not

The knowledge management application Notion has released an announcement acknowledging that some users' AI chat records have been leaked. The company stated that the affected workspaces account for less than 1% of all workspaces and is currently notifying the affected users. If users have provided their account, password, or credentials to the AI, Notion recommends treating them as compromised, immediately checking the login records of the relevant accounts, and changing passwords or credentials.The source of this incident is a hacker attack on the service provider Fireworks. Notion uses Fireworks AI to process data for a feature called Insights, which helps workspace administrators understand how team members are using AI. To generate this analytical data, Notion sends the saved AI conversation content to Fireworks for processing. Fireworks has also served as the inference service provider for some open-weight models in Notion's products.Notion stated that the potentially leaked data mainly consists of user chat records, including the chat content input by users and the replies given by the AI. The announcement explained that some users may have sent their account, password, or various credentials to the model while using AI. Notion advises the relevant users to immediately change these passwords or credentials and check for any unusual activity in their account login records.

Renowned investor Duan Yongping stated that Jensen Huang's departure may be the final decision made by NVIDIA's board of directors. In the short term, it will not affect NVIDIA's business, but whether it can maintain its competitive advantage in the coming years depends on finding a suitable successor CEO. Jensen Huang is diligent and has a forward-looking perspective on the development of the AI industry, making it challenging to find a successor with these qualities.Duan Yongping mentioned that NVIDIA's business model heavily relies on an excellent management team. If the capabilities and execution of the management team cannot be maintained, the company's competitiveness in the next 3 to 5 years may be impacted. However, the AI industry is still in its early stages, and it is expected to maintain good growth momentum over the next decade. Regarding the possibility of Jensen Huang returning in the future, Duan Yongping stated that if the reasons for his departure still exist, it is highly likely that Jensen Huang will not return as CEO. However, NVIDIA may also consider inviting him to serve in advisory roles or similar positions, allowing him to continue exerting influence in a shadow CEO capacity, but without formal signing responsibilities. Relevant arrangements may not have clear conclusions before the end of the hearing, and the final outcome may still require some time to wait.

According to Reuters, citing two informed sources, the former CEO of Nvidia, Jensen Huang, has been reported to have an intimate relationship with another company employee. This follows previous reports of two extramarital affairs involving Huang. Reuters stated that the identity of the latest employee involved has not been disclosed for privacy reasons, and they have not been able to contact the individual for comment.Previously, Huang was reported to have had extramarital affairs with a woman, Alice Huang, who is suspected by U.S. intelligence agencies of engaging in espionage activities for China, as well as with Kimberly Powell, the vice president of Nvidia's medical business, and he resigned from his position as CEO on Thursday local time.

According to The Information, the interim CEO of Nvidia is not the leader of the company's major decisions and is not responsible for setting the agenda for significant company decisions.Additionally, according to data from the Gate platform, Nvidia's intraday decline has narrowed to within 4%.

The New York Federal Reserve stated that the Federal Reserve did not intervene in the foreign exchange market in the third quarter; during the same period, the U.S. Treasury had purchased yen in the foreign exchange market.

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.

Julian Lafarge, Chief Market Strategist at Barclays Private Bank, stated that despite the uncertainty surrounding Nvidia CEO Jensen Huang's future, the uncertain returns on AI investments, and rising financing costs testing market confidence, investors should continue to participate in the AI market. Lafarge believes that AI is not a bubble but a technological revolution that will impact all industries, although its commercialization and infrastructure development cannot happen overnight.Lafarge pointed out that Nvidia is referred to as the "central bank of AI trading," but even if the company changes its CEO, it does not mean that the entire AI industry chain's trading needs to be re-evaluated or renegotiated. He compared the potential leadership transition at Nvidia to previous management transitions at Microsoft, Alphabet, and Amazon, arguing that a successor taking over does not necessarily weaken corporate value.However, Barclays lists interest rates and the financing environment as major risks that could disrupt the market. As the scale of AI infrastructure investment expands, the market's focus is shifting from whether the demand for computing power is real to whether the massive capital expenditures can generate sufficient returns. Data center construction also faces bottlenecks such as power access, equipment installation, and commercial operation cycles, while expectations of tightening Federal Reserve policies may also raise corporate financing costs and depress long-term cash flow valuations.Lafarge emphasized that the trillions of dollars in AI investment commitments cannot quickly translate into actual computing power delivery, and there will be significant divergence in investment returns among companies. Tighter financing conditions may change the pace of industry investment and competitive landscape, but it does not mean that the long-term demand for AI infrastructure will disappear. Barclays still prefers to maintain exposure to AI investments until there are clear signs of a significant slowdown in industry growth momentum.

Former U.S. President Trump posted on Truth Social that if Mexico does not immediately stop the migrant caravan passing through the country towards the United States, the U.S. will immediately double tariffs on Mexico.Trump stated that Mexico, the Governor of Texas, and the U.S. Border Patrol and Immigration and Customs Enforcement have been informed of his demands.

Former U.S. President Trump posted on Truth Social that the Democratic Party is composed of the most corrupt and anti-American political leaders and politicians in American and world history, who are doing everything possible to evade the massive corruption issues in blue states, while continuously repeating accusations of corruption against the Trump administration. He stated that this is a set of maliciously reused rhetoric aimed at covering up the large-scale, unprecedented embezzlement occurring in blue states across the country, including Minnesota, California, and others.Trump also claimed that the fake news media refuses to report this fact, even during his first term. He stated that perhaps he was too naive, even refusing to take a presidential salary, amounting to millions of dollars, and claimed to be the only president to do so. He further stated that Democrats are corrupt and evil, while he is just the opposite, and called on Republicans to fight hard, or they will lose their country.

A proposal by the U.S. Department of Labor to allow 401(k) retirement plans to allocate alternative assets such as cryptocurrencies has been submitted to the White House Office of Information and Regulatory Affairs for final review on Thursday. The proposal aims to simplify the process for retirement plans to offer alternative investments and provide certain legal protections for employers and plan administrators. The version released by the Department of Labor in March did not specify which digital assets could be included, nor did it set a minimum market capitalization threshold, but it requires administrators to assess six factors: performance, fees, liquidity, valuation, benchmarks, and complexity.Teresa Goody Guillén, managing partner of Bellementis PLLC, stated that Bitcoin and Ethereum may be adopted first due to their mature markets and investment products, but altcoins will not be automatically excluded; plan administrators must demonstrate that their investment choices meet standards of prudence, liquidity, valuation, and investor protection. Bernardo Brites, co-founder and CEO of Trace Finance, noted that some smaller tokens may struggle to meet historical performance and benchmark requirements. The proposal does not limit crypto investments to ETFs or managed funds, but Guillén expects such products may emerge before direct holdings.

According to Catcher Predict monitoring, in the market prediction event on Polymarket "LoL: Nothin'Here vs Saigon Warriors - LCP Playoff Qualification", the "Game Spread: SGW (-2.5) vs Nothin'Here (+2.5)" sub-market's "Saigon Warriors" option has experienced a dramatic fluctuation in win probability, soaring from 64% an hour ago to the current 94.5% (a fluctuation of 30.5%). Please note the impact of related breaking news.

According to a report by the Financial Associated Press, the computing power lease contract between Anthropic and SpaceX will not be extended beyond the second quarter of 2027. Under the contract, Anthropic has been paying SpaceX $1.25 billion per month for computing power since May of this year, and after the expansion of cooperation in December, the monthly rent will increase to $3.1 billion.SpaceX's third-quarter financial report shows that nearly one-third of the company's revenue for the quarter came from Anthropic, and it is expected that the cumulative related revenue will reach $120.5 billion by fiscal year 2029. In response to the news of Anthropic not renewing the contract, Musk stated on X that SpaceX would be happy to reclaim all computing power, but believes the reality may be quite the opposite. Currently, the market has mixed interpretations of this, with some opinions suggesting that Anthropic may have found alternative suppliers, while others view it as a signal of a slowdown in computing power expansion.

ElizaOS founder Shaw stated that he previously referred to the code published in the GitHub repository lalalune/pumpfun-source as open source, but that statement is inaccurate. The relevant code does not belong to him, and he has never had the right to publish, license this code, or authorize anyone to use it. The "Copyright (c) 2026 Shaw" and similar licenses in the repository are not genuine licenses and do not grant anyone related rights. Shaw stated that his previous remarks or these licenses should not be regarded as permission to use, copy, fork, modify, develop based on, or distribute the code, nor should anyone distribute or attempt to reverse engineer the pump.fun code, as the relevant code is protected by copyright.

ByteDance founder Zhang Yiming recently provided a timeline at the all-hands meeting of the Seed team, stating that ByteDance is not expected to compete with OpenAI and Anthropic in the cutting-edge AI field until 2029 to 2030 at the earliest. Zhang Yiming pointed out that the pre-training dataset used by the Seed large language model is several orders of magnitude smaller than that of top competitors. Doubao is the largest AI chat application in terms of user scale in the country, and the video generation model Seedance has also entered the ranks of the world's top models.When Seed 2.1 was released in June this year, the team admitted that the model still has significant shortcomings in high-difficulty open tasks and cutting-edge scientific research problems. In May this year, the company discussed raising its annual capital expenditure to a maximum of $70 billion, mainly for building AI data centers and other infrastructure. In August, it was reported that Seed is pre-training a large model with up to 100 trillion parameters, surpassing all publicly available large models in the country.Seed currently has about 1,000 R&D personnel, led by Wu Yonghui, who was recruited by Zhang Yiming from Google DeepMind last year. ByteDance has also launched a virtual stock "Doubao Stock" linked to the Doubao business. ByteDance plans to launch a personal AI assistant similar to Meta Muse in the coming weeks, allowing users to interact with AI through voice and virtual avatars and have it complete tasks on their behalf. The personal assistant project, internally codenamed Spell, began internal testing in April but was not officially launched due to the release of the Doubao phone and other reasons. It is now planned to be further integrated with Doubao.

The capital market commentary agency The Kobeissi Letter has voiced its opinion to the board of directors of Nvidia, urging them not to fire founder and CEO Jensen Huang. The agency stated that there is currently no clear candidate to replace Jensen Huang, and his departure would ultimately have a net negative impact on Nvidia, its shareholders, and the artificial intelligence industry. The agency cited a study on 187 cases of forced CEO departures among S&P 1500 index component companies, which indicated that replacing a high-performing CEO leads to negative long-term stock returns, and believes this case will be no different. The agency stated that Jensen Huang is a high-performing CEO, and the board should not make decisions in an emotionally charged environment.The Kobeissi Letter suggested that the board take time to conduct a comprehensive investigation and consult with shareholders, focusing on listening to shareholder opinions, holding a special shareholder meeting, and conducting advisory votes on related decisions, stating that shareholders should have a voice. The agency noted that Nvidia's stock price has dropped 35% over 26 trading days, with nearly half of the decline related to recent scandals, and believes that the possibility of Jensen Huang being removed from the CEO position has already been factored into the price by about 80%. The agency also mentioned that Amazon retained Jeff Bezos as CEO after his extramarital affair became public in 2019, and the company's stock price rose 108% by 2021. The agency stated that personal misconduct should not be overlooked, but should be distinguished from corporate misconduct, and the consequences of replacing executives who are crucial to the company's success should be weighed.

According to Brazilian media Portal do Bitcoin, Ailton de Aquino Santos, the Director of Regulation at the Central Bank of Brazil, stated that about 30% of the applications for licenses from cryptocurrency service providers have issues with registered capital not meeting regulatory requirements, and many applying institutions have not submitted audited financial statements.The Central Bank of Brazil previously announced 120 cryptocurrency license applications, of which 119 are still under review, and 1 has been rejected. According to the new regulations, the minimum capital requirement for cryptocurrency trading and intermediary service providers can reach 37.2 million reais (approximately 7 million USD). Currently, the regulatory authority has not disclosed the list of non-compliant companies, and the 30% non-compliance ratio does not mean that the same proportion of applications will ultimately be rejected.