Earnings · AI cloud
CoreWeave CRWV
▲ ~15%
Jumps roughly 15% after Q3 revenue of $3.66B beat forecasts, supported by a $132.5B order backlog and raised full-year and 2026 outlooks that ease AI infrastructure spending concerns.
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Post-Election Wrap Investing Guide ↗AI-related names rebound as CoreWeave’s Q3 beat and raised outlook ease concerns about AI infrastructure spending, prompting a rotation into growth. Percentages are approximate and intraday or pre-market.
Jumps roughly 15% after Q3 revenue of $3.66B beat forecasts, supported by a $132.5B order backlog and raised full-year and 2026 outlooks that ease AI infrastructure spending concerns.
Climbs around 13% amid the AI-led rebound highlighted by CoreWeave’s Q3 beat, raised outlook and sizable AI-cloud backlog.
Applied Digital, Micron (MU) and Broadcom (AVGO) also advance on improved sentiment around AI infrastructure demand. Micron and AMD (AMD) are higher pre-market on the rotation into growth.
Climbs about 2% as CoreWeave’s strong results and renewed AI demand help it rebound from scrutiny of CEO Jensen Huang’s reported affair with an alleged Chinese spy, offsetting a Baird downgrade to Neutral.
Rises about 8% after narrowing its quarterly loss and beating revenue estimates, with Q3 sales up 78% year over year.
Advances around 22% after beating estimates and lifting its 2026 outlook.
Rises around 18% following record revenue and positive business updates.
Climbs around 18% after strong quarterly results and improved EBITDA guidance.
Opinion and general information only, not financial advice.
US stocks closed lower as hotter October CPI and Fed Governor Waller’s remarks boosted Fed hike expectations and pushed 10-year yields toward 5%.
Financials gained about 0.5% while technology lagged by roughly 1.4%. Five of 11 S&P 500 sectors ended higher.
Fell the most points of any S&P 500 stock amid scrutiny of CEO Jensen Huang’s ties to a person alleged to be a Chinese spy. The board, advised by Wachtell Lipton, continues its investigation.
Dropped, adding to weakness in select growth and healthcare names.
Jumped to lead S&P 500 gainers.
Rose, helping cushion broader index declines.
Climbed after reporting earnings, extending strength in select software and gaming names.
Rose on a Q4 beat and raised guidance.
Gained nearly 19% on strong results.
Beat quarterly revenue estimates, raised its 2026 outlook and unveiled a plan to fund a $37–$39B infrastructure build.
Shares slipped after reporting third-quarter results.
| Item | Reading |
|---|---|
| October CPI | +0.4% month over month vs 0.3% consensus, a third straight 0.4%+ increase |
| Fed Governor Waller | Backs a December hike; a 50-basis-point move is possible if inflation worsens |
| Market pricing | At least a 25-basis-point December hike now fully priced |
| 10-year Treasury yield | Climbed to around 4.98%, pressuring rate-sensitive stocks |
| Up next (Thursday) | Earnings from Cisco (CSCO) and Applied Materials (AMAT) |
Opinion and general information only, not financial advice.
US stocks climb as indexes rebound from the AI rout and oil falls on a softer Iran Hormuz stance, ahead of CPI and PPI data. Percentages are approximate and intraday.
Wall Street buys the dip after last week’s AI-driven selloff, which Reuters and brokerages saw as overdone.
Falls after its board opens an independent probe into CEO Jensen Huang over reports of an affair with a person US authorities link to Chinese intelligence. Nvidia says it sees no evidence of compromised secrets, and China rejects the espionage claims.
Rises after Oppenheimer upgrades the stock to Outperform, citing favorable pricing trends in its business.
Advances as its VM API project joins the CNCF Sandbox and it unveils more than 20 VMware vSphere Kubernetes AI and cloud-native partner solutions.
Jumps after its Phase 3 ECLIPSE 1 hepatitis delta trial meets the primary endpoint: 44% of patients on elebsiran plus tobevibart achieved undetectable HDV RNA plus ALT normalization at Week 48, versus 0% in the control arm. The result is fueling buyout speculation.
Climbs after beating fiscal Q2 estimates, as 600 mg IMVT-1402 meets the primary endpoint in difficult-to-treat rheumatoid arthritis.
Gains 16% in the wake of its earnings report.
Surges after Strathcona Resources agrees to acquire it in a deal valued at C$2.7–2.9B including net debt.
JPMorgan upgrades lift SAP about 2%, and the bank adds Meta (META) to its Analyst Focus List, helping support Amazon (AMZN) and Meta as AI-driven optimism underpins large-cap tech.
Oil futures fall more than 3% on reports Iran may ease its Hormuz demands, helping drive a broad-based equity rebound amid a quiet US data calendar.
| Event | Why it matters |
|---|---|
| CPI (later this week) | Flagged as a key catalyst after the strong October jobs report lifted rate-hike odds |
| PPI (later this week) | Producer prices are the second inflation read for rate expectations |
| Iran / Hormuz headlines | Oil and equities have been trading on reports of softer demands |
Opinion and general information only, not financial advice.
Our take on the names in focus today. Opinion only, built on reported figures and trader commentary.
CoreWeave jumped roughly 15% after Q3 revenue of $3.66B beat forecasts. It is supported by a $132.5B order backlog and raised full-year and 2026 outlooks, which eased AI infrastructure spending concerns.
Our take: a backlog this size gives real visibility, and it answers the demand question. The financing of the build-out is the remaining question.
Updated · November 11, 2026 AI Cloud · NBISNebius climbed around 13% amid the AI-led rebound highlighted by CoreWeave’s Q3 beat, raised outlook and sizable AI-cloud backlog.
Our take: sympathy moves lift peers quickly and can fade quickly. Nebius’s own results are what matter next.
Updated · November 11, 2026 Semiconductors · NVDANvidia is up about 2% as CoreWeave’s results and renewed AI demand help it rebound from scrutiny of CEO Jensen Huang’s reported affair with an alleged Chinese spy. A Baird downgrade to Neutral offsets some of the gain.
Our take: strong AI demand is outweighing the governance noise today, but the board’s investigation is still open.
Updated · November 11, 2026 AI Infrastructure · MU / AVGO / AMDApplied Digital, Micron and Broadcom advance on improved sentiment around AI infrastructure demand. Micron and AMD are higher pre-market on the rotation into growth following CoreWeave’s results.
Our take: the AI trade is again being driven by demand data rather than regulation headlines.
Updated · November 11, 2026 Location Tech · NNNextNav rose about 8% after narrowing its quarterly loss and beating revenue estimates. Q3 sales were up 78% year over year.
Our take: a shrinking loss alongside fast sales growth is the combination small-cap investors look for.
Updated · November 11, 2026 Consumer · FOSLFossil advanced around 22% after beating estimates and lifting its 2026 outlook.
Our take: a raised outlook for a turnaround story can reprice the stock fast.
Updated · November 11, 2026 Space · SATLSatellogic rose around 18% following record revenue and positive business updates.
Our take: record revenue is encouraging, and sustaining it is the test.
Updated · November 11, 2026 Biofuels · GEVOGevo climbed around 18% after strong quarterly results and improved EBITDA guidance.
Our take: improving EBITDA guidance is the profitability signal the market wants from this group.
Updated · November 11, 2026 Gold & Silver · GLDTrader sentiment: cautious, with the safe-haven role itself under debate.
Updated · November 4, 2026 📖 GuideAccounts, strategy and the mindset of long-term wealth creation, even with a small amount of money.
⏱ 3-Minute ReadOpinion and general information only, not financial advice. Figures are from company reports and press coverage and can change.
The forces moving rates, oil, the dollar and risk appetite right now. Market levels are as of the November 11 close or the latest report cited.
The Fed voted 10–2 on October 28 to hold at 3.75–4.00%, after raising rates in September. Governor Christopher Waller now backs a December hike and says 50 basis points is possible if inflation worsens. Markets fully price at least 25 basis points at the December 8–9 meeting.
October CPI rose 0.4% on the month versus 0.3% expected, the third straight increase of 0.4% or more. September had risen 0.6% on the month and 3.7% on the year, with energy up about 20%.
Oil has been tied to the Gulf war since it began in late February. Crude fell more than 3% on November 9 on reports Iran may ease its Hormuz demands, helping lift equities. CPI and PPI later this week are the next catalysts for rate expectations.
After topping 5.2% in early October, the 10-year yield eased to about 4.9–5.0% and climbed to around 4.98% on November 11 as hike expectations firmed. Higher yields are pressuring rate-sensitive stocks, with technology lagging financials.
Nonfarm payrolls rose 165,000 in October versus 65,000 expected, unemployment fell to 4.1% and prior months were revised higher. The report bolsters the growth outlook but lifts rate-hike odds, and it follows a strong JOLTS report on November 3 and jobless claims of 189,000 on November 5.
Investors are weighing what the midterm results mean for fiscal policy, the dollar and yields. Treasury expects to borrow $618B in Q4, and the Bipartisan Policy Center expects the debt limit to be reached between late winter and mid-summer 2027.
Sources: Federal Reserve and BLS releases, Reuters, CNBC, Saxo, Babypips, Morgan Stanley and IMF commentary as reported. Figures change quickly, so check before relying on them. Opinion and general information only, not financial advice.
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