Netflix to Report Q1 Earnings Following Defeat in Warner Bros. Battle

Netflix (NFLX) will make its first-quarter earnings after the bell, following its defeat in the battle to purchase Warner Bros. Discovery (WBD) to Paramount Skydance (PSKY) and raised its subscription fees.

Netflix at a Crossroads: Earnings Loom After Volatile Year and Mega Acquisition

The streaming giant is expected to report $12.17 billion in revenue, according to Bloomberg consensus data. For the first quarter of last year, the company reported $10.54 billion in revenue.

Adjusted earnings per share are expected to be $0.76. In the same quarter last year, earnings were $0.66. The company announced a 10-for-1 stock split in the middle of November.

The company left the negotiating table after a heated bidding contest to acquire Warner Bros., and this is the first report since then.

Paramount SkyDance agreed to cover the costs of the split after winning the bid. Netflix has an incremental $2.8B to spend on content and ad stack improvements this year from its WB deal break-up fee, which we expect to extend its competitive lead,” Wedbush analyst Alicia Reese wrote in a note to clients. Warner Company.

The $110 billion offer will be put to a vote by shareholders next week,

Gold Gains Ground Near $4.4K as US-Iran Peace Efforts Dampen Inflation Outlook

Gold rose as concerns about inflation subsided amid a renewed push for a diplomatic solution to the Iran war despite ongoing tensions in the Strait of Hormuz.

 

Bullion erased most of a loss from the previous session, rising as much as 1 percent to almost $4.4K per ounce. According to a person familiar with the situation, the US and Iran are considering extending the ceasefire by two weeks to give more time to negotiate a resolution to the conflict that has affected international markets.

However, the US blockade of Iranian ships and Tehran’s closure of the vital waterway to most other traffic continue to restrict the flow of vessels through Hormuz.

The two sides have an “in principle agreement” to pursue further diplomacy following a fruitless first round of negotiations in Pakistan over the weekend, according to the Associated Press.

US President Donald Trump told Fox Business on Tuesday that the nearly seven-week war is “close to over,” downplaying the possibility of fresh combat.

 

Oil was steady on Thursday, despite US stocks closing the day at all-time highs and a dollar gauge slightly declining. Concerns about inflation, which had raised the possibility that central banks would raise or maintain interest rates, have subsided amid recent drops in crude prices.

Fed Bank of St. Louis is in favor of the swap market’s ongoing wager that the US Federal Reserve won’t raise interest rates this year. Rates are “on hold for a good while,” according to Alberto Musalem, president of Louis, and Beth Hammack, president of Fed Bank of Cleveland.

Higher borrowing costs are a barrier to non-yielding bullion. In a note, Suki Cooper, global head of commodities research at Standard Chartered Plc, stated that “gold is not yet out of the woods, and liquidity needs could continue to pressure prices further given the fragile ceasefire and switch to focus on real yields.”

TSMC on Track for 50% Profit Jump in Q1, Extending Record Run Amid AI Frenzy

TSMC (TSM) is expected to report record earnings for the fourth consecutive quarter, with a 50% increase in net profit from January to March amid a surge in demand for AI infrastructure.

TSMC's excellent earnings helped other chip stocks climb this week.

Analysts claim that demand for Taiwan Semiconductor Manufacturing Co.’s sophisticated packaging technology and 3-nanometer technology to create AI chips continues to exceed the company’s current production capacity.

This has propelled Asia’s most valuable company—a vital supplier to Apple and Nvidia—to unprecedented heights. At about $1.68 trillion, its market capitalization is now almost twice that of its South Korean competitor, Samsung Electronics.

TSMC is anticipated to report a net profit of T$543.3 billion ($17.23 billion) for the first quarter on Thursday. Forecasts from analysts who are more consistently accurate are given more weight by SmartEstimates.

An earnings call will provide updated full-year guidance and is scheduled for 0600 GMT. A profit above T$505.7 billion ​would ​mark the company’s highest-ever quarterly net income and ​its ninth consecutive quarter of profit ‌growth.

Last week, it posted a 35% year-on-year rise in first-quarter revenue, ahead of market forecasts.

The war in the Middle East threatens to disrupt the supply of production materials for semiconductors such as helium and neon, but TSMC is as well-placed to weather the crisis.

One area of focus will be whether TSMC maintains or raises its 2026 ‌capital spending plans, as that will reflect management’s confidence ​in long-term AI demand, analysts said.

At its last ​earnings call in January, the company said ​capital spending this year would hit between $52 billion and $56 billion, up ‌as much as 37% compared with 2025’s $40.9 ​billion.

Ethereum Reclaims Strength: ETH/BTC Ratio Officially Highest Since Late January

Santiment reported that funding rates were displaying “familiar $ETH greed signals” and that ETH’s price dominance over BTC was “officially at its highest” point since late January. In a subsequent update, the company reported that wallets with at least 100,000 ETH had grown from 54 to 57.

It concluded that this kind of growth frequently corresponds with price increases and added that Ethereum still has room to grow. Santiment wrote, “There is strong justification that the 2 market cap can continue its rise.” 

ETH is currently trading close to $2,300 after ranging between $2,178 and $2.4K  withnn a day, reaching its highest level in ten weeks.

The price has increased by almost 9% in a single day. The asset saw a nearly 13% increase over the course of a week, comparable to the returns over a month. Additionally, trading volume increased by more than 120 percent.

Data from analyst Darkfost indicated that the market is persuaded despite the rally. He claims that since Ethereum’s February lows, investors have added about 350,000 ETH to open interest on Binance.

As a result, the exchange currently holds roughly 37% of the market, with a notional value of over $1 billion. Interestingly, funding rates on Binance have been negative despite ETH rising 35% from its February lows.

According to Darkfost, this is because the majority of the platform’s traders were shorting the market in anticipation of a correction, which the analyst concluded was an indication that “they do not believe in a potential bullish recovery.”. However, according to Darkfost, funding rates now seem to rally at about +0.01 percent.

The derivatives market may support even more upward movement if the switch continues, making things challenging for late short sellers. Ted Pillows, a trader, mentioned that $2,400 rep elsewhere.

Ripple: Bybit Introduces XRPfi: Lock in Up to 5% APR on XRP for 90 Days

Bybit has increased the scope of its XRP-focused projects by introducing XRPfi, a new fixed-term yield product. Holders of the well-known cross-border token could yield up to 5% APR thanks to the partnership with Doppler Finance.

 

The new product will provide a 90-day term investment for the XRP-focused yield strategy, according to the press release shared with CryptoPotato. It will start with a promotional period that runs from April 13 to July 12, 2026, during which the highest returns—up to 5 percent APR—will be offered.

A 2.5 percent bonus backed by a 30,000 XRP incentive pool will also be included. The two parties clarified that while the money will be locked for the duration of the term, the returns will be paid out in a single payout at maturity, combining principal and accrued yield. Doppler Finance will be carrying out the plan.

The company will use market-neutral strategies intended to provide more consistent returns. Bybit, meanwhile, assured that assets are still there.

The new feature coincides with a very exciting period for the cryptocurrency markets, as most assets—including XRP—rose following news of impending peace negotiations between the United States and Iran. Since its all-time high of $3.65 in July 2025, Ripple’s cross-border token has dropped by more than 60% and is currently trading at about $1.35.

Deutsche Börse Invests $200 Million in Kraken for 1.5% Stake

Deutsche Börse has invested $200 million in Kraken, one of the most well-known cryptocurrency exchanges in the US. An indication of increased institutional involvement and greater interest in the market, the investment represents yet another direct capital infusion into a cryptocurrency business by a traditional financial firm.

 

This makes Payward valuable, according to a Bloomberg report. Kraken’s parent company is at $13.3 billion.

Recall that Kraken was the nation’s first cryptocurrency exchange to gain access to a Fed Master account earlier this year. The approval signaled a substantial change in the way digital asset companies engage with the conventional finance system, despite its narrow scope.

Meanwhile, the US Federal Reserve Bank of Kansas has granted Kraken Financial, banking division of Kraken, access to a limited-purpose master account. Although there are some restrictions on the account, the approval represents a major change in how digital asset companies deal with the established financial system

Cryptocurrency companies have had difficulty obtaining trustworthy banking services, whether or not through Operation Chokepoint (2.0). Kraken is now directly linked to the core of the infrastructure intended to transfer US dollars as a result of this decision.

Quantum Stocks Surge as Nvidia Unveils Groundbreaking Ising AI Models

Asian software and IT stocks surged as Nvidia revealed a fresh, open-source AI model designed to speed up the development of quantum computing. shares of several cybersecurity and software companies, including Axgate Co., in South Korea, as well as ICTK Co., momentarily exceeded their 30 percent daily trading cap. GuoChuang Software Co. in China, as well as QuantumCTek Co., both increased by at least 8%, as did Japan’s Fixstars.

U.S. Stocks Push Higher on Renewed Confidence After Nvidia Beat

Expectations that AI can enhance quantum computing and make it more scalable and useful have been rekindled by Nvidia’s new Ising artificial intelligence model, which debuted late on Tuesday in Asia.

However, according to Bloomberg Intelligence analyst Robert Lea, “the deployment of practical, large-scale quantum computing remains a long way off, even though these tools can potentially help accelerate developments.”

The gains on Wednesday came as tech and AI stocks recovered throughout the region, aided by indications that peace negotiations between the US and Iran were resuming. Stratistics Market Research Consulting projects that the global quantum computing market will grow from approximately $1.7 billion in 2024 to over $11 billion by 2030.

Strategy Goes All-In: Sells Entire “Stretch” Preferred Float to Buy $1B Bitcoin

Michael Saylor’s Strategy sold all of its “Stretch” perpetual preferred shares to finance its most recent $1 billion weekly Bitcoin purchase, marking the first time since it introduced its high-yield securities in July.

Bitcoin is climbing today after days of bearish movement.
Bitcoin is climbing today after days of bearish movement.

 

The largest corporate Bitcoin holder stated in a filing with the US Securities and Exchange Commission on Monday that the tokens were purchased during the week that ended on April 12.

Saylor, who initiated the Bitcoin treasury strategy in 2020, launched a variable-rate preferred issue in a $2.5 billion offering last year to diversify the company’s funding sources. Over the past few years, Strategy has raised tens of billions of dollars by selling common shares to purchase the virtual currency.

Common shareholders became more concerned about dilution during the recent decline in the value of cryptocurrency assets, which led to the pivot. The company was able to raise money from equity sales without much dilution by taking advantage of the difference between its share prices and Bitcoin.

Since Bitcoin reached a record high in October, it has sharply declined, and that premium has vanished. Preferred shares have large dividend payments (11.5 percent for STRC securities), which raise the company’s debt load even though they are not dilutive like common shares.

Strategy raised $2.25 billion as a cash reserve during Bitcoin’s severe decline last year to reduce the risk of a liquidity crunch. Strategy has been one of the few major purchasers. During the downturn, many high-net-worth individuals and corporate holders reduced their stashes. Strategy is the biggest corporate owner of Bitcoin, with roughly $55 billion in holdings.

Dell, HP Shares Plunge After Nvidia Calls PC Acquisition Report False

NVIDIA refuted a claim made by SemiAccurate that it was looking to buy a big business that would “reshape the PC landscape.” According to the website, Nvidia has been negotiating a deal for over a year.

Dell Climbs Toward Highs on Strong Demand and Analyst Upgrades

The company invested $70 billion in partners and clients during the fiscal year that concluded in January to advance AI. In the current fiscal year, which concludes in January 2027, Dell anticipates earning roughly $50 billion from the production of AI servers that employ Nvidia chips

Dell shares dropped 3.4% during extended trading following Nvidia’s remarks. The stock earlier closed at a record high of $189.79 in New York after 6.7% surge.

HP’s stock also fell more than 3 percent in extended trading  after rising 5.3 percent during the day to close at $19.23,

The media report is untrue; Nvidia is not in talks to buy any PC manufacturer. Among the leading PC suppliers worldwide are Dell and HP. Based in Palo Alto, California, HP trailed only Lenovo Group Ltd. with 19% of the global market in the first quarter. which, according to Gartner Inc., had a share of nearly 27%. a company that conducts industry research.

According to the company, Round Rock, Texas-based Dell held roughly 17% of the market. The largest manufacturer of chips for artificial intelligence applications is Nvidia.

 

 

Silver Futures on the Brink: China’s Demand Boom Can’t Halt the Slide

Silver futures are currently trading in a critical zone after failing to sustain momentum toward the $80 mark. After rotating back below the Daily Mean at $77, the market is now testing the Daily Buy 1 level at $74, a change from bullish expansion to a reversion phase.

However, China’s insatiable appetite for silver drove overseas purchases to an eight-year high at the beginning of 2026 as importers fueled a spike in industrial and investment demand.

Silver’s Violent Reset Gives Way to a Pivotal Macro Week

According to Chinese customs data, the largest buyer received over 790 tons in the first two months, including nearly 470 tons in February—the highest amount ever for that month. Due to strong demand, local prices have risen significantly above global benchmarks, reducing already low exchange reserves and acquiring metal from overseas.

A wave of speculative buying from China and other countries caused silver prices to soar by roughly 70% at the beginning of the year, but at the end of January, they abruptly gave up their gains. This was the most volatile start to a year for silver prices. The robust import numbers indicate that, despite changes in trade flows, physical consumption in China has continued.

Demand has come from solar manufacturers front-loading production and retail investors hoarding silver bars as an alternative to increasingly expensive gold.

Chinese trade policy is another source of stress for the world silver market. China has approved 44 companies to export silver in 2026 and 2027, according to a December Reuters report. This demonstrates that exports are now part of a regulated system rather than being free. This is a crucial structural factor for a market already experiencing tight inventories.

Goldman Sachs had already noted that China’s new export restrictions might make the silver market even more volatile.  China has required authorization for outgoing shipments of silver since January 1, 2026.

This raises the possibility that price fluctuations will become more pronounced and liquidity will decrease. The market would then become more divided into local submarkets instead of operating as a cohesive worldwide system. Inventory and physical availability become crucial, especially in such a setting.