ULTRA QUANT · GLOBAL MARKETS ROUNDUP
August 12, 2026
Post-Market Edition
Global markets navigated a landscape shaped by significant AI infrastructure commitments, geopolitical inflation concerns, and shifting cryptocurrency dynamics as of August 12, 2026. Market participants also kept a close eye on upcoming corporate earnings and central bank policy signals.
SOURCE · Coindesk Indonesia
Nvidia Charts Ambitious AI Infrastructure Course
Nvidia is reportedly planning a massive $500 billion expansion of its AI infrastructure, aiming to create a new investable asset class for Wall Street. This strategic move, focused on dedicated AI factories, signals a potential further divergence from the compute demands of the cryptocurrency sector.
SOURCE · Home – Bitcoinworld.co.in
Strait of Hormuz Tensions Fuel Inflation Fears: Deutsche Bank
Deutsche Bank has issued a stark warning regarding the escalating tensions in the Strait of Hormuz, highlighting the increased risk of global inflation. The bank’s analysts are concerned that disruptions to oil transit through this critical chokepoint could lead to higher energy prices, posing challenges for monetary policy.
SOURCE · Tnw
AI Giant Anthropic Seals Massive Cloud Deal with Bitcoin Miner
In a significant industry development, AI firm Anthropic has secured a substantial 20-year cloud computing deal valued at $9.1 billion with Bitcoin miner Riot Platforms. This agreement will provide Anthropic with considerable computing capacity from a Texas-based facility, marking a strategic pivot for Riot’s business model.
SOURCE · Home – Bitcoinworld.co.in
Institutional Bitcoin Holdings Flowing Back to Retail Investors
On-chain data indicates a notable reversal in Bitcoin ownership trends, with institutional investors increasingly distributing their holdings back to retail investors throughout 2025. This shift contrasts with the accumulation patterns observed in prior years and may signal a new phase of decentralized ownership.
SOURCE · Manila Bulletin
Deutsche Bank Foresees Rate Hike Amidst El Niño Inflationary Pressures
Deutsche Bank anticipates another interest rate hike from the Bangko Sentral ng Pilipinas (BSP) at its upcoming meeting, citing persistent price pressures exacerbated by potential El Niño impacts. Despite slowing headline inflation, the bank believes the central bank must act to protect consumers, especially with wage hike implementation uncertain.
SOURCE · Ticker Report
Bitcoin Depot Set for Quarterly Earnings Report
Bitcoin Depot (BTMWW) is scheduled to release its quarterly earnings on Tuesday, August 18th. Analysts project the company to report a loss of $0.2150 per share on revenues of $113.4380 million for the period.
SOURCE · Markets Daily
Kraft Davis & Associates Boosts Stake in Goldman Sachs ETF
Kraft Davis & Associates LLC has increased its investment in the Goldman Sachs Nasdaq 100 Core Premium Income ETF (GPIQ). The firm expanded its holdings by 13.7% in the second quarter, acquiring an additional 9,998 shares.
SOURCE · Koreajoongangdaily Joins News
Bank of Korea Leans Towards Rate Hike Amidst Stubborn Inflation
A senior deputy governor of the Bank of Korea (BOK) indicated a strong likelihood of an interest rate hike, citing persistent inflation driven by both demand and supply-side factors, along with elevated oil prices stemming from the Iran conflict. These conditions may compel the central bank to tighten policy further.
Curated and rewritten by the UQ AI Engine from third-party reporting — sources linked above.