X, GBPUSD=X, FXE, UUP, TLT, CL=F