According to @WatcherGuru, Nvidia CEO Jensen Huang stated that Nvidia's technology is a generation ahead of Huawei, emphasizing the company's leadership in AI chips. However, Huang warned that if the United States limits participation in China, Huawei will fully meet China's AI technology needs. This statement has direct implications for NVDA stock performance and the broader AI sector, potentially impacting investor sentiment in both equities and cryptocurrency markets linked to AI development and US-China tech competition (source: @WatcherGuru).

According to The Kobeissi Letter, President Trump has ordered US chip designers to halt all sales to China, as reported by the Financial Times. This directive could significantly disrupt global semiconductor supply chains, leading to volatility in US chipmaker stocks such as Nvidia and AMD. The move is expected to heighten concerns over technology decoupling and may accelerate China's push for domestic chip production. For crypto traders, increased uncertainty in the tech sector could spill over into the digital asset market, potentially driving volatility and shifting capital flows into decentralized technologies as investors seek alternatives amid escalating US-China tech tensions (source: The Kobeissi Letter, Financial Times).

According to Evan (@StockMKTNewz) citing Financial Times, President Trump has reportedly ordered US chip designers to stop selling to China as of May 28, 2025. This move could disrupt global semiconductor supply chains and is likely to affect tech sector stocks, possibly increasing volatility in related crypto assets such as AI and blockchain tokens that rely on US hardware. Traders should monitor semiconductor and AI-related cryptocurrencies for potential price swings as the market reacts to tightening US-China tech restrictions. Source: Financial Times via Evan (@StockMKTNewz) on Twitter.