Stock Market Today, Nov. 11: Stock Market Today, Nov. 11: Nasdaq Surges as CoreWeave's 25% Rally Reignites the AI Trade

The Nasdaq rallied on November 11 after CoreWeave shares climbed roughly 25%, a move the headline attributes to renewed enthusiasm for artificial intelligence stocks. The transmission channel here is risk appetite concentrated in AI infrastructure: a sharp move in a high-profile AI-linked name tends to lift expectations for capital spending on compute, chips, and data centers, feeding through to index heavyweights with exposure to that buildout. The Nasdaq 100 (NDX) is the most directly exposed benchmark, given its concentration in mega-cap technology and semiconductor names whose valuations are closely tied to AI earnings expectations. Traders should watch whether the rally broadens beyond a single high-beta stock, since a move driven by a few names leaves the index vulnerable to sharp reversals if sentiment toward AI spending softens. Upcoming hyperscaler capital expenditure guidance and the next round of semiconductor earnings will be key tests of whether the AI trade is being underpinned by durable demand.

The Nasdaq-100 (NDX) is the US large-cap tech benchmark. NDX is more sensitive to rate decisions than SPX because of longer-duration cash flows, and heavily concentrated in Tech/Comms names — mega-cap earnings season dominates price action.

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