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$NVDA ’s rebound reversed after hours. $NVDA
crashes after-hours following reports of a second affair by CEO Jensen Huang.
Shares closed Nov 11 at $173.73, up around 2.9%, before falling more than 8% at one point in extended trading.
The catalyst: The Wall Street Journal reported that Nvidia’s board was preparing to oust CEO Jensen Huang following new allegations of misconduct. A leadership change has not been officially announced.
The divergence continued overnight:
🔴 $NVDA $161.06 | −7.29%
🟢 $AMD $567.28 | +2.60%
🔴 $CRWV $57.55 | −5.30%
AI demand and leadership risk are being priced separately. Watch whether the pressure stays concentrated in Nvidia or spreads further across the AI infrastructure trade.
Overnight snapshot: approximately 10:19 p.m. ET, Nov 11. Changes versus the regular-session close.
Trade $NVDA and $AMD perpetuals on BBX. Go long or short.
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Does this remain a Nvidia-specific shock, or become a broader AI risk reset?
BBX Daily Market Watch | Nov 11 📊
1/2 | AI rebounds. Chips lead.
🟢 Dow +0.49%
🟢 S&P 500 +1.31%
🟢 Nasdaq +1.60%
🟢 Semiconductor Index +5.66%
AI infrastructure and memory stocks led:
$CRWV +24.71%
$NBIS +15.44%
$SNDK +13.69%
$MU +11.89%
$MRVL +9.33%
$AMD +7.32%
$AVGO +3.99%
$NVDA +2.87%
CoreWeave’s results, higher revenue guidance and customer-backed financing plans helped ease concerns about funding the AI buildout.
$CRWV closed at $60.77—another 6.46% above the $57.08 in our earlier update.
Big Tech remained divided:
🔴 $MSFT −2.26%
🔴 $META −1.97%
🔴 $AMZN −1.74%
Semiconductors surrendered part of their intraday surge but retained strong gains through the close.
U.S. regular-session close | Nov 11, 2026.
All daily changes versus Nov 10’s regular-session close.
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2/2 | Macro pressure persists. Nvidia adds an after-hours shock.
Markets continued to digest October inflation:
• CPI +0.4% MoM
• Core CPI +0.3% MoM
A December Fed rate hike remained fully priced in, with roughly an 11% probability of a larger 50-bp move.
The dollar strengthened and oil rebounded:
💵 Dollar index ≈102.9 | +0.7%
🛢 WTI $86.53 | +0.57%
🛢 Brent $92.76 | +1.39%
Oil settlement prices.
The U.S. Treasury market was closed for Veterans Day.
After the bell, Reuters reported that Nvidia’s board was meeting to consider CEO Jensen Huang’s future. $NVDA fell more than 8% at one point in extended trading.
Board deliberations should not be treated as a confirmed leadership change.
Next catalysts:
• Nov 12, before the open: $NBIS earnings; call at 8:00 AM ET
• Nov 13, 8:30 AM ET: U.S. PPI
Can AI earnings momentum sustain the rebound as financing costs and leadership uncertainty remain in focus?
Trade $NVDA, $AMD and $CRWV perpetuals on BBX. Go long or short.
bbx.com
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BBX Intraday Market Watch | Nov 11 📊
1/2 | AI infrastructure surges. Tech remains divided.
🟢 Dow +0.21%
🟢 S&P 500 +1.43%
🟢 Nasdaq +2.12%
🟢 Semiconductor Index +7.46%
Compute and memory lead:
$CRWV +24.58%
$NBIS +18.21%
$SNDK +16.05%
$MU +13.54%
$AMD +8.07%
$AVGO +7.03%
$NVDA +4.38%
CoreWeave’s earnings and financing outlook have helped restore confidence in AI infrastructure demand, lifting peers and chipmakers.
Yet the rally is uneven:
🔴 $MSFT −2.29%
🔴 $AMZN −1.52%
AI hardware and cloud infrastructure are attracting strong buying, while some technology heavyweights remain under pressure.
U.S. intraday snapshot: ~12:29 PM ET | Nov 11, 2026.
2/2 | Stocks rebound. Macro pressure persists.
Yesterday’s October inflation report showed:
• CPI +0.4% MoM
• Core CPI +0.3% MoM
Markets continue to price in a December Fed rate hike.
Oil has also turned higher:
🛢 WTI ~$87.19 | +1.34%
🛢 Brent ~$93.16 | +1.83%
The dollar index climbed to ~102.96, up 0.71%.
The U.S. bond market is closed for Veterans Day, leaving yesterday’s near-5% 10-year Treasury yield as an important backdrop.
Next up: $NBIS reports before the open on Nov 12, with its earnings call at 8:00 AM ET. Today’s rally raises expectations.
Can AI earnings momentum sustain the rebound as financing costs remain elevated?
Trade stock perpetuals on BBX. Go long or short.
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Equities: ~12:29 PM ET. Oil and dollar: ~12:19 PM ET.
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Earnings Watch | Nov 11 📊
1/2 | A $3.66B quarter. An $846M interest bill.
$CRWV traded at $57.08 premarket, up 17.14% after reporting results and raising its outlook.
The growth case:
• Q3 revenue +168% YoY
• FY2026 revenue guidance raised to $13B–$13.3B
• Management says older Ampere and Hopper GPU rental prices rose 30%–50% QoQ
The financing challenge:
• Q3 operating income: $207M
• Q3 net interest expense: $846M
• FY2026 capex guidance: $37B–$39B
Around $9B in customer prepayments and deposits is expected over the next three months, helping fund the buildout.
Demand and pricing are strong. Turning that strength into sustainable cash generation remains the test.
Premarket snapshot: ~7:23 AM ET | Nov 11, 2026.
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2/2 | The rebound is trading onchain, too.
Hyperliquid perpetual markets:
$CRWV
• Mark price: ~$57.15
• 24h trading volume: ~$74.3M
• Open interest: ~$11.1M
$NBIS
• Mark price: ~$152.88
• 24h trading volume: ~$50.1M
• Open interest: ~$28.1M
On BBX, the $CRWV perpetual last traded at 57.17 USDT.
Activity is substantial, but volume alone cannot tell us how much comes from fresh positioning versus positions being closed.
At the cash-market open, watch whether the gains hold, market depth improves and open interest builds alongside price.
Can stronger AI-cloud fundamentals sustain the rebound after the opening bell?
Trade $CRWV and $NBIS perpetuals on BBX. Go long or short.
bbx.com
Snapshot: ~7:23 AM ET | Nov 11, 2026.
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History offers perspective, not guarantees.
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BBX Daily Market Watch | Nov 10 📊
1/2 | Stocks retreat. NVDA–AMD divergence holds.
🔴 Dow −0.30%
🔴 S&P 500 −0.38%
🔴 Nasdaq −0.74%
🔴 Semiconductor Index −0.35%
Hotter-than-expected CPI and rising Treasury yields interrupted Wall Street’s two-day rebound.
AI chip leaders continued to split:
🔴 $NVDA $168.89 | −5.47%
🟢 $AMD $515.21 | +1.30%
🟢 $AVGO $331.98 | +3.91%
AMD pared an intraday gain of roughly 6%, while Nvidia faced continued uncertainty surrounding its board’s investigation.
Across Nov 9–10:
$AMD +14.74% | $NVDA −9.51%
Other notable moves:
$MU −1.10% | SNDK −2.99%
$NBIS −5.27% | CEG −3.02%
$MSFT −2.20% | AMZN +1.48%
U.S. regular-session close | Nov 10, 2026.
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2/2 | Oil falls. Rate expectations rise.
October inflation exceeded forecasts:
🌡️ CPI +0.4% MoM vs. +0.3% expected
🌡️ Core CPI +0.3% vs. +0.2% expected
Core prices have now risen 0.3% for three consecutive months. Annual headline and core readings were unavailable because October 2025 comparison data are missing.
The bigger adjustment came in bonds:
• U.S. 2-year yield ≈4.74%, up about 19 bps
• U.S. 10-year yield ≈4.99%
Fed funds futures fully priced at least a 25-bp December hike, with roughly a 12% probability of a 50-bp move.
Lower oil prices offered limited relief:
🛢 WTI $86.04 | −0.93%
🛢 Brent $91.49 | −1.17%
Settlement prices.
Stocks gave back part of Monday’s gains as markets reassessed tighter policy and higher financing costs.
Can earnings growth keep pace with the cost of capital?
Trade stock, ETF and commodity perpetuals on BBX. Go long or short.
bbx.com
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BBX Intraday Market Watch | Nov 10 📊
The NVDA–AMD divergence continues. 📉📈
Yesterday’s close:
🟢 AMD +13.26%
🔴 NVDA −4.27%
Today, around 11:10 AM ET:
🟢 AMD $529.13 | +4.04%
🔴 NVDA $169.55 | −5.11%
$AMD is extending its rally following Oppenheimer’s upgrade to Outperform with a $600 target. $NVDA remains under pressure amid uncertainty surrounding its board’s investigation.
Hotter-than-expected CPI has markets repricing the risk of higher interest rates. Falling oil prices have offered limited relief as Treasury yields rise and equities face renewed pressure.
Will the U.S. 10-year yield ease—and can AMD hold its gains through the close?
Trade NVDA and AMD perpetuals on BBX. Go long or short.
U.S. stock prices | Today’s changes versus Monday’s close.
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BBX Macro Watch | Nov 10 📊
U.S. inflation comes in hotter than expected.
🌡️ October CPI:
+0.4% MoM vs. +0.3% expected
Previous: +0.6%
🌡️ Core CPI:
+0.3% MoM vs. +0.2% expected
Previous: +0.3%
Headline inflation slowed from September, but both readings exceeded forecasts. Core prices have now risen 0.3% for three consecutive months.
Nasdaq 100 futures fell following the release as markets reassessed Fed tightening risks.
Note: Headline and core annual inflation rates are unavailable because October 2025 comparison data are missing.
Can yesterday’s tech rebound hold through today’s session?
Trade stock, index and commodity perpetuals on BBX. Go long or short.
Data released Nov 10, 8:30 AM ET.
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BBX Daily Market Watch | Nov 9 📊
1/2 | Chips rebound. NVDA falls.
🟢 Dow +2.15%
🟢 S&P 500 +2.35%
🟢 Nasdaq +2.74%
🟢 Semiconductor Index +6.85%
The rally held through the close, with all 11 S&P 500 sectors advancing.
AI chip leaders diverged:
🟢 AMD $508.58 | +13.26%
🔴 NVDA $178.67 | −4.27%
AMD gained support from Oppenheimer’s upgrade to Outperform with a $600 target, citing data-center growth.
Nvidia remained under pressure amid its board’s independent investigation into reports that CEO Jensen Huang was targeted by foreign intelligence.
Elsewhere in chips:
MPWR +16.60% | AVGO +8.78%
MU +6.25% | SNDK +6.16%
Big Tech also advanced:
TSLA +5.54% | META +5.12%
AMZN +2.94% | MSFT +2.75%
AAPL +2.43% | GOOGL +1.18%
U.S. regular-session close | Nov 9, 2026.
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2/2 | Oil slides. Rate pressure remains.
Crude futures settled sharply lower as hopes for progress toward ending the Iran war eased inflation concerns:
🛢 Brent $92.57 | −5.85%
🛢 WTI $86.85 | −4.38%
But Treasury yields edged higher:
U.S. 10-year yield ≈4.87%
Fed funds futures still priced roughly an 84% chance of a December rate hike.
AI infrastructure stocks joined the rebound:
CEG +10.46% | NBIS +9.24% | CRWV +5.56%
Constellation raised the midpoint of its full-year adjusted operating earnings guidance after reporting quarterly results.
Next inflation tests:
📅 Oct CPI — Nov 10, 8:30 AM ET
📅 Oct PPI — Nov 13, 8:30 AM ET
Can the rebound hold through CPI?
Trade stock, ETF and commodity perpetuals on BBX. Go long or short.
bbx.com
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Following our overnight update, AMD’s rally has accelerated in regular trading. 📈
🟢 $AMD $500.53 | +11.47% versus Friday’s close.
We highlighted the NVDA–AMD divergence overnight. AMD has now pushed above $500, with an additional catalyst: Oppenheimer upgraded it to Outperform with a $600 price target, citing data-center growth.
Can the momentum hold through tomorrow’s CPI release?
Trade AMD perpetuals on BBX. Go long or short.
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No financial advice. DYOR
NVDA falls. AMD rises overnight.
CEO Jensen Huang has admitted an extramarital affair. Nvidia’s board has launched an independent investigation into reports that he was targeted by foreign intelligence.
Overnight stock prices around 10:49 PM ET, versus Friday’s regular-session close:
🔴 NVDA — $179.50 | −3.83%
🟢 AMD — $456.28 | +1.61%
Will the divergence hold into Monday’s U.S. open?
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