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Matt Witheiler, head of late-stage growth investing at Wellington Management's private equity arm, stated that Nvidia's $4 trillion market capitalization is primarily due to its $100 billion revenue and 100% year-over-year growth last quarter, not to Jensen Huang's personal tenure as CEO. He believes the company's business plan for the next two to three years is largely set, and whoever takes over will not affect product launches or the pace of development during this period. While Witheiler's portfolio does not hold Nvidia stock, Wellington Management as a whole is a major shareholder in the tech giant. Stephen Yiu, a manager at Blue Whale Fund, stated that investors need to focus on the company's competitive position, and Nvidia's strong relationships with customers and suppliers remain intact. One of Nvidia's top ten shareholders pointed out that Huang is a key figure in the company, and his departure could have a painful impact. Another portfolio manager from a major shareholder believes this is an isolated incident primarily affecting Nvidia and will not have a widespread impact on the entire AI industry. A portfolio manager from a major Nvidia shareholder noted that the actual impact of AI on business operations is still in its early stages. As new technologies continue to improve the operational efficiency of enterprises, other related stocks may also benefit from the AI ​​boom and fill the performance gap when the valuations of some popular AI stocks fall.

Microsoft stated regarding the service outage: "As conditions permit, the company is increasing infrastructure capacity to support traffic demand in regions where services are gradually being restored."

ERock, a US-based on-site power generation equipment supplier, held its third-quarter earnings call on November 13, 2026. CEO John Carrington stated that the company initially anticipated a transition period of approximately three years for data center customers using on-site gas-fired power generation before grid connection. However, the transition period for an increasing number of projects is now extending to five to seven years, primarily due to the continued lengthening of grid connection time in some markets. The company stated that ongoing service revenue during the transition period is approximately three times that of the standby and dispatchable power phases; therefore, the extended grid connection waiting time is actually beneficial to its business model. ERock's third-quarter revenue reached $153 million, nearly quadrupling sequentially, and it achieved its first quarterly profit since going public. The company projects its annualized power generation capacity to reach 1.2GW by the end of 2026, further increasing to 2.1GW by 2028.

The Iranian Revolutionary Guard has struck a U.S. early warning radar in Bahrain in response to the attack on Iran's Sirik communications tower.

U.S. Democratic Senator Chris Van Hollen has announced his candidacy for Senate Majority Leader.

U.S. Senate Minority Leader Schumer: I have enough votes to continue as the leader of the Democratic Party.