Nvidia and AMD have reportedly agreed to pay 15% of China-related AI chip revenue to the U.S. government in exchange for export licenses, reopening a critical market while raising policy and profitability questions. Bernstein warned the “pay-to-play” model sets a slippery precedent, even as investors weigh China’s reported guidance to avoid Nvidia’s H20 chips and potential margin impacts ahead.
Source: MarketWatch
Tariff-led price pressures: CPI could show biggest rise of 2025
Economists expect July CPI to reflect mounting tariff impacts, with some forecasting the strongest monthly increase this year. A higher print could challenge the Fed’s path to rate cuts, keep real yields elevated, and pressure risk assets after a powerful summer rally.
Source: MarketWatch
RBA cuts rates to 3.6% as inflation moderates
Australia’s central bank reduced its policy rate to 3.6%, the lowest since April 2023, citing easing inflation and a cautious growth outlook. The move boosted Asia-Pacific equities and the Aussie dollar’s rate-sensitive sectors, while reinforcing global divergence in policy paths.
Source: Seeking Alpha
Ethereum-led crypto inflows surge past $1.1B in a day
U.S. crypto ETFs attracted more than $1.1 billion in net inflows, with spot Ethereum products setting a single-day record. The move underscores accelerating institutional demand as ether trades near multi-year highs and broad digital-asset liquidity deepens.
Source: FinanceFeeds
SEC ends Ripple case with $125M penalty, removing a key regulatory overhang
The SEC officially closed its nearly five-year lawsuit against Ripple, imposing a $125 million penalty and dismissing appeals. The resolution reduces legal uncertainty for XRP and the broader crypto payments ecosystem as market participants reassess use cases and institutional adoption.
Source: FinanceFeeds
Paxos seeks U.S. national bank charter amid stablecoin push
Stablecoin issuer Paxos filed to convert its New York trust charter into a national bank charter under the OCC, following similar moves by peers to secure federal oversight. A successful conversion would expand Paxos’ regulatory footprint and could set standards for stablecoin governance and reserves.
Source: Seeking Alpha
Ørsted pivots with $9.4B equity raise as U.S. wind policy tightens
Danish renewables developer Ørsted plans a $9.4 billion share sale after curbing U.S. wind ambitions under shifting policy signals. The capital raise is aimed at strengthening the balance sheet and recalibrating project pipelines as financing costs and regulatory risks reshape offshore wind economics.
Source: New York Times
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