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BREAKING: Nvidia chief executive Jensen Huang had an extramarital relationship with Kimberly Powell, the company's vice president of health care, who reports to him, according to 5 people who worked at Nvidia, The New York Times reports. Jensen Huang, 63, and Powell, 48, were filmed being affectionate at a San Jose hotel during Nvidia's conference in March, 2 of those people told the paper. The Times has not seen the video. 3 people briefed on the incident said Jensen’s security sequestered the bystander who filmed it and offered a nondisclosure agreement. Asked about Powell, Jensen told the Times, "I don't think you should be talking to me directly," and hung up. Nvidia declined to comment. Powell did not immediately respond. Nvidia shares fell more than 3% after hours, CNBC reported. It lands days after Jensen admitted an affair with a woman U.S. intelligence determined is a Chinese spy, according to the Times. China denies the claims. Nvidia's board already has Wachtell, Lipton, Rosen & Katz investigating that relationship. The first story was a security question. This one is a governance question, and boards have answered it before. In June 2018 Intel's chief executive Brian Krzanich resigned after counsel confirmed a past consensual relationship with an employee broke a policy covering all managers. Nvidia's code of conduct tells staff to avoid conflicts including "personal relationships". The reporting line and the nondisclosure offer are now on the board's desk. My call is that Jensen Huang is still chief executive when Nvidia reports results on 17th November, US time. Nvidia has said he stays in the role during the review, and Intel acted only after counsel confirmed a breach. I am wrong if Jensen resigns, is removed or goes on leave before the results release.

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1/ Announcing Colosseum's 5th accelerator cohort, sourced from our Frontier Hackathon and rolling Eternal sprint! 🚀 @crowdbrainai @cesto_co @Peakstrade @my_mana_ (Formerly KinnectFi) @traded_gg @flovia402 @Senthosxyz @__Dropset__ @PlayWLS @rwaodl @housddotfinance @JKIndex_ @fraudsworth @clawpumptech @Rosentica (One Arena) @myStableCorp @SyndicateGameHQ @DashXHQ @NomuStores @LasoFinance @zonelessdev

吴说获悉，Rosen Law Firm 宣布代表 Strategy Inc（NASDAQ：MSTR、STRF、STRC、STRK、STRD）股东调查潜在证券索赔，原因是有指控称 Strategy 可能向投资公众发布了重大误导性业务信息。该律所表示，正在准备一项寻求追回投资者损失的集体诉讼；购买 Strategy 证券的投资者可通过风险代理收费安排寻求赔偿，无需支付自付费用或成本。

微策略摊上事了，正在接受投资者调查 Rosen 律师事务所已针对 Strategy 和 STRC 展开调查，该事务所正在审查投资者是否可能因潜在证券法违规行为寻求赔偿，包括 Strategy 可能提供了具有误导性的重大商业信息的指控 比特币上涨的时候，投资者赚钱了没人说话，一亏钱各种事就来了

New reports that $AMD is scrambling for CW laser supply. And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce) Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level) - $AAOI (Rosenblatt analyst checks) Lumentum/Coherent are kinda booked out way into 2028 as well. Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co). Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers). I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels. To not get bottlenecked by Nvidia.

"I know your staff wrote up this cute statement for your TikTok video, but it's not true." Secretary Marco Rubio shuts down Democrat Senator Jacky Rosen's talking points trying to claim that he has been skipping critical U.S. negotiations. "You're 100% inaccurate and 100% wrong." The Secretary of State said he has been in constant communication with the U.S.-Iranian negotiators and President Trump throughout the high-stakes talks between countries, speaking with the team multiple times on secure lines while negotiations were underway.

First, we got TCG collectibles on Solana. Now you can battle with them. Going live tomorrow with @Rosentica at 10 AM EST to discuss. It's launch day, so you don't want to miss it.