Midas Market Pulse: AI Investing & Trends for 15th of July 2025

Nvidia China comeback Hollywood AI raises 84M and FET slips in token cooldown

Markets are moving fast across AI stocks venture capital and crypto. From Nvidia's rebound on renewed chip exports to a Hollywood AI startup attracting major backing and token markets showing signs of rotation today’s MarketPulse is full of investor signals.

📈 AI Market Movers and Trends

Nvidia surges after US clears chip exports to China
Nvidia jumped nearly 5 percent in pre market trading after the US government approved renewed exports of its H20 AI chips to China. This reverses previous restrictions and reopens a revenue stream estimated at over 10 billion dollars.

AMD follows with sector wide rally
Advanced Micro Devices gained 4.2 percent as traders bet the entire GPU market will benefit from a looser stance on export policy. The move reflects optimism that Washington may be softening its grip on AI hardware flows.

Why this matters
The rebound highlights how tightly AI equity performance is tied to geopolitical moves. For investors the restoration of Chinese market access marks a bullish inflection point for hardware driven AI growth.

💸 Funding Watch

Moonvalley raises 84M to build AI tools for Hollywood

Moonvalley a generative video AI startup raised 84 million dollars in a round led by General Catalyst. Other investors included CoreWeave Comcast Ventures CAA and Y Combinator. The company’s Marey tool uses licensed content not scraped material making it attractive to studios navigating IP laws.

Why it matters
The deal highlights a rising appetite for ethical AI models that are purpose built for creative industries where copyright issues are front and center.

Gibran secures 2.6M to build nature inspired AI systems

Indian startup Gibran raised 2.6 million dollars in a seed round led by Together Fund. The team is building AI models based on adaptive biological systems instead of traditional language models aiming for a new foundation in machine intelligence.

Why it matters
Investors are increasingly backing frontier research and global AI builders outside the Silicon Valley orbit.

Cognition AI acquires Windsurf to expand autonomous dev agent Devin

Cognition AI has acquired Windsurf an IDE focused AI company with 82 million dollars in annual recurring revenue and a valuation above 1.25 billion. The move folds Windsurf’s team and tools into Devin Cognition’s flagship AI software engineer product.

Why it matters
The deal boosts Cognition’s competitive edge in the race to dominate enterprise grade autonomous agents.

🪙 Crypto Corner

FET and AGIX pull back after strong weekly runs

Fetch.ai fell 6.3 percent in the past 24 hours now trading around 0.69 dollars. SingularityNET dropped 7.1 percent down to 0.30 dollars. The corrections come after both tokens posted gains last week and appear to reflect short term profit taking.

Why it matters
The dips highlight the volatility of AI crypto assets even when weekly trends remain positive.

Bittensor TAO climbs while others fall

Bittensor TAO gained 2.4 percent to reach 428 dollars bucking the broader trend. Its decentralized AI training network continues to attract capital as investors search for resilient infrastructure layer projects.

Why it matters
TAO’s strength shows a growing divide between foundational AI protocols and more speculative application layer tokens.

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