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Nvidia posted a record eighty-one point six billion dollars in quarterly revenue, and the market's response was to sell. Analysts at Bank of America are calling that reaction noise, raising their price target and urging investors to treat the dip as an entry point rather than a warning sign.
Shifting to Washington, President Trump has delayed signing an executive order that would have required government security reviews of AI models before their public release. Trump said he was dissatisfied with the order's language, framing the delay as an effort not to slow down American AI development — a signal that the administration is still working out where regulation ends and competitive advantage begins.
And the federal government is placing a two billion dollar bet on quantum computing, with the Department of Commerce directing funds toward quantum chip foundries and startups. The investment comes as researchers grow more serious about so-called Q-Day — the theoretical point at which quantum machines become powerful enough to crack the cryptographic foundations that Bitcoin and other digital assets rely on.
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