According to @KobeissiLetter, Palantir stock (PLTR) jumped more than 7% after reporting stronger-than-expected Q3 2025 earnings, signaling an earnings-driven momentum gap to start the session (source: @KobeissiLetter). Based on this reported move, traders can frame intraday plans around continuation above the opening range versus a gap-fill back through the open to manage risk and momentum (source: @KobeissiLetter). Watch relative volume at the open and the reaction to premarket highs to confirm follow-through or a fade given the magnitude of the surge noted by the source (source: @KobeissiLetter). Crypto-focused traders can monitor whether this AI-equity strength coincides with flows into AI-themed tokens as a cross-asset sentiment gauge, using the PLTR spike as the trigger (source: @KobeissiLetter).

According to @business, Chinese printed circuit board maker Victory Giant is viewed as having a niche in AI applications, underscoring robust demand across the AI hardware supply chain, source: Bloomberg (@business). Bloomberg (@business) highlighted a 600% surge in Victory Giant, pointing to strong investor interest in AI-exposed manufacturing names, source: Bloomberg (@business). Based on the report, traders can monitor Chinese PCB suppliers and AI hardware peers for momentum, liquidity shifts, and follow-through on US-China tech cooperation headlines as catalysts, while no direct cryptocurrency market linkage was cited in the report, source: Bloomberg (@business).

According to @KobeissiLetter, Alphabet stock (GOOGL) jumped over 7% after the company reported stronger-than-expected Q3 2025 earnings (source: The Kobeissi Letter, Oct 29, 2025). The move was characterized as part of an ongoing AI acceleration, with the source stating the AI Revolution is on fire (source: The Kobeissi Letter, Oct 29, 2025).

According to @burrytracker, NVDA added $250 billion in market capitalization today, lifting its valuation to $4.8 trillion (source: @burrytracker). This implies roughly a 5.5% day-over-day gain in market value, based on an estimated prior valuation near $4.55 trillion derived from the same figures (source: @burrytracker). In free-float market-cap-weighted indices such as the S&P 500 and Nasdaq-100, constituent market value changes translate directly into weight changes that affect passive fund exposure and index-level performance (source: S&P Dow Jones Indices; Nasdaq Indexes). For crypto traders, mega-cap tech leadership can influence cross-asset risk appetite, and prior research has documented periods of positive correlation between BTC and tech-heavy equity indices (source: Kaiko; Coin Metrics).

According to @KobeissiLetter, Nokia stock (NOK) surged nearly 30% after an announced 1 billion dollar investment from Nvidia, source: The Kobeissi Letter on X, Oct 28, 2025. The source attributes the move to the Nvidia investment and provides no additional terms, timing, or corporate details, source: The Kobeissi Letter on X, Oct 28, 2025.

According to @KobeissiLetter, Nvidia (NVDA) surged and hit a $4.75 trillion market capitalization after announcing a partnership with the U.S. Department of Energy, signaling a headline-driven rally that drew immediate trading focus to NVDA’s upside momentum (source: @KobeissiLetter). According to @KobeissiLetter, the stock’s sharp move followed the partnership headline, making the news the clear catalyst for the market cap milestone (source: @KobeissiLetter).

According to @KobeissiLetter, quantum computing stocks rallied nearly 20 percent across the board within hours following a rough session tied to Google’s Willow Chip announcement, signaling a rapid shift in sentiment. Source: @KobeissiLetter on X, Oct 23, 2025. According to @KobeissiLetter, the Trump Administration is preparing equity stakes in quantum stocks, presenting a policy-driven catalyst for the sector. Source: @KobeissiLetter on X, Oct 23, 2025. According to @KobeissiLetter, this marks a notable turn in AI and quantum market tone, with the AI revolution heating up, though no direct cryptocurrency impact was specified. Source: @KobeissiLetter on X, Oct 23, 2025.

According to @PelosiTracker_, Nancy Pelosi filed a roughly $5 million purchase of Broadcom (AVGO) on 7/2/24, source: @PelosiTracker_. The same source reports AVGO jumped about 10% today after a new partnership with OpenAI was announced, source: @PelosiTracker_. The post states AVGO is now up approximately 110% since that trade became public, source: @PelosiTracker_. Based on these reported figures, traders can scrutinize AVGO for momentum and gap-continuation setups and monitor any AI-narrative spillover into related crypto assets, though the source did not cite specific crypto moves, source: @PelosiTracker_.

According to @CNBC, US stock futures were little changed in premarket trade as an AI-driven rally pushed major indexes to fresh highs while the federal government shutdown continued (source: @CNBC). For crypto traders, equity risk tone matters because BTC and US stocks have shown higher correlation since 2020, which can influence BTC and ETH intraday volatility when equities are stable or trending on AI narratives (source: International Monetary Fund).

According to @StockMKTNewz, Nvidia (NVDA) crossed $190 for the first time ever on Oct 2, 2025, marking a fresh intraday price milestone (source: @StockMKTNewz). The source did not provide details on volume, catalysts, or any crypto-market impact, so traders only have the reported breakout level of $190 to reference from this update (source: @StockMKTNewz). This identifies $190 as the immediate reference level for risk management around NVDA’s intraday trend as reported (source: @StockMKTNewz).