Nasdaq steigt um 1,6 %, da CoreWeave-Ergebnisse den Chipindex um 5,7 % nach oben treiben

bloomingbit · 2026-11-11T21:37:14.000Z

US-Aktien legten am 11. November auf breiter Front zu, da nachlassende Sorgen über eine Verlangsamung der Ausgaben für künstliche Intelligenz die Stimmung beflügelten. Der Nasdaq verzeichnete die größten Gewinne, nachdem starke Ergebnisse von CoreWeave und eine höhere Umsatzprognose für das Gesamtjahr die Aktien von Halbleiter- und Rechenzentrumsunternehmen nach oben trieben. Wie die Associated Press berichtete, schloss der Nasdaq Composite 1,60 % höher bei 25.466,19 Punkten. Der S&P 500 stieg um 1,31 % auf 7.619,38 Punkte, während der Dow Jones Industrial Average um 0,48 % auf 52.486,49 Punkte zulegte. Der S&P 500 machte einen Großteil seines starken Rückgangs der vergangenen Woche wieder wett und verringerte damit den Abstand zu seinem Rekordhoch vom Vormonat auf 2,6 %.

U.S. stocks climbed across the board on Nov. 11 as easing concerns over a slowdown in artificial intelligence spending buoyed sentiment. The Nasdaq led the gains after strong results from CoreWeave and a higher full-year revenue forecast lifted semiconductor and data-center shares.
The Associated Press reported that the Nasdaq Composite closed 1.60% higher at 25,466.19. The S&P 500 rose 1.31% to 7,619.38, while the Dow Jones Industrial Average added 0.48% to 52,486.49. The S&P 500 recouped much of last week’s sharp decline, narrowing its gap with last month’s record high to 2.6%.
AI cloud company CoreWeave surged 24.7%, marking its biggest one-day gain in about 17 months. The company had been at the center of debate over the profitability of AI investment because of its heavy borrowing and capital-spending burden. Better-than-expected results improved sentiment across the broader sector. Data-center-related stocks including Nebius and Applied Digital also advanced.
CoreWeave’s third-quarter revenue rose about 168% from a year earlier to $3.661 billion. The company raised its full-year revenue forecast to $13 billion to $13.3 billion, and its adjusted operating margin reached 10% a quarter earlier than planned. Remaining performance obligations, which can translate into future revenue, totaled $132.5 billion. Chief Executive Officer Michael Intrator said he expects about $9 billion in customer prepayments and deposits over the next three months.
Buying also poured into semiconductor stocks. The Philadelphia Semiconductor Index jumped 5.7%, while Micron Technology, a supplier of memory for AI servers, soared 11.9%. Nvidia, AMD, Broadcom and Intel also rebounded. CoreWeave’s revenue growth and plans to expand investment eased concerns over AI computing demand, reviving earnings expectations for chip suppliers.
Nvidia rebounded after losing about $430 billion in market value over the previous two sessions. AI-related stocks had recently been pressured by concerns that returns could take longer to materialize than the pace of infrastructure spending. Even so, CoreWeave’s third-quarter net loss widened from a year earlier to $709 million, and its full-year capital expenditure forecast remained elevated at $37 billion to $39 billion, leaving funding and financing-cost pressures intact.
The macroeconomic backdrop also remained a variable. A hotter-than-expected U.S. consumer price index reading a day earlier strengthened expectations for additional interest-rate increases by the Federal Reserve. Oil prices also rebounded on Nov. 11, adding to inflation concerns. The U.S. bond market was closed for Veterans Day, but Treasury yields had risen in the previous session after the inflation data and hawkish remarks from Fed officials.
Investors will now look to upcoming earnings for evidence that increased AI investment is translating into actual orders and revenue. Applied Materials, a semiconductor-equipment maker, and Cisco Systems, a networking-equipment company, are scheduled to report results on Nov. 12. Their earnings and outlooks, which offer a gauge of semiconductor-facility spending and corporate infrastructure investment, may provide clues on whether the rebound in AI-related stocks can continue.