yellow_daisy

USDJPY Seeks Equilibrium Around 159: The Gap Between the Fed and the BOJ
The USDJPY pair is trading sideways around 158.98. After falling to 158.35 during the day, the pair recovered with buying pressure and approached the 159.04-159.15 region again. This movement shows the dollar's resilience against the yen on a day when it is generally weak.
The 200-day moving average at 158.31 acts as the lower limit, while the 100-hour and 200-hour moving averages act as the upper limit. A drop below 158.31 could target 157.97 and 157.25, while a move above 159.15 could bring the 159.60 and 159.98-160.00 band into play.
The SRL(5,5) indicator is at 163.98, while the current price at 158.98 is trading below this band. This indicates that the pair is trading below its long-term average and the main trend is still downward.
The current level of USDJPY reflects the policy divergence between the two central banks. The rise in US 30-year Treasury yields to their highest levels since 2007 is the main factor supporting the dollar. In contrast, while Japan's 10-year Treasury yield has reached 2.93%, its highest level since September 1996, the BOJ's reluctance to raise interest rates and weakness in economic data (GDP below expectations, consumption flat, corporate investment declining) are creating new pressure.
The rise in oil prices (Brent in the $89 range) is also supporting demand for the dollar due to increased inflationary concerns. The lack of a diplomatic solution on the US-Iran front is putting upward pressure on energy prices.
The market is debating whether the Fed will surprise with a rate hike at its Jackson Hole meeting next week. The probability of a September hike is priced into the market at around one-third. On the BOJ side, the 31.3 trillion yen debt service burden and the assumption of a 3% interest rate are limiting the BOJ's room for maneuver.
For Gate users: This trend in USDJPY could serve as an early warning system for crypto markets, particularly in terms of carry trade positions and risk appetite. The weakness in the yen suggests that Japanese investors are continuing to shift towards overseas assets, while a strong dollar could put pressure on risky assets. The Jackson Hole meeting and US CPI data will be the main factors determining the pair's direction in the coming period.
$USDJPY ‌
DYOR 🔎 NFA ✔️
#GateStockInsightsChallenge

According to B. Riley, Amkor Technology (AMKR) shares plunged over 24% on Tuesday, breaking below their 200-day moving average for the first time since August 2025. The stock recorded its biggest single-day decline since March 2020. B. Riley lowered its price target to $65 from $75, citing

According to Maybank economist Barnabas Gan on July 6, Singapore's retail sales growth may face headwinds in the second half of 2026 as mounting economic uncertainty dampens consumer spending, particularly on discretionary items like fashion and entertainment. The bank maintained its 2026 retail gro

July 5, 2026, 23:15-23:30 UTC, Bitcoin fell 0.47% in 15 minutes, price dropping back to the 63,675.9-63,999.9 USDT range, with a volatility of 0.51%. The decline occurred during a weekend trading session with relatively lower market liquidity; the price fluctuation falls within a normal short-term range, but multiple technical and capital factors combined to amplify selling pressure. The main driver of this anomaly was the resonance effect of technical selling pressure release and leverage adjus

July 5, 2026, 23:15-23:30 UTC, Bitcoin fell 0.47% in 15 minutes, price dropping back to the 63,675.9-63,999.9 USDT range, with a volatility of 0.51%. The decline occurred during a weekend trading session with relatively lower market liquidity; the price fluctuation falls within a normal short-term range, but multiple technical and capital factors combined to amplify selling pressure. The main driver of this anomaly was the resonance effect of technical selling pressure release and leverage adjus

#TradFiCFDGoldMasters
Why Gold Remains the Ultimate Trading Asset
As global markets navigate inflation, shifting interest rates, and geopolitical uncertainty, gold continues to stand out as one of the most trusted assets in finance. While long-term investors still view gold as a safe-haven asset, professional traders are increasingly turning to Contracts for Difference (CFDs) to capitalize on short-term price movements without owning physical gold.
CFDs allow traders to speculate on both rising and falling gold prices, offering flexibility, high liquidity, and fast execution. This has made gold one of the most actively traded instruments in traditional financial markets, especially during periods of heightened volatility.
Professional traders closely monitor key macroeconomic indicators—including central bank decisions, inflation data, U.S. dollar strength, and geopolitical developments—to identify opportunities in the gold market. Because gold often reacts quickly to these events, it remains a preferred asset for macro-driven trading strategies.
As technology continues to reshape financial markets, gold has evolved from a traditional store of value into a dynamic trading instrument. Its combination of global liquidity, strong historical significance, and sensitivity to economic events ensures that it remains a cornerstone of both institutional and professional trading strategies. 📈🥇

OIL MARKETS MAY BE PRICING A SUPPLY SURGE TOO SOON
Oil prices have fallen sharply as tanker traffic through the Strait of Hormuz increases. However, much of the outbound traffic consists of vessels that were stranded during the conflict and are only now being allowed to leave. This is not a surge of new oil supplies entering the market, but rather a clearing of previously blocked inventory. The distinction is critical for understanding whether the recent price decline reflects a genuine shift in supply dynamics or a temporary adjustment.
At the same time, Iran reportedly struck a commercial vessel near Hormuz this week, underscoring that geopolitical risks remain despite the 60-day ceasefire. This incident serves as a reminder that the region remains volatile and that any lasting resolution is far from guaranteed. Markets may be underestimating the potential for further disruptions if tensions escalate again.
Another major factor is inventories. The United States Strategic Petroleum Reserve remains near its lowest level in four decades. This depletion leaves the US with limited buffer against future supply shocks. China is also expected to resume crude purchases after reducing imports during the conflict. Both countries will eventually need to rebuild stocks, which could add significant demand pressure in the coming months. This rebuilding process has not yet begun in earnest, but when it does, it will likely support higher prices.
Questions also remain over whether enough tankers will return to the Gulf given ongoing security concerns and high insurance costs. Shipping in the region carries elevated risk premiums, and many operators may remain cautious even if the ceasefire holds. The return of full shipping capacity is not automatic and may take time, further limiting the actual supply increase in the near term.
The result is a market that may be pricing in a rapid and lasting increase in oil supply before there is clear evidence that such an increase can be sustained. The recent price action appears to reflect optimism about de-escalation, but the underlying fundamentals tell a more complicated story. Stranded vessel clearances, depleted strategic reserves, upcoming Chinese buying, and persistent security risks all point to a market that could tighten again quickly.
Key takeaways for traders:
The current price weakness may be overextended given the structural factors at play. A rebound could occur if any of the following develop: confirmation that Iranian vessel strikes continue, delays in tanker returns, data showing accelerating SPR or Chinese stockpiling, or breakdown in diplomatic communications. Conversely, sustained price declines would require clear evidence of lasting supply increases and durable peace in the region.
Traders should remain cautious and avoid assuming that the recent downtrend is the beginning of a new bear market. The geopolitical landscape remains fluid, and the gap between market pricing and physical reality may soon narrow.
NFA 👈👉 DYOR

$BTC
The Bitcoin business cycle metric, a key indicator used to track the asset's position within its broader market rhythm, bottomed in January of this year. Since then, the metric has shown clear signs of early recovery, suggesting that the deepest phase of the downturn may now be behind us.
This pattern aligns closely with historical precedents. Similar cycle bottoms were observed in November 2012, July 2016, and March 2020. In each of those instances, the trough in the business cycle metric was followed by significant upside moves over the subsequent months and years. The current setup appears to be following a similar trajectory, reinforcing the view that Bitcoin may be entering a new accumulation phase.
Historical precedent suggests that cycle bottoms have consistently preceded major upside moves. While past performance is not a guarantee of future results, the repetition of this pattern across multiple cycles adds weight to the argument that the current recovery phase could evolve into a more sustained expansionary trend.
For traders and investors, this signal points toward a potential accumulation phase, where patient positioning ahead of a broader recovery could prove rewarding. The shift toward expansionary conditions, if confirmed by other on-chain and macro indicators, would mark a significant turning point for Bitcoin's market structure.
Key levels and signals to monitor:
Confirmation of the recovery would require sustained trading above key moving averages, increasing on-chain accumulation by long-term holders, and declining exchange inflows. A break above resistance near 62,000 would provide technical confirmation, while a drop below the 57,000 support zone would invalidate the current bullish thesis.
The coming weeks will be critical in determining whether this early recovery signal evolves into a full cycle shift or fades into another period of consolidation.
DYOR 🔍

Bitcoin has shown clear signs of stabilization following earlier weakness this month. After dipping to lows in the first half of June, the asset has rebounded and entered an early recovery phase. Downside pressure appears exhausted, with price action mirroring historical patterns observed at prior cycle bottoms. This structural similarity suggests that a base may be forming, though confirmation requires sustained buying volume and a break above key resistance levels.
Long-term holder distribution remains a notable theme. Coin supply pressure continues as holders actively move assets to exchanges, potentially signaling profit-taking or risk reduction. At the same time, whale accumulation into weakness persists, reflecting mixed signals between institutional demand and retail liquidation. This divergence suggests that larger players are viewing current levels as attractive while smaller holders exit.
Ethereum sentiment is more subdued but constructive. Exchange reserve flows show cautious consolidation without signs of panic or euphoria. Development activity across leading blockchain projects remains robust, indicating that fundamental building continues despite market uncertainty. This backdrop supports the view that Ethereum is well-positioned for the next cyclical upturn once macro conditions stabilize.
MACRO
Labor market deterioration is becoming more pronounced. Unemployment has risen sharply in recent months, while consumer credit delinquencies have surged to near multi-year highs. These indicators point to growing household financial stress, which will be a key focus ahead of this week's employment releases. The data will provide critical insight into whether the labor market is merely cooling or entering a more significant downturn.
Consumption patterns are showing signs of unsustainability. Households are burning through savings at a record pace, with spending far outpacing income growth. Consumer sentiment languishes near all-time lows, suggesting that the current spending trajectory is unlikely to continue without a recovery in confidence or real wage growth. This dynamic poses a significant risk to economic growth in the second half of the year.
Markets have sharply repriced toward significant rate cuts ahead. However, the credibility of this pivot will depend on incoming disinflation momentum and wage pressure data. If inflation remains sticky or wage growth stays elevated, the Federal Reserve may be forced to maintain a tighter stance for longer than markets currently expect. This disconnect between market pricing and policy reality is a source of potential volatility.
Safe havens remain under pressure. Gold and silver continue to face headwinds from hawkish Federal Reserve signals and elevated real yields. The dollar has paused its recent advance but retains structural support from policy divergence between the US and other major economies. Any shift in this dynamic could trigger sharp moves in precious metals and currencies.
Supply chain tightness has reemerged as a concern. Delivery delays and inflationary pressures have surged to their highest levels since mid-2022. EU energy constraints persist as a structural drag on growth, adding to production costs and limiting industrial output. These supply-side frictions complicate the inflation outlook and could keep price pressures elevated even as demand softens.
Housing inventory is experiencing a shock. Single-family home supply has reached financial-crisis-era levels unseen in decades. This is historically a recession precursor, signaling severe demand weakness in the housing sector. The combination of high mortgage rates, elevated prices, and deteriorating affordability is weighing heavily on the real estate market.
THE BIG PICTURE
Equities surged today with technology leading sharply higher while volatility compressed. This reflects continued institutional appetite for risk despite deteriorating labor signals and unsustainable consumption patterns. Capital is flowing into growth stocks, and equities sit near all-time highs. However, leverage is climbing, buyback support is suspended into the blackout period, and underneath the surface, household balance sheets are cracking under profit-taking pressure in crowded AI trades.
The current environment presents a delicate balance. On one hand, liquidity conditions remain stable and institutional demand for tech remains strong. On the other hand, weakening consumer fundamentals, rising delinquencies, and supply-side pressures suggest that the economic backdrop is becoming less supportive of continued risk-taking. The week's data releases will be critical in determining whether the bullish narrative holds or cracks under the weight of deteriorating macro conditions.
DYOR ☑️ NFA ✅
$BTC #BTC #CRYPTO #MACRO

Japan's job openings-to-applicants ratio fell to 1.17 in May, lower than the forecasted 1.18 and down from 1.18 in the prior month, according to official labor data.

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‍#BTC #ETH #GT

#预测世界杯德国VS科特迪瓦
#PredictWorldCupWin40000U
#PredictWorldCupGERvsCIV🇩🇪🇨🇮
My Prediction: Germany 2-1 Côte d'Ivoire
Polymarket odds:
• Germany 1.54x / 65% • Draw 4.76x / 21% • Côte d'Ivoire 6.25x / 16%
This is one of the clearest “discipline vs physicality” matchups in the tournament. Germany is the favorite on paper, but Côte d'Ivoire will not make this an easy game.
Why Germany wins
1. Game control is with Germany
Nagelsmann’s Germany is built on possession, positional play, and winning the ball back quickly after losing it. The Musiala – Wirtz – Havertz trio can create in tight spaces and beat defenders in the final third. Côte d'Ivoire presses hard in a 4-3-3, but against a team that circulates the ball as quickly as Germany, that press is likely to break down after the 60th minute.
2. Set-piece advantage
Germany has scored from set pieces in 8 of their last 12 official matches. With Rüdiger, Tah, and Füllkrug they have real aerial dominance. Côte d'Ivoire is a physical team, but they lose concentration in defensive positioning, especially on second balls. That hurt them even during the 2023 Africa Cup of Nations.
3. Tournament experience and squad depth
Germany’s starting XI all play in the Bundesliga and Premier League. Off the bench come Sané, Füllkrug, Goretzka. Côte d'Ivoire has quality names like Haller, Kessié, and Sangaré, but their bench depth is not at Germany’s level. After the 70th minute the game swings to Germany.
Why Côte d'Ivoire scores
It would be a mistake to ignore this. Côte d'Ivoire is the most athletic team in Africa. Adingra and Diakité are very fast on the wings, Haller is effective in the air as a target man. Germany’s fullbacks get caught on the counter when the defensive line is high. They scored the same way against France in 2024. I’m writing in one goal for them for sure.
My match scenario
The first 25 minutes are even, Côte d'Ivoire brings the physicality. In the 32nd minute, a through ball from Wirtz, Havertz makes it 1-0. Second half, 58th minute, a counter, Adingra to Haller connection, 1-1. Germany does not panic. 74th minute, a corner, Rüdiger with a header, 2-1. The last 15 minutes Germany keeps the ball and closes the game out.
Score: Germany 2-1 Côte d'Ivoire
Polymarket strategy
Flat 1.54x is low value. My pick is Germany to win + Both Teams To Score. That’s where the odds/risk balance is best. As a single, Germany -0.5 and Over 1.5 goals also makes a lot of sense.
This is not a 4-0 game. Côte d'Ivoire is resilient, physical, and will score. But after 90 minutes, quality and game control carry Germany to the win.
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U.S. stock indices fell on Wednesday as escalating US-Iran geopolitical tensions and persistent inflation pressures weighed on equities. The S&P 500 declined 1.6%, Nasdaq 100 dropped 2%, and Dow Jones eased 1.9%. U.S. consumer inflation accelerated to 4.2% year-over-year in May, marking the

According to Al Jazeera, officials in Iran's Bushehr Province stated that the Assaluyeh gas complex has not experienced any explosion as of now.

#MyGateTradeStory
From One Exchange to the Entire World: Growing with Gate
When I first signed up for Gate, I had one simple goal: buy BTC, wait, sell. The interface was straightforward, the coin list was limited, and I was just a curious crypto enthusiast. I checked the price in the morning, checked it again at night. That was my entire investment strategy.
Years passed. The market matured and so did I.
In the 2021 altcoin season, I noticed something about Gate that set it apart: tokens I couldn't find on any other exchange were launching here first. I got in early on several projects and made solid returns. Then 2022's bear market hit and reminded me of something important: putting everything in one basket is always dangerous.
That's exactly where Gate's evolution and my own intersected.
I took a closer look at the platform and barely recognized it. It wasn't just crypto anymore. Gold. Silver. US stocks like NVIDIA, Apple, and Tesla. Oil, wheat, cotton, indices the full spectrum of global markets was right there. And beyond that, I could participate in IPO processes for pre-public companies like SpaceX. Gate had transformed from a crypto exchange into a genuine gateway to the entire world's financial markets.
When SpaceX IPO access dropped, I didn't hesitate for a second I joined immediately. Companies I had spent years saying "I wish I could invest in that" about were now accessible from the same account, the same phone, the same app I'd been using for years. No separate brokerage account. No currency transfers. No paperwork. One app, one balance, the entire world.
I rebuilt my portfolio from the ground up. I added a gold position alongside my BTC holdings when crypto pulled back, gold acted as a buffer and gave me real peace of mind. I started trading US stock tokens too, combining my crypto instincts with TradFi opportunities. During Tesla's earnings announcement, I made a short-term move that I never could have executed on a traditional platform with the same speed and ease.
Think about it: you're sitting in a café, sipping your coffee, and from that same screen you can move between Bitcoin, precious metals, wheat, cotton, oil, and the stocks of the world's biggest companies all in one app, all in one moment.
This morning I checked the BTC chart, then gold spot price, then NVDA's movement. All on one screen. A few years ago I couldn't have imagined this.
Gate grew. I grew with it.
To anyone just starting out in crypto, I'll say this: the limits of your platform become the limits of your vision. Choosing Gate means starting with crypto and walking through a door that opens onto every market in the world.

#GateIPOAccessSpaceX
#SpaceXIPOAttractsOver250BillionInOrders
Yes, I participated, and honestly, this has been reported as one of the easiest investment decisions I've made in years.
A $250 billion fund chasing a $75 billion fund isn't a coincidence. Starlink is already generating real revenue, Starship is rewriting the opening range, and SpaceX is demonstrating that a serious competitor isn't operating in a category. This isn't an exaggeration; it's a business that's becoming critical infrastructure for the planet.
What makes this moment personally special for me: I subscribed directly through Gate. I use the same account for BTC, gold, and US stocks. No separate tool, no remittance, no fees. Such seamless access to a pre-IPO company like SpaceX shows how much profile this platform has.
As for SPCX applications: With demand far exceeding the target, I expect it to be at or above the final price range. Strong institutional backing, significant retail activity, and a globally resonant brand will certainly not be quiet on launch day. There's significant upside potential if the market's return continues throughout the listing.
Did I participate in this? Absolutely. I created my Gate account precisely for moments like these.
One Gate. One World.

#GateIPOAccessSpaceX
🚀 Get Early to Participate in the SpaceX IPO: A Revolutionary Opportunity with Gate.io
SpaceX, the most exciting company of the space age, is finally on its way to an IPO. Founded by Elon Musk in 2002, this giant not only launches rockets; it is also reshaping the future of humanity with satellite internet (Starlink), space computing, and vertical landing technologies.
But what if you had the chance to participate in this revolutionary company's IPO before trading even begins?
That's where Gate.io's IPO Access feature comes in.
🌍 A Next-Generation Platform That Removes Traditional Barriers
IPO Access offers investors access to the IPOs of the world's most valuable technology companies. Specifically for SpaceX, the process works as follows:
• Indicator Price Per Share: 135 USDT (may change depending on the final IPO price)
• Minimum Investment: 100 USDT
• Maximum Investment: 500,000 USDT
• Intent Submission Fee: 5% (charged upon successful submission)
• Lock Period: None – 100% trading freedom
SpaceX shares will be transferred directly to your Gate Stock Account within 24 hours of the IPO. You can then trade real shares, like US stocks and ETFs, using version 8.21.5 and above of the application.
⚠️ Note: No Allocation Guarantee
This is an “Intent Submission”. The final allocation amount depends on the size of the IPO and the amount of stock the platform obtains. You may receive a full allocation, a partial allocation, or no allocation at all. However, in all cases, the process is transparent, and the investor is only charged a fee upon successful submission.
📈 Why Gate?
Because Gate offers its investors the following through a single account:
• Early access to companies' growth phases with Pre-IPO
• Participation in IPOs with IPO Access
• Trading real US stocks and ETFs with Gate Stocks
You no longer have to navigate between multiple platforms, exchanges, and accounts. All opportunities are at your fingertips on a single screen, with a familiar and integrated experience.
🧭 To Get Started
1. Update your Gate app to version 8.21.5 or later.
2. Go to the IPO Access section.
3. Create your SpaceX intention to participate.
Investing in a company pushing the boundaries of space is no longer a dream.
Don't miss the opportunity to participate in the SpaceX IPO.
Because sometimes the biggest gains come from early access to the world's most advanced technologies.
https://www.gate.com/ipos/13

#MyGateTradeStory
#NFLXON $NFLX . Buying Netflix After Wall Street Closes: My Story With NFLXON
1. A Simple Story: Friday Night at 11:45 PM
It was Friday night, 11:45 PM. Netflix dropped the trailer for the new Squid Game season. Social media went crazy. You know NFLX will gap up at Monday’s open.
But here’s the problem: you live in Turkey. The U.S. market is closed. You have to wait until 4:30 PM on Monday. By morning the price could move 8 percent, and you just watch.
That night I found NFLXON on Gate. At 11:47 PM I bought Netflix stock in one click. With USDT. No commission, no T+2 settlement, no 100 dollar minimum.
On Monday, NFLX gapped up 7 percent. My NFLXON position was already up 7 percent. I made money while Wall Street slept. That was my Gate RWA moment.
2. What Is NFLXON? The Project Details
NFLXON stands for Netflix Ondo Tokenized. Ondo Finance is a real world asset protocol backed by BlackRock. The idea is simple.
Each NFLXON token is backed 1:1 by real NFLX shares held by regulated custodians in the U.S. The conversion rule is 1 NFLXON equals 10 NFLX. So if NFLX trades at 81.65 dollars, NFLXON should be around 816.5 dollars.
You can trade it 24/7 on Gate Spot as NFLXON/USDT. Market closed, holiday, middle of the night – it does not matter. You use USDT as collateral, so you do not need a dollar bank account.
For custody, Ondo works with Coinbase Custody and BlackRock, and they publish on-chain proof of reserves. Netflix does not pay a dividend, but for stocks that do, Ondo passes the dividend to the token.
In short: you get Netflix stock at crypto speed, with crypto convenience.
3. Why Choose NFLXON? Four Logical Reasons
First, time arbitrage. You can see it on the chart. NFLXON is at 827.00 dollars, up 0.75 percent. The real NFLX is at 81.65 dollars, down 0.18 percent, and the market is closed.
When news hits, earnings drop, or someone tweets, you no longer wait for Monday. You get the price now. 24/7 pricing means 24/7 opportunity.
Second, zero entry barrier. To open a U.S. brokerage you need a passport, proof of address, W-8BEN forms, five days for approval, and a 100 dollar minimum trade.
On Gate, if you have an account, you can buy 0.012 NFLXON with 10 USDT. That is one tenth of a single NFLX share. You can start with pocket money.
Third, one wallet for all markets. Your USDT sits on Gate. If BTC dips, you buy BTC. If NASDAQ dips, you buy NFLXON. If gold dips, you buy XAUT. No bank transfers, no FX wait, no moving to another app. You manage S&P 500 and crypto from one screen.
Fourth, the split gives you 10x precision. One NFLXON equals ten NFLX. If NFLX moves up one dollar, NFLXON moves ten dollars. From the low at 814.01 to 827.00 is a 1.6 percent move. A 1000 dollar position made 16 dollars.
You capture that move without leverage. That is not possible in TradFi.
4. What The Chart Shows
Looking at the 15 minute chart, the structure is clear. Price found a low at 814.01 and saw strong buying. The moving averages flipped bullish, with MA5 at 824.20 above MA10 at 821.74, which is above MA30 at 817.70. That is a golden cross and the trend turned up.
MACD is also positive at 1.08, with DIF at 2.20 above DEA at 1.11. Momentum is with the buyers and the histogram is expanding.
Price is now 827.00 and pushing the 828.96 resistance. If it breaks, the path to 840 is open.
While TradFi is closed, NFLXON is trying for new highs. That is the power of RWA.
Closing: The Future Is Here
Five years ago we asked, “Should I buy stocks or crypto?” Today the question changed: “Why not both?”
With Ondo RWA and Gate, Wall Street moved on-chain. Now, when Netflix news hits on a Friday night, a clerk in Tokyo and a student in Turkey can take a position at the same moment.
For me, NFLXON means freedom. You are not bound by market hours, banks, or brokers.
Have you bought a tokenized stock before? Which stock should come to Gate next: NVDA, TSLA, or AAPL? Let me know in the comments.
Note: This is not investment advice. Tokenized stocks still carry risk. Read Ondo’s official docs and make your own decision.
#我的Gate交易时刻 @Gate_Square

⚽ Predict the World Cup and share $40,000! Gate Master Gathering Order!
The 2026 World Cup is set to light up this summer—come to Gate Plaza and be our soothsayer. A luxury prize pool is waiting for your challenge!
💥 Participate in two easy steps:
1️⃣ Create a post with #广场预测世界杯赢40000U , or share the official event to the Plaza to post
👉️ https://www.gate.com/competition/football-2026
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According to BlockBeats, on June 10, independent research firm SemiAnalysis released a report claiming significant delays in two key AI data center technology pathways. The report was cited as a major factor behind a sharp selloff in AI-related stocks yesterday. Prominent analysts including