According to @KobeissiLetter, Nvidia stock (NVDA) added about $300 billion in market value today when including after-hours trading (source: @KobeissiLetter, X post dated Oct 28, 2025). According to @KobeissiLetter, this single-day increase is larger than the entire market capitalization of all but 40 companies worldwide (source: @KobeissiLetter, X post dated Oct 28, 2025).

According to @CNBC, Oracle's Magouyrk said OpenAI can "of course" pay $60 billion per year, highlighting the potential scale of AI infrastructure spending under discussion, source: CNBC. For traders, the remark flags sizable revenue optionality for Oracle Cloud and broader AI infrastructure suppliers, making ORCL and cloud compute peers sensitive to headline-driven order flow, source: CNBC. Crypto markets may experience a sentiment read-through into AI-linked narratives as investors track legacy AI capex headlines, with positioning likely to react to CNBC’s reporting cadence on large AI spend commitments, source: CNBC.

According to @StockMKTNewz, AMD stock is up 43% so far this week as of Oct 8, 2025. Source: https://twitter.com/StockMKTNewz/status/1976020331937894730 The post provides no additional details on catalysts, price levels, or options activity for AMD and does not indicate any direct crypto market impact. Source: https://twitter.com/StockMKTNewz/status/1976020331937894730

According to @StockMKTNewz, Goldman Sachs raised Nvidia (NVDA) price target to $210 from $200 while maintaining its Buy rating. Source: @StockMKTNewz (X, Oct 6, 2025).

According to @StockMKTNewz, 25 of the largest stocks registered new 52-time highs at some point during the past week, including NVDA, GOOGL, TSM, JPM, BABA, ABBV, BAC, ASML, GE, WFC, MS, GS, HSBC, AXP, APP, RTX, CAT, RY, UBER, MUFG, C, SFTBY, SHOP, and INTC, source: @StockMKTNewz. According to @StockMKTNewz, the list reflects cross-sector strength spanning AI semiconductors (NVDA, TSM, ASML), mega-cap tech and platforms (GOOGL, SHOP, UBER), major US and global banks (JPM, BAC, WFC, MS, GS, C, HSBC, MUFG, RY), industrials and defense (GE, CAT, RTX), payments and healthcare (AXP, ABBV), and China exposure (BABA, SFTBY), source: @StockMKTNewz. According to @StockMKTNewz, the post did not include any BTC or ETH information or claim crypto spillover effects, so any digital-asset impact is not specified by the source, source: @StockMKTNewz.

According to @KobeissiLetter, Nvidia’s Days Inventory Outstanding is surging while H20 chip sales have halted, citing a chart from Zerohedge and stating this positions Nvidia to deploy inventory once a deal is reached, source: @KobeissiLetter on X dated Aug 28, 2025. For traders, the post highlights NVDA headline risk around any H20-related deal and potential timing of inventory release as near-term catalysts, while noting the source provides no direct crypto market data, source: @KobeissiLetter on X dated Aug 28, 2025.