AI Infrastructure Stocks Surge at the Open, Led by CoreWeave's 10.5% Jump
As seen on the 24/7 Wall St. homepage on November 11, 2026.
AI infrastructure names are taking the whole top of the board at the open, led by CoreWeave's 10.5% jump the morning after its Q3 earnings filing. The downside is narrow by comparison: outside GoPro's 13% drop, no loser is worse than 4.3%.
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CoreWeave is leading the charge at the open, climbing 10.5% to $53.85 after the company filed its Q3 earnings report the prior evening. The move is pulling the rest of the AI infrastructure cohort along with it, turning the top of the leaderboard into a theme trade.
Lumentum, DigitalOcean, Bloom Energy and SanDisk round out the top five, each gaining more than 8%. The clustering of these names at the very top of the board in a single session suggests institutional money is rotating into AI-linked infrastructure broadly.
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The losing side of the ledger is comparatively quiet. GoPro is the standout decliner, falling 13.4% to $0.73, a price level that underscores how thin the margin for error has become. Beyond GoPro, the damage is contained across NetEase, Petrobras, Anheuser-Busch InBev and Kimberly-Clark.
The average gain among the top five movers is well above the average loss among the five decliners, and the breadth of the AI infrastructure rally suggests the CoreWeave earnings report is acting as a catalyst for the whole group. Investors keeping an eye on these names will want to watch whether the momentum holds through the full session.
Mentioned: KMB, NTES, NETTF, PBR, GPRO, DOCN, LITE, BE, BUD, BUDFF, CRWV, SNDK