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Circle and NVIDIA are set to release their earnings reports tonight, with the focus on whether the AI narrative can once again "bolster" the crypto market
Circle, the issuer of the USD-pegged stablecoin USDC, will release its earnings report on February 25 before the U.S. market opens; NVIDIA will release its earnings report after the market closes on February 25, Eastern Time (5:00 a.m. Beijing Time on February 26).The market is closely watching the spillover effects of both companies’ earnings on risk assets. NVIDIA Stock prices have remained range-bound at elevated levels in recent months, with limited gains year-to-date. Wall Street is concerned that even strong earnings could trigger short-term profit-taking pressure, amplifying volatility and affecting the performance of the global AI supply chain and related asset prices. Historically, earnings that beat expectations on NVIDIA have often boosted market risk appetite and improved sentiment during periods of correction in the crypto market.At this juncture, investors are assessing the interplay between the AI capital expenditure cycle, semiconductor profit prospects, and the growth of stablecoin businesses. Earnings reports from CRCL and NVIDIA may serve as key indicators for gauging the intensity of synergy between the technology and crypto markets.
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