According to @StockMKTNewz citing Axios, Nvidia (NVDA) and Taiwan Semiconductor (TSM) unveiled the first Blackwell chip wafer made in the United States, providing a new data point on domestic AI chip production capacity. According to @StockMKTNewz citing Axios, this headline is directly relevant for traders monitoring NVDA and TSM for potential implications to perceived U.S. supply timelines and manufacturing localization. According to @StockMKTNewz citing Axios, AI-linked digital asset segments are a monitoring area for traders on AI hardware supply headlines as part of cross-market sentiment tracking.

According to @StockMKTNewz, Jim Cramer said on CNBC he would rather see investors be in Nvidia (NVDA) than Taiwan Semiconductor (TSM), indicating a clear preference for NVDA over TSM for equity positioning. source: @StockMKTNewz. The post was shared on Sep 24, 2025, highlighting an on-air call that may be monitored by traders who track sentiment-driven flows in semiconductor leaders. source: @StockMKTNewz. No cryptocurrency market impact was mentioned in the source, and no additional details such as price targets or catalysts were provided. source: @StockMKTNewz.

According to @StockMKTNewz, Palantir (PLTR) has highlighted the 'rule of 80 Frontier,' ranking the top five stocks by their respective growth metrics: Nvidia (NVDA) leads with 122%, followed by Palantir (PLTR) at 94%, Eli Lilly (LLY) at 89%, Taiwan Semiconductor (TSM) at 88%, and Visa (V) at 83%. This ranking demonstrates the continued dominance of AI, semiconductor, and financial sector equities in driving equity market returns. For crypto traders, the strong performance of NVDA and TSM may signal ongoing demand for AI and blockchain infrastructure, potentially influencing crypto market sentiment and investment flows. Source: @StockMKTNewz