Why stocks rose and fell on Nov 11, 2026

• Market pulseCoreWeave CEO cancels stock-sale plan, says data-center expansion remains on track and plans asset-backed debt offering at 7%–7.5%
• Investing.comCoreWeave raises 2026 revenue forecast as AI infrastructure demand accelerates
• MarketWatchThis is what CoreWeave says is its key advantage

The trigger was the quarterly report: EPS −1,069% year over year, 25.6% above the estimate.

No news on Trump Media & Technology today. The Communication Services sector moved +0.66% (median).

• Market pulseAzenta posts Q4 2026 results with revenue $167M, adjusted EPS $0.28, and issues FY 2027 revenue and margin expansion guidance
• Market pulseAzenta Inc beats Q4 2026 estimates with non-GAAP EPS $0.28 (+33% YoY) and revenue $167.0M (+5% YoY)
• PR NewswireAzenta Reports Fourth Quarter and Full Year Results for Fiscal 2026, Ended September 30, 2026.

The trigger was the quarterly report: EPS +33% year over year, 152.4% above the estimate.

• Market pulseCoreWeave’s strong quarter revives AI infrastructure demand, lifting AXT 15% in early trade

• Market pulseResideo Technologies Inc beats Q3 2026 estimates with non-GAAP EPS $0.52 (-42% YoY) and revenue $727.0M (-61% YoY)
• Market pulseResideo Technologies beats Q3 2026 estimates with EPS $0.52 and revenue $727.0M, raises 2026 outlook on strong core growth
• BenzingaResideo Technologies Rolls Out AI-Powered Service Pro-IQ Predict To Combine Connected Thermostat Insights And Patent-Pending Analytics To Track HVAC Issues

The trigger was the quarterly report: EPS −16% year over year, 55.0% above the estimate.

• Market pulseNegative cash flow and unchanged guidance overshadow Q3 beat, sinking EquipmentShare 16.5%
• Market pulseEquipmentShare delivers 49% rental growth, reiterates raised 2026 guidance with further margin expansion
• Fiscal.AiTruist Securities Cuts Price Target on EquipmentShare.com to $24 From $31

• Market pulseNo clear catalyst identified for FRMI 17% early-session gain ahead of earnings
• Market pulseNo clear catalyst identified; Fermi rallies 24% ahead of Thursday earnings

• Market pulseRUM Group reports Q3 2026 revenue of $96.6M (+290% YoY), beats estimates, while non-GAAP EPS of $-0.19 misses estimates
• Market pulseRUM Group reports record Q3 2026 revenue of $96.6M and first positive adjusted EBITDA, but delays part of 250MW build
• StocktwitsRUM Stock Rises Overnight Ahead Of Earnings: Retail Expects AI, Data Center Catalysts To Boost Revenue

The trigger was the quarterly report: EPS −217% year over year, 72.7% below the estimate.

• Market pulseCoreWeave’s beat-and-raise reignites AI-infrastructure trade, lifting Legence 13% ahead of Thursday earnings
• BenzingaLegence Stock Soars: What's Going On?

• Market pulseCoreWeave’s beat-and-raise revives AI infrastructure demand, lifting Applied Optoelectronics 17% by late morning
• BenzingaApplied Optoelectronics Stock Jumps After CoreWeave's Strong Q3 Results

• Market pulseCoreWeave beats Q3 expectations, raises outlook, reports $132.5B backlog and expects adjusted profitability in H1 2028, seen as positive for Nebius
• Market pulseCoreWeave raises 2026 revenue outlook to $13 billion–$13.3 billion, a development seen as positive for Nebius Group
• StocktwitsCRWV Stock Climbs 8% After-Hours As $132B Revenue Backlog Reinforces AI Compute Demand: NBIS, IREN Tick Higher

No news on Axogen today. The Healthcare sector moved +0.41% (median).

• Market pulseNo clear catalyst identified for Target Hospitality Corp's 16 percent gain in regular hours
• Market pulseNo clear catalyst identified for Target Hospitality 14% regular-hours rebound

• Market pulseCoreWeave’s beat-and-raise revives AI infrastructure trade, lifting Forgent Power 12% before earnings
• BenzingaJP Morgan Maintains Overweight on Forgent Power Solutions, Lowers Price Target to $35

• Market pulseCoreWeave’s raised outlook revives AI demand trade, lifting Sandisk 8.7% alongside memory peers premarket
• Market pulseMarketWatch reports an analyst’s $2,500 Sandisk price target, citing tighter NAND supply management, multiyear customer agreements and rising data-center demand.
• Barrons.comSandisk Leads Memory Stock Rally. The AI Recovery Has Far to Go.

• Market pulseCoreWeave earnings beat and raised guidance lift Galaxy Digital 14.5% in Wednesday trading

• Market pulseCoreWeave earnings revive AI-infrastructure demand trade, lifting Bloom Energy 9% in Wednesday premarket
• BenzingaWhy Is Bloom Energy Stock Surging Wednesday?
• Yahoo FinanceBloom Energy stock surges as CoreWeave earnings spur rally in power stocks

• Market pulseSonos guides fiscal Q1 2027 revenue up 4%–15% but sees lower margins, EBITDA on surging memory costs
• Market pulseSonos returns to growth with stronger profitability but guides Q1 2027 gross margin down ~1,000 bps on memory costs
• BenzingaSonos Q4 Adj. EPS $0.04 Beats $(0.18) Estimate, Sales $344.441M Beat $340.328M Estimate

The trigger was the quarterly report: EPS +87% year over year, 77.8% above the estimate.

• Market pulseFirefly Aerospace posts Q3 2026 revenue up 259% to $110.7M with record $1.7B backlog and 2026 guidance of $440–$450M
• Market pulseFirefly Aerospace delays Alpha Block II debut to early 2027, cutting 2026 Alpha launches to one despite Q3 beat
• GlobeNewswireFirefly Aerospace Announces Third Quarter 2026 Financial Results With Record Backlog of $1.7 Billion

• Market pulseCoreWeave’s beat revives AI demand trade, lifting Arm 5.7% in early premarket
• Investing.comServer CPU strength persists as AMD and Arm gain share: UBS
• Fiscal.AiArmada Mercantile Ltd. Insider Filing

• Market pulseCoreWeave reports $3.66 billion in Q3 revenue and raises 2026 revenue guidance to $13 billion-$13.3 billion, easing AI-spending concerns for Micron
• Market pulseMicron's AI infrastructure demand outlook gains support as CoreWeave reports $132.5 billion backlog and demand at 10 times capacity
• BenzingaIf You Invested $100 In Micron Technology Stock 10 Years Ago, You Would Have This Much Today

• Market pulseCoreWeave’s strong results validate AI-server demand, lifting supplier Dell 8% in early pre-market trading
• Fiscal.AiDell Technologies to Hold Conference Call Nov. 24 to Discuss Third Quarter Fiscal 2027 Financial Results
• BenzingaDell Shares Heat Up Wednesday: What's Going On?

• Market pulseCoreWeave’s raised outlook revives AI-chip trade, lifting Entegris 8% with equipment peers
• Fiscal.AiBarclays Maintains Buy Rating and $224 Price Target for Entegris

• Market pulseMarvell CEO filing highlights positive shareholder feedback, lifting Lumentum shares 8% in premarket
• BenzingaWhy Is Lumentum Stock Soaring Today?

• Market pulseCoreWeave’s raised outlook sparks AI-chip rebound, lifting Lattice Semiconductor 8.5% during regular hours
• BenzingaLattice Semiconductor Announces PCIe Companion Solution With NXP, Pairing Its FPGAs With i.MX 95 Processors For Industrial Applications
• Fiscal.AiLattice Semiconductor and NXP Semiconductors Announce PCIe Companion Solution for Industrial Edge

• Market pulseCoreWeave earnings and guidance hike lift Semtech 8% with AI-networking peers pre-market

• Market pulseCoreWeave raises outlook, reviving AI-optical trade and lifting MACOM 11% in regular hours

• Market pulseCoreWeave beat revives AI-infrastructure trade, lifting Seagate 8% pre-market alongside storage peers

• Market pulseCoreWeave’s raised outlook eases AI-demand fears, lifting DigitalOcean 8% premarket alongside peers

• Market pulseSuper Micro announced that its H15 server portfolio powered by AMD’s 6th Gen EPYC 9006 processors is now shipping.
• Market pulseSuper Micro's H15 servers powered by AMD 6th Gen EPYC 9006 processors are shipping, delivering up to 1.8x AI throughput versus prior-generation AMD CPUs
• Fiscal.AiSupermicro Announces Participation in Upcoming Investor Events

• Market pulseCoreWeave’s strong results ease AI-spending fears, lifting Marvell 8% in broad premarket rebound
• BenzingaWhat's Going On With Marvell Technology Stock Wednesday?

• Market pulseNo clear catalyst identified; Coherent jumps 9% immediately after the pre-market session opens
• Market pulseCoreWeave beat-and-raise sparks broad AI-hardware rebound, lifting Coherent 8.5% in pre-market trading

• Market pulseCoreWeave's earnings beat and guidance raise lift Credo 9% premarket with AI hardware peers
• BenzingaCredo Technology Stock Is Surging Wednesday: What's Going On?
• Business WireCredo Schedules Second Quarter Fiscal Year 2027 Financial Results Conference Call

• Market pulseCoreWeave's raised outlook revives AI-chip demand, lifting Monolithic Power 8.5% by late morning
• BenzingaCNBC Halftime Report Final Trades: Walt Disney, Monolithic Power Systems, Amphenol, Invesco QQQ Trust, Series 1

• Market pulseCoreWeave’s beat-and-raise revives AI equipment trade, lifting Onto Innovation 10% after earnings
• BenzingaJefferies Maintains Buy on Onto Innovation, Lowers Price Target to $350
• Fiscal.AiWall Street Analysts Update Ratings and Price Targets for Onto Innovation Following Q3 Earnings

• Market pulseCoreWeave guidance raise lifts Oracle 4.8% as AI-cloud peers rally broadly premarket
• Market pulseOracle's Opower platform delivers record 1 GW peak energy demand reduction in 2026
• Fiscal.AiOracle Breaks Ground on New Global Headquarters in Nashville

• Market pulseCoreWeave’s raised outlook revives AI-infrastructure demand, lifting Ciena 8% on sector read-through

• Market pulseRocket Lab’s Pentagon loan and record quarter lift space peers, pushing ASTS up 8.6%
• StocktwitsASTS Stock Jumps Overnight: Analyst Estimates $50M Each For 3 Early BlueBirds Retail Bulls Defend Spending
• Benzinga Prediction MarketsElon Musk's SpaceX Could Be Making AST SpaceMobile More Valuable, Analysts Say

• Market pulseCoreWeave beat-and-raise revives AI infrastructure confidence, lifting Celestica 9.5% by late morning

• Market pulseCoreWeave’s raised outlook and surging demand lift Western Digital 8.6% premarket alongside storage peers
• Market pulseWestern Digital shares rose as CoreWeave’s CEO said demand for AI infrastructure is 10 times its remaining 2027 capacity, with 2028 capacity already oversubscribed.

• Market pulseJefferies Buy initiation lifts Teradyne 8%, with AI-sector rebound amplifying the opening gap
• Market pulseBarron’s reported Jefferies sees a $2 billion Nvidia opportunity for Teradyne as shares rise.
• Fiscal.AiTeradyne Declares Quarterly Cash Dividend

• Market pulseMizuho’s bullish earnings preview and AI rebound lift Zoom 6.8% by midday

• Market pulseCoreWeave beat-and-raise sparks broad chip rally, lifting Tower Semiconductor 10% by midday Wednesday

• Market pulseCoreWeave beat-and-raise eases AI-demand fears, lifting Intel 5.3% with chip peers premarket
• Fiscal.AiViam to Host Robot Hackathon Featuring Intel Technology
• BenzingaWhat's Going On With Intel Stock Wednesday?

• Market pulseJefferies initiates Corning at Buy with $134 price target, citing AI data-center demand for its optical business
• BenzingaHere’s How Much You Would Have Made Owning Corning Stock In The Last 15 Years
• StocktwitsGLW Stock Could Ride The AI Data-Center Buildout, Jefferies Says: Sees Cornings Optical Business Scaling In 2028

• Market pulseAdvanced Micro Devices shares rise after AI cloud provider CoreWeave raises its 2026 revenue and profit outlook, easing concerns about demand for AI infrastructure chips.
• Market pulseCoreWeave expects $9 billion in customer prepayments and contract-backed financing, easing concerns over AI infrastructure funding for AMD
• DigiTimesAMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

• MediaPostReddit Finds Strategy To Cash In On Candor

No news on United Micro Electronics today. Its industry peers (Semiconductors) that day: “TSMC sales and Asian memory rally lift Micron 5.7% in early premarket”.

• Market pulseCoreWeave’s raised outlook revives AI-infrastructure optimism, lifting Astera Labs 8% in premarket
• GlobeNewswireAstera Labs Announces Upcoming Financial Conference Participation

No news on Generac today. Its industry peers (Specialty Industrial Machinery) that day: “Siemens Energy record results and CoreWeave outlook lift GEV 5% in premarket rebound”.

• Fiscal.AiBernstein Adjusts Price Target on Fidelity National Information Services to $31 From $48
• BenzingaBernstein Maintains Market Perform on Fidelity National Info, Lowers Price Target to $31
• Business WireFIS to Present at Upcoming Conference

No news on ASE Technology Holding CoLtd today. Its industry peers (Semiconductors) that day: “TSMC sales and Asian memory rally lift Micron 5.7% in early premarket”.

• Market pulseBitMine posts $6.31B annual net loss on $6.23B unrealized Ethereum losses, discloses 5.9M ETH holdings in SEC 10-K
• StocktwitsTom Lees Ethereum Bet Is Costing Bitmine Billions On Paper, And Hes Still Buying
• UnchainedBitmine Says Its Controls Are Still Not Effective as ETH Ended the Year $5.4 Billion Below Cost

• Market pulseJPMorgan analyst Julian Mitchell today resumed coverage of Vertiv with a Neutral rating and $240 price target as shares rise.
• Benzinga$100 Invested In Vertiv Holdings 5 Years Ago Would Be Worth This Much Today
• StocktwitsGEV, VRT, HUBB In Focus JPMorgan Sees Potential AI Stock Rebound, But Remains Cautious On Electrical Equipment Sector

• Market pulseCoreWeave results and TSMC sales revive AI hardware trade, lifting SiTime 8.8% pre-market

• Market pulseNo clear catalyst identified; Anthropic IPO access offers context for IBKR’s 7.7% gain
• Market pulseRobinhood record-trading comments propel Interactive Brokers 6% Wednesday as trading-platform peers rally

• Market pulseCoreWeave’s raised outlook and broad AI-infrastructure rally lift Arista 5% in premarket
• Fiscal.AiArista Networks Insider Executes Significant Stock Sale
• MarketWatchArista Networks Inc. stock underperforms Wednesday when compared to competitors despite daily gains

• Market pulseCoreWeave earnings ease AI-demand fears, lifting Lam Research 5.6% in early pre-market
• MarketWatchLam Research Corp. stock underperforms Wednesday when compared to competitors despite daily gains

• Market pulseTSMC’s record October sales propel chip-equipment rally, lifting Applied Materials 5.5% pre-market
• BenzingaApplied Materials Earnings Due Thursday: What Investors Need to Know
• Investing.comApplied Materials fiscal Q4 2026 earnings preview: what to watch for in the print

• Market pulseCoreWeave earnings revive semiconductor demand confidence, lifting Skyworks 5.7% during Wednesday’s session

• Market pulseCoreWeave’s beat-and-raise revives AI-optics trade, lifting Fabrinet 8% during Wednesday’s morning session

No news on MKS today. Its industry peers (Scientific & Technical Instruments) that day: “CoreWeave beat-and-raise sparks broad AI-hardware rebound, lifting Coherent 8.5% in pre-market trading”.

• BenzingaHere’s How Much You Would Have Made Owning ON Semiconductor Stock In The Last 10 Years

• Market pulseQ3 beat-and-raise resumes JFrog rally, lifting shares 8% Wednesday amid AI-stock rebound

• Fiscal.AiVenture Global Announces Strategic Shift to Become Integrated AI Utility Provider
• Fiscal.AiDeutsche Bank Raises Price Target on Venture Global
• Fiscal.AiCitigroup Adjusts Price Target on Venture Global to $20 From $17

The trigger was the quarterly report: EPS +500% year over year, 92.6% above the estimate.

No news on GlobalFoundries today. Its industry peers (Semiconductors) that day: “TSMC sales and Asian memory rally lift Micron 5.7% in early premarket”.

• StocktwitsRKLB Vs. SPCX: Which Space Stock Has More Upside As Rocket Labs Iridium Deal Deepens Spectrum Feud?
• BenzingaNeedham Maintains Buy on Rocket Lab, Lowers Price Target to $100
• BenzingaStock of the Day: Did Rocket Lab Breakout Yesterday?

No news on Alnylam Pharmaceuticals today. The Healthcare sector moved +0.41% (median).

• Market pulseCoreWeave earnings beat and Asian chip rally lift KLA 5.4% in pre-market
• Fiscal.AiKLA Corporation Enters Long-Term Lease for Milpitas R&D Facility

• BenzingaIf You Invested $1000 In Comfort Systems USA Stock 5 Years Ago, You Would Have This Much Today

No news on Summit Therapeutics today. The Healthcare sector moved +0.41% (median).

No news on Revolution Medicines today. The Healthcare sector moved +0.41% (median).