2026-02-10 17:00 UTC | ⛏️ 935931

₿ $69,505 | 🥇 $5,030

Based on verified reporting, here are the top stories:

1. Bitcoin plunges into historic oversold territory
-- Bitcoin tumbled 30% in its worst week since 2022, trading mid-$60,000s after futures open interest dropped 20% in days, signaling leverage unwinding rather than panic capitulation. The decline marks Bitcoin's lowest point -2.88 sigma below its 200-day moving average in a decade, but volatility remains half 2022 bear market levels.

2. US-India tariff agreement reshapes trade policy
-- Trump administration and India reached historic trade deal removing 25% additional tariff from Indian imports in recognition of New Delhi's trade commitment. Move signals administration willingness to negotiate bilateral agreements despite aggressive tariff stance established in 2025.

3. OpenAI acquires $10B Cerebras computing capacity
-- OpenAI signed multibillion-dollar contract for up to 750 megawatts of computing power over three years using Cerebras wafer-scale AI chips, cutting reliance on Nvidia. Deal supports aggressive infrastructure expansion as demand for AI model training and inference scales.

4. Emerging markets rally on AI capex expansion
-- MSCI Emerging Markets index gained 9% in January after stellar 2025, benefiting from accelerating AI capital spending by U.S. hyperscale tech firms and supply chain rewiring away from China. South Korea surged 21% led by semiconductor strength; investors favoring AI and automation leaders in China alongside Mexico and Brazil commodity plays.

5. Apple-Google Gemini partnership reshapes AI assistants
-- Apple and Google announced multiyear deal embedding Google's Gemini models into Apple's foundation layers to enhance Siri capabilities while maintaining on-device processing and privacy standards. Agreement signals Apple's strategic pivot to partner for advanced model backbone rather than build independently.