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The semiconductor research institution SemiAnalysis published a report regarding Jensen Huang's resignation, noting that although the board has appointed Colette Kress as interim CEO, they prefer that the formal CEO does not have a financial background, so they are still selecting a permanent CEO.Internal technical direction candidates include Ian Buck and Jonah Alben. Ian Buck founded CUDA during his PhD at Stanford and joined NVIDIA in 2004, responsible for the data center business; Jonah Alben joined in 1997 and is currently the Senior Vice President of GPU Engineering. Executives have stated, "Ian would rather die than take over Jensen's position," and "no one would really want that job." The report indicates that both are outstanding, but may not be able to exert the same supply chain management control as Jensen Huang.

The latest 13F filing for the third quarter of 2026 submitted by the quantitative hedge fund Renaissance Technologies, founded by mathematician Jim Simons, shows that the institution has significantly adjusted its U.S. stock holdings, nearly completely liquidating its positions in Nvidia, Meta, Apple, and Amazon, with Nvidia's holdings decreasing by 99.7% from a previous market value of approximately $1.42 billion. This reduction occurred weeks before the controversy involving Jensen Huang was exposed.From the perspective of the top ten holdings, Micron Technology ranks first with $1.62 billion, Advanced Micro Devices ranks second with $1.21 billion, followed by United Therapeutics at $908 million, Intel at $835 million, Google's parent company Alphabet at $828 million, and UnitedHealth at $817 million. Additionally, it has established a new position in SpaceX, with a holding value of approximately $621 million.In terms of specific adjustments, the institution has significantly increased its holdings in SanDisk, with the number of shares increasing by 5451%; Micron Technology and UnitedHealth saw their share counts increase by 619% and 507%, respectively, while AMD increased by 140%. Aside from Nvidia, the share counts for Meta, Apple, and Amazon were reduced by 99.9%, 99.8%, and 99.5%, respectively, and it reduced its position in Palantir by 71%. The institution also completely exited its positions in Blackstone, the S&P 500 ETF, Mellanox Technologies, and Danaher, among others.

According to Bitcoin Magazine, trading giant Jane Street Group increased its holdings in MicroStrategy (MSTR) by 53.8% in the third quarter, bringing the total to 4,119,097 shares. The 13F filing submitted on Thursday shows that this position as of September 30 increased by 1,441,475 shares from the 2,677,622 shares disclosed on June 30, when the position was valued at $232.8 million. Based on the price of $153.09 per share on September 30, the newly added position is valued at $630.6 million; however, based on Thursday's closing price of $114.41, the same position is valued at approximately $471 million.The filing also lists call options covering 13,573,000 shares of MicroStrategy and put options covering 13,991,800 shares, both of which are more than three times the size of the common stock holdings, with the former valued at $2.08 billion and the latter at $2.14 billion. Since Jane Street is a major market maker in stocks, ETFs, and options, part of the common stock holdings may be hedges against options and market-making books, and the 13F filing does not specify the exact ratio. The report consolidates the holdings of seven managers, including Jane Street Capital, Jane Street Options, and Jane Street Global Trading, listing a total of 14,764 records with a total value of $1.19 trillion.In the 13F submitted on Thursday morning, Jane Street's increase was the highest among large MicroStrategy holdings. Capital International Investors increased its holdings by 4.5% to 36,467,109 shares, valued at approximately $4.17 billion based on Thursday's closing price; Invesco increased its holdings by 10.9% to 10,362,698 shares; Renaissance Technologies reduced its holdings by 41% to 1,515,560 shares and completely liquidated its previously disclosed spot Bitcoin ETF position. The above data is as of September 30, prior to MSCI's decision to remove MicroStrategy from its U.S. index, a change that will force index funds to sell before November 30.

BnkToTheFuture co-founder and CEO Simon Dixon stated in a Bitcoin Magazine video interview that there are only three scenarios that would make him sell all his Bitcoin and buy gold: if Bitcoin can no longer be held in a self-custodial manner and generate returns, if peer-to-peer payments cannot be completed without a governmental intermediary, and if the fixed supply of 21 million coins is no longer credible. He mentioned that Bitcoin has performed well in these three aspects since 2011, and if any of them are called into question, he would sell immediately.Dixon believes that the real battleground is not whether Bitcoin can be adopted, as the trajectory of institutional adoption is unprecedented, but rather whether custodial institutions, Wall Street-controlled mining companies, and treasury companies will lead the network towards centralization. He pointed out that if everyone hands over their private keys to institutions like BlackRock, Bitcoin will fail.He also discussed the phenomenon of central banks continuously buying gold instead of Bitcoin and emphasized that holding private keys is a form of resistance; investors need to allocate assets outside of the traditional banking system.

Goldman Sachs predicts that global nominal investment in artificial intelligence will rise from $1.1 trillion in 2026 to $1.8 trillion in 2027, primarily driven by an increase of over $500 billion in hardware spending in the United States.

SpaceX plans to build a $50 billion supercomputing campus in Arizona, which will create 6,500 jobs.

SpaceX plans to invest over 24 billion dollars in the Rio Grande Valley for the construction of new supercomputing infrastructure.

According to market news, Jensen Huang will no longer hold any position at NVIDIA in the future.

According to Bitcoin Magazine, as disclosed in the 13F filing submitted on November 5, Bank of New York Mellon (BNY Mellon) increased its holdings in Bitcoin treasury company Strive (ASST) by 28% in the third quarter, bringing the total to 237,100 shares, valued at $6.97 million based on the price as of September 30.Compared to the 185,556 shares disclosed on June 30, this increase of 51,544 shares had a market value of approximately $2.02 million at that time. The increase in market value was mainly due to the stock price: the implied ASST price in the two filings rose from $10.91 on June 30 to $29.41 on September 30, resulting in a more than doubling of the disclosed market value alongside a 28% increase in the number of shares held.The 13F is a snapshot at a point in time rather than a trading record. Bank of New York Mellon submitted a consolidated report covering group-level holdings, so Strive's position may include client, fund, and discretionary accounts, rather than a single proprietary bet, and the bank may have adjusted its holdings after September 30.As of September 30, the bank's assets under custody and administration amounted to $63.4 trillion, with managed assets totaling $2.2 trillion. In the same report, its Bitcoin-related positions also included 1,056,230 shares of Strategy (MSTR), valued at $161.7 million, and 162,072 shares of BlackRock iShares Bitcoin Trust (IBIT), valued at $7.67 million, the latter nearly doubling from 85,282 shares as of June 30.According to regulations, institutions with investment decision-making authority over securities exceeding $100 million must disclose their holdings within 45 days after the end of the quarter, with this quarter's window extending to November 16 due to November 14 falling on a Saturday.JPMorgan submitted its third-quarter 13F this Thursday, while Wells Fargo, Millennium Management, and Schonfeld Strategic Advisors had not yet appeared in the SEC's EDGAR system as of Thursday morning.Among the disclosed banks, Barclays reported holding 3,942,900 shares of IBIT, valued at $186.7 million, an increase of 48% from 2,658,147 shares three months ago, in a filing on November 6; Citigroup reported holding 521,144 shares of IBIT, valued at $24.7 million, in a filing on November 4, and added 1,636,387 shares of Fidelity Wise Origin Bitcoin Fund (FBTC), valued at $118.9 million. Strive itself increased its holdings by 29 Bitcoins in the week ending November 6, bringing its total holdings to 43,153 Bitcoins.

Bitcoin Treasuries posted on platform X that JPMorgan disclosed an increase in holdings of Strategy by 224,545 shares, with a transaction amount of 25.5 million USD.After the increase, JPMorgan holds a total of 848,932 shares of Strategy, valued at 97.1 million USD, with a 36% increase in holdings.

According to Bitcoin News monitoring, Coinkite CEO Rodolfo Novak (NVK) stated that a new AI model discovered a Coldcard vulnerability that was missed by human reviewers, which Bitcoin developers have disputed. This vulnerability exists in firmware versions 4.1 and later and can bypass the hardware random number generator.Between July 30 and August 4, over 5,200 addresses lost approximately 1,816 BTC, worth about $116 million. NVK mentioned that there had been at least 15 prior reviews.James O'Beirne stated that he privately pointed out issues with Coldcard's random number generation in May 2025. Firmware updates can fix issues for new devices but cannot fix old mnemonic phrases; affected users need to generate new mnemonic phrases.

According to a report by Reuters, an internal memo shows that NVIDIA's interim CEO Colette Kress stated that the company will hold an all-staff meeting at 1 AM on November 19 (UTC+8).Previously, it was announced that NVIDIA will release its financial results for the third quarter of fiscal year 2027 on November 17 and hold an earnings conference call, with arrangements remaining unchanged.

NVIDIA's board of directors announced today that co-founder Jensen Huang has resigned from his positions as President, Chief Executive Officer, and Director, effective immediately. The company's current Executive Vice President and Chief Financial Officer Colette Kress will serve as interim CEO while continuing to manage the company as CFO. The board has initiated the selection process for a new CEO, considering both internal and external candidates.The 58-year-old Kress joined NVIDIA in September 2013 and has been with the company for over 13 years, being one of the core management members who accompanied NVIDIA's growth from a graphics chip manufacturer to a global AI chip giant. During her tenure, NVIDIA's annual revenue grew from approximately $4.1 billion in fiscal year 2013 to $21.59 billion in fiscal year 2026.Before joining NVIDIA, Kress worked at Cisco for 3 years and spent 13 years at Microsoft, where she served as the financial leader of the Server and Tools division, and also worked at Texas Instruments for 8 years. She has long been responsible for NVIDIA's financial strategy, capital allocation, performance disclosure, and investor relations, serving as an important representative for the company in communications with Wall Street, and has participated in the company's quarterly earnings call multiple times.

The NVIDIA board announced today that Jensen Huang has resigned from all positions as President, CEO, and board member of the company, effective immediately. The company has not arranged for him to take on any advisory or other formal roles. Current CFO Colette Kress will serve as interim CEO, and the board has initiated a formal search for a successor.Jensen Huang currently has a relationship with NVIDIA only as a major shareholder, holding approximately 3.6% of the shares (previously disclosed as about 871 million shares, most of which are held jointly with his wife), with a significant market value, ranking among the top investors. As a common shareholder, he enjoys corresponding voting rights and economic benefits, but cannot independently control the board or company decisions (NVIDIA has a single class common stock structure, with no dual-class super voting rights).The NVIDIA announcement only emphasized his contributions over the past 33 years and stated that the company will continue to move forward based on the foundation he has laid, without mentioning any transitional advisory roles, honorary positions, consulting arrangements, or other ongoing management/decision-making roles.

According to monitoring by Lookonchain, a giant whale address holds 60,000 units of NVDA perpetual contract long positions, valued at approximately 9.35 million dollars, and has placed limit orders to buy an additional 20,000 units in the price range of 150.24 to 154.20 dollars, with an order value of about 3.04 million dollars.The accompanying image shows that the entry price for the NVDA long position at this address is 159.19 dollars, using 20 times full leverage; this address also holds long positions in MU perpetual contracts valued at approximately 30.69 million dollars.

According to PR Newswire, Deloitte announced the launch of the enterprise AI company Edisyl, which was established after Deloitte completed the acquisition of the on-chain data platform Flipside Crypto's AI business in July 2026. The 24-person operations team from Flipside has all joined Edisyl, with former Flipside CEO Dave Balter serving as co-founder.Flipside's crypto data business has been sold separately to Sonaverse.

According to monitoring by Arkham, Morgan Stanley's total Bitcoin holdings have surpassed 11,000 coins, currently reaching 11,189 coins, valued at approximately 815 million USD. Yesterday, through its spot Bitcoin exchange-traded fund MSBT, it bought approximately 295.067 BTC at a low price, valued at 21.54 million USD.In addition, Morgan Stanley also holds 461,640 SOL, valued at approximately 37.87 million USD; and 7,076 ETH, valued at approximately 14.30 million USD.

Tether announced that KPMG U.S. has completed an independent audit of the financial statements of TG Commodities, the issuer of Tether Gold (XAU₮), as of December 31, 2025, and issued an unqualified opinion. The audit shows that XAU₮ is fully backed by physical gold. This is the second stablecoin under Tether to complete an audit by one of the Big Four accounting firms, following Tether International, the issuer of USDT, in August of this year.During the audit, KPMG conducted a physical count and verification of each gold bar backing XAU₮, rather than relying solely on confirmations from custodians. As of December 31, 2025, TG Commodities holds 520,089.350 ounces of pure gold, valued at $2.246 billion, corresponding to the issued 520,089.300 XAU₮.The gold is stored in Swiss vaults and meets the London Good Delivery standards, with ownership belonging to the token holders, where each token corresponds to an indivisible ownership of specific gold bars. The company also hires an independent third party to conduct quarterly sampling tests of the gold bars.CEO Paolo Ardoino stated that XAU₮ is expected to become the first true competitor in the gold ETF market, as gold can be settled instantly, with lower custody costs and higher transparency. CFO Simon McWilliams mentioned that auditing the largest and most complex USDT and XAU₮ is paving the way for a comprehensive audit of the entire company.