According to Jin10, Vanda said retail investors net bought $111 million of Nvidia (NVDA.O) shares in the first half-hour after the market opened, the largest recorded retail net purchase of the stock during the opening period.

Nvidia Corp.'s $10 billion pledge tied to Anthropic PBC's planned IPO is under fresh scrutiny after Nvidia's CEO was unexpectedly ousted, according to Bloomberg. Anthropic's planned offering is described as a record IPO, and the developments highlight links between the two AI companies.

According to Jin10, the Microsoft 365 status page says Microsoft is investigating reports that users in North America are having trouble accessing or using Microsoft Teams features.

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.

젠슨 황 CEO는 지배구조 위기로 이사회에서 해임될 위험에 처해 있으며, 엔비디아의 시가총액은 약 6천억 달러 감소했고, AI 공급망과 온체인 시장은 압박을 받고 있습니다.

진세파이낸스는 AI, DeFi, DAO, NFT 및 메타버스 산업에 대한 최신 소식을 가장 빠르게 제공하는 "진세 웹3.0 데일리"를 출시했습니다.

MSCI는 11월 30일 장 마감 후 스트래티지(Strategy)와 메타플래닛(Metaplanet)을 지수에서 제외했으며, 이로 인해 약 15억 9천만 달러 규모의 수동적 매도 압력이 발생했습니다. 실질적인 영향은 자금 흐름에 미쳤습니다.

스테이블코인 공급량이 30일 만에 142억 달러 감소했는데, 이는 2022년 6월 이후 가장 빠른 감소세이며, 비트코인의 200일 이동평균선은 강세론자들에게 마지막 심리적 방어선이 되었습니다.

멘로 벤처스의 보고서에 따르면 미국 기업의 오픈 소스 모델 관련 지출 중 89%가 중국 기업에 집중되고 있으며, 그중 키미(Kimi)가 61%를 차지하는 것으로 나타나 오픈 소스가 업계의 최전선을 재정의하고 있음을 보여줍니다.

텐센트 창립 28주년 기념 행사 '링크타임'에서 마화텅 회장은 내부 연설을 통해 조직이 인공지능이라는 새로운 전장에 적응해야 한다고 단호하게 밝혔습니다. 그는 직원 절반은 핵심 사업을 지키고, 나머지 절반은 새로운 전장에 뛰어들어야 한다며, 더 이상 안일하게 안전지대에 머물러서는 안 된다고 강조했습니다.

젠슨 황이 직속 부하 직원과 불륜을 저지른 것은 다국적 기업의 윤리 강령을 위반하는 행위이며, 인텔과 맥도날드의 전 CEO들이 보여준 사례는 그 대가를 치르게 된다는 것을 시사합니다.

젠슨 황을 해임하는 데에는 이사회에서 6표만 있으면 되지만, 엔비디아의 직속 부하 직원 33명 중에는 후임자가 없습니다. 조치는 신속하지만 구조적인 절차는 느리고, 시장은 이러한 조치 자체만을 가격에 반영합니다.

엔비디아의 CEO 젠슨 황이 두 번째 혼외정사로 드러나면서 이사회는 그를 해임할 준비를 하고 있습니다. 일론 머스크, 팀 스위니 등 주요 임원들은 조사 결과가 나온 후 주주들이 그의 거취를 결정해야 한다고 공개적으로 촉구했습니다.

1KX 블록체인 매출 보고서: 1,000억 달러 돌파 시점의 구조적 재편 (골든 파이낸스) - 블록체인 매출, 그 원동력과 원천, 산업 동향 및 가치 평가 영향