According to @simplykashif, BTC and the Nasdaq 100 are moving in the same direction again, with the 30-day correlation near 0.80, the second-highest in a decade, source: @simplykashif on X dated Nov 17, 2025. The 5-year correlation between BTC and the Nasdaq 100 is around 0.54, source: @simplykashif on X dated Nov 17, 2025. For trading, the elevated linkage means tech sector trends and Nasdaq 100 moves can materially sway near-term BTC price action; monitor Nasdaq 100 futures and major tech catalysts as directional proxies, source: @simplykashif on X dated Nov 17, 2025.

According to @KobeissiLetter, Alphabet (GOOGL) surged nearly 7% in overnight trading after Berkshire Hathaway purchased about $4.3 billion of the stock (source: @KobeissiLetter). The update reports a large-cap tech catalyst and corresponding price jump, and the source did not mention any direct cryptocurrency market impact (source: @KobeissiLetter).

According to @KobeissiLetter, the 30-day correlation between Bitcoin (BTC) and the Nasdaq 100 is about 0.80, the highest since 2022 and the second-highest in the past decade, signaling strong alignment with US tech stocks source: @KobeissiLetter. According to @KobeissiLetter, the correlation has stayed mostly positive over the past five years, lifting the 5-year BTC–Nasdaq correlation to 0.54 while correlations to cash and gold are essentially zero source: @KobeissiLetter. According to @KobeissiLetter, BTC is increasingly behaving like a leveraged tech stock, a regime that makes Nasdaq 100 moves highly relevant for crypto positioning and risk control source: @KobeissiLetter.

According to @StockMKTNewz, Alphabet's GOOGL has outperformed Nvidia's NVDA year to date in 2025, indicating stronger stock performance so far this year, source: @StockMKTNewz. The post references a comparative performance snapshot via Blossom App to support the claim, source: @StockMKTNewz. The source does not mention any direct cryptocurrency market impact related to this equity performance, source: @StockMKTNewz.

According to @KobeissiLetter, U.S. private fixed investment in information processing equipment and software reached 4.4% of GDP in Q2 2025, the second-highest on record and just below the 4.5% peak in Q4 2000 before the 2001 recession, source: The Kobeissi Letter. Total spend hit a record $1.35 trillion in Q2, rising by $502 billion since 2020 for a 59% increase and roughly doubling over the past decade, source: The Kobeissi Letter. The source characterizes this as a historic AI investment boom and does not cite specific crypto-market impacts, so traders can note the scale and acceleration of AI capex as contextual macro data when assessing risk sentiment in tech and digital assets, source: The Kobeissi Letter.

According to @AnthropicAI, they disrupted a highly sophisticated AI-led espionage campaign targeting large tech companies, financial institutions, chemical manufacturing companies, and government agencies. Source: @AnthropicAI on X, Nov 13, 2025. According to @AnthropicAI, the company assesses with high confidence that the threat actor was a Chinese state-sponsored group, delineating cyber risk exposure across the specified sectors that traders monitor for headline risk. Source: @AnthropicAI on X, Nov 13, 2025.

According to @WhiteHouse, the administration stated it will continue the crackdown on H-1B visa abuses, relaying a headline that the Trump Administration promises ongoing enforcement, source: @WhiteHouse. The post provides no additional policy details, timelines, or agency guidance beyond affirming continued action, source: @WhiteHouse. For traders, this is a policy headline to monitor for subsequent official updates that could influence hiring compliance considerations across U.S.-operating tech, AI, and crypto firms, source: @WhiteHouse.

According to @StockMKTNewz, 39 U.S.-listed stocks printed new 52-week highs at some point today, including GOOGL, JPM, LLY, SOFI, GS, BAC, CRWD, JNJ, AXP, MS, IBM, WFC, LYFT, GM, LMND, SONY, BCS, EXPE, B, TJX, JCI, GSAT, AMGN, FERG, VALE, STX, TD, STT, INCY, NYT, HCA, TRV, ROK, CBOE, SU, DD, TSEM, GILD, and NGD, source: @StockMKTNewz. Breadth spans mega-cap tech, large U.S. banks, healthcare, semiconductors, energy, materials, and consumer names based on the tickers cited, indicating multi-sector participation in 52-week highs; no price levels, volume data, or crypto market linkage were provided in the post, source: @StockMKTNewz.

According to @KobeissiLetter, the VanEck Semiconductor ETF SMH recorded a weekly inflow of $1.3 billion, surpassing its previous high of $1.2 billion from Q1 2022 and more than doubling this year's weekly average, source: The Kobeissi Letter on X, Nov 12, 2025. At the same time, the 3x leveraged Nasdaq 100 fund TQQQ saw $1.2 billion in net inflows, source: The Kobeissi Letter on X, Nov 12, 2025. US-listed ETFs took in $43.0 billion for the week, lifting year-to-date inflows to a record $1.14 trillion, source: The Kobeissi Letter on X, Nov 12, 2025. The source characterizes investor appetite for tech stocks as extremely strong, underscoring concentrated positioning in semiconductors and leveraged Nasdaq 100 exposure, source: The Kobeissi Letter on X, Nov 12, 2025.

According to @cryptorover, the Nasdaq posted its sharpest weekly decline since April, sliding 3.04% over the week. Source: @cryptorover on X (Nov 8, 2025). Crypto traders often track major equity drawdowns as risk-sentiment context given the historically variable BTC–Nasdaq correlation observed in market research. Source: Kaiko Research (2024).

According to Reuters Business, US stocks ended mixed as the Dow Jones Industrial Average and S&P 500 posted marginal gains while the tech-heavy Nasdaq Composite fell 0.2%, source: Reuters Business. The Nasdaq recorded its biggest weekly percentage drop in about seven months, indicating the worst weekly performance for the index since the prior seven-month window, source: Reuters Business. The update did not include cryptocurrency market details or cross-asset impacts, source: Reuters Business.

According to @KobeissiLetter, US stock market losses accelerated with the Nasdaq 100 down nearly 2% on the day during the Nov 6, 2025 session, source: @KobeissiLetter on X.

According to @business, a Bloomberg documentary examines the real-world consequences of tech companies’ digital practices and widespread concerns over harmful algorithms, highlighting intensified public scrutiny of AI-driven systems (source: Bloomberg @business tweet, Nov 2, 2025). From a trading perspective, the source does not cite specific equities, cryptocurrencies, or regulatory actions, so there is no direct market-moving data or explicit crypto market impact provided to act on (source: Bloomberg @business tweet, Nov 2, 2025).

According to @StockMarketNerd, a Nov 1, 2025 X post questions how a company that is incinerating cash can confidently fund over $1T in spending commitments, highlighting a potential financing risk that traders should not ignore (source: @StockMarketNerd on X, Nov 1, 2025). For trading strategy, this type of gap between cash burn and multi-trillion commitments is often treated as an overhang, prompting watchlists for equity issuance, bond sales, vendor financing, or government support that could reprice equity and credit risk premia (source: @StockMarketNerd on X, Nov 1, 2025). Cross-asset impact matters for crypto as well, so traders can monitor BTC and ETH for spillover moves alongside any headline progress on funding plans or liquidity runway disclosures tied to the company in question (source: @StockMarketNerd on X, Nov 1, 2025).

According to @StockMKTNewz, Google (GOOGL) is up 6.9% in pre-market trading following its earnings as of Oct 30, 2025, according to @StockMKTNewz. The update indicates a strong positive pre-market reaction ahead of the U.S. cash open, according to @StockMKTNewz. The source did not cite any impact on crypto assets such as BTC or ETH, according to @StockMKTNewz.

According to @KobeissiLetter, Meta stock (META) fell nearly 10% after missing Q3 2025 earnings expectations due to a $15.9 billion one-time expense. According to @KobeissiLetter, the one-time charge drove the earnings miss and immediate downside move in META shares.

According to @stocktalkweekly, Google reported EPS of $2.87 versus a $2.27 estimate and revenue of $102.35B versus a $99.3B estimate (source: @stocktalkweekly). The results imply a $0.60 EPS beat (+26.4% surprise) and a $3.05B revenue beat (+3.1% surprise), signaling simultaneous bottom-line and top-line outperformance relative to expectations (source: @stocktalkweekly). For traders, the magnitude of the beat offers a clear timestamped catalyst to track cross-asset reactions, including tech-heavy equity indices and major crypto pairs such as BTC and ETH, during U.S. trading hours (source: @stocktalkweekly).

According to @StockMKTNewz, Amazon (AMZN) announced 14,000 corporate job cuts today as the first step in layoffs expected to affect up to 30,000 corporate roles, citing The Wall Street Journal. For trading, the confirmed scale points to lower headcount-related operating expenses over time, source: The Wall Street Journal via @StockMKTNewz. Near-term earnings could reflect severance and restructuring charges under U.S. GAAP exit and disposal cost guidance, source: FASB ASC 420. Given elevated stock-crypto co-movement since 2020, crypto traders may watch Nasdaq and AMZN price reactions for spillover to BTC and ETH risk sentiment, source: International Monetary Fund 2022 analysis of Bitcoin–equity correlations.

According to @StockMKTNewz, Amazon (AMZN) is reportedly planning to cut up to 30,000 roles from its roughly 350,000-person corporate workforce, marking the largest reduction since about 27,000 jobs were eliminated starting in late 2022 (source: Reuters, as cited by @StockMKTNewz). Given documented positive correlations between major equities and crypto assets since 2020, large-cap tech shocks can transmit to BTC and ETH via risk-on/risk-off channels, so traders may monitor cross-asset sentiment if the report is confirmed (source: IMF research on rising stock–crypto correlations, 2022; BIS analysis on crypto–equity co-movements, 2022).

According to @KobeissiLetter, US technology firms’ CapEx-to-Sales ratio has reached 11%, the highest since 2000, rising by 4 percentage points since 2022. According to @KobeissiLetter, the CapEx-to-Free Cash Flow ratio is about 38%, the highest since 2022, compared with roughly 60% in the late 1990s. According to @KobeissiLetter, this indicates tech companies are funding most capital expenditures with free cash flow rather than debt, reflecting solid financial health. According to @KobeissiLetter, the AI investment boom has room to run, a signal traders can use to frame positioning in AI-linked equities and to monitor AI-themed crypto tokens as capital spending trends evolve.