Just News
• NVIDIA beat expectations across the board — demand for AI chips is still massive.
• Data Center revenue ($51.2B) shows hyperscalers are still buying at full speed.
• 73.6% gross margin = NVIDIA is printing money.
• Strong Q4 guidance means the AI boom isn’t slowing.
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Marathon Digital Holdings, one of the leading Bitcoin mining firms, has sent another 644 BTC to major exchanges*, continuing its string of transfers in November.
The move comes amid mounting pressure on mining firms, with the hashprice index dropping to a record low.
* — These transfers do not, by themselves, confirm whether the firm is preparing to sell, adjust its treasury operations, or pursue other strategic uses of the assets.
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More than 65 cryptocurrency organizations are calling on President Donald Trump to direct the Treasury Department and the IRS* to issue long-overdue digital asset tax guidance, emphasizing that regulatory clarity has become a top priority in the absence of legislative progress.
* — Internal Revenue Service.
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The company aims to keep margins in the mid-70% range next year, but the upcoming Rubin ramp may initially dilute results. Analysts say they’re still giving Nvidia the benefit of the doubt, expecting it to exit 2025 with margins back in the mid-70s.
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• Michael Saylor's Strategy Inc. faces the risk of being dropped from benchmark indices such as MSCI USA and Nasdaq 100.
• Analysts at JPMorgan Chase & Co. warned that exclusion from major indices could lead to a loss of liquidity, higher funding costs, and decreased investor appeal.
• A decision on index inclusion is expected by Jan. 15, with as much as $2.8 billion potentially exiting if MSCI moves ahead with exclusion.
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