Thursday, November 12, 2026

1. Pre-open outlook3:01 AM ET

   UK economic growth picked up to 0.7% in the third quarter, while October CPI rose more than expected, complicating the Fed's inflation fight. Futures pointed lower as Nvidia sank 8% after hours on reports its board may oust CEO Jensen Huang, with a board meeting to decide his fate stretching into the evening. The slide followed a sharp rally Wednesday, when the Nasdaq and S&P 500 closed higher on AI strength and the Dow gained 250 points. Attention turns to Friday's US PPI wholesale inflation report.

2. Midday check1:01 PM ET

   US stocks turned positive for the day as chip stocks rebounded, paring earlier losses tied to Nvidia CEO Jensen Huang's resignation. The S&P 500 and Nasdaq 100 recovered from a sharply lower open, while Nvidia shares cut their morning decline. Elsewhere, existing-home sales plummeted to their lowest level since 2010, and the bond market's biggest fear now reportedly exceeds the AI fallout. Attention turns to Friday's PPI inflation report.

3. Closing wrap6:32 PM ET

   US stocks ended lower Thursday as bond yields jumped. The 10-year Treasury yield closed at 5.10% as of Thursday, November 12, up 12 basis points from Tuesday, amid Fed rate-hike fears. Cerebras surged 17% after beating on quarterly revenue and announcing a Microsoft deal, while Nebius fell 16% on a weak outlook. Attention turns to Friday's US PPI wholesale inflation report.

AI-generated as the day ran, from the data of each moment; corrections keep the original one click away. Informational only — not investment advice.

Headlines of the day

1. 3:01 AM ETNasdaq futures fall as Nvidia sinks 8% after hours on report board may oust CEO — MarketWatch
2. 3:01 AM ETNvidia’s stock drops as the board reportedly prepares to remove CEO Jensen Huang — MarketWatch
3. 3:01 AM ETNvidia board meeting to decide CEO Jensen Huang’s fate stretches into evening — CNBC
4. 3:01 AM ETNasdaq, S&P 500 close sharply higher as AI stocks surge; Dow gains 250 points — MarketWatch
5. 3:01 AM ETCoreWeave soars more than 24% for best day since April 2025 after strong Q3 report — CNBC Earnings
6. 3:01 AM ETCoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns — CNBC Earnings
7. 3:31 AM ETUK economy expands 0.7% in third quarter as AI provides 'extra engine of growth' — CNBC World
8. 4:01 AM ETNasdaq futures slump as Nvidia weighs Jensen Huang fate: live updates — MarketWatch
9. 4:31 AM ETNvidia stock falls 7% as investors await Jensen Huang’s fate — CNBC
10. 5:31 AM ETMarkets price a 50-50 chance that a Jensen Huang announcement will come Thursday — MarketWatch
11. 8:01 AM ETJensen Huang affair in DC: Resignation calls and moves to tighten Nvidia China exports — CNBC
12. 8:31 AM ET‘A dark day for Nvidia’: Here’s what analysts are saying as markets brace for news on Huang's fate — CNBC World
13. 9:01 AM ETJensen Huang has just resigned as Nvidia CEO — live updates — MarketWatch
14. 9:01 AM ETNvidia’s Jensen Huang crisis tests how much of the AI industry depends on one man — MarketWatch
15. 9:01 AM ETIf the ‘Bank of Nvidia’ is now in jeopardy, then the whole AI boom is at risk — MarketWatch
16. 9:31 AM ETTreasury yields and oil prices rise after Trump remarks on Iran — MarketWatch
17. 10:01 AM ETNasdaq opens sharply lower amid Nvidia spillover — live coverage — MarketWatch
18. 10:01 AM ETNebius falls 16% as company expects increased 2026 capex spend, issues weak outlook — CNBC World
19. 10:01 AM ETAnalysis: Jensen Huang’s exit tests Nvidia’s role as the ‘central bank of AI’ — CNBC Economy
20. 10:31 AM ETU.S. existing-home sales plummet to lowest level since 2010 — MarketWatch
21. 11:01 AM ETTrump says ‘we don’t need a deal with Iran’ — CNBC
22. 1:01 PM ETIn a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates — CNBC
23. 1:31 PM ETIn a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates — CNBC
24. 2:01 PM ETThe bond market now has an even bigger fear than the AI fallout — MarketWatch
25. 2:01 PM ETU.S. inflation is already bad enough. It might get worse. — MarketWatch
26. 3:31 PM ETStocks give up gains, trade lower in final hour after Huang quits Nvidia — live — MarketWatch
27. 3:31 PM ETNvidia stock is on sale after Jensen Huang’s exit. Is the selloff just starting? — MarketWatch
28. 4:01 PM ETThe bond market now has an even bigger fear than AI fallout — MarketWatch
29. 4:01 PM ETHere's what Nvidia interim CEO Colette Kress and board chair Harvey Jones wrote to Nvidia employees — CNBC
30. 4:01 PM ETTrump admin hiring debt collectors to go after defaulted student-loan borrowers — MarketWatch
31. 4:31 PM ETStocks end lower, bond yields jump as Wall Street weighs Nvidia CEO's shock exit — MarketWatch
32. 4:31 PM ETNvidia’s stock trims early losses, ends 4% lower after CEO Jensen Huang quits — MarketWatch
33. 4:31 PM ETCerebras surges 13% after beating on quarterly revenue and announcing Microsoft deal — CNBC
34. 4:31 PM ETCisco beats on earnings, says AI infrastructure revenue will double this fiscal year — CNBC
35. 5:01 PM ETMicrosoft outage hits Outlook. AWS and Google users also report issues — CNBC World
36. 5:31 PM ETBond yields just saw their biggest surge since 2022 amid Fed rate-hike fears — MarketWatch

U.S. stocks closed lower Thursday as bond yields jumped amid Fed rate-hike fears, with Nvidia trimming early losses to close 4% lower after CEO Jensen Huang's shock resignation. The 10-year Treasury yield rose 12 basis points to 5.10% as of Thursday, November 12, according to the U.S. Treasury, while Cerebras surged 18% after beating on quarterly revenue and announcing a Microsoft deal. Tuesday saw stocks fall after October's CPI rose 0.4%, a hotter reading than expected, with the 10-year yield pushing near 5% intraday. Wednesday brought Nvidia's rebound as one analyst warned of major scrutiny ahead for the chipmaker. The Dow logged its third 1,000-point swing in four days Monday. Investors now look to Friday's US PPI wholesale inflation report for the next read on price pressures.

AI-generated at that day's close, from the week's data to that point. Informational only — not investment advice.