Nvidia Shares Fall as AI Stocks Face Market Tests

Key Takeaways

• CoreWeave reported $3.66 billion in third-quarter revenue, up 168% year over year, raised its full-year forecast and expects about $9 billion in customer prepayments and deposits over the next three months.
• Nvidia shares fell sharply on reports of Jensen Huang’s resignation; CFO Colette Kress became interim CEO. AMD and Broadcom gained in some reports, while AI and chip stocks showed mixed moves.
• Investors remained focused on inflation, Friday’s Producer Price Index and the possibility of a December Federal Reserve rate increase.
• OpenAI reported third-quarter operating losses above $10.9 billion, while revenue grew about 50%; it began showing ads in ChatGPT in February as it and Anthropic prepare for expected IPOs.
• Anthropic sales topped $33 billion for the nine months through Sept. 30, and customers spending over $100,000 rose to more than 11,900. It faces data-center challenges and competition from OpenAI and Google.
• CodeRabbit says AI code review can help catch flaws in AI-generated code; GitHub says Agentic Autofix achieved a fourfold higher security-backlog fix rate than human-only efforts using its earlier version.
• Canva’s Magic Layers supports quick edits to individual design elements; the company says it runs about 100 AI models and its Craft model costs 40 times less than leading design models.
• Yahoo became the first licensee of the Internet Licensing Collective for its Scout AI search product; over 3,000 publishers have joined the collective.
• The DOJ’s Super Intelligence Task Force will coordinate AI-related enforcement, while OpenAI launched tools for real-time AI cyberthreat detection and response amid a lawsuit against AI companies.
• BrainChip’s AKD1500 PCIe card, launched Sept. 17, 2026, lets engineers evaluate its edge AI processor and related development work, including speech recognition and compact language models.

CoreWeave Earnings Lift the S&P 500 as AI Stocks Rebound

The S&P 500 rose about 1.6% in afternoon trading on Wednesday, November 11, 2026, after strong results from AI computing provider CoreWeave helped revive investor interest in AI stocks. CoreWeave reported third-quarter revenue of $3.66 billion, up 168% from a year earlier, raised its full-year revenue forecast and said it expects about $9 billion in customer prepayments and deposits over the next three months. Its shares jumped more than 20%, while Nvidia rose about 5% after recent losses. The rally came as investors weighed hotter-than-expected inflation and the chance of a Federal Reserve rate increase, while the US bond market was closed for Veterans Day.

Nvidia Turmoil Shakes AI Stocks as US Markets Recover Early Losses

US stocks recovered their early losses on Thursday, November 12, 2026, even as Nvidia shares swung sharply after CEO and co-founder Jensen Huang resigned. The company named Chief Financial Officer Colette Kress as interim CEO. Nvidia shares fell as much as 14% early in trading, then narrowed their decline as investors considered the company’s continued chip sales and leading role in AI. Broadcom and Advanced Micro Devices rose, while oil prices climbed after President Donald Trump said he was no longer interested in a deal with Iran.

Nvidia CEO’s Exit Sends AI Shares Lower and Weighs on US Indexes

The S&P 500 and Nasdaq fell on Thursday, November 12, as investors reacted to Nvidia CEO Jensen Huang’s resignation and higher oil prices. Nvidia shares dropped 7.6%, and Chief Financial Officer Colette Kress became interim CEO. AI firms Nebius and CoreWeave also fell after Nebius forecast 2026 revenue at the low end of its earlier range. Some rival chipmakers, including Advanced Micro Devices and Broadcom, gained. Investors awaited Friday’s Producer Price Index report after consumer prices rose more than expected, while traders saw a December Federal Reserve rate hike as likely.

CoreWeave Results Help AI Stocks Lead a Wall Street Rebound

The S&P 500 rose 1.3% and the Nasdaq gained 1.6% as Wall Street stocks rebounded, helped by strong results from CoreWeave. The AI computing company’s shares jumped 24.7% after it reported a smaller-than-expected loss, raised its revenue forecast and said it expects about $9 billion in customer prepayments and deposits over the next three months. Micron Technology rose 11.9%, while Broadcom gained 4%. Fossil Group climbed 26.7% after reporting stronger quarterly profit and raising its revenue forecast. Oil prices also rose, while stocks in much of Europe and Asia advanced.

Nvidia Concerns Push Nasdaq Futures Lower Before US Trading

Nasdaq 100 futures fell before trading on Thursday as investors reacted to concerns about Nvidia and possible leadership changes at the AI chip company. Nvidia shares dropped 6% in premarket trading after reports of two extramarital affairs involving its longtime leader. Intel, Marvell Technology and Micron fell between 1.9% and 2.8%, while AI infrastructure company CoreWeave dropped about 6%. Investors also awaited Friday’s Producer Price Index report after consumer prices rose more than expected. Traders viewed a Federal Reserve rate increase in December as likely, and MSCI said it would remove Michael Saylor’s Strategy from its global indexes.

CodeRabbit says AI code reviews can stop AI driven hacks

CodeRabbit CEO and co-founder Harjot Gill says AI code reviews can help defend against weaknesses in AI generated code. He said he submitted 2,500 to 3,000 pull requests in the past 30 days and described code review as the first bottleneck companies face after adopting coding agents. Gill said OpenAI credits CodeRabbit with helping it ship 20 times more software with the same team using Codex to review AI generated code.

Canva uses smaller AI models for faster design changes

Canva says its Magic Layers tool addresses a problem with flat image tools, which require designers to regenerate a whole image to move one object. Stefano Corazza, Canva’s head of AI research, said AI will reach 70% or 80% accuracy but never 100%, so the company designed for quick human edits. Corazza said Canva runs about 100 AI models in production and that its Craft model costs 40 times less than leading design models.

CoreWeave gains 24% as investors await Nvidia earnings

CoreWeave shares rose 24% in morning trading on November 11, 2026, after the company beat third quarter sales estimates. Investors welcomed the results, but analysts said the AI trade faces more tests, including Nvidia’s earnings the following week and a possible Anthropic IPO. Panelists said strong earnings growth has come with high expectations, and that demand for computing capacity remains strong. They also discussed the need for more capacity to support growing computing needs.

GitHub says Agentic Autofix speeds security fixes and tracks risk

GitHub VP of Product Management Marcelo Oliveira discussed how Agentic Autofix addresses security alerts and checks proposed fixes. The tool reruns detection engines and project tests to confirm fixes work without causing breaking changes, and GitHub reported a four times higher security backlog fix rate than human only efforts using its previous Autofix version. In 2025, Autofix saved developers more than 1.5 million hours of security review time. Oliveira said teams should prioritize vulnerabilities by risk and track whether high risk exposure falls, while keeping scanning coverage consistent and distinguishing verified fixes from suppressed or reclassified alerts.

Yahoo becomes first customer of shared AI content licensing system

Yahoo is the first licensee of the Internet Licensing Collective, formerly called RSL, which uses a shared licensing model for AI companies and publishers. Publishers can license content for Yahoo’s AI search engine Scout and receive payments based on how AI products use their work. Yahoo pays a blanket fee tied to demand side revenue, while separate royalty pools for each AI company aim to make payments reflect the value of content used. More than 3,000 publishers have joined the collective. A Mather Economics report estimated that collective AI licensing could pay publishers 15% to 35% of AI company revenue.

OpenAI reports quarterly losses above $10.9 billion

OpenAI told investors that its operating losses topped $10.9 billion in the third quarter, up from $10.1 billion in the previous quarter. The company’s revenue grew about 50 percent over that period. In February, OpenAI began showing ads in ChatGPT, reversing an earlier position from CEO Sam Altman, who had called ads “unsettling” and a last resort. The article says Anthropic mocked the move in Super Bowl commercials and that many users were angry. OpenAI and Anthropic are also preparing for expected initial public offerings as they compete for business customers.

DOJ AI task force puts business users under scrutiny

The Department of Justice’s new Super Intelligence Task Force will coordinate AI-related enforcement, including investigations, cases and civil lawsuits. Its members will come from DOJ groups responsible for criminal, civil, national security, fraud, antitrust and appellate matters. The task force is expected to receive notice before DOJ offices open AI-related investigations, seek charges or finalize resolutions, though the process is not meant to delay enforcement. Companies that use outside or in-house AI should map where it operates, assess legal risks and document safeguards. The article also recommends assigning responsibility for AI risks, giving compliance teams authority and information, and using human oversight to spot improper use.

OpenAI launches tools to defend organizations from AI cyberattacks

OpenAI has launched security products designed to help organizations defend against cyberattacks powered by artificial intelligence. The tools include AI-based threat detection and response, and OpenAI says they can identify and react to threats in real time. The launch comes as a group of nonprofits sues AI companies in a US court, claiming they failed to take adequate steps to prevent AI-driven cyberattacks and that their products caused harm. The article describes the lawsuit as part of a growing trend of legal action against AI companies.

BrainChip releases AKD1500 card for edge AI testing

BrainChip launched its AKD1500 PCIe development card on 17 September 2026 to let engineers evaluate its edge AI processor. The card fits standard PCIe slots in desktops, workstations and selected industrial systems, and was available through the company’s online store at launch. BrainChip’s 2026 technology roadmap covers Akida, generative AI models, hardware, tools and developer platforms. Its AKD GenAI FPGA platform is intended to help test AI acceleration setups and neural model integration, with development work including speech recognition, audio denoising and compact language models. BrainChip shares closed at AUD 0.105 on 12 November 2026, down 4.55 percent for the session.

Anthropic named Yahoo Finance Company of the Year after rapid growth

Yahoo Finance named Anthropic its Company of the Year, pointing to the AI company’s fast sales growth and focus on business customers. For the nine months ending September 30, Anthropic’s sales topped $33 billion, compared with $2.5 billion for all of 2025 and $41 million in 2023. The number of customers spending more than $100,000 rose from about 1,500 in December 2025 to more than 11,900 by September 30. The article credits its AI models, enterprise focus and Claude Code platform, while noting challenges involving data center construction, a Trump administration supply chain risk label and growing competition from OpenAI and Google. Anthropic was founded in 2021 by Dario Amodei, his sister Daniela Amodei and five other former OpenAI employees.

Sources

• S&P 500 Jumps 1.5% as CoreWeave Earnings Revive the AI Trade on Veterans Day
• World shares are mixed as Nvidia's troubles weigh on AI stocks
• S&P 500, Nasdaq fall as Nvidia CEO's exit rattles AI stocks
• AI stocks rebound as Wall Street rallies, Nasdaq gains 1.6%
• Premarket: Nasdaq futures fall as Nvidia turmoil rattles AI stocks
• CodeRabbit says its AI reviews block AI hacks
• Canva says small models beat slot-machine design
• CoreWeave surges, but bigger tests loom for the AI trade
• GitHub Agentic Autofix and the question of who owns a bad AI patch
• Yahoo becomes first licensee of ‘Spotify-like’ collective AI content licensing model
• OpenAI Is Sustaining Enormous Losses
• DOJ AI Task Force Puts Business Users in Enforcement Spotlight
• OpenAI launches security products, tells orgs they’re doomed if they don’t use them
• BrainChip Holdings (ASX:BRN) Advances Edge AI Access With New Development Hardware
• Yahoo Finance company of the year: Anthropic's AI dominance