AI NEOCLOUD STOCKS PLUNGE FURTHER AFTER NVIDIA CEO RESIGNATION US neocloud stocks extend their premarket selloff following Jensen Huang's immediate resignation as Nvidia ($NVDA) CEO. 🔸 Nebius ($NBIS): −20.1% 🔸 CoreWeave ($CRWV): −13.6% 🔸 Roundhill Neocloud ETF: −12.5% 🔸 IREN ($IREN): −8.1% The selloff is accelerating across AI cloud infrastructure stocks, with Nebius now down more than 20% before the opening bell.

AI data centers are coming whether we like it or not. We just need regulation that protects people—put them in industrial zones, remote areas, or abandoned buildings. Not next to houses, populated rural areas, or residential neighborhoods. Otherwise, China wins.

AI agents say "done". rightcommit makes them prove it. Draw the workflow on a canvas: which agent builds, which tests gate it, who reviews, where you approve. It runs it, traces every step and prices it. Open source. Claude Code, Codex, Pi. Demo: a false "done", caught 👇

AI is capable of much more than simply writing code. Albert Castellana explains how his team started exploring autonomous agents that can build software, evolve, and continuously expand their own capabilities. A glimpse into the bigger vision behind @GenLayer.

AI server maker Quanta (2382 TT) says its 2027 expansion will focus on electrical infrastructure upgrades. Its SMT equipment is largely ready, but newer AI racks consume more power and take longer to test. We think that investors tracking $NVDA's manufacturing partners need to look beyond assembly-line capacity. The ability to power and test completed racks also affects how quickly hardware can ship. At its Nov. 11 earnings briefing, CFO Tim Yang said the company needs to keep increasing factory power capacity to support those requirements. SMT lines mount components onto circuit boards. Completed racks still need powered testing before shipment. Longer tests occupy testing capacity for more time, while higher rack power raises the electrical capacity needed to run them. Quanta expects total 2027 capex of NT$40bn–45bn.