According to @StockMKTNewz, AMD CEO Lisa Su unveiled the company’s new MI455 AI processors during her CES keynote last night, signaling a fresh accelerator cycle in AMD’s AI lineup, source: @StockMKTNewz. The post provides no specifications, pricing, or availability timing, so traders should watch for official follow-up materials that could shift expectations for data center growth and margins, source: @StockMKTNewz. For trading, track AMD price action, volume, and options implied volatility, compare relative performance versus NVIDIA within AI semiconductors, and monitor any sentiment spillover into AI-focused crypto narratives where compute-capacity headlines can influence flows, source: @StockMKTNewz.

According to @KobeissiLetter, Alphabet (GOOGL) is up about 4% while Nvidia (NVDA) is down about 4% as traders react to increased competition risk after reports that Meta is considering using Google’s AI chips instead of Nvidia’s; source: @KobeissiLetter (Nov 25, 2025). According to @KobeissiLetter, the stated catalyst is AI-chip vendor substitution risk, making the GOOGL–NVDA relative performance a near-term trading driver for AI-exposed equities; source: @KobeissiLetter. According to @KobeissiLetter, there is no cryptocurrency market or token-specific impact mentioned in the source; source: @KobeissiLetter.