November 12 session movers: Broadcom leads, Archer Aviation lags in a wide day

As seen on the 24/7 Wall St. homepage on November 12, 2026.

Biggest movers · At the close
Gainers
  • AVGOBroadcom$364.15+5.5%
  • AMDAMD$582.17+5.3%
  • LMNDLemonade$42.54+4.7%
  • ANETArista Networks$205.71+4.6%
  • EQNREquinor$42.76+3.4%
Losers
  • ACHRArcher Aviation$4.33-11.1%
  • LCIDLucid$3.27-11.0%
  • IONQIonQ$30.81-9.5%
  • OPENOpendoor Technologies$1.24-9.4%
  • JOBYJoby Aviation$5.34-8.9%

Broadcom closed up 5.48% while Archer Aviation gave back 11.1%, a 16-point spread between the best and worst of 383 priority names. That is the kind of session worth checking your portfolio against.

Continue ReadingShow less

A 16-point spread on November 12 split portfolios cleanly: Broadcom led the chip and networking cohort higher while Archer Aviation fell 11.1%, and speculative, pre-revenue names filled the bottom of the board. Check your weightings before the next session.

Semiconductor and networking names carried the session, with AMD and Arista Networks among the standouts.

Sponsored

Lucid, IonQ, Opendoor Technologies and Joby Aviation rounded out the worst performers, placing two air-taxi names in the bottom five.

A spread this wide can shift portfolio weightings in a single afternoon.

Sources

Mentioned: AMD, EQNR, STOHF, ANET, LMND, AVGO, OPEN, OPENL, OPENW, OPENZ, LCID, JOBY, ACHR

Related Market Updates

Halftime Report
PODCAST Halftime Report Scott Wapner · 47 min

NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26

  • Huang resigns after a second alleged affair report; CFO Colette Kress named interim CEO with earnings a week away
  • Stephanie Link sold her Nvidia stake and added Micron at five times earnings, citing a cleaner story
  • Panel points to AMD, Broadcom, Apple and Alphabet as landing spots for capital leaving Nvidia
  • OpenAI raised $15 billion at a $1.25 trillion pre-money valuation on negative 109% operating margins

The committee split live on air: some sold into the leadership shock, others held, but nobody argued Nvidia trades on fundamentals over the next six to 12 months. That rotation is already visible in heavy retail call buying in AMD near record highs, and in Link swapping into Micron ahead of a December earnings report she thinks brings a buyback.

Read more
Biggest movers · On the open
Gainers
  • AVGOBroadcom$360.37+4.4%
  • AMDAMD$563.72+2.0%
  • ALLAllstate$266.79+1.8%
  • MCDMcDonald's$279.51+1.7%
  • GPROGoPro$0.7+1.7%
Losers
  • CRWVCoreWeave$54.03-11.1%
  • NVDANVIDIA$156.85-9.7%
  • OPENOpendoor Technologies$1.24-9.5%
  • APPSDigital Turbine$7.22-7.0%
  • IRENIREN$19.46-6.6%

Leadership risk is repricing the AI trade: Nvidia opened down 9.7% after announcing Jensen Huang's resignation as CEO. CoreWeave also fell, while Broadcom and AMD went the other way, leaving the widest spread across these names at the bell.

Read more
Mad Money w/ Jim Cramer
PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Mad Money w/ Jim Cramer 11/11/26

  • Cramer says Nvidia leadership turmoil has made him gun shy on tech, yet writing off data center names risks big upside
  • CoreWeave CEO: compute demand 10 times oversubscribed for 2027, with chips recontracting at 20% to 50% premiums
  • Cramer would rather own Colgate or Johnson & Johnson than chase the noise right now
  • Caller questions on Darden's Olive Garden value proposition, Meta re-entry, and Jersey Mike's under Charlie Morrison

The tell is that four-year-old GPUs are being recontracted above their original prices, which undercuts the view that AI hardware depreciates into worthlessness. Cramer is keeping data center exposure in semis, networking, turbines and cooling even while trimming elsewhere, and he is leaning defensive with staples and pharma as the Nvidia story gets messier.

Read more
CNBC's "Fast Money"
PODCAST CNBC's "Fast Money" Melissa Lee · 58 min

Nvidia Shares Sink on New Allegations Against CEO Jensen Huang

  • CoreWeave's beat, raised guidance and canceled 10b5-1 plan sparked a semi rally, with chip ETFs up over 15% off last week's low
  • Reports of a second Huang affair and a board meeting to replace him sent shares down 8-9% after hours; Kalshi odds hit 70-87%
  • Dan Ives calls an ouster a clearing event worth $225; Dan Niles sees 99% odds Huang is out and ~145 as support
  • Gene Munster expects a gap down then recovery and disputes that AMD takes meaningful share; Apple closed at a record

The debate has moved past whether Huang stays to what Nvidia is worth without him, and the panel's range is wide: a $225 target against a 145 support test. Traders expect the real clearing to come with next Tuesday's earnings report rather than the board meeting.

Read more
Biggest movers · At the close
Gainers
  • CRWVCoreWeave$60.51+24.2%
  • SNDKSanDisk$974.29+13.3%
  • BEBloom Energy$208.87+12.5%
  • DELLDell Technologies$374.11+11.9%
  • ARMArm$203.05+11.9%
Losers
  • GPROGoPro$0.69-18.3%
  • NTESNetEase$122.41-4.4%
  • PBR-APetrobras$15.69-3.1%
  • LCIDLucid$3.66-3.0%
  • FVRRFiverr International$7.96-2.8%

AI infrastructure names took the whole session: CoreWeave's 24% close led five double-digit gainers, while the deepest loser, GoPro, fell 18% to 69 cents. Nothing else on the downside lost more than 4.4%.

Read more
Halftime Report
PODCAST Halftime Report Scott Wapner · 43 min

AI Relief Rally, Nvidia Governance and CoreWeave Earnings

  • Baird's Tristan Guerra calls for Nvidia's CEO to step down and cuts the target from $500 to $200 on China export governance
  • CoreWeave's beat and the CEO scrapping his stock sale plan triggered a 25% rally and broad AI relief
  • Panel splits on whether semis bottomed: Broadcom down 33%, AMD down 22%, chip equipment names off 30-50%
  • Goldman floats a third hike into March 2027 as Lebenthal argues for 50bp in December; retail holds up on eight straight XRT weekly gains

The bull case for chips now rests on multiples: Amoroso notes semiconductor PEs sit at their lowest since 2022, while Terranova says the bottom is in. On the consumer side the panel leans toward auto-parts repair names over discretionary retail, with record credit card debt the counterweight.

Read more
BRK-B Berkshire Hathaway
52-week high
$583.61
+0.62% vs prior 52-week high · Nov 4, 2026
$593$525$456

Berkshire keeps setting records, with $583.61 clearing its November 4 high by 0.62%. Insurance peers moved with it: Travelers rose 1.43% while Lemonade slipped 1.68%.

Related stocks today

Moves: Nov 10, 2026 · Alpha Vantage daily close

10 more related stocks · 7 have no US listing

Read more
BRK-A Berkshire Hathaway
52-week high
$874787.64
+0.58% vs prior 52-week high · Nov 4, 2026
$889k$789k$689k

Berkshire's Class A shares printed a fresh high at $874,787.64, edging 0.58% above the peak set just six days earlier on Nov. 4. Travelers added 1.43% on the day.

Related stocks today

Moves: Nov 10, 2026 · Alpha Vantage daily close

10 more related stocks · 7 have no US listing

Read more
The Pomp Podcast
PODCAST The Pomp Podcast Anthony Pompliano · 47 min

Is Jensen Huang Finished At Nvidia? | Dan Ives

  • Ives puts 15% odds on Jensen Huang exiting as CEO, and sees a 25-30% drop in the stock if it happens
  • Chips to China are 'done' as both parties unite on an anti-China tech stance after the midterms
  • AI demand-to-supply still 4-to-1 with 75% of data centers permitted; Anthropic's IPO value halved to $1T
  • CoreWeave called 'essentially an SPV for Nvidia'; Palantir and Tesla's Optimus framed as the durable bets

One person's job carries roughly a quarter of Nvidia's value, and the board review and congressional hearings are still ahead. Ives stays bullish on the AI trade itself, pointing at permitted capacity and a 4-to-1 demand-to-supply gap, while flagging CoreWeave's capital structure as the fragile link.

Read more
Biggest movers · At the close
Gainers
  • MARAMARA$7.33+10.4%
  • TTWOTake-Two Interactive$224.19+8.1%
  • CVSCVS Health$88.86+4.2%
  • LCIDLucid$3.75+4.2%
  • AVGOBroadcom$332.33+4.0%
Losers
  • APPSDigital Turbine$7.1-37.2%
  • HIMSHims & Hers$18.98-17.3%
  • IRENIREN$19.61-8.4%
  • UPSTUpstart$20.41-8.3%
  • OPENOpendoor Technologies$1.31-7.5%

Nearly 48 points separated the best and worst names in a 383-stock universe at the close, with Digital Turbine's 37% drop setting the floor. Take-Two's 8% gain came a day after its quarterly filing, while Hims & Hers kept sliding on its Q3 miss.

Read more
Halftime Report
PODCAST Halftime Report Scott Wapner · 46 min

NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets

  • Panel calls Nvidia's slide quant-driven, not fundamental, with analyst targets barely moving and Microsoft retaking the market cap lead
  • Josh Brown: AI isn't one trade, pointing to Amazon up 17% year to date against Nvidia's decline
  • Anthropic marketing its IPO at $70-$78 for a $1.4T valuation, oversubscribed, with AMD, Nvidia and Microsoft in the placements
  • Claude's new Sheets, Whiteboards and Meetings tools knocked Microsoft and other software names lower on the spot

Anthropic going public at a $1.4 trillion target while shipping office software makes Microsoft both an investor in and a target of its own holding. Nvidia is in buyback blackout until its November earnings report, so it cannot defend itself as hot CPI lifts the two-year yield.

Read more