Blackwell GPU data center revenue hit $22.6B, crushing the $21.1B consensus by $1.5B. CEO Jensen Huang raised FY2026 guidance citing "insatiable" AI infrastructure demand from hyperscalers. Short interest is at a 2-year low — bears have largely capitulated.

BlackRock IBIT recorded its largest single-day inflow since launch — $980M. On-chain long-term holder balances hit an all-time high. The jobs report miss is reigniting rate-cut expectations, which historically correlates strongly with Bitcoin outperformance.

Azure AI revenue grew 89% YoY, the highest in its history. GitHub Copilot Enterprise crossed 1 million paid enterprise seats. The market is re-rating Microsoft as the primary infrastructure beneficiary of OpenAI's commercial success — a "picks and shovels" AI trade.

Q1 deliveries came in at 386,810 units vs 449,080 consensus — a -14% miss. China price wars are compressing margins; ASP fell $4,200 YoY. The bull case is entirely dependent on the Robotaxi launch in Austin, now confirmed for July. Volatility expected to remain elevated.

Iran-Israel tensions escalated overnight; drone strikes near the Strait of Hormuz corridor raised risk premium. OPEC+ confirmed 1.66M bpd voluntary cuts extended through December. EIA inventories drew 4.2M barrels — tighter than the 1.8M consensus. Three bullish factors converged simultaneously.

Solana DEX volume hit $8.2B in 24 hours — surpassing Ethereum mainnet for the 4th consecutive day. Firedancer validator client now live on mainnet-beta with 40% throughput improvement. Trump-backed World Liberty portfolio disclosed a 12% SOL allocation, generating significant retail attention.