Cerebras shares tumbled nearly 20% this week, reaching their lowest level since the company’s May IPO.
The decline came after a SemiAnalysis report suggested that OpenAI could potentially use Nvidia GPUs instead of Cerebras hardware for the “Ultrafast” mode of GPT-6.1 Sol.
Adding more pressure, around 19.4M shares became eligible for trading after the post-IPO lockup period expired, increasing the possibility of additional selling.
At the same time, OpenAI has previously announced a 750MW partnership with Cerebras, keeping investors focused on how this relationship develops.
⚡ The AI chip battle is getting more intense, with Nvidia and Cerebras competing for a bigger role in AI infrastructure.
What do you think — is this just a temporary correction, or could CBRS face more downside? 👇
$BTC Bitcoin has crossed the $86,000 level, putting the market back into a highly watched zone. 📈
But the bigger question is:
Is this the beginning of a stronger move, or just another short-term breakout? 👀
🔎 What traders should watch now:
• $86K: Key psychological level after the breakout • $85K–$86K: Whether BTC can hold this area as support • $88K–$90K: Important upside zone if bullish momentum continues • Trading Volume: A strong move with rising volume can provide better confirmation • BTC Dominance: Important for understanding whether capital is staying in Bitcoin or rotating into altcoins • Macro Data: U.S. economic data, Treasury yields and Fed expectations can continue to influence crypto liquidity
📊 Bullish scenario: If BTC holds above the breakout area and buying volume remains strong, the market could start watching the $88K–$90K zone.
⚠️ Risk scenario: If BTC fails to hold the breakout and quickly falls back below $85K–$86K, traders may treat the move as a false breakout.
💡 My takeaway: The $86K breakout is interesting, but the confirmation after the breakout is even more important. Don't chase a candle just because the price is moving fast.
👇 What do you think?
BTC → $90K next? 🚀 Or will we see a pullback first? 🐻
$BTC I was watching the BTC chart when Bitcoin suddenly moved higher, pushing above $85K shortly after the latest US inflation data was released. But what actually caused the move? Let’s break it down simply. 👇 📌 What is PCE? PCE is one of the main measures of inflation in the US and an important indicator for the Federal Reserve when making interest-rate decisions. The latest numbers came in below expectations: • PCE inflation: 3.4% vs. 3.7% expected • Core PCE: 3.0% vs. 3.3% expected • Monthly core prices: 0.2% vs. 0.3% forecast In simple terms, inflation is still elevated, but the data was not as hot as traders were expecting. 📈 Why did BTC react? Markets immediately started pricing in a lower chance of another aggressive Fed move. When expectations for higher interest rates fall, pressure on risk assets such as Bitcoin can ease. Bond yields also moved slightly lower, giving BTC some additional room to push higher. Bitcoin briefly reached around $85.6K, after trading near the $83K–$84K zone before the report. Short positions were also liquidated during the move, which can add fuel to a sudden upside breakout as traders are forced to buy back their positions. ⚠️ But there’s another side The rally didn't completely hold. Bitcoin later gave back part of the move and returned toward the $84K area. Core inflation at 3.0% is still above the Fed’s 2% target, so the inflation story is far from finished. Strong consumer spending could also keep inflation sticky, meaning traders still have plenty to watch before the Fed’s next decisions. 👀 What I'm watching now 🔹 Can BTC reclaim and hold the $87K area? 🔹 What will the upcoming US jobs data show? 🔹 Will the Fed become less aggressive on future rate decisions? 🔹 Can Bitcoin maintain momentum after today's volatility? Today's reaction shows how strongly macroeconomic data can move crypto markets. One inflation report doesn't determine Bitcoin's entire trend. Stay focused on the data, price action, and risk management. 📊 #KoreaProposesTokenizingStocksAndBonds #Bitcoin #PCE #BitcoinAnalysis #BTC走势分析
Former CFTC Commissioner Brian Quintenz ne crypto regulatory certainty par ek aham nukta uthaya hai. Unka kehna hai ke crypto clarity ke liye sirf 'CLARITY Act' jaise naye qawaneen ka intezar lazmi nahi. SEC aur CFTC apni exemptive authority ko istemal kar ke temporary rules aur relaxations ke zariye is gap ko foran pur kar sakti hain. Traders ke liye ye ek positive signal hai, kyun ke regulatory clarity market main institutional capital aur stability laati hai!
🚨 JUST IN: 🇹🇷🇮🇷 Türkiye has reportedly seized an Iranian Boeing 737 at Istanbul Airport over an alleged $3.4M unpaid debt.⭐️
Meanwhile, 🇷🇺 Russia and 🇮🇷 Iran are pushing to strengthen their domestic aircraft production as financial pressure continues across the aviation sector. ✈️
The White House just wrapped up a major AI meeting.
Trump is pushing for the U.S. to stay ahead in the global AI race, while the current approach favors voluntary industry safeguards over strict federal AI rules. Major tech leaders including Nvidia, Meta, Google, Tesla and Amazon were part of the discussions. �
Reuters +1 For AI stocks, the big question now is how this lighter regulatory approach affects growth and investment.
$AAVE is showing strong momentum today. Price has broken out of the previous range and, more importantly, has now completed a retest of the breakout area.
If the retest holds and buyers continue to defend this zone, I’ll be watching for a potential long setup.