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On November 12, the semiconductor company AMD's official account posted a message congratulating Chairwoman and CEO Lisa Su for receiving the annual CEO title awarded by Yahoo Finance. AMD stated that the title of annual CEO sounds great and congratulated Lisa Su, noting that the recognition comes from Yahoo Finance. Lisa Su has served as CEO of AMD since 2014 and currently also holds the position of Chairwoman. Yahoo Finance Executive Editor Brian Sozzi announced the award on the same day.Yahoo Finance reported that AMD's stock price has risen 158% this year, while Nvidia has dropped 7%, Broadcom has fallen by less than 1%, the S&P 500 index has increased by 11%, and the Nasdaq Composite index has risen by 10%. Yahoo Finance also mentioned that Lisa Su received the National Medal of Science awarded by U.S. President Trump this year and participated in several high-profile international conferences. Lisa Su stated on Yahoo Finance Invest that joining AMD was a desire to be part of a company at the forefront of technology and believes that technology can bring tremendous benefits to the economy and the world.Yahoo Finance reported that AMD acquired World Labs for $8.2 billion. World Labs was founded in 2024, focusing on 3D environment software, and was established by AI researcher Fei-Fei Li, who previously served as Chief Scientist at Google Cloud. Yahoo Finance stated that Fei-Fei Li will join AMD as Executive Vice President and Chief Scientist, reporting directly to Lisa Su. Yahoo Finance also noted that Lisa Su joined AMD as an executive in 2012 when the company was on the verge of bankruptcy.

According to Bitget market data, Hong Kong stocks in artificial intelligence fluctuated lower, with Shenghong Technology (02476.HK) down 8.63%, Zhipu (02513.HK) down 7.09%, MINIMAX-W (00100.HK) down 4.76%, and Changfei Optical Fiber Cable (06869.HK) down 3.56%.

According to reports from Xinhua News Agency citing American media, senior Democratic Party officials in Congress have confirmed that after the Democratic Party officially takes control of Congress in January next year, several senior officials from the Trump administration, including Secretary of State Rubio, may become targets of investigations and impeachment.Senior Democratic members of the House of Representatives and the Senate have stated that they are considering launching investigations and holding congressional hearings, potentially initiating impeachment proceedings, with targets including Secretary of State Rubio, Secretary of Commerce Howard Lutnick, White House Chief of Staff Stephen Miller, and Border Affairs Director Tom Homan. Reports indicate that although the impeachment attempt against Secretary of Defense Hegseth was unsuccessful this week, the Democratic Party's oversight investigation plans extend far beyond just him.

According to on-chain analysts, a certain large holder's BTC and ETH long positions were liquidated again last night, resulting in a loss of 10.76 million dollars. The value of the BTC long position was 101 million dollars, with an opening price of 81,993 dollars and a stop-loss price of 74,487 dollars, leading to a loss of 10.693 million dollars; the value of the ETH long position was 38.39 million dollars, with an opening price of 2,410.2 dollars and a stop-loss price of 1,983.7 dollars, resulting in a loss of 6.997 million dollars.Since November 11, this large holder has incurred a total loss of 17.69 million dollars from two trades.

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 "Du Jia," Xiaohongshu is currently testing an independent app called "Dada," positioned as an AI partner community platform. Users can create and share domain agents (referred to as "partners") through a low-code approach. Currently, dozens of partners have been launched in areas such as design aesthetics and job hunting, supporting text and image conversations.Unlike products that focus on autonomous cross-application task execution, Dada downplays the AI's autonomous action capabilities and instead enhances the transmission of experience between people: AI serves as a container, with the underlying professional logic encapsulated by the creator. Users can transform their personal methodologies into reusable, deliverable AI personas. The product also opens up group chat capabilities, allowing users to pull partners into conversations as group members, participate in multi-person discussions, and supports one-click sharing of invitation links to WeChat. After binding their Xiaohongshu account, partners can read public profile information to provide answers that better align with personal preferences. The product is still in the testing phase, and its specific form will be subject to official announcements.

U.S. Democratic Senator Reid stated that Congress needs to assess whether Nvidia is "too big to fail" and what impact this may have on the banking system.

SpaceX announced that its new project is expected to support over 500 long-term positions after it becomes operational.

The chairman of the House Foreign Affairs Committee stated that Jensen Huang has agreed to testify before Congress.

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

According to on-chain analyst Yu Jin's monitoring, a certain whale's long positions in BTC and ETH worth $493 million opened at the end of August have all been liquidated. One hour ago, the last long position worth $80.12 million was liquidated.This whale opened the position with a principal of $69.21 million and currently has $620,000 remaining, resulting in a loss of $68.59 million. At the time of opening, this whale went long on 1543.87 BTC and 115,470 ETH, with the BTC opening price at approximately $82,205 and the ETH opening price at approximately $2,604.The related addresses are a certain whale (0x6046...b21d), a certain whale (0x77dd...e0e9), a certain whale (0x0392...7d9), and a certain whale (0x799f...5f4c).

U.S. Senator Warren stated that Jensen Huang's resignation does not exempt him from responsibility. Jensen Huang and NVIDIA still owe Congress an explanation. Congress must pass the artificial intelligence regulation bill. Rutnik also needs to provide an explanation regarding related matters.

According to Gate market data, after the U.S. stock market opened, Nvidia's stock price rebounded strongly, currently reported at 160 USD, having erased the decline following Jensen Huang's resignation announcement.

According to monitoring by Lookonchain, after the news of Jensen Huang stepping down as CEO of Nvidia was announced, a trader's long position in NVDA contracts was completely liquidated, involving 9,959 units, worth approximately 1.54 million dollars.

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.

Former President Donald Trump's latest post: "I have asked Vice President Pence to focus all his energy on the massive corruption and criminal activities occurring in Democrat-run cities and states across America. The mismanagement and rampant corruption in Democrat-led states like Minnesota, California, and Illinois is nothing short of a disaster. Billions of dollars are stolen every month.As long as we correct this massive criminal activity, our budget can quickly achieve balance. Corruption has seeped into the blood of the Democrat leadership! We do not currently need to reach an agreement with Iran; that era has long passed. We control hundreds of billions of dollars of their (Iran's) funds and also control their straits! Thank you all for your attention to this matter."

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.

According to the "2026 Q4 Outlook Report on the Cryptocurrency Stock Market" published by RootData Research, from August to October 2026, Bitget's stock derivatives ±2% depth average reached 418 million USD, ranking first among eight platforms.In addition, Bitget's depth share reached 23.90%, with a larger visible order size within the ±2% range, demonstrating strong competitiveness in market liquidity supply.

According to Lookonchain monitoring, the address 0xc8b5 has closed its long position of 190,952 shares of Nvidia (NVDA), with a position value of approximately 30.67 million dollars, resulting in a final loss of about 2.45 million dollars.

According to Lookonchain monitoring, a new wallet holds 213,036 SOXL long positions with 10x leverage, valued at approximately 13.12 million USD, with a liquidation price of 60.7 USD.