TradingKey

On Tuesday, November 10, Eastern Time, U.S. stocks moved lower. Both U.S. headline and core CPI for October exceeded market expectations, while Federal Reserve officials signaled an accelerated pace of interest rate hikes, driving U.S. Treasury yields higher and putting pressure on technology stocks. At the close, the Dow Jones Industrial Average fell 0.30% to 52,231.89; the Nasdaq Composite Index dropped 0.74% to 25,065.87; and the S&P 500 Index slipped 0.38% to 7,520.93.

CoreWeave (CRWV) released its third-quarter 2026 financial results on November 10. Revenue for the quarter grew 168% year-over-year, and its revenue backlog increased to $132.5 billion. However, depreciation and financing costs from infrastructure expansion continued to rise, widening its GAAP net loss to $709 million.

Microsoft (MSFT) shares tumbled in short-term trading after Anthropic announced the launch of a suite of AI workplace tools, including a video conferencing assistant, data dashboards, and the spreadsheet service Claude Sheets, expanding competition from programming to everyday office work and directly entering the market occupied by Microsoft Excel and Google (GOOGL) Sheets.

On November 10, Eastern Time, Nvidia (NVDA) shares hit a fresh recent intraday low. Following market concerns over returns on AI investment and a slowdown in data center construction, an independent investigation surrounding Chief Executive Officer Jensen Huang and shareholder lawsuits have prompted investors to reassess the company's governance risks. Market concerns that leadership uncertainty could weaken the company's execution capabilities have led investors to lower the valuation they are willing to grant.

U.S. inflation in October once again exceeded market expectations, prompting investors to increase their bets on a substantial Federal Reserve rate hike in December. Although headline price gains slowed from September, core inflation maintained the same pace for a third consecutive month, indicating that price pressures have yet to meaningfully abate.

TradingKey - Anthropic, the developer of Claude, is preparing for an initial public offering that could rewrite fundraising records for global tech stocks.

TradingKey - On November 10, Eastern Time, CoreWeave (CRWV) fell about 1.06% in pre-market trading, with the company scheduled to report its third-quarter 2026 financial results after the U.S. market close today.

TradingKey - Caterpillar stock jumped 7.21% to $598.88 after Anthropic took over $3.4 billion of generator orders, but $628.70 resistance still caps the rebound.

TradingKey - AI cloud computing company Nebius Group (NBIS) will report its third-quarter 2026 financial results before the US market opens on November 12 and host a conference call at 8:00 a.m. Eastern Time.

TradingKey - On November 10, Eastern Time, the three major U.S. stock index futures were mixed. As of press time, Dow futures rose about 0.36%, S&P 500 futures were up about 0.07%, and Nasdaq 100 futures fell slightly by 0.35%.

TradingKey - Anthropic is adjusting its IPO fundraising plans, according to the latest draft prospectus reviewed by Reuters on Tuesday. The artificial intelligence company is preparing to launch its IPO roadshow, planning to issue 825 million shares with an indicative price range of $70 to $78 per share. At the upper end of the price range, the public offering could raise up to approximately $64.4 billion, down from the $69.3 billion disclosed in a previously withdrawn version.

TradingKey - TTD jumped 15.47% to $14.93 before a Q3 beat and a Q4 guide above estimates, but revenue slipped and the stock now tests $15.29 double-top resistance.

TradingKey - Applied Materials stock jumped 11.37% to $370.55 before Thursday's Q4 report, but its falling channel holds and $410.79 is the first hurdle.

TradingKey - In the third quarter of 2026, the performance of major global cloud service providers diverged further. Alphabet’s (GOOGL) Google Cloud revenue grew 103% year-over-year to $30.709 billion; Amazon’s (AMZN) AWS revenue increased 39.3% to $45.984 billion; and Microsoft’s (MSFT) Azure revenue rose 48% to $33.165 billion.

TradingKey - On November 10, international oil prices extended their downward trend, with Brent crude (UKOIL) futures falling below the key $90 mark to trade around $89.96 per barrel, while WTI crude (USOIL) futures retreated to near $84.36 per barrel, sending both benchmarks to their lowest levels since late August.

TradingKey - AMD stock jumped 13.26% to $508.58 on an Oppenheimer upgrade, erasing last week's 17% crash in two sessions, with $515.13 resistance now the key test.

TradingKey - The controversy surrounding Nvidia (NVDA) founder and CEO Jensen Huang is bringing an issue long overlooked by the market to the forefront: if the founder, who has led the company for over 30 years, were to suddenly depart, who could take over Nvidia?

TradingKey - As of the close on Monday (November 9) Eastern Time, TSMC (TSM) U.S. ADRs rose 3.51% to close at $388.62, reaching an intraday high of $394.39 with a trading volume of approximately 15.65 million shares, and edged up further to near $393 in after-hours trading. Previously, TSM plunged 10.78% in a single session on November 5, touching a low of $351.19, before rebounding for two consecutive trading days and recovering more than 10% from its recent low.

TradingKey - SpaceX (SPCX) may no longer be content with acting as a satellite partner to traditional telecom companies, and instead seeks to directly enter the U.S. wireless communications market.

The KOSPI triggered a sidecar as it surged 4.39%, the Nikkei reclaimed the 60,000-point mark, and SoftBank surged nearly 14%.