According to The Kobeissi Letter, former President Trump revealed he had considered breaking up Nvidia ($NVDA) to foster greater competition within the artificial intelligence (AI) industry. However, he ultimately decided against the move after concluding it would be a "hard" undertaking. This statement introduces a layer of political and regulatory uncertainty for Nvidia, a key player in the AI space, which could lead to volatility in its stock price and potentially have a ripple effect on AI-related cryptocurrencies that often correlate with the sentiment of major tech stocks.

According to The Kobeissi Letter, China has begun antitrust investigations into Nvidia and Google shortly after imposing 10%-15% tariffs on certain U.S. imports. This move may represent a strategic effort to gain leverage in ongoing trade negotiations. Traders should monitor the potential impact on Nvidia's and Google's stock prices, as regulatory actions and tariffs could introduce volatility and influence market sentiment.