US corporate bonds have rallied in recent weeks, drawing money managers seeking shelter from turbulence in stocks. Yields of 6% are gaining appeal after Nvidia-related turmoil, according to Bloomberg.

Tenzai co-founder and CEO Ariel Zeitlin said he rejects recursive self-improvement, calling a rapid takeoff in which one company’s model quickly iterates and leaves all competitors behind “basically impossible.” According to Sina Finance, he expects AI development to slow rather than accelerate, partly because AI capabilities under development are approaching the level of human experts, making it increasingly difficult for them to evaluate AI outputs. Zeitlin also said each dollar invested will yield progressively smaller improvements in AI capabilities, which is one reason companies such as Anthropic and OpenAI need huge amounts of funding. If a company spends ten times as much to achieve only a doubling in model capabilities, measuring technical progress will become difficult, he said. He added that breakthroughs will become increasingly difficult and that this trend will continue.

Federal Aviation Administration Administrator Brian Bedford said nationwide air transportation was expected to return to normal by the evening of the 15th. According to Sina Finance, Bedford apologized to the U.S. public on the 14th after a nationwide flight halt disrupted air travel, saying the worst period had passed. Delta Air Lines, United Airlines and American Airlines canceled about 20% of their flights on the 14th, while JetBlue canceled about 40%, according to U.S. reports that day. Transportation Secretary Sean Duffy said an investigation was underway into whether operator error caused the communications failure. At the time, an FAA contractor was upgrading communication lines, replacing copper cables with fiber-optic cables. After the FAA issued a nationwide ground stop on the 13th because of a large-scale communications failure, airlines canceled nearly 10,000 flights and delayed more than 7,000. The ground stop lasted nearly five hours, making it the longest nationwide flight halt since the September 11, 2001, attacks.

The “Yes” probability for “Donovan Mitchell: Points O/U 14.5” in Polymarket’s “Mavericks vs. Cavaliers” market fell to 27% from 50.5% one hour earlier, a 23.5-percentage-point decline. According to ChainCatcher, the market saw a sharp fluctuation.

predict.fun puts GEN’s probability of beating BLG in the League of Legends S16 World Championship final at 60%. According to Odaily, the teams are set to contest a best-of-five final for the Summoner’s Cup at 3 a.m. today. GEN defeated LYON and IG 3-0 in the quarterfinals and semifinals, respectively, and has not dropped a game in the knockout stage. Its only lost game of the tournament came in a 2-1 Swiss-stage win over LYON. BLG beat DK 3-0 and defending champion T1 3-1, eliminating two LCK teams. Neither mid laner, Chovy nor Knight, has won the World Championship. Chovy is making his first appearance in the final, while Knight could become the first non-Korean mid laner to win the title since Season 3.

According to ChainCatcher citing CryptoQuant, wallets holding more than 1,000 BTC added about 47,000 BTC during Bitcoin’s latest 24% decline. Wallets holding 1,000 to 10,000 BTC accounted for 43,700 BTC of that increase, while wallets holding 100 to 1,000 BTC shed 50,500 BTC and those holding 10 to 100 BTC sold 14,400 BTC. Bitcoin’s 30-day apparent demand fell to about -284,000 BTC, its weakest level since April 2025. Net realized losses were recorded on 14 of the 16 days since October 29, totaling about 84,000 BTC. CryptoQuant said short-term holders, ETFs and mid-sized wallets were selling faster than whales could absorb the supply.

Strategy Executive Chairman Michael Saylor proposed creating $10 billion to $30 billion in digital credit financing capacity from the company’s existing balance sheet during its third-quarter earnings call, without issuing common stock or relying on further Bitcoin price gains. According to Odaily, the $30 billion figure is the capacity ceiling, not a near-term fundraising target. CEO Phong Le said future Bitcoin purchases will mainly be funded by issuing preferred securities, particularly STRC perpetual preferred stock. The securities have no fixed maturity or voting rights, pay fixed dividends and rank ahead of common stock in payment priority; STRC is designed to offer a double-digit yield. As of October 25, 2026, Strategy held 848,517 Bitcoin, up 26% year to date. Its dollar assets totaled about $5.07 billion, enough to cover preferred dividends and debt interest for about 3.4 years. The company reported third-quarter net income of $19.53 billion, mainly from $20.91 billion in digital asset gains. Strategy has $16 billion in nominal digital credit securities across 10 listed instruments. It divides its capital structure into digital capital (Bitcoin), digital equity (common stock) and digital credit (preferred instruments), and is reducing its reliance on at-the-market stock offerings and convertible bonds.

美国当地时间11月13日午间，Anthropic联合创始人兼CEO达里奥·阿莫迪与摩根大通CEO杰米·戴蒙（Jamie Dimon）在纽约举行了一场IPO主题对话。

黄仁勋骤然离场，令英伟达这台以股权投资、担保和回购构建的逾5000亿美元AI循环融资机器失去操盘手。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。

黄仁勋和 Anthropic 的 CEO 在 AI 政策和芯片出口上公开对立，这不是秘密。从华盛顿的激烈争论，到黄仁勋公开拒绝阿莫迪推动的全面出口禁令，两人早就摆明了阵势。

当攻击者开始瞄准员工身份、内部权限和供应链，仅存好私钥，已不足以构成完整的安全防线。

黄仁勋的突然离任，可能只是美国科技巨头政治风险集中爆发的开始。

高盛2027年全球股票策略指出，AI资本开支热潮接近顶点，全球盈利增速将大幅放缓。

一个用33年时间创造了全球AI芯片帝国的创始人，真的应该就此离开吗？

黄仁勋,英伟达,ETH,黄仁勋也曾是个「以太坊 KOL」 金色财经,「以太坊会变得相当有价值。」

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