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

Welcome to Stock Market Today — your market briefing with actionable insights on stocks, bonds, crypto, and the events moving markets. Let's get into it. Nvidia shares surge eight percent in premarket after crushing second-quarter expectations. Revenue hit ninety-six point two billion versus ninety-two point three billion estimate, with third-quarter guidance at one hundred eight billion against one hundred four billion consensus. Data center revenue reached eighty-nine billion. C E O Jensen Huang stated AI has reached its inflection point and demand is accelerating faster than supply through fiscal twenty twenty-eight. Bitcoin trading at seventy-nine thousand two hundred eighty-two dollars, testing its largest supply wall between eighty thousand and eighty-two thousand. Eight percent of total Bitcoin supply was acquired in this band. Spot Bitcoin ETFs recorded two hundred thirty-two million in inflows Wednesday, their eighth consecutive day, totaling two point eight billion during the streak and cutting year-to-date net outflows to just over two billion. BlackRock's Mitchnick cited U.S. fiscal debt concerns as tailwinds for hard assets like Bitcoin and gold. Thirty-year Treasury yields pulled back from five point one eight percent as positioning shows record net-short positions on long-dated bond futures. Citadel Securities predicts a potential short squeeze if bearish positioning reverses. Fed Chair Kevin Warsh speaks at Jackson Hole Friday. Markets now price thirty-eight percent odds of a September rate hike following hotter-than-expected July PCE data. Salesforce jumped eleven percent after posting eleven point three five billion in revenue and five dollars ninety cents earnings per share, both beating estimates. The company announced Claudeforce, integrating Anthropic's Claude AI across its product suite. Ethereum at twenty-four ninety-seven, with ETFs matching Bitcoin's eight-day inflow streak. Solana above one hundred one dollars. StarkWare successfully tested the first quantum-safe Bitcoin transaction on mainnet, while Blockstream published the SHRINCS proposal enabling roughly three transactions per second. Copper futures near record highs at sixty-seven hundred per pound. The iShares Copper ETF gained nearly twenty percent in August. U.S. jobless claims fell to two hundred three thousand versus two hundred eight thousand expected. That wraps your market intel — trade smart out there. For deeper insights and real-time analysis, visit capitalcopilot dot i o.