Articles by David Han
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Nvidia (NVDA) hires Wachtell for Jensen Huang investigation as shares fall nearly 10% in two days
Nvidia's independent directors hired Joon Kim and Wachtell Lipton to run the investigation. The New York Times reported that Trump was told about the intelligence in May, and Microsoft briefly passed Nvidia in market value.
Nvidia's (NVDA) top lawyer reportedly contacted Commerce before its Megaspeed chip probe was paused
Nvidia's general counsel cited a senior Commerce official when he contacted investigators in 2025, the Times reported. Megaspeed's website still cites a clean inspection.
Anthropic (ANT) cuts Fable's price 20% with its 5.2 models and says it held back their AI research skills
Fable 5.2 costs 20% less than Fable 5.1 but still twice as much as Opus 5.5. Anthropic also says it deliberately limited the model's AI research skills.
Apple's (AAPL) new CEO wants Siri to act like an AI agent, days after Apple warned agents could defy instructions
Bloomberg's Mark Gurman says Apple could make Siri more like an agent as early as next year. Apple's own 10-K, filed November 3, lists what agents can get wrong.
Nvidia (NVDA) fell 4% after its CEO probe while AMD rose 13% and Broadcom (AVGO) rose 9%
Every other big chip stock we checked closed higher. Nvidia is now down 17% from its close two weeks ago.
China again calls Jensen Huang spy claim a smear, sidesteps question on 600,000 Nvidia (NVDA) chips
Asked about Nvidia's board probe, the Foreign Ministry pointed back to its October 30 answer. Two chip questions at the same briefing got a referral elsewhere.
Nvidia (NVDA) board opens independent probe after Jensen Huang admits he was unfaithful to his wife
The board says it has no reason to believe Nvidia secrets were compromised. Huang's message apologizes to his family and staff but doesn't name the woman.
US reportedly cleared a Chinese firm with an empty office for Nvidia (NVDA) H200 chips
New Matrix was created 17 months ago, and its owners have ties to a blacklisted fund. A Commerce rule on companies owned by blacklisted parties stays paused until January.
OpenAI reportedly receives $11 billion at a $1.25 trillion valuation
About $11 billion has reportedly been wired to OpenAI. Its CFO calls the price a step up, and Anthropic's IPO talk has fallen to a similar range.
Microsoft (MSFT) reportedly winds down Oracle (ORCL) AI rental. Oracle says older GPUs renew at a 20% premium.
Microsoft reportedly decided its older Oracle capacity no longer fit its needs. Oracle's filings show what's riding on how long that hardware lasts.
Businesses on Ramp used 37% more AI tokens in a month and paid 8.9% more. Anthropic (ANT) still took share.
AI use is running ahead of AI bills on Ramp. Anthropic's IPO filing helps explain why, and its next hard number is the one it left blank.
Anthropic (ANT) IPO talk slides to $1.2 trillion from $2 trillion. One number in its filing is still blank.
One investor now talks about $1 trillion, close to the May funding round. Investors are also waiting on an October figure that the amended filing leaves out.
Nvidia (NVDA) CEO Jensen Huang asked to brief House chairmen on a reported Chinese asset the day after earnings
Three House Republican chairmen want Jensen Huang in a closed-door briefing on November 18. Democrats take over committees in January.
Texas Governor-elect Gina Hinojosa asked the state to hold off on Boca Chica land. SpaceX (SPCX) was the reported buyer.
Texas's governor-elect says she asked the state parks agency to take no action during her transition. A reporter heard $26 million floated for the land, and a sale would still need a public vote.
The Nasdaq entered a correction. We checked what happened after 31 others.
The Nasdaq entered its second correction this year. We went through every close since 1971 to see what the index did next and how many drops got worse.
Texas and Georgia elected governors who want data center pauses. Amazon (AMZN) and Microsoft (MSFT) rose more than 6%.
Both new governors campaigned on pausing data center construction. Investors sold the companies building and powering those sites and bought the cloud companies paying for them.
Voters back data center limits across the U.S., but Amazon's (AMZN) and Applied Digital's (APLD) plans survive for now
All 35 data center ballot measures with posted counts went against the industry, by our count. A ban in Trenton, Ohio, targeted an Amazon plan, though the site sits outside city limits.
AMD (AMD) expects revenue to grow more than 80% in 2027 as it forecasts a $17 billion quarter
AMD expects revenue to grow more than 80% in 2027, with data center sales above 80% of the total. It also plans for PC shipments to fall by double digits next year.
Amazon (AMZN) is burning more cash than Oracle (ORCL), but bond investors charge Oracle far more
Amazon came up $34.8 billion short in its latest quarter and Oracle $5.4 billion, yet Oracle's new bonds pay about 2.3 percentage points more over Treasuries than Amazon's. The spreads line up more closely with credit ratings, and Meta just paid more after S&P's warning.
Intel (INTC) fell 45% in October. About half of that drop came before its PC warning.
Intel's own earnings call shows how the PC slump reaches its foundry, starting with the 18A wafers it's pulling in Oregon.
Oracle's (ORCL) shortest new bond pays more than Microsoft's longest as its bond spreads widen again
Oracle paid 2.40 to 3.35 percentage points over Treasuries on its new bonds, higher at both ends than its three earlier sales on our AI debt tracker. Microsoft paid as little as 0.25 point last week.
Apple (AAPL) beats estimates but forecasts slower holiday growth as memory costs squeeze margins
Apple beat estimates on strong iPhone and Mac sales but forecast slower holiday-quarter growth than analysts expected, as memory costs squeeze margins. Its inventory is 2.5 times what it was a year ago.
Oil fell 7% and the 10-year yield barely moved. Bonds look more worried about AI than inflation.
On October 26 I worried inflation would trip up the bond rally. Then oil swung hard both ways, and long-term Treasury yields kept tracking AI stocks instead.
Check Point (CHKP) cuts its 2026 revenue forecast again as firewall sales keep falling
Check Point lowered its revenue range for the second time this year and now expects the recovery in firewall sales to be slower. It also raised firewall prices in October.