According to @CNBC, semiconductor stocks have posted strong gains in 2025, but technical analysis signals traders should be careful at current levels. Source: CNBC. @CNBC describes this as a sector-wide technical caution for chip stocks rather than company-specific news, indicating elevated near-term risk within the group. Source: CNBC. The source did not disclose specific indicators, levels, or tickers, only a broad technical warning on the semiconductor sector following a strong run. Source: CNBC. The source did not mention any direct impact on cryptocurrency markets. Source: CNBC.

According to @StockMKTNewz, 35 stocks printed new 52-week highs intraday on Oct 1, 2025. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Leaders included semiconductor and equipment names NVDA, TSM, ASML, MU, KLAC, LRCX, and AMAT, with ASML reclaiming $1,000. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Data storage plays WDC and STX, broker IBKR, and defense and healthcare majors like NOC, JNJ, AZN, GSK, and NVS were also on the list. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Crypto-exposed Galaxy Digital (GLXY) was among the names making new 52-week highs, adding a crypto-equities angle to the breakout board today. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897

According to @StockMKTNewz, Nvidia (NVDA) closed the session above a $4.5 trillion market capitalization for the first time, setting a fresh milestone for the AI-led equity trade, source: @StockMKTNewz on X. For crypto traders, mega-cap tech strength has historically aligned with firmer risk appetite, with Bitcoin (BTC) exhibiting a positive rolling correlation with the Nasdaq 100 during 2024, source: Kaiko Research 2024. AI-linked crypto tokens such as RNDR and FET have shown elevated sensitivity around major AI equity catalysts, highlighting potential spillover effects from Nvidia-led moves into AI-compute tokens, source: Kaiko Research 2024.

According to @StockMKTNewz, Nvidia (NVDA) released new open models and simulation libraries aimed at speeding robotics research and development, creating a fresh AI-robotics software catalyst that traders can tag as near-term headline flow for NVDA. Source: @StockMKTNewz on X, Sep 29, 2025.

According to @StockMKTNewz, Nvidia (NVDA) CEO Jensen Huang said competitors could give away their chips for free and Nvidia’s chips would still be the better option, highlighting perceived performance and value leadership in AI hardware. Source: @StockMKTNewz on X, Sep 29, 2025. According to @StockMKTNewz, this comment signals confidence in Nvidia’s ability to withstand price-based competition, a dynamic that traders often translate into sustained pricing power and margin support for NVDA in AI infrastructure. Source: @StockMKTNewz on X, Sep 29, 2025. According to @StockMKTNewz, traders can align this with concrete checkpoints in upcoming NVDA disclosures such as data center gross margins, AI chip ASPs, and order trends to validate the pricing-power narrative reflected in Huang’s statement. Source: @StockMKTNewz on X, Sep 29, 2025. According to @StockMKTNewz, AI leadership headlines like this are closely watched across risk assets; crypto-focused traders can monitor NVDA-driven sentiment alongside AI-themed crypto baskets for potential cross-asset flows. Source: @StockMKTNewz on X, Sep 29, 2025.

According to @StockMKTNewz, Nvidia (NVDA) CEO Jensen Huang said of Elon Musk, "I would not be surprised if he gets to a gigawatt before anyone else" (source: @StockMKTNewz on X). One gigawatt equals 1,000 megawatts of power capacity, a standard way to describe hyperscale data center scale (source: U.S. Energy Information Administration). For traders, this on-the-record comment is a direct management signal of gigawatt-scale AI infrastructure ambition, which is relevant to positioning around AI compute buildouts and associated supply chains (source: @StockMKTNewz on X). For crypto markets, grid-scale AI campuses can draw on the same regional electricity pools that also host Bitcoin mining, a large flexible load tracked by U.S. grid operators such as ERCOT (source: ERCOT public planning documents on large flexible loads including data centers and crypto mining).

According to @StockMKTNewz, Nvidia CEO Jensen Huang said he thinks OpenAI will be the next multi-trillion-dollar hyperscale company; source: @StockMKTNewz on X, Sep 28, 2025. The post provides no financial metrics, timelines, or partnership details, indicating a sentiment-driven headline rather than a formal disclosure; source: @StockMKTNewz on X, Sep 28, 2025. From a trading perspective, the source does not mention cryptocurrencies or tokens, so any crypto market impact is not specified in the post; source: @StockMKTNewz on X, Sep 28, 2025.

According to @StockMKTNewz, Jensen Huang currently holds 853,708,603 Nvidia (NVDA) shares; at Friday’s $178.19 close, that position is valued at approximately $152.1 billion, up from about $14 billion at the start of 2023 (source: @StockMKTNewz). Nvidia pays a $0.01 per-share quarterly dividend, implying roughly $8.5 million in quarterly cash dividends to Huang from his NVDA holdings (source: @StockMKTNewz). These figures outline insider ownership scale and cash return metrics that traders can factor into NVDA sentiment and positioning (source: @StockMKTNewz).

According to @KobeissiLetter, OpenAI, Oracle, and SoftBank will build five new Stargate data centers, adding to an earlier Stargate project initially sized at over $100 billion (source: @KobeissiLetter). Together, the Stargate program is now guided toward roughly 7 gigawatts of capacity and more than $400 billion in total investment (source: @KobeissiLetter). OpenAI has also outlined a target of $500 billion in spending and 10 gigawatts of capacity by 2026 (source: @KobeissiLetter). Additionally, OpenAI announced a $100 billion chip supply deal with Nvidia to power Stargate, directly linking NVDA to the build-out pipeline (source: @KobeissiLetter). For traders, these figures underscore sustained demand for AI chips and hyperscale infrastructure with direct exposure to NVDA, ORCL, and SoftBank, while AI-driven CapEx remains a key macro narrative watched across both equities and crypto market sentiment (source: @KobeissiLetter).

According to @StockMKTNewz, Evercore raised its Nvidia (NVDA) price target to $225 from $214 while maintaining an Outperform rating (source: @StockMKTNewz). The revision reflects a $11 increase, approximately 5.1% higher than the prior target, which is material for traders tracking sell-side target resets on NVDA (source: @StockMKTNewz).

According to @StockMKTNewz citing Bloomberg, Huawei has unveiled a three-year vision aimed at eroding Nvidia’s (NVDA) dominance in the AI market. According to Bloomberg via @StockMKTNewz, the report frames this as an AI hardware competition between Huawei and Nvidia focused on accelerators and AI infrastructure. According to Bloomberg via @StockMKTNewz, the cited coverage includes no mention of cryptocurrencies or tokens, so any crypto market linkage is not specified in the source.

According to @gdb, OpenAI announced a strategic partnership with Nvidia to secure millions of GPUs—roughly equal to Nvidia’s total compute shipped in 2025—and plans to invest up to USD 100B as these units are deployed, a scale that materially expands AI compute capacity - source: @gdb. According to @gdb, this magnitude of committed hardware and capital makes NVDA and AI-compute crypto tokens such as RNDR and AKT key tickers to monitor for liquidity and volatility around follow-on details - source: @gdb. According to @gdb, the anchor figures for trading context are “millions of GPUs” and “up to USD 100B,” which frame potential capacity expansion and related order flow for AI infrastructure - source: @gdb. According to @gdb, traders should watch for subsequent disclosures from OpenAI or Nvidia on delivery timelines and procurement specifics to calibrate exposure across equities and AI-compute tokens - source: @gdb.

According to @gdb, OpenAI announced a strategic partnership with Nvidia to access millions of GPUs, described as about as much compute as Nvidia has shipped in 2025 in total, providing a quantifiable indicator of large-scale AI infrastructure deployment, source: https://twitter.com/gdb/status/1970168694040068559 and https://openai.com/index/openai-nvidia-systems-partnership/. AI-linked crypto tokens have historically reacted to major Nvidia catalysts, with Reuters reporting sector-wide gains in AI tokens following Nvidia’s earnings in 2024, which traders may consider when assessing potential volatility across NVDA and AI-focused crypto assets, source: https://www.reuters.com/technology/ai-linked-crypto-tokens-jump-after-nvidia-results-2024-02-23/.

According to @StockMKTNewz, Nvidia (NVDA) CEO Jensen Huang said NVIDIA and OpenAI have pushed each other for a decade and that their investment and infrastructure partnership will deploy 10 gigawatts to power the next era of intelligence, providing a concrete scale figure for traders tracking AI compute capacity exposure in NVDA and related names (source: @StockMKTNewz). According to @StockMKTNewz, OpenAI CEO Sam Altman said everything starts with compute and that compute infrastructure will be the basis for the economy of the future, which OpenAI will utilize with NVIDIA to create new AI breakthroughs and empower people and businesses at scale, underscoring enterprise demand for large-scale AI infrastructure (source: @StockMKTNewz). According to @StockMKTNewz, the post explicitly references NVDA and frames the news as an investment and infrastructure partnership with a quantified 10 gigawatt deployment, a key data point for positioning and risk management around AI infrastructure exposure (source: @StockMKTNewz). According to @StockMKTNewz, the remarks did not mention cryptocurrencies, indicating the update is focused on AI compute infrastructure rather than digital assets, while still providing a material headline for cross-asset AI narrative monitoring (source: @StockMKTNewz).

According to @KobeissiLetter, Nvidia (NVDA) traded above $180 per share after the company announced plans to invest up to $100 billion in OpenAI as part of a data center build-out (source: @KobeissiLetter). According to @KobeissiLetter, the stock move followed the investment headline, highlighting the immediate market reaction to Nvidia’s OpenAI-related data center expansion plan (source: @KobeissiLetter).

According to @CNBC, Monday’s biggest analyst calls spotlight Nvidia (NVDA), Apple (AAPL), Netflix (NFLX), Tesla (TSLA), Meta (META), Amazon (AMZN), Nike (NKE), Micron (MU), and General Motors (GM) in a consolidated roundup for traders (Source: CNBC). @CNBC reports these are the session’s most notable Wall Street calls, offering a single reference to review the latest coverage and prioritize premarket watchlists (Source: CNBC). For crypto-focused traders tracking AI-linked equities, @CNBC’s list provides context to monitor cross-asset risk appetite during U.S. trading hours (Source: CNBC).

According to @ReutersBiz, Nvidia has signed a letter of intent for a possible $500 million investment in the next funding round at UK autonomous driving firm Wayve, as stated by the company. Source: Reuters Business reut.rs/46JqfTT. Reuters previously reported that Wayve raised a $1.05 billion round in May 2024 led by SoftBank with participation from Nvidia and Microsoft, indicating an existing strategic relationship between Nvidia and Wayve that traders can factor into assessments of Nvidia’s automotive AI exposure. Source: Reuters. Reuters has also reported that AI-themed crypto tokens rallied during periods of heightened Nvidia-related AI enthusiasm in 2024, so crypto market participants may monitor AI narratives for sentiment spillover from major AI investment headlines. Source: Reuters.

According to @StockMKTNewz citing Bloomberg, Nvidia (NVDA) plans to invest approximately $2.7 billion into the United Kingdom's AI startup ecosystem in partnership with several venture capital firms (source: @StockMKTNewz, Bloomberg). The report specifies a collaborative capital deployment model between Nvidia and VC partners focused on UK-based AI startups (source: @StockMKTNewz, Bloomberg). The announcement, as relayed by @StockMKTNewz from Bloomberg, does not reference cryptocurrencies or direct crypto market implications (source: @StockMKTNewz, Bloomberg).

According to @ReutersBiz, Nvidia will invest $5 billion in Intel, which will make Nvidia one of the struggling chipmaker’s largest shareholders, a headline catalyst for AI chip and semiconductor stocks. Source: Reuters Business. According to @ReutersBiz, the announcement comes weeks after the White House arranged a deal for the U.S. government to take a large stake in Intel, adding a second major capital backstop to Intel’s balance sheet narrative. Source: Reuters Business. According to @ReutersBiz, traders should monitor position risk and liquidity around NVDA and INTC as well as sector read-through for U.S. AI-compute suppliers, given the size and strategic nature of this cross-shareholding headline. Source: Reuters Business. According to @ReutersBiz, crypto market participants focused on AI-linked narratives can track this AI-infrastructure development as potential headline risk for sentiment in AI-related themes without assuming price direction. Source: Reuters Business.

According to @StockMKTNewz, Nvidia stated that "Winning the AI Race means ensuring the world builds on the American tech stack" in an official Nvidia Newsroom post on X linking directly to the statement, providing a clear corporate message for market participants. Source: @StockMKTNewz on X; Nvidia Newsroom on X. The post explicitly tags NVDA and was shared on Sep 16, 2025, identifying the directly referenced security and timestamp relevant for traders monitoring headline-driven moves. Source: @StockMKTNewz on X. The language centers Nvidia’s AI positioning on adoption of a U.S.-based technology stack, as expressed verbatim by the company. Source: Nvidia Newsroom on X. The statement does not reference cryptocurrencies or blockchain, indicating no direct token-specific catalyst is disclosed within this communication. Source: Nvidia Newsroom on X.