According to @KobeissiLetter, Qualcomm stock (QCOM) is up over 20% intraday after announcing new AI chips positioned to compete with AMD and Nvidia, signaling strong AI-semiconductor momentum, source: @KobeissiLetter. According to @KobeissiLetter, the direct competitive framing with AMD and Nvidia places peer semis like AMD and NVDA on traders’ sympathy watch for potential follow-through or mean-reversion setups today, source: @KobeissiLetter. According to @KobeissiLetter, the accelerating AI narrative may elevate attention toward AI-linked crypto themes, making AI-related token sentiment a secondary watch as risk appetite shifts, source: @KobeissiLetter.

According to @KobeissiLetter, President Trump is up roughly 80% on his Intel (INTC) investment made six weeks ago, source: The Kobeissi Letter on X, Oct 2, 2025. This indicates a sharp six-week rally in INTC and notable short-term momentum in the stock, derived from the +80% performance cited by The Kobeissi Letter on X, Oct 2, 2025. The post does not disclose entry price, position size, or any cryptocurrency linkage, indicating no direct crypto-market read-through from the source, source: The Kobeissi Letter on X, Oct 2, 2025.

According to @business, tech stocks are setting fresh all-time highs and taking another leg up on a wave of positive news from semiconductor and AI companies. Based on @business's report, momentum-focused traders can prioritize AI and chip leaders and related sector ETFs while monitoring earnings headlines and guidance from semiconductor names as continuation catalysts. Based on @business's characterization of an AI- and chip-led risk-on surge, crypto traders can track cross-asset risk appetite and correlation signals for potential short-term tailwinds to broader digital assets.

According to @StockMKTNewz, more than 30 U.S. equities printed new all time highs intraday today, including GOOGL, ORCL, HOOD, AVGO, TSM, GS, NET, RDDT, ANET, MS, APH, APP, AZO, AEM, BE, CASY, CRDO, CYBR, ERJ, FLEX, FN, HPE, IREN, LITE, LYV, STX, and WDC source: @StockMKTNewz. According to @StockMKTNewz, Robinhood (HOOD) reached an all time high today, and the company offers crypto trading in assets such as BTC and ETH source: @StockMKTNewz; Robinhood Markets. According to @StockMKTNewz, Iris Energy (IREN), a Bitcoin (BTC) mining company, also hit an all time high today source: @StockMKTNewz; Iris Energy.

According to @StockMKTNewz, AMD shares (NASDAQ: AMD) have surged 125% from their April lows as of July 28, 2025. This significant rally reflects increased investor confidence in the semiconductor sector, which often correlates with higher demand for GPUs used in crypto mining operations. Traders should monitor AMD’s price action closely, as such strong momentum may impact related cryptocurrency assets and the broader tech market. Source: @StockMKTNewz.