Nvidia Surges Eight Percent on AI Demand, Bitcoin Tests $80K Supply Wall, ETF Streak Hits Eight Days

Nvidia rockets eight percent in premarket following blockbuster Q2 results-ninety-six billion in revenue versus ninety-two billion expected, guiding to one hundred eight billion for Q3. The AI infrastructure play lifts semiconductor stocks globally and supports Bitcoin's push toward eighty thousand dollars. Bitcoin ETFs extend their longest inflow streak since April to eight consecutive days, totaling two point eight billion, while testing the largest supply concentration in the entire price history near eighty thousand. Fed Chair Kevin Warsh delivers his first Jackson Hole keynote Friday as markets digest raised rate-hike probabilities. Treasury thirty-year yields pull back from seventeen-year highs as positioning signals potential short squeeze. Ethereum holds near twenty-five hundred, Salesforce surges on Anthropic AI partnership, and quantum-resistant Bitcoin proposals advance. Trade dynamics shift as China's Africa export imbalance draws U.S. countermeasures, while stablecoin infrastructure expands through Visa-Shinhan and Britain's Bank of England innovation mandate.