$NVIDIA(NVDA)$ Nvidia (NVDA) was briefly considered for a breakup by President Donald Trump to increase competition in AI chips, Bloomberg News reported Thursday, citing his remarks at an AI summit in Washington.

$Coinbase Global, Inc.(COIN)$ Less than a month after acquiring the on-chain fundraising platform Echo for $375 million, the cryptocurrency exchange Coinbase has taken another key step. Overnight, its official token sale platform was officially announced, reopening the door for U.S. retail investors to participate in token issuance in compliance.

$Coinbase Global, Inc.(COIN)$ Bitcoin fell to around $89,500 early Tuesday, its first drop below $90,000 since April. The world’s most popular cryptocurrency had jumped near $125,000 in early October, driven in part by enthusiasm about a pro-crypto administration in Washington.

$Alibaba(BABA)$ Roblox's (RBLX) Q1 results highlighted momentum across all of its key metrics, including engagement, monetization, profitability, and the health of its creator economy, Morgan Stanley said in a note Friday.

$Alibaba(BABA)$ Tmall, Alibaba Group's e-commerce platform, will kick off its Singles Day shopping carnival at 8 pm on Oct 20, with artificial intelligence technology leveraged to further optimize shopping experience for consumers.

$Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD.US)$ rose 0.3%. The chip company set a record closing high on Friday of $252.92 after jumping 7.6%. The stock, which closed Friday with a market capitalization of $410.45 billion, rose following better-than-expected earnings and revenue from rival Intel. AMD also benefited from $IBM Corp (IBM.US)$'s announcement that it had used AMD hardware to run a quantum-error correction algorithm.

$Coinbase Global, Inc.(COIN)$  Bitcoin briefly fell below $90,000 overnight as investors sell once high-flying assets like cryptocurrencies and artificial intelligence stocks.

$Alphabet(GOOG)$ Alphabet's (GOOG, GOOGL) Google will invest about 5 billion euros ($5.8 billion) in Germany, Reuters reported Tuesday, citing an industry source familiar with the matter.

$Advanced Micro Devices(AMD)$ Global semiconductor giant $Advanced Micro Devices (AMD.US)$ reported its third-quarter earnings after the bell, with the stock seeing volatile after-hours trading, initially rising before falling. Following the announcement of a bold "equity-for-orders" partnership with OpenAI, AMD's stock had rallied significantly, setting high market expectations. However, management's guidance—vague in the short-term while optimistic for the long-term regarding AI revenue—failed to sway the market.

$NVIDIA(NVDA)$ Top Analyst Calls NVIDIA a 'Buy' Before Earnings, Says $500B Pipeline Could Spark Upside

$Alphabet(GOOG)$ Alphabet, Meta, Microsoft, Apple, and Amazon are all set to post earnings this week. Plus, the Federal Reserve is expected to cut interest rates again this week. With such strong catalysts, it’s no wonder that analysts are pounding the table with stock upgrades.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s Japanese subsidiary, JASM, has signed a contract with the government of Kikuyō Town in Kumamoto Prefecture to build its second wafer fabrication plant, which marks the start of construction. The new plant involves a total investment of around $13.9 billion and will focus on 6-nanometer chips for cutting-edge applications such as autonomous driving and artificial intelligence, with production expected to begin by the end of 2027. The second plant is located east of the first plant, covering 69,000 square meters, and will create 1,700 new jobs. 

$Coinbase Global, Inc.(COIN)$ Bitcoin drops below $90,000 for the first time since April

$ARM Holdings(ARM)$ Arm to launch its own chip in move that could upend semiconductor industry

$Coinbase Global, Inc.(COIN)$ In recent weeks, the release of 13F filings from major U.S. institutional investors has provided valuable insight into Wall Street's investment trends. Under SEC regulations, institutional managers with over $100 million in equity assets must file quarterly reports within 45 days after the end of each quarter, disclosing their U.S. equity holdings and related capital flows.

$Coinbase Global, Inc.(COIN)$ Coinbase sees this as a significant opportunity for expansion, emphasising that crypto is more than just financial infrastructure—it can help drive innovation and economic growth by enabling local entrepreneurs to build world-class products without leaving the country.

$Alphabet(GOOG)$ Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) offers AI customers something they greatly need now, and that's access to more and more compute. This is through the company's Google Cloud unit, which has seen tremendous growth in recent quarters. In the latest three-month period, Google Cloud's revenue rose 34% to $15 billion thanks to demand from AI customers.

$Roblox Corporation(RBLX)$ Roblox (NYSE: RBLX) has a lot of long-term potential as it scales and expands its operations. While its gaming platform mainly caters to younger audiences, it has been working on making its experiences appeal to a wider and older range of users, which can unlock even more growth opportunities.

$Coinbase Global, Inc.(COIN)$ Bitcoin (BTC-USD) dropped to as low as $93.1K on Monday, representing ~26% drop from its all-time high of $126.2K reached in early October, as investors shun riskier assets.

$NVIDIA(NVDA)$ Performance Comparison: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry