According to the source, the European Union has opened an antitrust probe into Meta’s new AI policy for WhatsApp.

According to @StockMarketNerd, a viral X post satirizes Mark Zuckerberg offering a 100 million compensation package to recruit an OpenAI researcher, with a humorous twist about delivering soup, reflecting market chatter around aggressive AI hiring at Meta (Source: @StockMarketNerd on X). The post provides no verified compensation details or confirmed hire, indicating no fundamental update to META in the source material (Source: @StockMarketNerd on X). Traders should treat this as a sentiment-only meme rather than a catalyst, and the source shows no direct linkage to crypto markets or tokens (Source: @StockMarketNerd on X).

According to @StockMKTNewz, Mark Zuckerberg stated that Meta is establishing a new creative studio in Reality Labs today. source: @StockMKTNewz According to @StockMKTNewz, the studio will be led by Alan Dye, who spent nearly 20 years leading design at Apple. source: @StockMKTNewz

According to @KobeissiLetter, Alphabet (GOOGL) is up about 4% while Nvidia (NVDA) is down about 4% as traders react to increased competition risk after reports that Meta is considering using Google’s AI chips instead of Nvidia’s; source: @KobeissiLetter (Nov 25, 2025). According to @KobeissiLetter, the stated catalyst is AI-chip vendor substitution risk, making the GOOGL–NVDA relative performance a near-term trading driver for AI-exposed equities; source: @KobeissiLetter. According to @KobeissiLetter, there is no cryptocurrency market or token-specific impact mentioned in the source; source: @KobeissiLetter.

According to @garyblack00, NVDA is down 3.5% pre-market after reports that META is in talks to spend billions on Google’s new TPU AI chips for 2027 data center deployments (source: @garyblack00). According to @garyblack00, the potential agreement would establish TPUs as a viable alternative to Nvidia’s GPUs that currently power leading AI platforms from Meta to OpenAI, implying rising competitive pressure on NVDA’s AI compute dominance (source: @garyblack00). According to @garyblack00, GOOG is up 4.2% pre-market after announcing last month a deal to supply up to 1 million chips to Anthropic, underscoring longer-term headwinds to Nvidia’s market position as customers diversify AI hardware suppliers (source: @garyblack00).

According to CNBC, Nvidia (NVDA) shares fell on November 25, 2025 after a report that Meta will use Google AI chips. CNBC links the decline in NVDA to the report, indicating immediate market sensitivity to AI hardware supplier headlines involving Nvidia, Meta, and Google. CNBC’s post does not include additional price levels or percentages beyond noting that NVDA shares fell.

According to @StockMarketNerd citing The Information, Meta Platforms (META) is exploring deployment of Alphabet’s (GOOGL) Tensor Processing Units inside Meta-owned data centers rather than renting capacity via Google Cloud. According to @StockMarketNerd, this points to Meta running certain AI-specific workloads on Alphabet chips directly in-house. According to @StockMarketNerd, the author frames Alphabet’s TPUs as a lower-cost option for some AI tasks, implying constructive sentiment for GOOGL and continued AI capex focus at META. According to @StockMarketNerd, no cryptocurrencies were referenced in the item.

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 @charliebilello, AI hyperscalers Google, Amazon, Meta, Microsoft, and Oracle issued 88 billion dollars of debt in the last three months, surpassing the 66 billion issued over the prior three years, source: @charliebilello. Tickers GOOGL, AMZN, META, MSFT, and ORCL were cited alongside these figures, highlighting the scale of recent borrowing by mega-cap AI leaders, source: @charliebilello. The post did not reference cryptocurrencies or digital assets, source: @charliebilello.

According to @StockMKTNewz, Google and Meta have delayed multiple planned subsea internet cables through the Red Sea as political tensions and heightened security threats have made the route more dangerous and complicated for commercial vessels, citing Bloomberg. Bloomberg’s report relayed by @StockMKTNewz implies that added capacity and redundancy on the Red Sea corridor will arrive later than expected, so traders should monitor latency-sensitive crypto exchange connectivity and cross-venue spreads for disruption signals tied to this route, based on Bloomberg via @StockMKTNewz.

According to @StockMKTNewz, Prospero AI’s Short Term bull list currently features Baidu (BIDU), Salesforce (CRM), Netflix (NFLX), Alibaba (BABA), Meta Platforms (META), Eli Lilly (LLY), Google/Alphabet (GOOGL), Enersys (ENS), Intel (INTC), and MercadoLibre (MELI), indicating a near-term bullish signal on these tickers for momentum-focused traders (Source: @StockMKTNewz on X, Nov 12, 2025). For crypto traders, periods led by mega-cap tech strength have historically coincided with tighter positive co-movements between Bitcoin (BTC), Ether (ETH), and equities, so any sustained rallies in META, GOOGL, INTC, and NFLX could have spillover risk-on effects to digital assets (Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to @StockMKTNewz, Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), and Meta Platforms (META) together generate USD 1.1 million in profit every minute (source: @StockMKTNewz on X, Nov 10, 2025). The post lists the combined figure and tickers but does not provide timing context, methodology, or a per-company breakdown, so no additional earnings detail is offered in the source (source: @StockMKTNewz on X, Nov 10, 2025). The post includes a link to Blossom App on X for context, but no further data is summarized in the source text provided (source: @StockMKTNewz on X, Nov 10, 2025). The source does not reference cryptocurrencies such as BTC or ETH, so no direct crypto-market read-through is provided in the post (source: @StockMKTNewz on X, Nov 10, 2025).

According to Soumith Chintala, he will step down from PyTorch and leave Meta on November 17, 2025 (source: Soumith Chintala on X, Nov 6, 2025). He stated that PyTorch now handles exascale training, powers foundation models, is taught widely, and is in production at virtually every major AI company with 90%+ adoption in AI (source: Soumith Chintala on X, Nov 6, 2025). He emphasized a prepared succession bench—Edward, Suo, Alban, Greg, John, Joe, Jana, Jason and others—saying the project no longer depends on him and is truly resilient (source: Soumith Chintala on X, Nov 6, 2025). He pointed to a coherent PyTorch Conference product story and said the 2025 product lineup and execution will evidence continued strength (source: Soumith Chintala on X, Nov 6, 2025). He noted the PyTorch Conference now draws around 3,000 attendees where market-moving deals are brokered, underscoring deep industry integration (source: Soumith Chintala on X, Nov 6, 2025). He added that he is pursuing a small new venture outside Meta while staying involved with the community, including filing issues (source: Soumith Chintala on X, Nov 6, 2025).

According to @StockMKTNewz, Microsoft spent $35B, Amazon $34B, Google $24B, and Meta $19B on capital expenditures last quarter, totaling over $100B, with more than $250B across the first three quarters of 2025, source: The Wall Street Journal as cited by @StockMKTNewz on Nov 2, 2025. WSJ reports these outlays are primarily aimed at AI infrastructure and data center buildouts, indicating sustained demand for advanced compute and power capacity, source: The Wall Street Journal as cited by @StockMKTNewz. NVIDIA has disclosed that hyperscaler AI investments are a key driver of its data center revenue growth, linking elevated hyperscaler capex to GPU supplier demand, source: NVIDIA Form 10-Q and Q2 FY2025 earnings commentary. Several Bitcoin miners have added non-Bitcoin revenue via AI and HPC hosting tied to this infrastructure demand, including Core Scientific’s multi-year agreements with CoreWeave announced in June 2024 and TeraWulf’s HPC hosting expansion, source: Core Scientific press release dated June 3, 2024; TeraWulf Q2 2024 shareholder update.

According to @CNBC, Reddit CEO Steve Huffman said the company "sees both sides" of lawsuits targeting AI firms for data scraping, signaling a balanced stance toward content owners and model developers, in comments highlighted on Oct 30, 2025. Source: CNBC. Reddit has monetized its corpus via licensing, including a deal with Google reported at about $60 million per year, creating a recurring high-margin revenue line that traders track for RDDT. Source: Reuters. Reddit also announced a partnership with OpenAI to integrate Reddit content into ChatGPT and provide API access for model training, reinforcing the strategic value of first-party data for AI. Source: Reddit Inc. (company blog/IR). Ongoing cases such as The New York Times v. OpenAI and Microsoft challenge the use of copyrighted material in training datasets and highlight legal risk around unlicensed scraping, a headline factor for AI-exposed equities. Source: The New York Times court filing; Reuters. Data licensing is disclosed as a revenue stream in Reddit’s SEC filings, making litigation outcomes directly relevant to RDDT’s revenue mix and potential pricing power for future content deals. Source: Reddit S-1/SEC filing. For mega-cap AI players, greater licensing requirements or adverse rulings would raise data acquisition and compliance costs that flow through to model training economics for GOOGL, MSFT, and META, which equity traders monitor as margin risk. Source: U.S. Congressional Research Service (Generative AI and Copyright). In crypto, AI-linked tokens such as RNDR and FET have shown sensitivity to major AI headlines, making this legal overhang a relevant thematic risk for the AI narrative in digital assets. Source: Kaiko Research.

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 @StockMarketNerd, long-term investors should be most excited when $META, $MSFT, $AMZN, or $GOOGL fall deeply out of favor due to overly negative sentiment, framing such drawdowns as potential long-term accumulation opportunities in mega-cap tech stocks, source: @StockMarketNerd. The post implies that traders can monitor sentiment-driven selloffs in these tickers as potential buy-the-dip setups aligned with long-horizon positioning, source: @StockMarketNerd. No direct cryptocurrency impact or correlation is discussed in the post, source: @StockMarketNerd.

According to @ReutersBiz, Meta’s AI-powered Ray-Ban glasses boosted EssilorLuxottica sales and added roughly $20 billion to its market value, Reuters reported. Reuters reported that the Ray-Ban Meta smart glasses are co-developed by Meta and EssilorLuxottica and were cited as the driver of the valuation jump. For traders, Reuters highlighted upside in EssilorLuxottica’s valuation and renewed attention on Meta’s AI wearable strategy, while Reuters did not cite any direct cryptocurrency market impact.

According to @StockMKTNewz, Prospero AI currently flags the highest Net Options Sentiment Scores in BE, COIN, ARM, META, LLY, AMD, BABA, NKTR, NBIS, CRWV, and RACE, indicating unusually strong bullish options sentiment across these names (source: @StockMKTNewz on X citing Prospero AI). For crypto-focused traders, COIN’s inclusion among the leaders highlights elevated bullish options positioning in a crypto-exposed equity, a potential signal to monitor for sentiment spillover into crypto-related trading activity (source: @StockMKTNewz on X citing Prospero AI). High net options sentiment is commonly watched for potential near-term momentum and volatility in the underlying, guiding strategies such as tracking implied volatility, options volume, and open interest trends into the next sessions (source: Cboe Options Institute).

According to @StockMKTNewz, Mark Zuckerberg and Meta Platforms (META) announced plans to invest $1.5 billion to build a gigawatt-sized data center in Texas, source: @StockMKTNewz on X, Oct 15, 2025. The post specifies issuer (META), capex of $1.5 billion, gigawatt-scale capacity, and Texas location, offering concrete inputs traders can track for AI infrastructure exposure, source: @StockMKTNewz on X, Oct 15, 2025. No timeline, precise site, or vendor details were included in the post, source: @StockMKTNewz on X, Oct 15, 2025. Crypto market participants tracking AI-infrastructure headlines can note the confirmed scale and location of this build, source: @StockMKTNewz on X, Oct 15, 2025.