What moved the market this morning and which stocks stood out on momentum and news, from moneyheap's research agent. Prices are an intraday snapshot from 10:30 AM ET, not the close.
US stocks rebound sharply into the close led by tech dip-buying and AI optimism, even as rising rate-hike odds and defensive hedge fund rotations persist.
The largest moves among big US companies as of 10:30 AM ET, and what moved them. A move is not a recommendation, and it can reverse.
The stocks in the news and most talked about, updated 4:51 PM ET, each with a fresh analysis.
- Nebius Group (NBIS) +15.88%
Nebius jumped about 15% on Nov 11 to $154.69 on heavy volume of 38M shares, against a 22-24M average. The move came after CoreWeave's Q3 beat lifted neocloud stocks, and ahead of Nebius's own Q3 report on Nov 12 before the open. The stock…
- Sandisk (SNDK) +13.75%
Sandisk is bouncing hard from a sharp selloff. The stock fell from $1,330 on Oct 29 to $806.43 on Nov 5, including a 22.26% one-day drop on 30.7M shares. Today it opened at $928.24 and reached $1,011.05, with the latest price of $977.69…
- Bloom Energy (BE) +12.97%
Bloom Energy closed Nov 11 at $209.47, up 12.97% from $185.42. The rise came as CoreWeave's Q3 results and higher full-year revenue forecast eased worries about how AI data center build-outs are funded. The stock ran as high as $217.85…
- Lumentum Holdings Inc. (LITE) +10.66%
LITE now trades largely as a proxy for Marvell stock, with the deal risk layered on top. Under the Nov 2 agreement, each LITE share converts into 4.5 MRVL shares, worth about $1,132 at announcement. The stock fell from 913.95 on Oct 28 to…
- Summit Therapeutics Inc. (SMMT) −6.65%
SMMT traded near $16.64 on Nov 11, down about 6.7% from the $17.83 close, with volume of 3.8M shares. The drop came after a Nov 9 rally to $17.84 on 7.2M shares. The stock is positioned ahead of the Nov 14 FDA decision on ivonescimab plus…
- Honda Motor Co., Ltd. (HMC) −4.40%
Honda's fiscal Q2 was mixed. Operating profit fell 39% to ¥118B against a ¥250B consensus, because of ¥484.8B in EV restructuring costs. Revenue beat, with the quarter at about $39.1B. Management raised full-year operating profit guidance…
- Alcon Inc. (ALC) −2.38%
Alcon rose from about $69 in late October to a high of $77.85 on Nov 4. It then slid into Q3 results on Nov 10. Core EPS of $0.91 (+15%) beat estimates, while sales of $2.72B (+5%) were slightly below consensus. Management tightened 2026…
- NetEase, Inc. (NTES) −4.61%
NTES rose from about $112 on Oct 29 to $129.65 on Nov 9, a gain of roughly 16%. The largest volume came on Nov 5, with about 1.35M shares and a move from $121.26 to $126.56. The stock has since reversed. It closed at $128.03 on Nov 10 and…
- Revolution Medicines, Inc. (RVMD) −6.42%
Revolution Medicines is in its first quarter as a commercial-stage company. RASONQUE brought in $197.6M in about five weeks, against analyst expectations of $50M-$100M. It has treated more than 5,000 patients, and insurers covering over…
- Applied Materials (AMAT) +6.02%
AMAT has rebounded sharply from its Nov 5 low of $316.95 (close $319.25 on 17M shares). It closed at $395.08 on Nov 11, about 24% above that close, after gains of 4% on Nov 6, 11% on Nov 9 and roughly 6% on Nov 11. The recovery came as…
- Marvell Technology (MRVL) +9.37%
Marvell is rebounding from a steep selloff triggered by its $115B all-stock Lumentum deal. The stock closed at $168.80 on Nov 11, up about 9% on the day. That is about 26% above the Nov 5 close of $133.55 but still about 33% below the…
- NextNRG (NXXT) +858.76%
NextNRG is in a delisting and distress situation, and the May momentum story no longer applies. A Nasdaq hearings panel denied the company's request to keep its listing. Trading was suspended at the open on Nov 11, with OTC quotation…
- Micron Technology (MU) +12.02%
Micron jumped about 11.9% on Nov 11 to $811.30 on 35.2M shares, in line with the 30-day average. The rise followed a 17.5% crash on Nov 5 that took the stock to $656.39 on 77.9M shares. Two catalysts drove the move. CoreWeave beat…
- Costco Wholesale (COST) +2.00%
Costco rose 2.0% to $1,087.61 on Nov 11, about $9 below its 52-week high of $1,096.50. The catalyst is the $30 per share special dividend, about $13.3B. That is the largest in company history and well above the $18-$24 analysts had…
- Forgent Power Solutions (FPS) +14.42%
FPS has fallen about 70% from its $66.00 high on Jun 22, and it hit a low of $17.67 on Nov 6. It dropped from $27.14 to $18.21 over Nov 3-5, on volume of 17M and 25M shares. The stock has since bounced to $24.57, up about 35% from that…
- Direxion Daily Semiconductor Bull 3X Shares (SOXL) +18.20%
SOXL rose about 17.8% on Nov 11 to $66.03 from $56.06, on volume of about 219M shares. The move tracks a SOX gain of about 7.3% to 10,730 (a 3x fund would imply roughly 20%, so the numbers are close). The trigger was CoreWeave's…
- Oracle (ORCL) +8.88%
Oracle is in a volatile, financing-driven phase. The stock spiked to $144.54 on Oct 28 after the investor day, then fell back. On Nov 2 it dropped 8.8% when Oracle filed for $20B of new capital, split between stock and bonds. The stock…
- Intel Corporation (INTC) +7.57%
Intel rebounded about 7.5% on Nov 11 to $62.50, after closing at $58.13 on Nov 10. The move was on volume of about 128M shares, above the roughly 101M the day before. Coverage ties the rise to an AI-infrastructure and chip-sector rally…
- Invesco QQQ ETF (QQQ) +2.31%
QQQ closed Nov 11 at $690.38, up 2.31%, on volume of about 41M shares. That was a rebound from the Nov 10 close of $674.76. CoreWeave rose about 25% after its results and Nvidia recovered, which revived the AI trade across chipmakers…
- Apple Inc. (AAPL) +2.05%
Apple rose 2.05% on Nov 11 to $355.63, up from $348.51. That is just below the 52-week high of $355.38 on the intraday high of $355.90, so the day's high marks a new peak. Volume was about 32.8M, still light against the 89.6M…
- SPDR S&P 500 ETF Trust (SPY) +1.31%
SPY is at $759.81 on Wednesday, up about 1.3% from Tuesday's $749.92 close. That is a bigger gain than the 0.7% in early trade. The S&P 500 closed at 7,619.38, up 1.31%. CoreWeave's earnings beat and raised outlook reignited the AI trade…
- NVIDIA (NVDA) +3.00%
Nvidia is rebounding after a steep sell-off tied to the board's independent investigation into CEO Jensen Huang's affair with an alleged Chinese spy. The stock fell from $217.94 on Oct 27 to $168.89 on Nov 10, with volume above 429M…
- SpaceX (SPCX) −2.31%
SPCX has rebounded sharply since the Nov 5 low. It closed at $123.62 that day on about 171M shares, then rose to $134.27 on Nov 6, $142.07 on Nov 9 and $143.09 on Nov 10. On Nov 11 it traded between $138.62 and $145.16 and reached about…
- Direxion Daily Semiconductor Bear 3X Shares (SOXS) −18.31%
SOXS fell about 18% on Nov 11, from $55.36 to $45.32, as semiconductors rallied sharply. The rally followed CoreWeave's Q3 revenue of $3.66B, up 168% year over year, which eased worries about AI spending and financing. SOXX rose roughly…
- Cisco Systems, Inc. (CSCO) +2.74%
Cisco is rebounding into its Nov 12 fiscal Q1 report. It closed at $100.76 on Nov 11, up from the $93.85 low on Nov 6, but still well below the $111.38 close on Oct 27. The earlier selloff came on heavy volume (37.5M shares on Nov 5)…
- Microsoft (MSFT) −2.29%
MSFT fell about 2.6% to $519.40 by 11:45 ET on Nov 11, its second straight decline. That is about 6.5% below the record high of $559.15 set Nov 4. The main trigger is Anthropic's launch of Claude workplace tools, including a spreadsheet…
- Tesla (TSLA) +2.90%
Tesla continues to recover after the Nov 5 sell-off, when it fell 10.77% to $343.69 on 79.7M shares, about 2x its average volume. It has since climbed to about $392.83 in morning trade on Nov 11, up about 3.4% on the day. That is above…
- Super Micro Computer (Supermicro) (SMCI) +9.45%
Supermicro reported fiscal Q1 2027 revenue of $19.9B, nearly four times last year's level. It beat its own preliminary range, with GAAP EPS of $1.75, and raised fiscal 2027 revenue guidance to $72B-$82B. The stock still sold off hard…
- CoreWeave (CRWV) +24.85%
CoreWeave's Q3 report was stronger than the market expected, and the stock reacted. At 9:45 New York time it trades around $55.88, up about 14.7% from the $48.73 close. It opened at $55.97, well above the muted 2-3% after-hours gain…
- IREN (Iris Energy) (IREN) +5.58%
IREN has swung widely since its Nov 5 fiscal Q1 report. It hit a 52-week low of $17.16 on Nov 5, rebounded 20% to $21.64 on Nov 6 after revenue of $228M beat estimates, then slid on Nov 9 and Nov 10. The Nov 10 close was $19.73, down…
- Microvast Holdings (MVST) +19.57%
Microvast collapsed after its Q3 report. Revenue fell 62.8% to $45.8M against roughly $80M expected. Gross margin dropped to 5.2%, and the net loss was $76.8M. Management repeated substantial going-concern doubt and said it is negotiating…
- PepGen (PEPG) +14.10%
PepGen more than doubled on Nov 10, closing at $4.61 after trading as high as $6.45. Volume was about 106M shares, against a typical volume of about 1M. The trigger was Phase 2 FREEDOM2-DM1 data for PGN-EDODM1 in myotonic dystrophy type…
- Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) +4.24%
TSM is extending a four-session rebound from the Nov 5 low of $353.10, when it fell 10.78% on volume of about 43M shares. In early trading today it was near $407.59, up about 2.8% from yesterday's $396.48 close. Fundamentals support the…
- Broadcom Inc. (AVGO) +4.06%
Broadcom is extending a sharp rebound. The stock is at about $349 in early trading on Nov 11, up roughly 5% on the day. It is about 21% above the Nov 6 low of $289.77. It rose 8.8% on Nov 9 and 3.9% on Nov 10, and today's gap higher came…
- Advanced Micro Devices (AMD) +7.28%
AMD has rebounded about 30% from its Nov 5 low of $402 after a roughly one-third drawdown from its early-October peak. The rebound is driven by company-specific news. Google Cloud chose 5th Gen EPYC to host its TPU 8tx. Oppenheimer…
- Applied Digital (Applied Blockchain) (APLD) +7.25%
APLD is bouncing from a washed-out low but remains in a steep downtrend. It hit a 52-week low of $13.12 intraday on Nov 5 on 49.9M shares, then closed at $15.55 on Nov 6, $16.72 on Nov 9 and $16.68 on Nov 10. Early on Nov 11 it is near…
- ServiceNow (NOW) +3.16%
ServiceNow trades near $101.32 in early Nov 11 trading, up about 1.7% from the $99.61 close on Nov 10. The stock is down roughly 33% since the Q3 report on Oct 28, including a 27% one-day drop on Oct 29 on about 76M shares. Q3 revenue…
- SPDR Gold Shares (GLD) −1.15%
GLD is drifting lower for a second session at about $367.94 in early trading on Nov 11. It is down from the $379.53 close on Nov 9 and from the 52-week high of $509.70. The latest pressure comes from October CPI, which rose 0.4% and beat…
- SMX (Security Matters) Public Limited Company (SMX) −41.94%
SMX has given back a large part of its gains. It traded near $13.79 in early Nov 11 trading, down about 28% from the $19.25 close on Nov 10 and well below that day's $21.5 high. The Nov 9 and Nov 10 surge came on the reverse split, a run…
- Tantech Holdings Ltd. (TANH) +35.78%
TANH has had a second spike in three weeks, and no company news explains it. The stock closed at $11.67 on Nov 6. It then rose to $19.34 on Nov 9 on about 1.11M shares, against sub-75K shares a day earlier in the month. On Nov 10 it…
- ZipRecruiter (ZIP) −9.89%
ZipRecruiter reported Q3 2026 results on Nov 9 that beat on profitability. Revenue was $124.4M (+8% y/y), above the high end of guidance. Net income was $5.1M against an expected loss, and adjusted EBITDA was $20.8M against guidance of…
CoreWeave rents out Nvidia-powered AI computing capacity to AI labs and big tech companies. Adjusted operating income of $379 million beat its own $200-260 million guide, its order backlog reached about $132.5 billion, and the new 2026 revenue range of $13.0-13.3 billion tops the roughly $12.9 billion analysts expected. The CEO also tackled the market's biggest worry, saying the company will not borrow in the unsecured bond market at current rates and expects about $9 billion of customer prepayments and deposits within three months. By 10:30 AM ET about 67 million shares had traded, roughly 1.6 times a normal full day, and social-media mentions jumped about 26-fold from the day before. The report set off a rebound across AI stocks: the chip-stock fund rose about 5%, Nebius gained 16%, and Citi raised its target to $149.
For informational and educational purposes only. Not investment advice. Prices are an intraday snapshot (about 10:30 AM ET) and move quickly; sentiment and confidence scores are model opinions, not guarantees. Do your own research.