AMD outperformed Nvidia by 53.2 percentage points over five trading days, its widest lead since Nvidia’s January 1999 IPO. AMD gained 44.7% while Nvidia fell 8.5%, according to BeInCrypto, citing The Kobeissi Letter. The previous record gap was 49.9 percentage points in April 2016; this year, AMD is up 149.4% and Nvidia down 12.7% through Friday’s close, a gap of about 162 percentage points. AMD fell 8.75% Friday, closing at $534.06, down from $585.30, then slipped 2.41% to $521.20 after hours—just above $514, a level BeInCrypto’s analysis identified as a threshold for the bullish setup. Trading volume reached 48.6 million shares, nearly double the three-month average; The Motley Fool analysts attributed part of the decline to profit-taking. Chip stocks also sold off as the 10-year Treasury yield stayed above 5% after October’s producer price index. The rally coincided with scrutiny of Nvidia after CEO Jensen Huang quit on November 12. Nvidia named CFO Colette Kress interim CEO while its board searches for a permanent replacement. AMD reported third-quarter revenue up 45% year over year to a record $13.4 billion, with data center sales nearly doubling to $8.5 billion. Nvidia reports earnings November 17 after the U.S. market closes, having guided for $108 billion in third-quarter revenue, plus or minus 2%; LSEG-polled analysts expect about $109.2 billion in revenue and adjusted earnings of $2.48 per share. The quarter ended October 25, before Huang’s departure, while next-quarter guidance will be Kress’s first as interim CEO. Investors are watching for Nvidia’s view on whether cloud customers are shifting AI chip orders, a key assumption behind AMD’s run; weak results could weigh on the broader chip group.

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.

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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