According to @KobeissiLetter, on August 11 news circulated that Nvidia (NVDA) and AMD reached an agreement with President Trump to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls. According to @KobeissiLetter, there has been little subsequent mention or official follow up on this reported agreement. According to @KobeissiLetter, the post provides no official confirmation or documentation of policy changes, leaving traders without verifiable updates to price in. According to @KobeissiLetter, the post does not reference any direct impact on cryptocurrencies or crypto assets.

According to @StockMKTNewz, Truist upgraded AMD (ticker: AMD) to Buy from Hold and raised its price target to $213 from $173, a 23.1% increase based on the reported figures (source: @StockMKTNewz). The update did not reference any cryptocurrencies or digital assets, so the source provides no stated direct impact on crypto markets such as BTC or ETH (source: @StockMKTNewz).

According to @StockMKTNewz, U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips deemed at high risk of illegal diversion to China, with trackers reportedly found in Dell and Super Micro shipments containing Nvidia and AMD components; source: @StockMKTNewz. According to @StockMKTNewz, the reported enforcement focus raises headline and compliance risk for NVDA, AMD, DELL, and SMCI, suggesting traders monitor premarket gaps, options implied volatility, and any logistics or customs-related disclosures for these tickers; source: @StockMKTNewz. According to @StockMKTNewz, increased scrutiny on AI hardware supply chains can influence sentiment in AI-linked crypto assets, so traders may watch cross-asset flows and the beta of AI narratives in crypto relative to AI equities around this headline; source: @StockMKTNewz.

According to @MRRydon, OpenAI plans to double its GPU capacity over the next five months, signaling an aggressive buildout of AI compute that markets may react to in the near term. Source: @MRRydon on X, Aug 12, 2025. If accurate, traders may watch GPU beneficiaries (NVDA, AMD) and AI-compute tokens (RNDR, AKT) for momentum as headlines and earnings begin to price in capacity expansion. Source: @MRRydon on X, Aug 12, 2025. Risk management: seek confirmation from OpenAI or key suppliers before sizing positions and treat the post as a potential catalyst rather than a verified fact. Source: @MRRydon on X, Aug 12, 2025.

According to @KobeissiLetter, a viral thread claims Nvidia and AMD agreed to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls, an arrangement described as unprecedented. Source: The Kobeissi Letter on X (Aug 11, 2025). The thread does not include official confirmations from Nvidia, AMD, the U.S. government, or filed documents; traders should treat this strictly as an unconfirmed headline until company statements or regulatory filings emerge. Source: The Kobeissi Letter thread content (no supporting documents attached), The Kobeissi Letter on X (Aug 11, 2025). Context: U.S. export controls have restricted shipment of advanced AI GPUs to China since 2022 and were tightened in 2023, so any policy reversal would be market-moving for AI chip supply and China-exposed semiconductor revenues. Source: U.S. Department of Commerce Bureau of Industry and Security public export-control announcements (2022–2023). Trading takeaways: Expect headline-driven volatility and potential gap risk in NVDA, AMD, and semiconductor ETFs such as SOXX and SMH pending any confirmation or denial; consider liquidity planning and hedging around news flow. Source: The Kobeissi Letter headline as the immediate catalyst, The Kobeissi Letter on X (Aug 11, 2025). Crypto angle: Changes to AI compute export policy can influence sentiment across AI-linked crypto narratives and related tokens; monitor cross-asset flows if official confirmation or rejection is issued. Source: The Kobeissi Letter headline and BIS export-control context cited above.

According to @StockMKTNewz, the 24-hour market just opened and the first candles for Nvidia (NVDA) and AMD printed red, signaling early downside at the session start, source: @StockMKTNewz on X, Aug 11, 2025. For crypto markets, this AI-chip equity weakness is a watch item for risk sentiment trackers in BTC and ETH despite no explicit crypto reaction cited, source: @StockMKTNewz on X, Aug 11, 2025.

According to @KobeissiLetter, Nvidia (NVDA) and AMD (AMD) have reportedly agreed to remit 15% of revenues from China chip sales to the US government in order to secure export licenses for their chips, source: @KobeissiLetter. The post describes this as an "unusual agreement" with Trump tied to obtaining export licenses for shipments to China, source: @KobeissiLetter. If confirmed, a 15% revenue give-up would mechanically reduce retained revenue on affected China sales by the same percentage while potentially restoring some sales via export licenses, which is a key trade-off for margin versus volume that equity traders will price, source: @KobeissiLetter. Equity traders should monitor NVDA, AMD, and semiconductor ETFs for headline-driven gap risk and shifts in options implied volatility pending any official confirmations on licensing, source: @KobeissiLetter. Crypto traders should track BTC and ETH for risk-sentiment spillover from US–China AI chip policy headlines given the report’s focus on export licensing to China, source: @KobeissiLetter. The post does not include links to official company filings or US government notices, so confirmation risk remains central to position sizing and timing, source: @KobeissiLetter.

According to @StockMKTNewz, citing the Financial Times, Nvidia (NVDA) and AMD (AMD) have reportedly agreed to remit 15% of revenues from H20 chip sales in China to the U.S. government, which is the core term reported by the Financial Times and relayed by @StockMKTNewz. Based on the 15% figure reported by the Financial Times as relayed by @StockMKTNewz, the arrangement mechanically reduces top-line proceeds from those specific China H20 sales by 15%, implying a direct headwind to pricing flexibility and margins on that product line relative to no revenue share, as the percentage comes from the Financial Times report relayed by @StockMKTNewz. For traders, the reported revenue-sharing structure concentrates policy risk in China AI-chip revenues for NVDA and AMD and elevates headline risk around export-control updates, according to the Financial Times report relayed by @StockMKTNewz. The report relayed by @StockMKTNewz from the Financial Times does not mention cryptocurrencies or digital assets, so any crypto-market impact is indirect at most and not specified by the source, according to the Financial Times as relayed by @StockMKTNewz.

According to @StockMKTNewz, AMD CEO Lisa Su said the company’s next AI accelerator, MI400, is expected to deliver up to 10x better performance for the most advanced frontier models, highlighting a major step-up in compute for large-scale AI workloads (Source: @StockMKTNewz, Aug 10, 2025). According to @StockMKTNewz, the post did not include timing, pricing, power efficiency, or memory specifications, limiting visibility on deployment schedules and cost-performance metrics that traders often track (Source: @StockMKTNewz, Aug 10, 2025). According to @StockMKTNewz, there was no reference to cryptocurrencies or blockchain in the remarks, so no direct crypto-market catalysts were stated in the post (Source: @StockMKTNewz, Aug 10, 2025).

According to @Wario64, Microsoft (MSFT) and AMD have announced a multi-year partnership to co-engineer silicon across a range of devices, including upcoming next-generation Xbox consoles. This collaboration aims to boost gaming performance through advanced hardware integration, which could increase demand for AMD chipsets and benefit MSFT's hardware segment. For crypto traders, the move signals potential increased demand for high-performance chips, a factor that can impact GPU-based cryptocurrencies like ETH and could influence the broader digital asset market, especially where hardware availability and pricing are concerned. Source: @Wario64 on Twitter.

According to Evan (@StockMKTNewz), stocks including AMD, Eli Lilly (LLY), UnitedHealth (UNH), Google (GOOGL), Micron (MU), Nvidia (NVDA), Intel (INTC), Facebook (META), ASML, and Alibaba (BABA) display strong short-term bullish signals. This outlook is based on high net options activity and positive net social sentiment, both indicating increased buying pressure. Despite high short pressure and dark pool activity, the consensus leans bullish for these tech and AI-focused equities. For crypto traders, increased bullishness in AI and semiconductor stocks like NVDA, AMD, and INTC may signal robust investor appetite for risk-on assets, potentially supporting upward momentum in correlated crypto assets such as BTC and ETH. Source: Evan (@StockMKTNewz) on Twitter, June 16, 2025.

According to StockMKTNewz on Twitter, Piper Sandler has raised its price target for AMD (NASDAQ:AMD) from $125 to $140, while maintaining its Overweight rating (source: StockMKTNewz, June 16, 2025). This bullish adjustment reflects growing confidence in AMD’s earnings potential, particularly in the AI and semiconductors sectors that directly influence GPU demand. For crypto traders, this move signals potential continued strength in the hardware supply chain, possibly supporting further innovation and efficiency in cryptocurrency mining and blockchain applications that use AMD GPUs.

According to StockMKTNewz, AMD officially announced during an AMD event that Elon Musk’s AI startup xAI is utilizing AMD’s MI300 AI chips. This confirmation strengthens AMD’s position in the competitive AI hardware market and is likely to influence trading sentiment for AMD (NASDAQ: AMD) stock. The news could also boost interest in AI-related cryptocurrencies and tokens, as partnerships between leading tech figures and AI chip manufacturers often lead to increased speculation and trading in related crypto assets (Source: StockMKTNewz, June 12, 2025).

According to The Information, Saudi Arabia has selected Cisco (CSCO) and AMD for a major national cloud infrastructure project. This move is expected to accelerate digital transformation in the region, potentially driving demand for blockchain integration and cryptocurrency-enabled cloud services. For traders, enhanced cloud capabilities and increased adoption of advanced computing could lead to greater institutional interest in cryptocurrencies, particularly those supporting smart contracts and decentralized applications. The development positions CSCO and AMD as key players to watch, with possible spillover effects on tokens linked to cloud and AI sectors. Source: The Information.

According to StockMKTNewz on Twitter, Cathie Wood and Ark Invest purchased 34,543 shares of Nvidia (NVDA) and 97,068 shares of AMD today, signaling bullish sentiment on the leading AI chipmakers. This major acquisition underscores Ark's confidence in the ongoing AI hardware boom, which directly supports the infrastructure behind cryptocurrency mining and blockchain technology (source: StockMKTNewz, May 28, 2025). Traders should closely monitor NVDA and AMD price action, as increased institutional interest in these stocks often correlates with heightened activity and innovation in the crypto sector, especially in GPU-driven mining and AI-powered blockchain projects.

According to @StockMKTNewz, AMD has agreed to sell ZT Systems' Data Center Infrastructure Manufacturing Business to Sanmina in a deal valued at $3 billion, paid in cash and stock (Source: Twitter/@StockMKTNewz, May 19, 2025). This transaction is likely to streamline AMD's focus on advanced chip design and could impact the supply of high-performance hardware used in cryptocurrency mining and AI data centers. Traders should monitor potential shifts in hardware pricing and supply chain stability across the crypto sector as a result of this deal.

According to DeepLearning.AI, AMD is hosting its first ROCm™ User Meet Up, featuring industry leaders from AMD, Meta, and Hugging Face. The event will include tech talks, live demos, networking opportunities, and prizes, highlighting AMD's commitment to advancing AI development and fostering community engagement.

According to The Kobeissi Letter, AMD stock ($AMD) reversed a 5% gain to close 10% lower following its earnings report, resulting in a $30 billion swing in market capitalization and reaching a 25-month low. This significant drop highlights potential trading opportunities as the market reacts to AMD's financial performance.

According to The Kobeissi Letter, AMD stock, $AMD, has experienced a dramatic decline, erasing a 5% gain and now trading 10% lower following its earnings report. This reflects a $30 billion market cap swing from high to low, marking a new 25-month low for the stock.

According to The Kobeissi Letter, AMD's stock (ticker: $AMD) has surged by 5% following the release of stronger than expected Q4 2024 earnings. This positive earnings report suggests robust financial health and may influence trading strategies, as investors respond to AMD's improved financial performance.