According to @StockMKTNewz, The Information reports that Elon Musk’s xAI has purchased a building for its third supersized data center planned outside Memphis, Tennessee, indicating another major capacity buildout by the company (source: The Information via @StockMKTNewz). Large hyperscale data centers require significant power and advanced accelerators, and power availability remains a primary constraint for new builds that traders monitor for implications across GPU suppliers and regional utilities (source: Uptime Institute Global Data Center Survey 2023). For crypto markets, expanding AI data center demand can intensify competition for electricity that also underpins BTC mining cost structures, a key risk factor highlighted in public filings by mining operators such as Riot Platforms (source: Riot Platforms 2023 Form 10-K).

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 @CNBC, the biggest midday stock movers on Dec 29, 2025 include Nvidia, Ultragenyx Pharmaceutical, Newmont and DigitalBridge, with more names detailed in the linked report. According to @CNBC, the update lists intraday movers and does not cite any direct cryptocurrency market impact.

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 @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 @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 The Kobeissi Letter, CNBC initially framed the deal as a full buyout, but updated details indicate Nvidia is purchasing $20 billion worth of assets from Groq, highlighting the transaction’s scale for Nvidia and the broader AI sector (The Kobeissi Letter; CNBC as referenced by The Kobeissi Letter). The source characterizes the deal as “huge,” while providing two concrete trading-relevant facts: the structure is an asset purchase rather than a complete acquisition, and the headline size is about $20 billion (The Kobeissi Letter). The source does not provide timing, consideration mix, or financial guidance details, nor any crypto market impact metrics, limiting immediate pricing analysis beyond the deal form and size (The Kobeissi Letter).

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 @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 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 @CNBC, MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia, highlighting competitive pressure in the AI chips market (source: CNBC).

According to @StockMKTNewz, Nvidia (NVDA) announced a new opt-in service that will provide geolocation data to help identify which country certain GPUs are operating in (source: CNBC via @StockMKTNewz).

According to @CNBC, Nvidia introduced new software that could help trace where its AI chips end up, indicating a focus on end-use tracking across its hardware footprint (source: CNBC). CNBC’s post did not include release timing, supported products, or compliance specifics (source: CNBC). For traders, CNBC’s headline centers on AI chip supply-chain traceability, with no stated implications for crypto mining or GPU availability in the post (source: CNBC).

According to @simplykashif, NVIDIA CEO Jensen Huang said Bitcoin BTC turns excess energy into a form of currency that can be transported globally with ease in a video posted on X on Dec 11, 2025; Source: @simplykashif on X, Dec 11, 2025. According to @simplykashif, the clip provides a high-level sentiment statement and does not include any BTC price targets, mining hardware details, or partnership announcements; Source: @simplykashif on X, Dec 11, 2025. According to @simplykashif, for trading context the verified takeaway is executive commentary that aligns Bitcoin with an energy monetization narrative, with no new data or policy guidance in the video; Source: @simplykashif on X, Dec 11, 2025.

According to @StockMKTNewz, an Nvidia (NVDA) spokesperson said the company has not seen substantiation or received tips of 'phantom datacenters' built to deceive Nvidia and OEM partners, then deconstructed, smuggled, and reconstructed elsewhere (source: @StockMKTNewz, Dec 10, 2025). According to @StockMKTNewz, the spokesperson added that such smuggling seems farfetched (source: @StockMKTNewz, Dec 10, 2025). For traders, this is an explicit denial of alleged GPU diversion schemes tied to datacenter deployments and OEM channels (source: @StockMKTNewz, Dec 10, 2025). Crypto market participants tracking AI compute-sensitive tokens and GPU-linked mining narratives can note the company’s denial as stated in the comments (source: @StockMKTNewz, Dec 10, 2025).

According to @KobeissiLetter citing the Wall Street Journal, Nvidia’s NVDA chips sold to China will undergo a US special security review before export. According to the Wall Street Journal as relayed by @KobeissiLetter, H200 AI chips involved in the deal are mainly manufactured in Taiwan and would be shipped to the US prior to export to China.

According to CNBC, Trump backed Nvidia selling AI chips to China, while GOP lawmakers gave the move a chilly reception. Source: CNBC. According to CNBC, the report focuses on AI chip sales and U.S.-China tech policy and notes no direct cryptocurrency policy changes. Source: CNBC.