Nvidia's stock surged 3%, reaching a market cap of over $5 trillion for the first time, securing $500 billion in AI chip orders, solidifying its AI leadership.
Qualcomm launched AI200/AI250 data center AI chips, challenging Nvidia, with stock surging and securing a major order from a Saudi company.
SK Hynix reported record Q3 profits of 11.38 trillion won, driven by strong HBM demand, with all 2026 orders already locked in.
OpenAI completed capital restructuring, with Microsoft holding 27% equity valued at $135 billion, and committed to purchasing Azure services.
Microsoft Windows 11 introduced
\"Hey Copilot\" voice assistant and autonomous AI agents, deeply integrated with Office, empowering all PCs.
Pony.ai and WeRide simultaneously launched Hong Kong IPOs, raising over 10 billion HKD, forming a dual listing structure with US shares.
Kai-Fu Lee stated the US lost the AI hardware war to China due to manufacturing and supply chain weaknesses, with sanctions accelerating China's self-sufficiency.
Anthropic Claude AI integrated with Excel, launching
\"Claude for Excel\" as a financial analysis plugin, directly competing with Microsoft Copilot.
Tesla's Optimus humanoid robot project is delayed; robot hands last only six weeks, incurring high annual replacement costs.
China Mobile announced leadership changes, with Chen Zhongyue, former China Unicom Chairman, appointed as China Mobile's new Chairman and Party Secretary.