The Volatility Shares 2x Ether ETF (ETHU) fell about 23% on June 5, driven by a strong May jobs report that pushed 2-year Treasury yields to a 16-month high, increasing the opportunity cost for speculative assets like Ethereum. ETHU's structure, which delivers twice the daily return of ether through futures with daily rebalancing, amplified losses, resulting in a 78% drop year-to-date compared to ether's 46%. The upcoming SpaceX IPO, expected to raise around $75 billion with significant retail demand, may further divert speculative retail investment away from crypto products like ETHU. Key factors to watch include Treasury yields, retail flow post-IPO, and any Ethereum protocol updates, but current conditions suggest continued pressure on leveraged crypto ETFs.
The rapid growth of AI data centers is causing a projected 19-gigawatt electricity shortfall in the US by 2028, enough to power 16 million homes. This power gap makes onsite power solutions critical, with Bloom Energy positioned to benefit by deployi...
Oracle's stock dropped 19% this week, its steepest fall since the 2001 dot-com bust, driven by concerns over its $130 billion debt and heavy spending on AI infrastructure. The company’s capital expenditures surged 162% to nearly $56 billion in fiscal...
Oracle's stock fell from $303.62 in October 2025 to $152.46 in mid-2026 due to large capital expenditures and a planned $40 billion capital raise, despite strong Q4 FY2026 revenue of $19.184 billion and cloud growth of 93%. The company holds a $638 b...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Nvidia as short-term impatience rather than a breakdown in the AI sector. The broker highlights that these companies are in the early stages of a long-term AI infr...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Alphabet as short-term impatience rather than a collapse in the AI sector. The broker highlights that these companies are in an 'air pocket stage' due to heavy cap...
