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.

黄仁勋因治理危机面临被董事会罢免的风险，英伟达市值已蒸发约6000亿美元，AI供应链与链上市场同步承压。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

MSCI将Strategy与Metaplanet剔除出指数，11月30日收盘后生效，被动抛压约15.9亿美元，真正的冲击在融资飞轮。

稳定币供应量30天缩水142亿美元，收缩速度为2022年6月以来最快，比特币200日均线成为多头最后的心理防线。

Menlo Ventures报告显示，美国企业开源模型支出89%流向中国厂商，Kimi独占61%，开源正重新定义前沿。

马化腾在腾讯28周年Linktime内部讲话中直言，组织必须适应AI新战场：一半人守核心业务，一半人上船打新战役，不能再悠闲觉得安全。

黄仁勋与直接下属的婚外情踩中跨国公司合规红线，英特尔、麦当劳前CEO的先例已说明代价。

罢免黄仁勋只需董事会6票，但英伟达33名直接下属里没有接班人选，动作快结构慢，市场只为动作定价。

黄仁勋被曝第二段婚外情，英伟达董事会准备解除其职务，马斯克、Tim Sweeney等大佬公开呼吁等调查结束再由股东决定去留。

1kx,1KX区块链收入报告：千亿美元关口下的结构性重塑 金色财经,区块链收入、其驱动因素和来源、行业趋势和估值影响