Nvidia's stock fell to $199.48 amid increased competition in the AI chip market, particularly with Google launching new TPUs focused on inference. AI chip startups raised $8.3 billion in 2026, signaling a robust sector, with Rebellions raising substantial funding to target U.S. customers.

Kevin O'Leary has shifted 90% of his crypto investments to Bitcoin and Ethereum, dismissing other assets as "garbage." He emphasizes their liquidity and market dominance, while also investing in Bitcoin mining and AI infrastructure.

Moonshot AI has released Kimi K2.6, featuring chat and Agent modes on kimi.com. It excels in coding benchmarks, supports 4,000 tool invocations, and upgraded parallel functionality for autonomous scenarios.

Optiver Holding BV has invested in Eden Block, a venture capital firm focusing on cryptocurrency and AI. This move aims to enhance Optiver's exposure to innovative companies in these sectors, as both technologies could transform trading and capital markets.

Cerebras Systems is reviving its Nasdaq IPO plans after passing a national security review. The AI chipmaker has diversified its revenue and reported significant growth while securing major partnerships, positioning itself as a competitor to Nvidia.

Adobe has expanded its Agentic AI ecosystem, launching the CX Enterprise Coworker and partnering with major tech firms to enhance AI-driven enterprise operations, including streamlined payment integration for smoother workflows.

ByteDance's net profit fell over 70% in 2025, primarily due to changes in stock costs rather than operational issues. Despite this, revenue growth was noted, especially from international markets and TikTokShop's expansion, although competition and regulatory challenges loom.

In Q1 2026, Bitcoin miners sold over 32,000 BTC, the highest on record, to reinvest in AI infrastructure amid rising mining costs.

Kunlun Tech's subsidiary, Beijing Aijie Keixin Technology, raised 550 million yuan ($55 million) in funding, valuing the company at about 4.054 billion yuan. The funding will bolster capital reserves and support AI chip development and a potential independent listing.