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14.11.26 - 18:30
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Nationwide Ground Stop Lifted, Nvidia Spy Scandal, Starship′s Longest Test Flight (Bloomberg)
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The news doesn't stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend's biggest headlines, LIVE from New York. Joined by Former UK Prime Minister and “Ending Alzheimer's” Podcast Host David Cameron, Space Network Co-Founder Ross Hamilton, Axios Tech Policy Reporter Maria Curi, The Jamestown Foundation President and “Chinese Communist Espionage” Author and Former CIA Counterintelligence Analyst Peter Mattis, Poppi Co-Founder and Chief Brand Officer Allison Ellsworth and Poppi Co-Founder and Chief Product Officer Stephen Ellsworth. (Source: Bloomberg)...
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14.11.26 - 18:00
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Who Whacked Jensen Huang? The CIA Wasn′t Convinced - So Rubio Reworked Their Memo (ZeroHedge)
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Who Whacked Jensen Huang? The CIA Wasn't Convinced - So Rubio Reworked Their Memo
The classified memo whose leak set off Jensen Huang's fall at Nvidia was Marco Rubio's work, and Rubio built it from a CIA report that he recast "in his own more assertive terms," according to a person familiar with the matter who spoke to the Washington Post for a report published Friday.According to the report, CIA officials are "not yet convinced" that the intelligence gathered on Alice Huang - including intercepted communications - show she was knowingly passing information to Beijing, a source told CNN. Some officials at the Office of the Director of National Intelligence have called the spy label "over-torqued," according to the network, while others say her access to Huang, and through him to President Trump, made her a counterintelligence risk whether or not she ever passed anything on.The memo, overseen by Rubio as secretary of state and national security adviser, went to...
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14.11.26 - 17:01
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Anthropic IPO Tests Investor Appetite for AI (Bloomberg)
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Bloomberg Technology co-host Ed Ludlow tells Bloomberg This Weekend why Anthropic's upcoming IPO could be a major test of investor appetite for AI, with the offering heavily oversubscribed and poised to follow SpaceX's blockbuster debut. Speaking with hosts David Gura and Christina Ruffini, Ludlow also explains how Nvidia and Jensen Huang's departure loom over the offering, given Nvidia's planned investment in Anthropic and Huang's central role connecting the companies powering the AI boom. (Source: Bloomberg)...
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14.11.26 - 16:42
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AMD Just Crushed Nvidia by 32 Points After Scandal. Here’s How NVDA Can Come Back (24/7 Wall St.)
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AMD (NASDAQ:AMD) or NVIDIA (NASDAQ:NVDA): after one of the most lopsided weeks in the competition between these two chipmakers, how do they compare for investors building a retirement portfolio? The Kobeissi Letter called AMD's run its greatest five-session outperformance against Nvidia since Nvidia's 1999 IPO. On verified closing prices for the week ended November 13, […]...
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