Nvidia Selloff Jolts AI Stocks, While Nuro and Nexchain Signal Where the Smart Money's Headed

Nvidia’s looming earnings sent tremors through the AI trade today, dragging down big names while startups and crypto projects quietly made bold bets. One thing’s clear, the short term hype is getting sorted from long term conviction, and the action across public markets, venture dollars, and token flows tells a sharp story if you’re paying attention.

📈 AI Market Movers & Trends

Call it déjà vu or just a reality check, AI equities are under pressure again, led by some high profile unwinds. Nvidia (NVDA), the bellwether of the AI arms race, dropped 3.2% as investors braced for its upcoming earnings, hint, expectations are lunar, and even a strong beat might not be enough to keep the bulls happy.

David Tepper, Appaloosa Management’s billionaire founder known for riding tech waves early, just cut positions in several AI names, including Nvidia and Palantir. That’s not a random rebalance; it’s smart money signaling caution.

Meanwhile, C3.ai (AI) plunged to a multi year low, down over 9% this week alone. Once a poster child for AI enterprise software, it’s now a question mark with a cash burning business model and fading investor patience. Wall Street’s tolerance for unprofitable AI moonshots is thinning, as it should.

Still, all is not doom. Some calm, clear eyed picks are rising from the wreckage. CrowdStrike (CRWD) and UiPath (PATH), AI adjacent but operationally disciplined, are creeping back onto analysts’ “buy” lists, thanks to strong margins and real deployment traction.

Bottom line? The first wave of AI stock euphoria is being audited by economic gravity. Tech valuation multiples are contracting. Those still buying the hype without revenue anchors will keep getting corrected.

💸 Funding Watch

If the public AI markets are cooling, the private side is selectively heating up, especially for startups playing the long game. Case in point, Nuro just bagged a massive $203M Series E, with SoftBank, Baillie Gifford, and Google Ventures leading the round. The autonomous delivery company isn’t chasing ChatGPT style flash, it’s building a vertically integrated AI first logistics platform. Real IP, real painkiller, real capital.

In the early stage trenches, three signals stood out,

• Definite, a new player building AI native data infrastructure, raised $10M in seed money led by Lightspeed. Worth watching, they’re aiming to rebuild enterprise data cores from scratch with AI at the center.

• SecurityPal AI pulled in $21M Series A to automate enterprise security compliance using large language models. A classic “boring but necessary” infrastructure play in a world where security risk is multiplying.

• And Seemplicity raised $50M Series B to continue its mission of automating risk and compliance workflows via AI. The overlap with SecurityPal isn’t a fluke, it underscores investor appetite for AI tools that sell at the CISO and CIO level.

The biggest meta trend? Investors are swinging back toward deep, defensible AI infrastructure and away from consumer facing novelty. Founders should take note, it’s time to prove you’re not just a GPT wrapper.

🪙 Crypto Moves

AI token coupling keeps getting weirder, better, and occasionally more credible. While the SEC tangles with crypto ETFs, traders are pouring into AI aligned tokens with real vision, or at least real narratives.

All eyes today were on Nexchain AI, which just clocked $9.7M in its presale and is quickly becoming 2025’s breakout AI token crossover. It’s pitching itself as a modular AI layer for interoperable blockchains, with privacy preserving compute as its wedge. Analysts are calling it “the Cosmos of AI.” Whether that’s accurate or VC vapor remains to be seen, but institutional wallets are nibbling.

Elsewhere, Ruvi AI, a micro cap token with asymmetric upside dreams, is up 27% week over week. It's building an open source inference engine tied to smart contracts, think decentralized Hugging Face. Ambitious? Absolutely. Priced for perfection? You bet.

Lyno AI also launched its “early bird” token sale, claiming a hybrid of Ethereum smart contracts and generative model execution. The whitepaper is light, and the vibe is heavy on AI buzzwords, but the fact that it’s being integrated into several low cap DeFi platforms is fueling speculative fire.

On the structural side, Ethereum based AI projects saw a 12% surge in TVL this week, led by integrations in the NFT and on chain gaming space. Call it noise now, but don’t dismiss it, once Layer 2s make inference latency bearable, there’s a real argument for decentralized AI compute to matter.

Crypto traders, you’re no longer chasing memes. You’re trading proxy wars between open and closed AI ecosystems. Know your bet.

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