https://aistockwire.com/blog/nvidia-nvda-h200-new-matrix-empty-address-commerce-november-2026 AIStockWire en 2026-11-07T22:53:22.797Z US reportedly cleared a Chinese firm with an empty office for Nvidia (NVDA) H200 chips https://aistockwire.com/blog/gottheimer-ai-stocks-amd-amat-bhe-microsoft-msft-options-november-2026 AIStockWire en 2026-11-07T20:17:20.719Z Congressman Josh Gottheimer's AI stock buys and his much larger Microsoft (MSFT) trades https://aistockwire.com/blog/berkshire-brk-b-q3-2026-record-buyback-alphabet-googl-november-2026 AIStockWire en 2026-11-07T19:56:12.739Z Berkshire (BRK-B) bought back a record $9.6 billion as profit fell. Its June Alphabet (GOOGL) shares are down about 19%. 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.