AMD shares climbed 40% from their November 5 low as Nvidia shares fell after Jensen Huang resigned following 33 years as CEO. AMD traded around $562, about 15% below its all-time high, with $600 the next key test, according to BeInCrypto. Nvidia’s board opened a probe on November 8 into Huang’s relationship with an alleged Chinese operative, and a second affair report followed three days later. CFO Colette Kress became interim CEO as the board began searching for a permanent replacement. Nvidia shares fell from $196.25 to about $160 on Thursday, an 18% drop, while AMD gained as investors shifted toward the chipmaker seen as Nvidia’s closest GPU alternative. AMD has reclaimed the 0.618 Fibonacci level at $545; the next resistance is $592, near the $600 mark and Oppenheimer’s price target. A break above could put the October record of $658 in play, while a close below $514 would invalidate the bullish setup. The article also cites a potential weakening of Nvidia’s CUDA advantage: Anthropic took about three days to bring up prompt processing for one model on AMD MI355X GPUs, compared with six to 12 months using traditional engineering. The result covered one workload, not a full migration. Risks include Nvidia earnings on November 17, its permanent CEO choice, AMD’s valuation and a drop below $514.

According to ChainCatcher citing The Block, the New York State Department of Financial Services issued advertising and marketing guidance for crypto entities it licenses or charters, requiring them to avoid misleading or deceptive content. Acting Superintendent Kaitlin Asrow said the guidance issued today reinforces the agency’s commitment to protecting New York residents and ensuring crypto marketing is clear, comprehensive and accessible. The guidance requires covered entities to establish and implement policies for marketing virtual currency products, services and activities. Materials must be accurate, supported by verifiable evidence and free of exaggerated or false claims; disclosures must be clear and identify the provider. Entities must also establish review and governance procedures, conduct due diligence on third-party promoters, and monitor misuse of their names or brands. Policies must be updated by May 10, 2027, reviewed at least annually and retained for regulatory inspection. The agency will assess compliance through examinations and ongoing supervision.

Qualcomm CEO Cristiano Amon said the recent AI-stock selloff does not apply to Qualcomm. According to Sina Finance, speaking at the Yahoo Finance 2026 Investment Summit, Amon said Qualcomm had only just entered the data center business and that “there is no AI sector pullback” for the company. Amon said the semiconductor industry faces severe shortages of wafers, substrates and packaging capacity amid strong demand. He also said expectations for the pace of computing infrastructure expansion may not match actual construction timelines, as energy projects can take longer to complete than computing equipment deliveries. Concerns that slower data center construction could disrupt major technology companies’ profits, along with fears that newly elected Democratic senators and governors could hinder AI industry expansion after a midterm-election “blue wave,” added to market anxiety. On November 5, the S&P 500 fell sharply, wiping out $3 trillion in market value; the Dow Jones Industrial Average plunged 1,280 points, its largest one-day drop since 2020; and the Nasdaq fell 4.8%. Technology stocks remained weak afterward. Qualcomm is expanding in the U.S. data center market, positioning itself as an energy-efficient alternative to Nvidia with its Dragonwing architecture and high-bandwidth computing platform for large-scale AI inference. In early September, Qualcomm disclosed that Amazon could purchase up to $60 billion of its AI data center chips and related products under a long-term agreement. Amon said markets were gradually recognizing the actual pace of construction that industry supply can support. He added that Qualcomm was approaching the market cautiously as a new entrant and had both the capacity to supply and demand for the businesses he had discussed.

According to Jin10, U.S. President Donald Trump said Jensen Huang had done an excellent job but had resigned, and that only Apple's Tim Cook could replace him.

A former research analyst accused by Point72 Asset Management’s quantitative trading arm of stealing source code says the dispute is an effort to deprive him of $30 million he is owed, Bloomberg reported.

According to ChainCatcher citing Bitcoin Magazine, a November 5 filing showed that BNY Mellon increased its third-quarter stake in Bitcoin treasury company Strive (ASST) by 28% to 237,100 shares, valued at $6.97 million as of September 30. The bank added 51,544 shares from June 30, when it held 185,556 shares worth about $2.02 million. The reported value more than tripled as ASST’s implied share price rose from $10.91 to $29.41; the 13F is a snapshot, not a transaction record. BNY Mellon’s consolidated filing may include positions held for clients and funds as well as the bank’s own accounts, and its holdings may have changed after September 30. The bank reported $63.4 trillion in assets under custody and administration and $2.2 trillion in assets under management. Its other disclosed Bitcoin-related holdings included 1,056,230 Strategy (MSTR) shares valued at $161.7 million and 162,072 iShares Bitcoin Trust (IBIT) shares worth $7.67 million, up from 85,282 shares on June 30. Institutions with investment discretion over more than $100 million in 13F securities must file within 45 days of quarter-end. The filing window was extended to November 16 because November 14 fell on a Saturday. JPMorgan filed its third-quarter 13F this Thursday; Wells Fargo, Millennium Management and Schonfeld Strategic Advisors had not appeared in the SEC’s EDGAR system by Thursday morning. Barclays reported 3,942,900 IBIT shares worth $186.7 million on November 6, up 48% from three months earlier. Citi reported 521,144 IBIT shares worth $24.7 million on November 4 and added 1,636,387 Fidelity Wise Origin Bitcoin Fund (FBTC) shares valued at $118.9 million. Strive itself added 29 BTC during the week through November 6, bringing its total to 43,153 BTC.

According to ChainCatcher, U.S. President Donald Trump filed a disclosure on Aug. 21 this year reporting the sale of up to $1 million in Nvidia shares. Since the filing, Nvidia stock has fallen 29% to $160.64.

ジェンセン・フアン氏はガバナンス危機により取締役会から解任されるリスクに直面しており、Nvidiaの時価総額は約6000億ドルも減少しており、AIサプライチェーンとオンチェーン市場は圧力にさらされている。

Jinse Financeは、AI、DeFi、DAO、NFT、メタバースに関する最新かつ最速のニュースを提供する「Jinse Web3.0 Daily」を開始しました。

MSCIは11月30日の市場取引終了後、StrategyとMetaplanetを指数から除外し、約15億9000万ドルのパッシブ売り圧力が発生した。真の影響は資金調達の連鎖に及んだ。

ステーブルコインの供給量は30日間で142億ドル減少し、2022年6月以来最速の減少幅となった。そして、ビットコインの200日移動平均線は、強気派にとって最後の心理的な防衛線となっている。

メンロ・ベンチャーズのレポートによると、米国企業のオープンソースモデルへの支出の89％が中国企業に向けられており、そのうちKimiが61％を占めていることから、オープンソースが最前線を再定義しつつあることがわかる。

テンセント創立28周年記念イベント「Linktime」での社内スピーチで、馬化騰氏は、組織はAIという新たな戦場に適応しなければならないと率直に述べた。従業員の半数はコアビジネスを守り、残りの半数は新たな戦いに参加すべきであり、もはや悠々自適に過ごして安心している場合ではない、と。

ジェンセン・フアン氏が直属の部下と不倫関係にあったことは、多国籍企業におけるコンプライアンス上のレッドラインを越えた行為であり、インテルやマクドナルドの元CEOの事例は、その代償をすでに示している。

ジェンセン・フアン氏の解任には取締役会の6票しか必要ありませんが、NVIDIAの33人の直属の部下の中に後継者はいません。行動は迅速ですが、組織構造は遅く、市場はこうした行動をようやく織り込む形になっています。

ジェンセン・フアン氏が2度目の不倫が発覚し、NVIDIAの取締役会は同氏の解任準備を進めている。イーロン・マスク氏、ティム・スウィーニー氏をはじめとする著名人たちは、調査完了後に株主がフアン氏の今後について決定すべきだと公に訴えている。

1KXブロックチェーン収益レポート：1,000億ドル規模での構造再編（ゴールデンファイナンス） - ブロックチェーン収益、その推進要因と源泉、業界動向、および評価への影響