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Sources: Jensen Huang's affair has significantly raised the chances of Congress enacting chip export limits this year via the National Defense Authorization Act (Politico)
Nvidia's stock fell 5.47% on Tuesday, following a 4%+ drop on Monday after the revelation of Jensen Huang's affair with Alice Huang, an alleged Chinese spy (April Roach/CNBC)
Source: CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is addressing the issue (Declan Harty/Politico)
Tech consultant Nima Momeni was sentenced to 16 years to life in prison for the second-degree murder of Cash App founder Bob Lee in 2023 (Heather Knight/New York Times)
Anthropic opens its Australian retail IPO, giving individual investors access to Class A shares ahead of the company's planned Nasdaq listing (Jenny Lee/CNBC)
How US-based game publishers are losing ground in the $121B mobile gaming market to Chinese rivals, which can make games quicker, cheaper, and more profitably (Bloomberg)
An analysis of the tech job market in late 2026: product managers seem to be benefiting most in the AI era, demand for engineers is plateauing, and more (Lenny Rachitsky/Lenny's Newsletter)
Sources: Anthropic's bankers are weighing plans to raise its IPO price following heavy demand, which could increase the valuation target to $1.5T or more (Financial Times)
A deep dive into AMD's Zen 6 EPYC Venice: it uses TSMC's N2P, the 9686F often beats Nvidia's Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, more (Jake Roach/Tom's Hardware)
NY-based Daylight, which provides AI-powered managed security, raised an $80M Series B led by Goldman Sachs Alternatives, sources say at a ~$400M valuation (Maria Armental/Wall Street Journal)
In a report, Railway says it believes the October hack targeted AI provider keys for resale, and unauthorized spend on the stolen keys was estimated at ~$740K (Lawrence Abrams/BleepingComputer)
Leaked documents: OpenAI's adjusted operating margin improved from -150% to -109% from Q2 to Q3 (Berber Jin/Wall Street Journal)
Coframe, which uses AI to make websites that test and personalize themselves for each visitor, raised a $25M Series A, bringing its total funding to $35M (Ben Bergman/Business Insider)
Sources and records: 11+ NSA and US Cyber Command personnel died by suicide over the 12 months to September, prompting White House and congressional questions (Jake Bleiberg/Bloomberg)
CoreWeave reports Q3 revenue up 168% YoY to $3.66B, vs. $3.55B est., a $132.5B revenue backlog, and lifts its 2026 guidance; CRWV jumps 5%+ after hours (Jordan Novet/CNBC)

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