US stock market news — Wednesday, November 11, 2026
64 stories · by lane · newest first · Eastern TimeThe stories BORSA published on Wednesday, November 11, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.
Corporate
22 storiesNvidia Board to Meet on CEO Jensen Huang's Futurebearish 25 · impact 80
Nvidia board plans to oust CEO Huang; shares fall 9% after hoursbearish 30 · impact 70
Lululemon class action alleges concealed demand decline; lead plaintiff deadline Jan 4bearish 20 · impact 65
H.B. Fuller Announces Seven Site Closures, Targets $75M in Annual Savings by 2030bullish 70 · impact 40
YYForce subsidiary secures staffing deal for 100+ QSR outlets in Singaporebullish 65 · impact 85
Ingram Micro to replace Pacira in S&P SmallCap 600 on Nov. 17bullish 70 · impact 50
Kimberly-Clark: $1.28 quarterly dividend, extends 54-year increase streakbullish 60 · impact 15
Embraer partners with Northrop Grumman on KC-390 refueling systemneutral 50 · impact 20
Tennessee American Water applies $13 PFAS settlement credit, total over $84 per customerneutral 50 · impact 20
Pfizer, Blackstone in $1.5B Deal to Fund Weight-Loss Drug berobenatidebullish 80 · impact 75
Brown & Brown earns Military Friendly Employer designation, Silver Awardneutral 50 · impact 10
Castle Biosciences to Present at Piper Sandler Healthcare Conferenceneutral 50 · impact 10
Moody's completes periodic review of Canadian Imperial Bank of Commerce and CIBC Bank USA ratingsneutral 50 · impact 10
Press Release: RLI: regular & Special Dividendsbullish 60 · impact 20
EastGroup Properties reports 96.7% leased, Q4 rental rate increases average 38.9% straight-linebullish 70 · impact 40
NextNRG receives Nasdaq delisting determination; trading to be suspended Nov 12bearish 15 · impact 80
United Airlines bans AI bots from booking flightsbearish 30 · impact 60
TD SYNNEX wins Microsoft Global Commercial Device Partner of the Year Awardbullish 60 · impact 10
Insight Enterprises wins three 2026 Microsoft Partner of the Year awardsneutral 50 · impact 30
Nvidia board ouster threat drags US futures, pressures AI tradebearish 30 · impact 95
Tesla extends Cybertruck production to summer 2027, FSD approved in Finlandbullish 65 · impact 40
Wheeler Real Estate Investment Trust (WHLR) trading halted then resumed on volatilityneutral 50 · impact 30
Earnings
22 storiesBaidu revenue likely fell in Q3; earnings due Mondaybearish 30 · impact 50
MSCI November 2026 Index Review Adds 13 Securities, Deletes 100neutral 50 · impact 60
Integra Resources Q3 revenue rises to $72.4M, cuts 2026 gold production guidanceneutral 50 · impact 60
Franco-Nevada 3Q adjusted EPS beats estimates; revenue missesbullish 65 · impact 40
Tech surges as CoreWeave eases AI financing fearsbullish 80 · impact 70
CoreWeave beats Q3 revenue, shares surge 25%; TSMC to invest $500 mln each in Anthropic, OpenAIbullish 80 · impact 70
EnerSys Q2 revenue misses as industrial mobility pressure offsets defense-led growthbullish 65 · impact 60
Nvidia falls after hours on report of second Huang affair; AI rally lifts marketbearish 30 · impact 85
Wheaton Precious Metals falls 0.42%, underperforms rising TSXbearish 40 · impact 10
Oracle CFO: cloud demand remains hot, company focused on scaling data centersbullish 70 · impact 60
Royal Bank of Canada edges up 0.85%, outperforms TSX in broad rallybullish 60 · impact 10
Skyworks Solutions rises 6.0%, outperforms peers in broad market rallybullish 70 · impact 20
TELUS Corp. falls 0.72%, underperforms rising TSXbearish 40 · impact 10
Rogers Communications falls 1.86%, underperforms rising TSXbearish 40 · impact 10
Generac Holdings rallies 6.7%, outperforms peers on broad market up daybullish 60 · impact 20
Super Micro Computer rallies 9.5%, outperforms peers on broad market up daybullish 70 · impact 30
Dell Technologies Cl C jumps 11.8%, outperforms market in AI-led rallybullish 70 · impact 30
Western Digital Rises 8.3% in Tech-Led Rallyneutral 50 · impact 20
Cameco shares rise 2.36%, outperform TSX in broad market rallybullish 60 · impact 10
Major averages finish higher; CoreWeave earnings ignite AI infrastructure rallybullish 85 · impact 75
Nebius shares jump 16% ahead of Q3 earnings, boosted by CoreWeave's solid reportneutral 50 · impact 30
Apple iPhone Wait Times Decline, In-Line With Last Yearneutral 50 · impact 30
Macro
12 storiesU.S. Tariff Rate Could Rise to 15% Under Divided Government, PGIM Saysbearish 30 · impact 60
Renewed AI optimism may offset Fed tightening worries, strategist saysbullish 60 · impact 20
Asian currencies under renewed dollar pressure as DXY tops 103bearish 30 · impact 60
Nasdaq follow-through day confirmed; Nvidia slides 8% after hours on ouster reportsbullish 70 · impact 70
Global economy vulnerable to AI bust, WSJ warnsbearish 20 · impact 70
AI Stocks Rally After CoreWeave Quarter, OpenAI Revenuebullish 70 · impact 70
Stocks rise as CoreWeave earnings quell AI fears; dollar at 52-week highsbullish 70 · impact 65
Gold settles under $4,000 as inflation worries persistbearish 35 · impact 60
CoreWeave surge lifts US stocks; oil rises on Middle East tensionsbullish 70 · impact 60
US stocks rise as CoreWeave update eases some AI worriesbullish 70 · impact 60
NASDAQ Composite gains 1.60%, closes at 25466.19bullish 60 · impact 20
Techs Lead AI-Sparked Rally; CoreWeave Earnings Ignite Sectorbullish 70 · impact 60
Sector
4 storiesChinese Chip Makers Climb on Nvidia Turmoil, Self-Reliance Pushbearish 35 · impact 30
AI trade rebounds on CoreWeave debt shift; Anthropic IPO next weekneutral 50 · impact 40
Chip stocks rally 5.7% as SOX bounces from sell-off; Arm, Macom, Micron lead gainersbullish 70 · impact 60
United Airlines Blocks AI Agents Like Muse; Travel Stocks Risebullish 65 · impact 30
Analyst action
1 storyMosaic downgraded to Sell at Freedom Brokerbearish 35 · impact 30
Energy
1 storyGE Vernova Hitachi small nuclear reactor in Ontario delayed, faces cost overrunsbearish 30 · impact 60
Legal
1 storyBaidu securities fraud lawsuit lead plaintiff deadline November 13bearish 30 · impact 40
Product
1 storyDover unit CPC Biotech launches Quattroflow HTX pump drive for bioprocessingbullish 60 · impact 20