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Deep & Emerging Tech·November 11, 2026·1 min read

Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

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Diverging earnings between Intel and AMD reflect structurally different bets on process, packaging, and where AI workloads will land. If you’re making long‑lived hardware or cloud commitments, you need a view on which vendor’s roadmap best matches your mix of general compute vs. AI acceleration.

Deep & Emerging Tech

OKX and ICE's joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected

Tokenized equities are running straight into issuer resistance—56 of 62 targeted companies objected—which means the near-term action will be in regulatory arbitrage and niche assets, not blue-chip stocks. If you’re a broker or exchange operator, treat tokenization as an infrastructure experiment for now, not a core revenue line.