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# Chips, Politics, and an Empty Corner Office, Money Moves, Bots at the Door
- URL: https://adjacent.media/scan/2026-11-13-am/
- Published: 2026-11-13T11:17:27.000Z
- Updated: 2026-11-13T11:17:27.000Z
- Description: Nvidia went from record-setting chipmaker to a company searching for a new CEO in a single week, and competitors and partners are adjusting their positions. AI agents are reaching the real economy, and some companies are keeping them out.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Nvidia went from record-setting chipmaker to a company searching for a new CEO in a single week, and competitors and partners are adjusting their positions. AI agents are reaching the real economy, and some companies are keeping them out.

> **$166B** — The amount U.S. importers could get back in tariff refunds if a class action succeeds in making rebates universal and automatic. *(Fortune)*

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### Chips, Politics, and an Empty Corner Office

#### [Nvidia CEO Jensen Huang has resigned](https://arstechnica.com/gadgets/2026/11/ceo-jensen-huangs-job-is-suddenly-on-the-line-at-nvidia/?ref=adjacent.media)

Huang is out following reports of two extramarital affairs, leaving the world's most important chip company without its public face mid-boom. *(Ars Technica)*

#### [Nvidia appoints ex-Synopsys CEO Harvey C. Jones as its first-ever board chair](https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns?ref=adjacent.media)

The board's exit release for Huang includes no quote from Huang. *(The Verge)*

#### [OpenAI joins groundswell of support for AI chip control measures](https://www.bloomberg.com/news/articles/2026-11-12/openai-joins-groundswell-of-support-for-ai-chip-control-measures?ref=adjacent.media) (paywall)

OpenAI told lawmakers it backs a bipartisan push to curb China's access to AI chips and chipmaking tools, putting the industry's loudest voice on the export-control side. *(Bloomberg)*

#### [Foxconn reports Q3 revenue up 47% YoY to \~$95.4B](https://www.bloomberg.com/news/articles/2026-11-12/nvidia-partner-hon-hai-beats-profit-estimates-on-ai-iphone-duo?ref=adjacent.media) (paywall)

AI servers and iPhone Duo demand pushed net income up 34% to \~$2.4B, and the 2027 forecast is strong, so the supply chain isn't flinching. *(Bloomberg)*

### Money Moves

#### [Despite efforts to limit tariff refunds, importers move one step closer to $166 billion in universal rebates](https://fortune.com/2026/11/12/tariff-refund-class-action-lawsuit-universal-tariff-refunds-trump-administration/?ref=adjacent.media)

After the Supreme Court ruling, the fight is over whether every importer gets paid automatically or has to ask. *(Fortune)*

#### [Anthropic's IPO roadshow video](https://simonwillison.net/2026/Nov/11/anthropic-ipo-roadshow/?ref=adjacent.media)

The roadshow is underway, and the video reportedly includes previously unreleased material. *(Simon Willison's Weblog)*

#### [Want to Short a Stock? Kalshi and C.T.F.C. Allow It as "Perpetual Trades"](https://www.nytimes.com/2026/11/12/us/politics/kalshi-commodity-futures-stocks.html?ref=adjacent.media) (paywall)

A federal regulator now allows wagering on stocks and crypto, and two big clearinghouses are suing. Expect the question of whether this is a bet or a security to get louder. *(NYT)*

### Bots at the Door

#### [United Airlines Blocks A.I. Agents From Booking Flights](https://www.nytimes.com/2026/11/11/business/united-airlines-ai-agents-booking-flights.html?ref=adjacent.media) (paywall)

Citing customer data and regulatory compliance, United is barring digital assistants from logging in, an early sign that "agentic commerce" will meet resistance. *(NYT)*

#### [Schwab will let investors place trades through AI chatbots](https://www.emarketer.com/content/schwab-will-let-investors-place-trades-through-ai-chatbots?ref=adjacent.media)

Schwab is taking the opposite approach to United, targeting Gen Z and millennials while keeping control of the login itself. *(eMarketer)*

#### [Ring cameras go mobile as Amazon debuts AI-powered security drone and robot](https://arstechnica.com/ai/2026/11/ring-cameras-go-mobile-as-amazon-debuts-ai-powered-security-drone-and-robot/?ref=adjacent.media)

Amazon is betting customers want a robot patrolling their home. *(Ars Technica)*