Nasdaq 100 Advances 3% as Easing AI Anxiety Draws Dip Buyers In

Live updates

1. 38m ago

   Nasdaq 100 Jumps as CoreWeave Results Revive AI Stocks

   Global tech stocks staged a sharp rebound driven by a major earnings beat and raised full-year outlook from CoreWeave, which eased investor anxiety surrounding artificial intelligence valuations. The Nasdaq 100 advanced three percent as dip buyers returned to the market following a steep selloff just days prior. CoreWeave shares surged, lifting Nvidia and fueling a broad rally across chip and AI cloud equities despite ongoing macroeconomic headwinds involving hot inflation data.

   Why it matters

   The sharp recovery follows a period of market turbulence characterized by intense investor anxiety over the viability and valuation of the artificial intelligence sector. Strong financial results from key infrastructure providers serve as a crucial barometer for capital expenditures and demand across the tech industry. Market participants closely monitor these earnings reports to gauge whether high spending on artificial intelligence infrastructure is translating into actual revenue growth.

   What is confirmed

   • Nasdaq futures jumped following a CoreWeave earnings beat that drove a global tech rebound.
   • CoreWeave reported third-quarter revenue beating estimates and raised its full-year outlook.
   • The S&P 500 and Nasdaq surged as CoreWeave paced a big artificial intelligence rally.

   Still unconfirmed

   • Nebius stock tumbled after earnings as the CEO warned of a revenue delay.

   What to watch next

   • Upcoming quarterly earnings reports and guidance updates from major artificial intelligence infrastructure providers.
   • Further inflation prints and macroeconomic data releases that could influence Federal Reserve interest rate policy and equity valuations.
   Sources used for this update (14)

   1. stocktwits.com — Stocktwits - Stock Market Live Quotes, Social Community...
   2. www.zerohedge.com — Futures Rise, Oil Slides As Iran's Supreme Leader Talks Peace And Shrugs Off Ras Tanura Attack
   3. CNBC — Nasdaq futures jump as CoreWeave earnings beat drives global tech rebound: Live updates
   4. CNBC — Stocks making the biggest moves premarket: CoreWeave, Nvidia, NextNav & more
   5. Reuters — CoreWeave sparks AI cloud stock rally, lifts Nvidia as results ease bubble fears
   6. Bloomberg.com — US Equity Futures Rise as AI Enthusiasm Counters Hot Inflation
   7. Yahoo Finance — CoreWeave stock surges as Q3 revenue beats estimates, company raises full-year outlook
   8. Investopedia — Markets News, Nov. 11, 2026: S&P 500, Nasdaq Surge as CoreWeave Paces Big AI Rally; Chip Stocks Jump as Nvidia Rebounds
   9. Investor's Business Daily — Stock Market Today: Major Indexes Pare Earlier Gains But Finish Trading Day Solidly Higher
   10. WSJ — CoreWeave Jumps, Boosting the AI Trade
   11. CNBC — Jim Cramer says investors need to pay attention to CoreWeave. Here's why
   12. WSJ — Investors Run Back to AI Stocks, Less Than a Week After a Historic Selloff
   confidence 100%