https://aistockwire.com/blog/scottish-mortgage-smt-tesla-tsla-exit-spacex-spcx-nvidia-nvda-november-2026 AIStockWire en 2026-11-07T03:01:35.695Z Scottish Mortgage exited Tesla (TSLA) and cut SpaceX (SPCX) to 11.1% of assets. Its report shows what it bought. https://aistockwire.com/blog/groq-8-billion-valuation-series-b-alex-davis-nvidia-nvda-november-2026 AIStockWire en 2026-11-07T02:28:52.113Z Nvidia (NVDA)-backed Groq reportedly seeks an $8 billion valuation, 2.5 times August's, and faults debt-heavy rivals https://aistockwire.com/blog/what-is-aaronson-ambainis-conjecture-anthropic-ant-psi-proof-november-2026 AIStockWire en 2026-11-07T02:08:13.281Z What is the Aaronson-Ambainis conjecture? PSI says its system found a proof using an unreleased Anthropic (ANT) model https://aistockwire.com/blog/openai-receives-11-billion-1-25-trillion-valuation-november-2026 AIStockWire en 2026-11-07T01:53:04.064Z OpenAI reportedly receives $11 billion at a $1.25 trillion valuation https://aistockwire.com/blog/google-googl-crusoe-wyoming-data-center-17-billion-project-tembo-november-2026 AIStockWire en 2026-11-06T21:08:16.326Z Google (GOOGL) takes over Crusoe's Wyoming data center site as it plans $17 billion in the state https://aistockwire.com/blog/microsoft-msft-oracle-orcl-ai-rental-older-chips-server-life-november-2026 AIStockWire en 2026-11-06T20:00:21.939Z Microsoft (MSFT) reportedly winds down Oracle (ORCL) AI rental. Oracle says older GPUs renew at a 20% premium. https://aistockwire.com/blog/coreweave-crwv-bond-yield-16-percent-microsoft-msft-neoclouds-november-2026 AIStockWire en 2026-11-06T18:21:36.271Z CoreWeave (CRWV) bonds now yield over 16% as Microsoft (MSFT) reportedly rethinks neoclouds. Microsoft was 67% of its 2025 revenue. https://aistockwire.com/blog/ramp-ai-token-spend-anthropic-ant-openai-price-cuts-november-2026 AIStockWire en 2026-11-06T17:27:08.239Z Businesses on Ramp used 37% more AI tokens in a month and paid 8.9% more. Anthropic (ANT) still took share. https://aistockwire.com/blog/alphabet-googl-qualcomm-qcom-stake-modular-gv-13f-spacex-november-2026 AIStockWire en 2026-11-06T15:56:49.315Z Alphabet's (GOOGL) $548 million Qualcomm (QCOM) stake traces back to a startup sale. SpaceX is about 95% of the filing. https://aistockwire.com/blog/what-is-3d-dram-tsmc-tsm-nvidia-memory-november-2026 AIStockWire en 2026-11-06T14:46:14.144Z What is 3D DRAM? TSMC (TSM) is reportedly weighing the memory chip at Nvidia's (NVDA) request. https://aistockwire.com/blog/anthropic-ant-ipo-valuation-1-trillion-run-rate-blank-november-2026 AIStockWire en 2026-11-06T14:29:05.457Z Anthropic (ANT) IPO talk slides to $1.2 trillion from $2 trillion. One number in its filing is still blank. https://aistockwire.com/blog/what-is-blacklift-ast-spacemobile-asts-firefly-fly-rocket-november-2026 AIStockWire en 2026-11-06T13:53:28.533Z What is Blacklift? AST SpaceMobile (ASTS) will pay Firefly (FLY) more than $1.3 billion to help build its own rocket https://aistockwire.com/blog/philadelphia-semiconductor-index-second-worst-day-10-percent-drops-november-2026 AIStockWire en 2026-11-06T02:46:37.223Z Chip stocks just had their second-worst day in records back to 1994. We checked six other 10% drops. https://aistockwire.com/blog/nvidia-nvda-jensen-huang-house-briefing-alice-huang-november-18-2026 AIStockWire en 2026-11-06T02:32:00.974Z Nvidia (NVDA) CEO Jensen Huang asked to brief House chairmen on a reported Chinese asset the day after earnings https://aistockwire.com/blog/national-data-center-moratorium-bill-sanders-ocasio-cortez-votes-november-2026 AIStockWire en 2026-11-06T02:19:57.353Z The national data center moratorium bill would halt work already underway. Only 22 members of Congress have signed on. https://aistockwire.com/blog/kospi-circuit-breaker-11th-stop-samsung-sk-hynix-individuals-november-6-2026 AIStockWire en 2026-11-06T02:09:24.736Z Kospi stopped 3 minutes after the open with Samsung down 9.98% and SK Hynix down 11.71%. https://aistockwire.com/blog/what-is-ai-rd-acceleration-metr-anthropic-november-2026 AIStockWire en 2026-11-05T23:02:41.832Z What is AI R&D acceleration? METR estimates Anthropic's pace of progress has about doubled. https://aistockwire.com/blog/gina-hinojosa-boca-chica-land-spacex-spcx-texas-parks-november-2026 AIStockWire en 2026-11-05T22:46:07.531Z Texas Governor-elect Gina Hinojosa asked the state to hold off on Boca Chica land. SpaceX (SPCX) was the reported buyer. https://aistockwire.com/blog/data-center-loans-auction-500-million-spacex-spcx-ai-debt-november-2026 AIStockWire en 2026-11-05T22:27:28.316Z ING Groep (ING) is reportedly auctioning $500 million of data center loans, including Stargate debt https://aistockwire.com/blog/iren-iren-q1-fy27-revenue-beat-4-billion-target-january-microsoft-november-2026 AIStockWire en 2026-11-05T21:58:41.719Z IREN (IREN) beat revenue estimates but pushed its $4 billion target into 2027. https://aistockwire.com/blog/tesla-tsla-spacex-spcx-merger-who-gets-a-vote-democrats-november-2026 AIStockWire en 2026-11-05T21:26:59.828Z Congress won't get a vote on a Tesla (TSLA) and SpaceX (SPCX) merger. Filings show what a deal would need. https://aistockwire.com/blog/nasdaq-correction-what-happened-after-31-past-corrections-november-2026 AIStockWire en 2026-11-05T18:12:53.791Z The Nasdaq entered a correction. We checked what happened after 31 others. https://aistockwire.com/blog/agility-robotics-aglt-first-humanoid-stock-debut-sales-filing-november-2026 AIStockWire en 2026-11-05T16:09:06.664Z Agility Robotics (AGLT), the first US humanoid robot stock, closed above $10 on day one. First-half sales were $174,000. https://aistockwire.com/blog/nvidia-nvda-600000-h200-chips-hong-kong-moonshot-blackwell-europe-november-2026 AIStockWire en 2026-11-05T14:45:14.158Z About 600,000 Nvidia (NVDA) chips are stuck in Hong Kong awaiting Beijing's OK. China's Moonshot sought to rent newer ones in Europe.