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 @StockMKTNewz, On Holding (ONON) is up 23% in pre-market trading following its earnings. According to @StockMKTNewz, Circle (CRCL) is down 5% in pre-market trading after its earnings. According to @StockMKTNewz, these are immediate earnings reactions in pre-market hours with no additional report details provided.

According to @StockMKTNewz, Tesla (TSLA) shares are moving higher in pre-market trading following unspecified news (source: @StockMKTNewz on X, Oct 2, 2025). The post does not disclose the catalyst, magnitude of the move, price levels, or volume, confirming only directional pre-market strength (source: @StockMKTNewz on X). The post also does not mention any reaction in BTC or broader crypto markets, providing no cross-asset context for traders (source: @StockMKTNewz on X).