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Premarket report

Pre-open · Thu Nov 12

Nvidia's board is weighing Jensen Huang's future after misconduct reports, sending $NVDA down 9% and dragging AI names like $CRWV and hardware makers $SMCI and $DELL; Nasdaq 100 futures are down 1%. $NBIS fell 16% on higher 2026 capex and a weak outlook, while crypto stocks slid with bitcoin. $CSCO, $AMAT and $CBRS report after the close.

Overnight movers

US-listed, $5B+
Ticker
$BZ
Kanzhun Limited
No clear catalyst in coverage yet
-17.64%$7.3B
$NBIS
Nebius Group N.V.
Earnings: Weak outlook, higher planned 2026 capex, 2026 revenue timing delays
-15.60%$39.3B
$NIQ
NIQ Global Intelligence plc
Earnings: Down after quarterly report; no clear reason in coverage yet
-12.25%$6.2B
$CRWV
CoreWeave, Inc.
Sympathy with $NVDA: Nvidia CEO turmoil raises concern over CoreWeave's Nvidia ties
-10.76%$33.5B
$TTEK
Tetra Tech, Inc.
No clear catalyst in coverage yet
+10.61%$9.6B
$CTVA
Corteva, Inc.
Earnings: EPS of $0.06 missed $0.10 estimate
-9.97%$8.1B
$NVDA
NVIDIA Corporation
Board weighing CEO Jensen Huang's future after misconduct allegations reported
-8.64%$4.2T
$TWST
Twist Bioscience Corporation
Earnings: Down after quarterly report; no clear reason in coverage yet
-7.82%$8.1B
$FIGR
Figure Technology Solutions, Inc.
Earnings: Up after quarterly report; no clear reason in coverage yet
+7.57%$5.4B
$HUBS
HubSpot, Inc.
No clear catalyst in coverage yet
+7.45%$9.9B

Trending

StockTwits rank, not already a mover
Ticker
$ONDS
Ondas Inc
Earnings: Revenue beat and raised outlook, but weaker margins, wider EBITDA loss
-1.58%$3.3B
$LUNR
Intuitive Machines Inc
Earnings: Stronger-than-expected results, positive free cash flow, record backlog
+13.77%$2.0B
$CAPR
Capricor Therapeutics Inc
Trading ahead of Nov. 22 FDA decision on deramiocel
-2.73%$652.4M
$BRUN
Boost Run Inc.
Earnings: Q3 results missed analyst expectations despite sharp revenue growth
-17.21%$586.6M
$MSTR
Strategy
MSCI confirmed index removal; bitcoin decline adds pressure
-6.34%$51.8B

↳ Inside the Computer Hardware move

Nvidia's leadership crisis over Jensen Huang's future pressured the AI trade, pulling AI hardware makers lower.

3 Computer Hardware stocks fell 6–7% together overnight, set off by $NVDA. These are all the stocks in the group.

TickerOvernightMkt cap
$SMCI
Super Micro Computer, Inc.
Sector move with $NVDA: AI server maker hit by Nvidia leadership crisis weighing on AI trade
-6.74%$20.1B
$SNDK
Sandisk Corporation
Sector move with $NVDA: AI hardware selloff on Nvidia leadership crisis
-6.47%$139.1B
$DELL
Dell Technologies Inc.
Sector move with $NVDA: AI server maker hit by Nvidia leadership crisis weighing on AI trade
-5.82%$237.6B

↳ Inside the Capital Markets move

Crypto-linked stocks and bitcoin miners fell together as bitcoin declined, with no single company catalyst.

5 Capital Markets stocks fell 5–6% together overnight. These are all the stocks in the group.

TickerOvernightMkt cap
$BMNR
Bitmine Immersion Technologies, Inc.
Crypto stocks fell alongside bitcoin's decline
-6.15%$12.1B
$GLXY
Galaxy Digital
Crypto stocks fell alongside bitcoin's decline
-6.01%$9.4B
$RIOT
Riot Platforms, Inc.
Bitcoin miner fell alongside bitcoin's decline
-5.96%$6.9B
$HUT
Hut 8 Corp.
Bitcoin miner fell alongside bitcoin's decline
-5.75%$7.3B
$WULF
TeraWulf Inc.
Bitcoin miner fell alongside bitcoin's decline
-5.46%$6.7B

S&P 500 sectors

As of Thu 08:30 · vs last close
  • Energy+1.39%
  • Health Care+0.82%
  • Consumer Staples+0.33%
  • Financials+0.22%
  • Real Estate+0.22%
  • Utilities+0.07%
  • Materials-0.17%
  • Industrials-0.25%
  • Consumer Discretionary-0.41%
  • Communication Services-0.53%
  • Technology-2.09%

A snapshot from when this report ran; it doesn't update. Based on sector ETFs, which can trade thinly before the open.

Earnings · next 3 days

$2B+ US-listed
  • Thu Nov 12
    Pre-market
    • $NBIS (a name we trade)
    • $BN
    • $KEP
    • $BNT
    • $HBM
    • $TWST
    • $FPS
    • $NIQ
    • $MBGL
    • $OCTV
    • $MWH
    • $FIGR
    • $DPC
    • $TEO
    • $XE
    • $ARX
    • $PBLS
    • $AYA
    • $ONDS
    • $CLBT
    • $YETI
    • $AVAH
    • $LGN
    • $PHVS
    • $SPB
    • $STDN
    Time TBD
    • $PHI
    After close
    • $CSCO (a name we trade)
    • $AMAT (a name we trade)
    • $CBRS (a name we trade)
    • $NU
    • $EC
    • $QXO
    • $STN
    • $ELPC
    • $ARWR
    • $KOD
    • $BLTE
    • $ERAS
    • $CIG
    • $HTFL
    • $DLO
    • $LFTO
    • $SA
    • $PPTA
    • $SSMR
  • Fri Nov 13
    Pre-market
    • $SMFG
    • $MFG
    Time TBD
    • $MUFG
    After close
    • $ALM

Gold: names we cover or trade, listed first; then biggest first. Hover a ticker for the company, size and time. Ctrl+F unfolds every row, so your browser's find reaches all of them.

Overnight headlines

  1. Nvidia’s Jensen Huang crisis tests how much of the AI industry depends on one man

    Huang’s exit could fray tight bonds among AI businesses.

    MarketWatch, CNBC, WSJ · Thu 07:29 ET

  2. ‘A dark day for Nvidia’: Here’s what analysts are saying as markets brace for news on Huang's fate

    The company's board convened Wednesday evening after reports emerged of Huang engaging in an affair with an employee.

    CNBC · Thu 08:08 ET

  3. Nebius falls 10% as company expects increased 2026 capex spend, issues weak outlook

    Nebius' earnings report comes after fellow neoclouds IREN and CoreWeave showed better-than-expected results in the past week.

    CNBC · Thu 08:06 ET

For information only, not financial advice. Details may be incomplete or wrong; don't rely on them for financial decisions. Quotes may be delayed. Implied move: nearest-expiry at-the-money straddle (* = a leg last traded before the latest session). Sources: Yahoo Finance, StockTwits, CNBC, MarketWatch, WSJ, Google News.

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