According to @ReutersBiz, Salesforce shares jumped after the company forecast faster revenue growth in the coming years, easing concerns that AI tools were eroding demand for its software; source: Reuters Business (tweet and linked report). The post attributes the stock move to the upbeat multi‑year revenue outlook and highlights the reduction in AI‑related demand fears; source: Reuters Business. The source did not mention any direct impact on cryptocurrency markets; source: Reuters Business.

According to @OpenAI, the company is designing its own AI chips, bringing frontier model learnings directly into hardware to meet growing AI demand while continuing other hardware partnerships; this was announced alongside Episode 8 of the OpenAI Podcast. source: OpenAI on X, Oct 13, 2025. The episode features Sam Altman (@sama) and Greg Brockman (@gdb) with Broadcom’s Hock Tan and Charlie Kawwas, hosted by @andrewmayne, to discuss how OpenAI-designed chips will power AI demand. source: OpenAI on X, Oct 13, 2025. The announcement did not disclose timelines, performance specs, supply details, or any cryptocurrency integrations, so direct impacts on crypto assets or semiconductor equities were not specified. source: OpenAI on X, Oct 13, 2025.

According to @ReutersBiz, Samsung Electronics is projected to report an operating profit of $7.11 billion for the July-September quarter as AI demand lifts memory chip prices (source: @ReutersBiz). According to @ReutersBiz, the report highlights AI-driven pricing as the key earnings driver and does not mention any direct cryptocurrency market impact (source: @ReutersBiz).

According to @business, CoreWeave has signed a $14 billion deal with Meta that highlights strong AI demand and links to a Bloomberg Intelligence discussion, source: @business. This headline provides a fresh data point for positioning in META shares and AI-exposed assets, including AI-related crypto narratives, source: @business. The announcement was posted on Sep 30, 2025, offering timely context for order flow and liquidity planning, source: @business.

According to @business, Morgan Stanley upgraded ASML Holding NV to Overweight on Sep 22, 2025, signaling the chip-equipment maker may finally see a major uplift from artificial intelligence demand and giving the recent rally a fresh boost (source: Bloomberg/@business on X, Sep 22, 2025). This AI-led upgrade is a trading cue for risk-on tech exposure and relevant for crypto monitoring, as equity tech momentum has coincided with positive BTC–Nasdaq correlations in 2023–2024 (source: Kaiko Research, 2024).

According to @KobeissiLetter, Nvidia reported record Q2 2025 revenue of $46.7 billion even as it logged zero H20 chip sales to China in the quarter, highlighting strong ex-China performance (source: @KobeissiLetter). According to @KobeissiLetter, Nvidia still generated $2.8 billion in revenue from China despite the H20 halt, indicating ongoing China contribution from other products or channels (source: @KobeissiLetter). Based on these figures, traders can infer that non-H20 products and non-China regions drove the beat, reinforcing the breadth of AI compute demand that equity desks watch for momentum trades in AI semis (source: @KobeissiLetter). For positioning, watch NVDA and U.S. AI semiconductor peers for follow-through and monitor management commentary on China constraints for durability of the revenue mix, as flagged by the reported zero H20 sales yet sustained China revenue (source: @KobeissiLetter). No direct crypto-market impact was cited by the source, but crypto traders tracking AI-related risk sentiment may note the resilience implied by these numbers when gauging broader risk appetite (source: @KobeissiLetter).

According to The Kobeissi Letter, Nvidia ($NVDA) has experienced a significant drop, extending losses to over 10% today. This downturn is notable for traders as it may impact related semiconductor stocks and the broader tech market. Traders should monitor Nvidia's upcoming earnings reports and any market reactions to changes in AI demand, as these factors could influence future price movements. [Source: The Kobeissi Letter]