According to Brad Freeman (@StockMarketNerd) on Twitter, AMD reported a mostly upbeat Q1 2025 earnings with strong revenue growth and improved margins, driven by robust demand in AI and data center segments (source: @StockMarketNerd, May 6, 2025). For crypto traders, the positive results signal continued strength in AMD's GPU and hardware supply chain, potentially supporting crypto mining equipment prices and scalability. Traders should monitor AMD's supply trends and their impact on mining profitability and altcoin market activity.

According to The Kobeissi Letter, Nvidia is reportedly modifying its AI chips to comply with export restrictions and allow sales to Chinese companies, as reported by The Information. Following this announcement, Nvidia stock ($NVDA) surged by 2.5%, reflecting increased trader optimism about the company’s ability to capture market share in China while navigating regulatory challenges (source: The Kobeissi Letter, May 2, 2025). This move is expected to drive short-term trading interest in $NVDA, particularly among investors seeking exposure to AI and semiconductor sectors with China-focused growth catalysts.

According to The Kobeissi Letter, Nvidia CEO Jensen Huang announced that the company is building the engines of AI infrastructure in the United States, adding that American manufacturing will help meet the rising demand for AI chips and supercomputers. This strategic move is expected to enhance Nvidia's manufacturing capabilities and position in the AI market, potentially influencing Nvidia's stock price ($NVDA) positively as the demand for AI technology continues to grow.