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.

미국 현지 시간으로 11월 13일, 앤트로픽 공동 창립자 겸 CEO인 다리오 아모디와 JP모건 체이스 CEO인 제이미 다이먼이 뉴욕에서 IPO를 주제로 대담회를 개최했습니다.

젠슨 황의 갑작스러운 사임으로 지분 투자, 보증, 자사주 매입 등을 기반으로 구축된 엔비디아의 5천억 달러가 넘는 AI 자금 조달 시스템이 총괄 책임자 없이 남게 되었습니다.

Golden Weekly는 Golden Finance에서 발행하는 주간 블록체인 산업 요약 칼럼으로, 주요 뉴스, 시장 및 계약 데이터, 채굴 정보, 프로젝트 업데이트, 기술 발전 및 기타 산업 동향을 다룹니다.

젠슨 황과 앤트로픽의 CEO가 AI 정책 및 반도체 수출 문제를 놓고 공개적으로 대립하고 있다는 것은 공공연한 비밀입니다. 워싱턴에서의 격렬한 논쟁부터 암모디가 추진하는 포괄적 수출 금지안에 대한 황의 공개적인 반대까지, 두 사람은 오랫동안 자신들의 입장을 분명히 해왔습니다.

공격자들이 직원 신원, 내부 권한 및 공급망을 표적으로 삼기 시작하면 단순히 개인 키를 저장하는 것만으로는 더 이상 완벽한 보안 방어를 구축하기에 충분하지 않습니다.

젠슨 황의 갑작스러운 사임은 미국 IT 대기업에서 정치적 위험이 집중적으로 발생하기 시작하는 신호탄일지도 모릅니다.

골드만삭스의 2027년 글로벌 주식 전략에 따르면 AI 관련 자본 지출 붐이 정점에 가까워지고 있으며, 글로벌 수익 성장률은 크게 둔화될 것으로 예상됩니다.

33년 동안 세계적인 AI 칩 제국을 건설한 창업자가 정말로 떠나야 할까요?

엔비디아의 젠슨 황은 이더리움 전문가(KOL)로 활동하기도 했습니다. 진세 파이낸스는 "이더리움은 매우 가치 있는 자산이 될 것"이라고 전망했습니다.

진세 파이낸스는 암호화폐 및 블록체인 산업에 대한 최신 소식을 가장 빠르게 제공하는 일일 뉴스 게시판 "진세 오전 8시(Jinse at 8 AM)" 3242호를 발행했습니다.