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Latest edition · November 11, 2026

Weekly Market Brief: November 11, 2026

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Market pulse

Tech led a rebound at Wednesday's open after two hard days: the Nasdaq rose about 1.3% and the S&P 500 about 0.9% in the first half hour, while the Dow was flat. Chip stocks bounced after CoreWeave raised its outlook, but the backdrop is still a hot October inflation report that makes a December Fed rate hike the base case, with the 10-year Treasury yield near 5% (the bond market is closed today for Veterans Day). Next week brings the two biggest events of the season: Nvidia's earnings on November 17 with its CEO under a board investigation, and Anthropic's expected IPO debut on November 19.

IndexPriceChange% Chg
Dow Jones52,207-24.9-0.05%
S&P 5007,585.71+64.78+0.86%
Nasdaq25,387.17+321.30+1.28%
VIX18.29-1.17-6.01%
10-Year Yield4.98%
Gold$4,024.70-5.50-0.14%
WTI Oil$87.46+1.42+1.65%
Bitcoin$73,478-331-0.45%
Ethereum$2,052-6-0.29%

Market News 6 stories 🔒 Full stories in Pro

  1. Anthropic plans to price its IPO on November 18, with trading as ANT on November 19
  2. Nvidia heads into its November 17 report with its CEO under investigation
  3. What to watch in Nvidia's numbers: the outlook, and anything said about leadership
  4. A hot October inflation report puts a December Fed rate hike on the table
  5. Anthropic's new office tools hit Microsoft and ServiceNow
  6. The week ahead: retail sales, Fed minutes and the jobless claims count

Stocks to Watch 9 🔒 Our take on each in Pro

▲ AMD▲ AVGO▲ MUSemiconductors

Chip stocks bounce as CoreWeave raises its outlook and Goldman names AMD and Broadcom top picks

🔒 What happened and what to watch, in Pro

▲ AMD▲ MRVL▲ AVGOSemiconductors

Investors rotate from Nvidia into AMD, Broadcom and Marvell

🔒 What happened and what to watch, in Pro

GOOGAMZNMSFTAMDAVGOMUTechnology / AI

Anthropic's IPO puts a price on stakes held by Alphabet and Amazon, and brings in its chip suppliers

🔒 What happened and what to watch, in Pro

▼ MSFT▼ NOWCRMSNOWSoftware

Microsoft and ServiceNow fall as Anthropic launches office tools

🔒 What happened and what to watch, in Pro

▼ GEV▼ VRT▼ BEEnergy / Data center infrastructure

AI power stocks extend a 10% to 24% slide on financing worries

🔒 What happened and what to watch, in Pro

▼ MU▼ MRVL▼ HOODMacro

Hot inflation hits Micron, Marvell and Robinhood

🔒 What happened and what to watch, in Pro

▲ META▲ AMZN▲ GOOGInternet

Meta and Amazon jump as JPMorgan makes them its top internet picks

🔒 What happened and what to watch, in Pro

▲ PLTRSoftware

Palantir rebounds after its post-earnings drop

🔒 What happened and what to watch, in Pro

▼ BAAerospace

Boeing to cut about 5% of its commercial airplanes workforce

🔒 What happened and what to watch, in Pro

Earnings and key dates ahead

Thu, Nov 12

  • CSCO Cisco Systems earnings, after the close (EPS estimate $1.15)
  • AMAT Applied Materials earnings, after the close (EPS estimate $4.06)

Tue, Nov 17

  • 8:30 AM Retail sales (October 2026)
  • DIS Walt Disney earnings, before the open (EPS estimate $1.67)
  • NVDA NVIDIA earnings, after the close (EPS estimate $2.49)

Wed, Nov 18

  • TJX TJX Companies earnings, before the open (EPS estimate $1.33)
  • PANW Palo Alto Networks earnings, after the close (EPS estimate $0.52)
  • Anthropic prices its IPO (expected)

Thu, Nov 19

  • WMT Walmart earnings, before the open (EPS estimate $0.64)
  • BABA Alibaba Group Holding earnings, before the open (EPS estimate $1.56)
  • Anthropic starts trading (expected)

Tue, Nov 24

  • ADI Analog Devices earnings, before the open (EPS estimate $3.89)
  • DELL Dell Technologies earnings, after the close (EPS estimate $6.41)

Wed, Nov 25

  • 8:30 AM GDP (second estimate) (Q3 2026)
  • 8:30 AM PCE inflation, income and spending (October 2026)

Thu, Nov 26

  • Market closed: Thanksgiving Day

Fri, Nov 27

  • Early close at 1:00 PM

Tue, Dec 1

  • CRWD CrowdStrike Holdings earnings, after the close (EPS estimate $0.00)
  • MRVL Marvell Technology earnings, after the close (EPS estimate $0.79)

Wed, Dec 2

  • SNOW Snowflake earnings, after the close (EPS estimate $-0.32)
  • CRM Salesforce earnings, time not set (EPS estimate $2.41)

Fri, Dec 4

  • 8:30 AM Jobs report (November 2026)

Open the full Market Calendar Earnings dates from Nasdaq; companies sometimes move them. Times Eastern.

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Produced with AI from the linked sources and may contain errors. The authors may hold positions in the stocks mentioned. Not investment advice.