According to @StockMKTNewz, Apple's $AAPL silicon design group is developing new chips tailored for advanced devices, including its first smart glasses, next-generation Macs, and AI servers (source: Bloomberg, May 8, 2025). This move is likely to strengthen Apple's competitive edge in artificial intelligence and wearable tech, which could increase demand for AI-related hardware and software. For traders, this signals potential growth in AI and chipmaker sectors, while also influencing crypto markets tied to AI infrastructure tokens and blockchain solutions that integrate with AI hardware.

According to The Kobeissi Letter, Nvidia ($NVDA) announced 13 days ago that the US government imposed restrictions on the sale of its H20 AI chips to China. In response, Huawei is preparing to test its new Ascend 910D AI chip, intended as a direct replacement for the H20. This rapid shift in the AI hardware supply chain could significantly influence AI-driven cryptocurrency trading strategies and market sentiment in both the US and Chinese tech sectors, as reported by The Kobeissi Letter (April 28, 2025). Traders should monitor related chipmaker stocks and AI infrastructure tokens for volatility and potential opportunities.

According to The Kobeissi Letter, China’s Huawei has developed a new AI chip aiming to compete directly with Nvidia, as reported by the Wall Street Journal. This development follows recent U.S. restrictions on Nvidia's H20 chip sales to China, potentially shifting demand for high-performance computing chips within the Chinese market. Crypto traders should monitor related AI and chipmaker stocks, such as Nvidia ($NVDA) and local Chinese tech firms, as this move may impact GPU supply dynamics, blockchain mining efficiency, and the broader AI crypto ecosystem. Source: The Kobeissi Letter (@KobeissiLetter), April 27, 2025.