According to @StockMKTNewz, the following names printed new 52-week highs intraday today, spanning semiconductors, retail, autos, metals/mining, financials, utilities, REITs, and travel/leisure: AVGO, WMT, GM, NU, ADI, AGI, ALB, B, BCS, CHRW, D, EQX, HLT, ITUB, LITE, LVS, NLY, NUE, PAAS, QSR, ROK, ROST, STLD, SYF, TD, TSEM, TEVA, VALE, VTR, and WELL (source: @StockMKTNewz, Nov 28, 2025). Traders can use this 52-week-highs breadth as a breakout watchlist in equities and as a cross-asset risk-sentiment input when positioning in BTC and ETH, with AI chips (AVGO, ADI), commodities (NUE, STLD, VALE, PAAS, AGI, EQX), retail (WMT, ROST), and REITs (VTR, WELL) all represented (source: @StockMKTNewz, Nov 28, 2025).

According to @StockMKTNewz, during the Nov 26, 2025 session, Broadcom $AVGO, Walmart $MWT, Eli Lilly $LLY, General Motors $GM, Macy's $M $NU, Barrick Mining $B, Medtronic $MDT, HCA Holdings $HCA, Nucor $NUE, Applied Materials $AMAT, Monster $MNST, Invesco $IVZ, and Las Vegas Sands $LVS $TJX all hit new 52-week highs (source: @StockMKTNewz). The new highs span semiconductors, healthcare, consumer, autos, metals, asset management, and gaming, indicating broad sector participation in the session, per @StockMKTNewz.

According to @stocktalkweekly, Meta is in talks with Google to spend billions on Tensor Processing Units (TPUs) for its data centers, with $META, $GOOGL, and $AVGO highlighted as relevant tickers (source: @stocktalkweekly, Nov 24, 2025). The source provided no confirmation from either company and no specifics on deal size, timing, or terms (source: @stocktalkweekly). For crypto markets, the source did not cite any direct linkage or impact to digital assets (source: @stocktalkweekly).

According to @StockMKTNewz, Alphabet (GOOGL) gained about $218B in market cap today while Broadcom (AVGO) added roughly $164B, underscoring an outsized mega-cap tech rally. According to Kaiko Research, BTC has periodically shown a positive correlation with U.S. equities such as the Nasdaq 100 during risk-on phases, making large-cap tech surges relevant for crypto traders monitoring cross-asset momentum.

According to @stocktalkweekly, two of the biggest TPU players, $GOOGL and $AVGO, are holding up extremely well while many other semiconductor, GPU, and AI-related stocks are being sold aggressively (source: @stocktalkweekly, Nov 20, 2025). According to @stocktalkweekly, this highlights a notable intra-sector divergence with clear relative strength in $GOOGL and $AVGO versus broader AI hardware weakness (source: @stocktalkweekly, Nov 20, 2025). According to @stocktalkweekly, no direct crypto market impact was mentioned (source: @stocktalkweekly, Nov 20, 2025).

According to @stocktalkweekly, Amkor (AMKR) is expected to secure Broadcom CoWoS packaging slots for Google’s TPU V6 and V7 ASICs in 2026. Source: @stocktalkweekly on X, Nov 19, 2025. The post describes the positioning as winner-agnostic, highlighting AMKR’s neutral benefit relative to AVGO and GOOGL in AI accelerator packaging allocations. Source: @stocktalkweekly on X, Nov 19, 2025. Tickers cited were AMKR, AVGO, and GOOGL, with a 2026 timeline for TPU V6 and V7 packaging slots. Source: @stocktalkweekly on X, Nov 19, 2025. No direct cryptocurrency market impact was mentioned in the post. Source: @stocktalkweekly on X, Nov 19, 2025.

According to @KobeissiLetter, OpenAI has become the world's most valuable private company, launched an attempt to compete with Chrome, and signed the following large-scale agreements: a $500 billion Stargate deal, $100 billion each with Nvidia and AMD, $25 billion with Intel, $20 billion with TSMC, $13 billion with Microsoft, $10 billion with Oracle, and a multi-billion-dollar Broadcom deal (source: @KobeissiLetter, Oct 22, 2025). According to @KobeissiLetter, these reported commitments position OpenAI as a backbone of large-cap tech and concentrate AI capex exposure across NVDA, AMD, INTC, TSMC, MSFT, ORCL, and AVGO named in the post (source: @KobeissiLetter, Oct 22, 2025). Based on the companies explicitly listed by the source, traders can build a watchlist around these tickers to track headline risk and AI infrastructure sentiment tied to OpenAI-related developments (source: @KobeissiLetter, Oct 22, 2025).

According to @StockMKTNewz, the ten largest American semiconductor companies by market capitalization are Nvidia (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD), Micron (MU), Lam Research (LRCX), Applied Materials (AMAT), Qualcomm (QCOM), Intel (INTC), Texas Instruments (TXN), and KLA Corp (KLAC; source: @StockMKTNewz on X, Oct 18, 2025). For equity and crypto-adjacent traders, this ranking highlights current U.S. chip market-cap leadership for liquidity and sector-rotation screening (source for ranking: @StockMKTNewz).

According to @PelosiTracker_, Nancy Pelosi filed a roughly $5 million purchase of Broadcom (AVGO) on 7/2/24, source: @PelosiTracker_. The same source reports AVGO jumped about 10% today after a new partnership with OpenAI was announced, source: @PelosiTracker_. The post states AVGO is now up approximately 110% since that trade became public, source: @PelosiTracker_. Based on these reported figures, traders can scrutinize AVGO for momentum and gap-continuation setups and monitor any AI-narrative spillover into related crypto assets, though the source did not cite specific crypto moves, source: @PelosiTracker_.

According to @StockMKTNewz, CNBC reported that Broadcom (AVGO) said it has secured $10 billion in orders from a new client for custom chips (source: CNBC; source: @StockMKTNewz on X). With crypto assets increasingly moving in tandem with equities, traders may watch whether semiconductor-led risk appetite spills over into BTC and ETH performance (source: IMF Global Financial Stability Report 2023).

According to @nic__carter, the positioning can be read as either name-specific alpha versus the semiconductor basket or a barbell that is long AI infrastructure such as data centers and power while bearish chipmakers, with the book still net long despite a gigantic SMH put. Source: @nic__carter on X, Aug 15, 2025. SMH’s largest exposures are NVIDIA NVDA, Taiwan Semiconductor TSMC, and Broadcom AVGO, so a short via SMH put concentrates downside risk to these names. Source: VanEck Semiconductor ETF SMH fund documentation and holdings. A long AI infrastructure tilt is consistent with surging data center electricity needs, with the IEA estimating global data center power use could reach 620–1050 TWh in 2026 from about 460 TWh in 2022, which supports utilities and power-equipment beneficiaries over chipmakers in relative terms. Source: International Energy Agency, Electricity 2024 report. For crypto, AI infrastructure demand is already flowing to Bitcoin miners’ revenue lines as miners sign AI compute hosting deals, exemplified by Core Scientific’s multi-year agreements totaling 200 MW plus with CoreWeave, linking AI buildout to BTC miner cash flows. Source: Core Scientific press releases, June 2024. Trading takeaway: monitor the relative spread between SMH and listed power and data center beneficiaries, and watch BTC miner equities and hashrate-linked plays for flow-through when AI infrastructure outperforms chips. Source: @nic__carter on X; VanEck SMH documentation; IEA Electricity 2024; Core Scientific June 2024 press releases.