Bitcoin has regained the $65,000 level and shown relative strength even as U.S. technology shares undergo a correction. Cointelegraph said bitcoin failed to break above $65,500 last week but moved differently from traditional markets amid profit-taking in semiconductor and AI-related stocks. Attention is on whether bitcoin is decoupling from tech weakness. Derivatives indicators remain cautious, while Strategy’s cash build and broader risk sentiment are also being watched.

A surge in AI infrastructure demand is pushing memory chip prices higher, adding pressure to cloud providers’ profit structures. CoreWeave plans to respond with a risk management strategy combining long-term supply contracts and financial techniques. Micron’s results and TrendForce forecasts highlight persistent shortages of high-bandwidth memory used in AI servers. Morgan Stanley said “chipflation” is reshaping pricing. CoreWeave says it is considering hedges such as derivatives, though discussions remain at an early stage.