According to the source, Nvidia delivered strong earnings, yet U.S. tech stocks fell as capital rotated into defensive sectors on valuation concerns, signaling risk-off conditions in growth equities; source: NVIDIA Investor Relations for earnings details and S&P Dow Jones Indices sector performance data for rotation. For crypto, traders should monitor BTC, ETH and AI-themed tokens for potential correlation stress, funding-rate shifts, and basis compression during equity drawdowns; source: Coin Metrics cross-asset correlation research and Binance Research on BTC-equity beta.

According to @CNBC, Pinterest (PINS) dropped about 20% after weak quarterly results, with tariffs cited as a drag on advertising revenue that pressured near-term fundamentals. source: CNBC post dated Nov 5, 2025. For cross-asset positioning, risk-off in ad-driven tech has been associated with stronger comovement between crypto and equities, so traders can monitor BTC sensitivity when high-beta tech sells off. source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022. No direct cryptocurrency impact was mentioned in the report. source: CNBC post dated Nov 5, 2025.