According to @StockMKTNewz, Nvidia NVDA CEO Jensen Huang told CNBC that Oracle ORCL will be "wonderfully profitable" despite reports of a GPU profit squeeze, signaling confidence in partner margins and sustained AI compute demand, source: CNBC via @StockMKTNewz. The CNBC remarks directly address concerns about Oracle’s GPU economics in its cloud AI offerings, indicating expectations of improved profitability on deployed Nvidia GPUs, source: CNBC via @StockMKTNewz. For equity traders, the CEO’s on-air guidance supports a constructive near-term sentiment read for NVDA and ORCL tied to AI infrastructure revenue and margin visibility, source: CNBC via @StockMKTNewz. For crypto markets, traders tracking AI narratives may watch sentiment spillover into AI-linked themes given the headline strength in core AI infrastructure, source: CNBC via @StockMKTNewz.

According to @KobeissiLetter, Nvidia’s Q2 revenue from other categories totaled 2.75 billion USD, marking a sharp jump. According to @KobeissiLetter, with H20 chip sales to China halted, customers in China leaned on non-restricted product categories. According to @KobeissiLetter, this revenue mix underscores very strong demand for Nvidia chips and is a data point traders can monitor when assessing NVDA, semiconductor peers with China exposure, and AI-theme crypto market sentiment.