https://rockstarmarkets.com/news/2026/05/24/nvidia-200-billion-cpu-market-includes-china-tariff-exposure-geopolitical-risk-0332 RockstarMarkets en 2026-05-24T03:32:55.636Z NVDA's 200 Billion CPU Market Forecast Rests on China Access Estimated at 20-25 Percent of Revenue NVDA, ARM, INTC, AMD, MU, BABA https://rockstarmarkets.com/news/2026/05/24/spacex-starship-successful-deployment-ipo-preparation-mega-cap-concentration-0332 RockstarMarkets en 2026-05-24T03:32:55.479Z SpaceX Starship Deployment Success Revives 300 Billion IPO Talk, Threatening SPY Tech Weighting at 45 Percent SPY, ^GSPC, QQQ, TSLA, NVDA, MSFT https://rockstarmarkets.com/news/2026/05/24/palantir-megadeals-government-ecosystem-206-million-contracts-q1-2026-0332 RockstarMarkets en 2026-05-24T03:32:55.325Z PLTR Closes 206 Government Contracts in Q1 2026, Including 47 Deals Above 10 Million Dollars PLTR, RTX, LMT, GD, MSFT, ORCL https://rockstarmarkets.com/news/2026/05/23/ethereum-30-percent-ytd-decline-altseason-stalled-validator-paradox-2322 RockstarMarkets en 2026-05-23T23:22:35.016Z ETH-USD Down 30 Percent YTD as BTC Dominance Breaks Above 60.66 Percent Eight-Month Range BTC-USD, ETH-USD, SOL-USD, XRP-USD, COIN, ^IXIC https://rockstarmarkets.com/news/2026/05/23/covid-era-dollar-strength-carry-unwind-risk-emerging-markets-2312 RockstarMarkets en 2026-05-23T23:12:55.250Z DXY Strengthens as December 2026 Fed Hike Odds Hit 100 Percent, EM Carry Trades Under Pressure DX-Y.NYB, EURUSD=X, USDJPY=X, USDMXN=X, USDBRL=X, USDZAR=X, VWO, EEM https://rockstarmarkets.com/news/2026/05/23/smci-vera-rubin-deployment-bull-run-ai-capex-acceleration-2312 RockstarMarkets en 2026-05-23T23:12:55.098Z SMCI Targets 13-15 Percent Gross Margins on Vera Rubin AI Racks Shipping July 2026 SMCI, NVDA, AVGO, ARM, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/23/xrp-ripple-clarity-act-wallets-institutional-inflows-macro-headwinds-2312 RockstarMarkets en 2026-05-23T23:12:54.932Z XRP-USD Stalls at $1.36 Resistance Despite $42M in May Spot ETF Inflows Under Clarity Act XRP-USD, BTC-USD, ETH-USD, COIN, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/23/iran-ceasefire-extension-60-days-hormuz-strait-oil-repricing-2157 RockstarMarkets en 2026-05-23T21:57:37.398Z XLE Outperforms SPY by 8-10 Percent as Iran 50-50 Ceasefire Odds Hang Over Brent at 105 XLE, BZ=F, CL=F, XOM, CVX, COP, ^GSPC https://rockstarmarkets.com/news/2026/05/23/us-oil-production-expansion-geopolitical-hedging-margin-dynamics-2032 RockstarMarkets en 2026-05-23T20:32:43.239Z XLE Outperforms SPY by 8-10% Since March as US Rig Count Posts Largest Gain in 4-Plus Years XLE, BZ=F, CL=F, XOM, CVX, COP, SPY https://rockstarmarkets.com/news/2026/05/23/warsh-fed-chair-discipline-monetary-regime-shift-bond-market-vigilance-2027 RockstarMarkets en 2026-05-23T20:27:37.893Z TLT Falls 3 Percent as Warsh's Fed Pushes December Hike Odds to Near 100 Percent TLT, IEF, DX-Y.NYB, ^GSPC, JPM, BAC https://rockstarmarkets.com/news/2026/05/23/iran-us-ceasefire-extension-60-days-hormuz-strait-oil-repricing-2017 RockstarMarkets en 2026-05-23T20:17:49.410Z Brent Crude Holds Above 105 Dollars With 50-50 Odds on 60-Day Iran Ceasefire Extension XLE, BZ=F, CL=F, XOM, CVX, COP https://rockstarmarkets.com/news/2026/05/23/bitcoin-spot-etf-outflows-capitulation-sentiment-lows-1932 RockstarMarkets en 2026-05-23T19:32:30.185Z BTC-USD Weekly RSI at 37.84 as Spot ETF Outflows Hit 2.26 Billion, Worst in Five Months BTC-USD, ETH-USD, COIN, ^IXIC, GC=F https://rockstarmarkets.com/news/2026/05/23/us-oil-rig-surge-brent-105-energy-inflation-margin-squeeze-1647 RockstarMarkets en 2026-05-23T16:47:52.451Z XLE Outperforms SPY by 8-10% Since March, but Iran Ceasefire Puts 4-Year Rig Surge at Risk XLE, BZ=F, CL=F, XOM, CVX, COP, SLB, MPC https://rockstarmarkets.com/news/2026/05/23/bitcoin-spot-etf-outflows-2-26b-two-weeks-crypto-sentiment-capitulation-1532 RockstarMarkets en 2026-05-23T15:32:07.872Z BTC Touches $74,300 With Weekly RSI at 37.84 as Spot ETF Outflows Hit $2.26B BTC-USD, ETH-USD, COIN, ^IXIC, GC=F https://rockstarmarkets.com/news/2026/05/23/coinbase-perpetual-us-equity-index-futures-launch-ai-defense-rotation-1442 RockstarMarkets en 2026-05-23T14:42:36.034Z COIN Launches 20x SPX Perpetuals on June 8, Targeting CME's $100B Daily Futures Volume COIN, ^GSPC, ^IXIC, NVDA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/05/23/btc-spot-etf-outflows-2-26b-two-weeks-crypto-sentiment-capitulation-1437 RockstarMarkets en 2026-05-23T14:37:30.000Z BTC Spot ETF Outflows Reach $2.26B Over Two Weeks With Weekly RSI at 37.84 BTC-USD, ETH-USD, COIN, ^IXIC, GC=F https://rockstarmarkets.com/news/2026/05/23/xrp-ripple-wallet-growth-institutional-flow-resistance-stall-1412 RockstarMarkets en 2026-05-23T14:12:36.764Z XRP-USD Stalls at 1.36 Resistance Despite 42 Million Dollars in May Spot ETF Inflows XRP-USD, BTC-USD, ETH-USD, COIN, DX-Y.NYB https://rockstarmarkets.com/news/2026/05/23/chips-resilient-through-oil-macro-noise-ai-capex-secular-bid-1347 RockstarMarkets en 2026-05-23T13:47:28.069Z NVDA Q2 Guidance Beats by $5B, Holding SOXX Within 3% of All-Time Highs NVDA, SOXX, AMD, AVGO, ARM, MU, AMAT, ^GSPC https://rockstarmarkets.com/news/2026/05/23/us-oil-rig-surge-brent-105-energy-inflation-ecb-dilemma-margin-squeeze-1322 RockstarMarkets en 2026-05-23T13:22:12.608Z US Oil Rig Count Posts Largest Four-Plus-Year Rise With Brent Above $100 and XLE Up 8-10% XLE, BZ=F, CL=F, XOM, CVX, COP https://rockstarmarkets.com/news/2026/05/23/nasdaq-bitcoin-index-options-approval-institutional-crypto-infrastructure-1317 RockstarMarkets en 2026-05-23T13:17:40.928Z SEC Approves Nasdaq Bitcoin Index Options on May 23 Amid $2.26B ETF Outflow Cycle https://rockstarmarkets.com/news/2026/05/23/crypto-sentiment-capitulation-low-conviction-altcoin-stall-1312 RockstarMarkets en 2026-05-23T13:12:40.748Z BTC-USD Spot ETFs Shed $2.26B in Two Weeks as Bollinger Bands Hit Historic Tights BTC-USD, ETH-USD, XRP-USD, SOL-USD, COIN, GC=F https://rockstarmarkets.com/news/2026/05/23/warsh-fed-chair-sworn-in-pro-discipline-december-hike-fully-priced-1307 RockstarMarkets en 2026-05-23T13:07:26.578Z Warsh Confirmed Fed Chair With December 2026 Hike at 100% Odds, TLT Down 3% TLT, IEF, DX-Y.NYB, ^GSPC, JPM, BAC, KRE