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.

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.

米国現地時間11月13日、アントロピックの共同創業者兼CEOのダリオ・アモディ氏とJPモルガン・チェースのCEOであるジェイミー・ダイモン氏が、ニューヨークでIPOをテーマにした対談を行った。

ジェンセン・フアン氏の突然の退任により、株式投資、保証、自社株買いを基盤とするNvidiaの5000億ドルを超えるAI事業の資金調達システムは、中心人物を失ったことになる。

Golden Weeklyは、Golden Financeが発行するブロックチェーン業界の週刊サマリーコラムで、主要ニュース、市場および契約データ、マイニング情報、プロジェクトの最新情報、技術進歩、その他の業界動向を網羅しています。

ジェンセン・フアン氏とアントロピック社のCEOが、AI政策と半導体輸出を巡って公然と対立していることは周知の事実だ。ワシントンでの白熱した議論から、フアン氏がアモディ氏が推進する包括的な輸出禁止措置を公然と拒否したことまで、両者は以前からそれぞれの立場を明確にしてきた。

攻撃者が従業員の身元情報、社内権限、サプライチェーンを標的にし始めると、単に秘密鍵を保管するだけでは、完全なセキュリティ防御を構築するには不十分となる。

ジェンセン・フアン氏の突然の退任は、アメリカの巨大テクノロジー企業における政治的リスクの集中的な発生の始まりに過ぎないのかもしれない。

ゴールドマン・サックスの2027年グローバル株式戦略によると、AI関連の設備投資ブームはピークに近づいており、世界の利益成長は大幅に鈍化する見込みだ。

33年かけて世界的なAIチップ帝国を築き上げた創業者は、本当に退任すべきなのだろうか？

ジェンセン・フアン氏（Nvidia、ETH）。ジェンセン・フアン氏はかつて「イーサリアムのKOL（キーオピニオンリーダー）」でもあった。Jinse Finance：「イーサリアムは非常に価値が高くなるだろう。」

Jinse Financeは、デジタル通貨とブロックチェーン業界に関する最新かつ最速のニュースをお届けする日刊暗号通貨・ブロックチェーンニュース速報「Jinse at 8 AM」第3242号を発行しました。