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Nvidia’s 75% Margin Sets the AI Profitability Bar — But Rivals Are Closing In

Quick Summary Nvidia posted a 75.2% adjusted gross margin , among the highest in Big Tech AI hyperscalers plan  US$650B capex in 2026 , much flowing to Nvidia Rivals like  AMD, Alphabet and Amazon  are gaining traction Long-term margin sustainability remains the key investor question Margins Steal the Show While investors already expected strong demand,  NVIDIA Corp  surprised with something even more impressive: Adjusted gross margin of 75.2% , the highest since late 2024 — and management expects similar levels next quarter. For a nearly  US$5 trillion company , that margin signals extraordinary pricing power in AI hardware. AI Spending Wave Still Intact AI hyperscalers are forecasting  ~US$650 billion in capex for 2026 , up roughly 60% from 2025. Nvidia remains the primary beneficiary as demand for data centre GPUs continues to surge. But maintaining 75% margins depends on two big factors: 1️⃣  Supply Constraints Rising memory costs remain a ris...
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Bitcoin Rebounds Above US$66,000 Ahead of Trump’s State of the Union



Quick Summary

  • Bitcoin surged above US$66,000, up over 3% intraday

  • Ether climbed nearly 5%, with altcoins also advancing

  • Rally coincides with equity gains ahead of Trump’s address

  • Move likely driven by short covering and speculative positioning

Crypto Bounces After Early-Week Sell-Off

Bitcoin rebounded sharply in early Asia trading, climbing as much as 3.5% to US$66,300, marking its biggest intraday gain since mid-February.

  • Bitcoin: ~US$66,300 (+3%+)

  • Ether: ~US$1,944 (+4%+)

  • Solana: +4%

  • XRP: +2%

The move follows a steep drop earlier in the week, when markets reacted negatively to tariff uncertainty from US President Donald Trump.

What’s Driving the Rally?

The rebound aligns with:

  • A rise in US equity futures

  • Improved risk sentiment ahead of Trump’s State of the Union address

  • Relief after the Supreme Court of the United States blocked Trump’s use of emergency powers for reciprocal tariffs

However, Trump later announced plans for a 15% global tariff, which had initially weighed on crypto and broader risk assets.

According to Apollo Crypto:
The rally likely reflects short covering and speculative long positioning ahead of the speech.

Market Context

Crypto has been trading closely with:

  • US equities

  • Dollar movements

  • Broader tariff and trade policy headlines

With volatility elevated, traders are positioning tactically around political events rather than long-term fundamentals.

Bottom Line

Bitcoin’s bounce above US$66,000 signals a return of short-term risk appetite.
But with tariff uncertainty and policy headlines still dominating markets, crypto remains highly sensitive to political developments — especially ahead of major US policy speeches.

Key Takeaways

  • Bitcoin +3% to above US$66K

  • Ether and altcoins follow higher

  • Rally tied to improved risk sentiment

  • Positioning ahead of Trump’s address driving momentum

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