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11.11.26 - 15:54
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Odds Jensen Huang Will Be Out At Nvidia Hit 16 % (24/7 Wall St.)
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The odds that Jensen Huang will no longer be CEO of Nvidia (NASDAQ: NVDA) by December 31 have risen to 16% on odds-making platform Polymarket. When the Nvidia board hired Wachtell, Lipton, Rosen & Katz to investigate Huang's love affair with a Chinese spy and a possible clandestine sale of Nvidia chips to China, perhaps […]...
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11.11.26 - 15:31
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Who is Alice Huang, alleged spy who reportedly had affair with Nvidia CEO? (The Hill)
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Chinese businesswoman Alice Huang has entered the spotlight in the recent days following reports of her intimate relationship with Nvidia CEO Jensen Huang and allegations of her being a spy. A recent New York Times report claimed that American authorities discovered Alice Huang illegally smuggled advanced AI chips into China while developing a “close relationship”......
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11.11.26 - 15:18
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Futures Rise As CoreWeave Calms Debt Jitters, Sparking AI Rebound; Oil Jumps On Hormuz Mines (ZeroHedge)
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Futures Rise As CoreWeave Calms Debt Jitters, Sparking AI Rebound; Oil Jumps On Hormuz Mines
US futures are higher as a trifecta of AI catalysts, i) CoreWeave's beat-and-raise, ii) reports that Anthropic's bankers are weighing an IPO valuation of $1.5 trillion or more and iii) word that OpenAI's quarterly revenue hit $10 billion for the first time, revived the battered tech trade and helped markets shrug off Tuesday's hot CPI hangover, even as oil rebounded after Iran's IRGC claimed two tankers hit mines in the Strait of Hormuz; as a result Nasdaq futures have more than recouped Tuesday's losses while cash Treasuries, closed for Veterans Day, sit just shy of 5% on the 10Y. As of 8:15 am ET, S&P futures are up 0.9% while Nasdaq 100 futures rise 1.8% and Dow futures are up 0.2%. On Tuesday the S&P 500 recovered from its session low to close down just 0.4% at 7,521 after the hotter than expected CPI print and hawkish Fedspeak; without Nvidia and Microsoft it would have finished in t...
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11.11.26 - 15:06
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Hedge Funds Shift Positioning in October Amid Sharp Rotation Out of Large Technology Stocks, Data Insights Reports (Business Wire)
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Short fund participation rises across Amazon, Apple, Nvidia and Meta, while Tesla attracts more long holders and fewer short holdersNEW YORK & LONDON--(BUSINESS WIRE)--Markets saw a sharp rotation, particularly in the largest technology stocks, with the Nasdaq Composite down about 5% and the S&P 500 down about 1%. Yet the broader market outside of tech performed well, with the S&P 500 Equal Weight Index gaining about 5%. Meanwhile, AI-related securities struggled with credit levels and private credit exposure to AI data center lending. Semiconductor names were significantly impacted, with the SOX index falling roughly 16%, according to Data Insights, the institutional hedge fund market intelligence platform and a division of Hazeltree.
The Data Insights Crowding Report October 2026 (formerly the Hazeltree Crowding Report) showed that within the Magnificent Seven, Tesla posted a moderate month-over-month increase in the number of funds holding long positions, while Nvidia and Alphabet posted modest gains. ...
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