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According to Serenity, Jensen Huang is almost irreplaceable for Nvidia. Serenity stated that this is similar to how Tesla's valuation and market confidence could collapse if it lost Elon Musk.Serenity mentioned that Jensen Huang bet on CUDA before the explosion of artificial intelligence and began building the Neocloud ecosystem; he locked in key supply chain capacity years in advance and launched rack-level systems that integrated components like CPUs and networking devices. Jensen Huang also transformed the competitive threat posed by ASICs into new development opportunities by investing in companies like Marvell and MediaTek, competing with Broadcom, while incorporating these partners into Nvidia's NVLink ecosystem.Serenity also stated that Jensen Huang almost single-handedly built the financial and industrial ecosystem surrounding the current AI investment boom, growing Nvidia from a startup into a company with a market value exceeding $5 trillion, with an expected future growth rate of 70% by fiscal year 2028. Serenity indicated that even if Nvidia's actual revenue or product roadmap does not undergo substantial changes in the next two years, simply replacing Jensen Huang could have catastrophic effects on Nvidia's long-term development.

According to the "Science and Technology Innovation Board Daily," sources close to Tencent have revealed that WeChat's "Look" feature is currently undergoing a small-scale gray testing for a short drama entry. Some users can access this entry to view recently watched short dramas. This entry aims to help users more conveniently find high-quality short drama content and enhance the exposure of creators.In addition, Tencent launched the "Green Bubble Short Drama" free mini-program within the WeChat ecosystem in October this year. The previously existing "Short Drama" mini-program in the WeChat ecosystem has also been renamed to "Green Bubble Short Drama" and has entered the gray testing phase.

The New York Times cited five individuals who previously worked at NVIDIA, reporting that in addition to the extramarital affair already acknowledged, Jensen Huang also had an extramarital relationship with Kimberly Powell, the Vice President of the company's healthcare business. Powell reports directly to Huang, and both are married.According to insiders, during the NVIDIA GTC developer conference in March this year, the two were spotted behaving intimately at a hotel in San Jose, California. Someone captured footage of the incident on a mobile phone, and Huang's security team subsequently isolated the shooter and requested them to sign a non-disclosure agreement. The New York Times stated that it has not seen the video, and the related relationship had previously been discussed internally within the company. Powell was originally scheduled to speak at the opening ceremony of the Milken Institute Health Summit in Washington on the morning of November 12, but the host, CNN reporter Meg Tirrell, announced that she had canceled her appearance without specifying the reason. When responding to a phone inquiry from a New York Times reporter, Huang stated that he did not believe the other party should speak directly with him, and then hung up the phone.This is the second time in a week that Huang has been exposed for an extramarital affair. Meanwhile, The Wall Street Journal reported that NVIDIA's board is preparing to dismiss Huang, with a special meeting scheduled as early as November 11 local time to discuss his future. Following the news, NVIDIA's stock price fell by about 9% in after-hours trading. Since Huang was first reported to have an extramarital relationship with Alice Huang, including the after-hours drop, its stock price has decreased by 18% across the two related reports, resulting in NVIDIA's market value evaporating by approximately $820 billion.

Tavi Costa, founder and CEO of Azuria Capital, stated that Bitcoin is currently "severely undervalued," and many previous supporters have chosen to give up. He expects that as the Federal Reserve's interest rate hike cycle comes to an end, both Bitcoin and silver will experience "dramatic volatility."Costa believes that the next decade will be dominated by two macro forces: a weakening dollar and suppressed yields. Against this backdrop, silver and mining stocks have become his favorite hard asset trading targets, and he claims that mining stocks appear to be a macro arbitrage opportunity.He also mentioned that gold has experienced about a 30% pullback during a long-term bull market, and the current situation of silver and Bitcoin is "very similar"; at the same time, he believes that there is no AI revolution without metals, and high-grade silver mines cannot be created out of thin air.

NVIDIA (NVDA.O) announced the official release of Alpamayo 2 Edge.

According to "Du Jia," JD.com is quietly testing an independent short drama product called "JD Drama Benefits Club," which adopts a free model. The product introduction describes it as a free short drama that supports watching dramas to receive benefits and discounts, with items featured in the dramas available for direct purchase and shipped by JD.com. "Du Jia" did not see any related e-commerce entry during the actual experience. The homepage features a "Recommended for You" section, with categories including Urban Daily, Mystery and Reasoning, God of War Returns, Rebirth, and Slapping Faces and Abusing Scum.The released episodes include "Seeing Old Friends at the Floating Lanterns" and "Hidden God," with the number of episodes ranging from dozens to hundreds, allowing users to scroll up and down to watch. The content page includes a "Watch Full Series" button and offers features such as favorites, viewing history, and speed adjustment. The product form is similar to mainstream short drama products on the market, with a more minimalist interface. The official introduction states it is a comprehensive collection of free short dramas, where watching dramas allows users to receive benefits and discounts, with items featured in the dramas available for direct purchase, shipped by JD.com.

Amazon Web Services (AWS) has committed to investing $100 million in artificial intelligence and cloud technology to help global organizations expand health services.

Former U.S. Securities and Exchange Commission (SEC) Chairman Gary Gensler stated in an interview that after the scandal involving NVIDIA CEO Jensen Huang, the NVIDIA board will face "Tough Choices."However, as of now, the specific details and conclusions of the related investigation have not been disclosed in the provided information. Gary Gensler did not further clarify which aspects the board's decision specifically involves, but he mentioned that the stock price seems to show issues, and NVIDIA has already seen a decline in pre-market trading.

According to The Block, the stablecoin payment startup Raycash, spun off from the privacy protocol Zama, has launched on the Ethereum mainnet and is currently in the private testing phase. Raycash stated that over 75,000 people had joined the waiting list before the launch, and access will be opened in batches during the private testing period, followed by a full launch.Raycash is built on the Zama protocol and employs fully homomorphic encryption technology to encrypt on-chain balances and transaction amounts. Users can wrap stablecoins 1:1 into tokens under the ERC-7984 confidential token standard for payments and receipts, and earn yields through Morpho, with amounts and balances kept private; the underlying stablecoins can be retrieved through permissionless unwrapping. Initially, the application supports USDC and allows for bank transfers, credit card or stablecoin deposits, and withdrawals to bank accounts, with Ethereum Gas fees handled by the platform in the background, so users do not need to hold ETH.Raycash stated that its wallet is a self-custodial wallet, and confidential tokens do not have freezing or confiscation capabilities at the token level, allowing users to grant viewing permissions to specific parties such as accounting and auditing institutions. Additionally, the Raycard for privacy consumption is under development.

NVIDIA CEO Jensen Huang apologized in an email sent to all employees regarding the extramarital affair. In the internal company letter, Huang stated that he takes full responsibility for being unfaithful to his wife, is completely dedicated to NVIDIA, and will work hard to regain everyone's trust.The NVIDIA board of directors issued a statement saying that it is initiating an independent investigation into CEO Jensen Huang and will hire external lawyers for the investigation, while also expressing confidence in Huang and his leadership team. As a result, NVIDIA's after-hours trading fell more than 2%. A spokesperson for NVIDIA stated that the investigation news will not slow down NVIDIA, and Jensen Huang has committed to continue leading the company as CEO without interruption.

Amazon launches a text-based shopping feature through Alexa, helping users search and compare products, track promotions and price changes, and complete purchases on behalf of users. This feature is currently being rolled out to a small number of invited users in the United States, with plans to expand its availability in the coming weeks.

According to China Blue News, on November 6, at the 2026 World Internet Conference in Wuzhen, Sohu founder, chairman of the board, and CEO Zhang Chaoyang admitted that he "missed the mobile internet." In the face of major companies heavily investing in large models, he explained that the outside world perceives Sohu's attitude towards AI as "calm," but "it is actually a conscious choice," because "large models require resource competition, which we cannot afford."When discussing algorithms and social interaction, Zhang Chaoyang stated that he does not oppose algorithms, but in product design, he chose not to pursue algorithmic recommendations, believing that some users would prefer to obtain information through real human social interactions. Regarding the short drama sector, he judged that the popularity of short dramas in China has not been replicated in the U.S. market, where American users still prefer long dramas and movies, saying, "The phenomenon of short dramas may be fleeting, or it may be a part of the future." He revealed that he does not watch short dramas, let alone AI short dramas.

On November 5, MetaMask released a security incident update stating that on September 28, part of its infrastructure was accessed without authorization. The attacker modified the reward receiving addresses of some Ethereum validators, transferring approximately 0.385 ETH in staking rewards.MetaMask stated that the related issues were fixed on the same day, and all affected Ethereum validators have now completed their exit. This incident caused temporary delays in withdrawals for some customers and may have resulted in losses of staking rewards. MetaMask emphasized that there is currently no evidence that user wallets, private keys, or customer staking principal have been leaked or withdrawn without authorization.

In the U.S. midterm elections, 40 out of 41 ballot measures restricting data center construction are expected to pass. Despite significant investments in data centers by Microsoft and Amazon, their stocks fell approximately 2.5% and 1.5%, with declines lower than other related companies.The market believes that the slowdown in construction will help reduce capital expenditure pressure and improve free cash flow. Attention should be paid to the regulatory agenda and local policy implementation after the Democrats take control of Congress.

According to Gate market data, Amazon (AMZN.O) stock price fell over 5%, after previously rising over 2%.

According to the OKXICE announcement, its updated issuer objection list on November 2 has added Amazon, Tesla, SpaceX, Netflix, SoFi Technologies, and Lam Research. Compared to the version on October 30, the list has increased from 50 to 56 companies.OKXICE TSV is a joint venture platform owned 50% by ICE Holdings, a subsidiary of Intercontinental Exchange, and 50% by OKC USA, which plans to provide tokenized secondary trading of U.S. stocks, with trading pairs including payment stablecoins.

On November 3, QuestMobile released the "China Mobile Internet Autumn Report." As of September 2026, the scale of monthly active users in China's mobile internet reached 1.281 billion, a slight increase of 0.9% year-on-year; the average usage time per user in September was 189.8 hours, a year-on-year increase of 6.5%. Short drama videos and short videos have become the core sources of growth in usage time, contributing a growth rate of 111.5% as of September 2026. In that month, the total net increase in usage time for short drama video and short video apps was 13.329 billion hours and 5.717 billion hours, ranking first and second in the duration growth track, while the net increase for AIGC was 978 million hours, with the total usage time for online videos declining by 1.38 billion hours during the same period.In terms of user numbers, the top three applications within the Douyin Group in September 2026 were Douyin, Hongguo Free Short Drama, and Doubao, with deduplicated total user counts of 1.029 billion, 430 million, and 419 million respectively, with Hongguo surpassing Doubao. The top three applications in the same period last year were Douyin, Jinri Toutiao, and Douyin Lite. The user scale of the short drama video industry increased from 10 million to 400 million in less than three years, with a compound annual growth rate of 443.1%. Douyin, Kuaishou, and their lite versions occupy the top four positions in the short video industry and continue to show growth.Specifically, in September 2026, Hongguo Short Drama had 430 million monthly active users, while Hongguo Comic Drama had 7.883 million, with a year-on-year growth rate of 268.7 times. The newly launched Green Bubble Short Drama at the end of September reached 156 million monthly active users. The Hippo Theater app had 30.8 million active users in September, a year-on-year decline of 40.3%; the user volume of the top ten short drama mini-programs has exceeded that of the Hippo Theater app, with Lianqu Short Drama and Ceylon Theater having 75.17 million and 45.67 million respectively. According to iiMedia Consulting, the market size of China's micro short drama is projected to be 50.44 billion yuan in 2024, reaching 67.79 billion yuan in 2025, and expected to be 79.33 billion yuan in 2026.