According to @garyblack00, U.S. pre-market risk tone was softer into the final 2025 session with SPX -0.2% and NDX -0.3% pre-market, signaling mild de-risking before year-end close, source: @garyblack00. Commodities were mixed: silver plunged 5% marking a fourth straight session with 5%+ moves, gold slipped 0.6% to $4,315/oz, and Brent crude edged up 0.2% to $61.48/bbl, source: @garyblack00. Rates and crypto diverged as the 10-year Treasury yield eased 1 bp to 4.11% while BTC rose 0.6% to $88.7K, source: @garyblack00. AI and EV bellwethers firmed with NVDA +1.1% to $190 pre-market and TSLA +0.5% to $457 after a two-day -4.2% drop as analysts cut 4Q delivery consensus to 423K from 445K last week, source: Bloomberg via @garyblack00. Macro positioning remains constructive with investors expecting continued above-trend U.S. growth, subdued inflation, and at least two Fed cuts in 2026, while the 2026 S&P 500 trades at 22.2x P/E, source: @garyblack00. For TSLA, the next catalyst cited is potential removal of robotaxi safety monitors (targeted by Elon in Austin by end of today), with 4Q deliveries due Friday pre-open and Wall Street consensus at 423K, source: @garyblack00. Valuation remains a watchpoint as @garyblack00 flags TSLA at a 2026 P/E of 207x vs long-term EPS growth of 35% (PEG 6x) and maintains a 6–12 month price target of $310, source: @garyblack00.

According to @StockMKTNewz, Nvidia (NVDA) has approached Taiwan Semiconductor (TSM) to increase H200 GPU production amid a demand surge from China, citing Reuters as the source. Reuters reported that Chinese technology companies have placed orders for about 2 million H200 GPUs while Nvidia has roughly 700,000 units in stock, implying an approximate 1.3 million unit shortfall based on Reuters figures. No direct cryptocurrency market impact was mentioned in the Reuters report.

According to @StockMKTNewz, Nvidia (NVDA) is trading at about half the forward P/E of Costco (COST), creating a measurable valuation differential that traders can track as a forward P/E spread for timing and risk management. source: @StockMKTNewz Traders can use this observation to build a relative-value or pair-trade watchlist with alerts for spread convergence or divergence; the source does not cite any direct crypto market impact. source: @StockMKTNewz

According to @StockMKTNewz, Nvidia stated that its new Quantitative Portfolio Optimization example is designed to accelerate portfolio backtesting and analysis using high-performance computing, addressing the speed versus complexity trade-off in portfolio construction; source: Nvidia via @StockMKTNewz. According to @StockMKTNewz, the emphasis on faster backtesting directly targets quantitative finance workflows where execution speed materially impacts strategy evaluation and optimization; source: Nvidia via @StockMKTNewz.

According to @StockMKTNewz, Nvidia’s December market cap rose from $1.2B in 1999 to $20B in 2007, collapsed to $4.5B in 2008, and rebounded to $55B by 2016, highlighting distinct cycles that traders can use to time entries and exits in AI-exposed equities. source: @StockMKTNewz The step-change from $18B in 2015 to $55B in 2016 aligned with Nvidia’s reported acceleration in Gaming and Datacenter revenue tied to AI workloads, reinforcing NVDA as a key gauge of AI compute demand for momentum and regime analysis. source: NVIDIA Form 10-K FY2017 and FY2018 For crypto, Nvidia acknowledged that cryptocurrency mining demand materially affected GPU channel inventories during 2017–2018, making NVDA’s cycle relevant for hardware-dependent miners before Ethereum ended GPU mining via The Merge in 2022. source: NVIDIA Q3 FY2019 results commentary; Ethereum Foundation

According to @CNBC, Nvidia quietly bought a competitor last week and analysts believe this could be a big deal for NVDA’s stock, signaling a potential catalyst for price movement and volatility when markets digest the news (source: @CNBC on X, Dec 29, 2025). According to @CNBC, the post did not disclose the target or deal terms, indicating that near-term trading may be headline-driven until official details are released (source: @CNBC on X, Dec 29, 2025).

According to @StockMKTNewz, Jensen Huang currently owns 811,453,398 shares of Nvidia (NVDA). Source: @StockMKTNewz on X, Dec 27, 2025. NVDA closed Friday at USD 190.53 per share, valuing his stake at approximately USD 154.6 billion. Source: @StockMKTNewz on X, Dec 27, 2025. The post notes this is up from USD 10.6 billion five years ago. Source: @StockMKTNewz on X, Dec 27, 2025. The source did not mention any direct cryptocurrency market implications. Source: @StockMKTNewz on X, Dec 27, 2025.

According to @StockMKTNewz (X post dated Dec 27, 2025), Nvidia paid a 0.01 USD per-share quarterly dividend and CEO Jensen Huang, reported at 811.5 million shares, received roughly 8.1 million USD in cash distributions (source: @StockMKTNewz). Nvidia’s post-split quarterly dividend of 0.01 USD per share was set following its 10-for-1 stock split in 2024 (source: Nvidia Investor Relations, 2024 dividend announcement). The annualized payout is 0.04 USD per share, a concrete income figure for traders monitoring NVDA’s cash-return profile (source: Nvidia Investor Relations dividend rate). The post does not reference any cryptocurrency market implications or AI-token catalysts, indicating no direct crypto read-through in this item (source: @StockMKTNewz post content).

According to @CNBC, Morgan Stanley named Nvidia (NVDA) among its top stock picks for 2026 in a newly published outlook (source: CNBC). According to CNBC, the inclusion positions Nvidia within the bank’s preferred names for the coming year, signaling focus on AI leaders in the 2026 framework (source: CNBC). According to CNBC, the report did not reference cryptocurrencies or digital assets (source: CNBC).

According to @CNBC, an analyst said the Nvidia-Groq deal is structured to keep a 'fiction of competition' alive. Source: CNBC on X, Dec 26, 2025, https://twitter.com/CNBC/status/2004636901387506097. The post signals skepticism about the deal’s competitive impact, highlighting a narrative relevant to pricing and positioning of NVDA and AI chip peers. Source: CNBC on X, Dec 26, 2025, https://twitter.com/CNBC/status/2004636901387506097.

According to @StockMKTNewz, Nvidia (NVDA) is set to open trading back over $190 today, with the upside attributed to a $20B deal with Groq as reported in the post.

According to @CNBC, Morning Squawk flags three market drivers for traders today: Nvidia's Groq deal, an S&P 500 winning week, and leather tariffs, directing attention to AI semiconductors, broad U.S. equities momentum, and tariff-sensitive consumer names respectively. Source: @CNBC (Morning Squawk tweet, Dec 26, 2025). According to @CNBC, these highlighted themes set up actionable watchlists centered on NVDA and AI chip peers, S&P 500 futures and mega-cap leaders, and import-exposed retailers and manufacturers, with crypto traders also monitoring BTC and AI-linked tokens for sentiment spillover from equity headlines. Source: @CNBC (Morning Squawk tweet, Dec 26, 2025).

According to @KobeissiLetter, Nvidia (NVDA) traded above $190 in overnight action after reaching a $20 billion licensing deal with Groq (source: @KobeissiLetter on X, Dec 26, 2025). According to @KobeissiLetter, the price spike was linked to the licensing agreement and occurred outside regular market hours, indicating immediate market reaction to the AI catalyst (source: @KobeissiLetter on X, Dec 26, 2025). According to @KobeissiLetter, no additional deal terms or direct cryptocurrency market implications were provided in the post (source: @KobeissiLetter on X, Dec 26, 2025).

According to @CNBC, Nvidia and an unnamed athleisure maker saw big insider selling last week, as reported in a CNBC social post dated December 23, 2025, referencing a linked article for details, source: CNBC Twitter. According to @CNBC, the post did not specify seller identities, transaction sizes, or the athleisure ticker, directing readers to the article for full disclosures, source: CNBC Twitter. According to @CNBC, no crypto market implications were mentioned in the post, source: CNBC Twitter.

According to @StockMKTNewz, Nvidia NVDA plans to begin sending its first H200 AI chips to China before mid February, source: @StockMKTNewz. Initial shipments are reported at approximately 40,000 to 80,000 units, source: @StockMKTNewz. The report provides timing and volume only and does not include pricing, customer names, or delivery terms, source: @StockMKTNewz. The source does not specify any direct impact on cryptocurrencies or AI related tokens, source: @StockMKTNewz.

According to @CNBC, Bank of America has identified Nvidia (NVDA) as one of its top stock picks for 2026, as reported in a Dec 20, 2025 post linking to CNBC’s detailed coverage; source: CNBC. The CNBC post highlights Nvidia specifically and notes there are additional stocks on Bank of America’s 2026 list, with the full roster available via the linked CNBC report; source: CNBC. CNBC’s post contains no mention of cryptocurrencies or digital assets, indicating the update is equity-focused without direct crypto references; source: CNBC.

According to @CNBC, Friday’s biggest analyst calls include Nvidia, Oracle, Apple, Tesla, Nike, FedEx, Generac, and CoreWeave, flagging these tickers as the session’s top focus for analyst-driven moves (source: CNBC). The post is a headline roundup and, in the tweet, does not list specific ratings or price targets; traders should review the linked CNBC report for the underlying analyst actions before placing trades (source: CNBC).

According to Andrew Ng, a new short course titled Nvidia's NeMo Agent Toolkit: Making Agents Reliable is taught by @Pr_Brian from NVIDIA and is designed to help teams turn agent demos into reliable, production-ready systems (source: Andrew Ng on X). The course focuses on hardening agentic workflows for production reliability, addressing the reliability challenges many teams face when operationalizing AI agents (source: Andrew Ng on X).

According to @StockMKTNewz, NVIDIA stated that the RTX PRO 5000 72GB Blackwell GPU is now generally available, bringing agentic and generative AI capabilities to desktop professionals worldwide; source: @StockMKTNewz. The phrase now generally available indicates immediate commercial availability rather than a roadmap teaser, framing this as a product-availability headline for traders tracking NVDA; source: @StockMKTNewz. The cited post does not include pricing, performance benchmarks, or channel inventory details, so near-term trading signals are limited to the GA status and its expansion of desktop Blackwell-class compute; source: @StockMKTNewz. The post contains no reference to cryptocurrency mining or blockchain acceleration, implying no direct crypto catalyst from this announcement based on the provided information; source: @StockMKTNewz.

According to @gdb, OpenAI built the Sora Android app in just 18 days using Codex, and the app reached the #1 global ranking, underscoring rapid AI product-cycle velocity; source: @gdb on X citing @lennysan, Dec 18, 2025. Sora is OpenAI’s text-to-video model, making generative video creation accessible via mobile distribution; source: OpenAI Sora announcement, Feb 2024. For equities, Microsoft (MSFT) remains a key beneficiary as OpenAI’s strategic cloud partner providing Azure infrastructure for training and inference; source: Microsoft blog, Jan 23, 2023. NVIDIA (NVDA) is leveraged to this trend, with management attributing record data center revenue to generative AI demand; source: NVIDIA Q2 FY2025 results, Aug 2024. For crypto markets, AI narrative tokens commonly tracked for AI exposure include RNDR, a decentralized GPU rendering network, and FET, a platform for autonomous AI agents; source: Render Network documentation and Fetch.ai documentation. AI-themed tokens outperformed broader crypto in early 2024, highlighting their sensitivity to major AI catalysts; source: Binance Research, Crypto Industry Report Q1 2024.