🔥 Bitget US Stock Hot Spots Sniping｜2026.11.12 Main line: AI infrastructure divergence｜CoreWeave earnings lift cloud buildout · Nvidia leadership crisis pressures chips · Anthropic IPO approaching

1. Nvidia leadership crisis deepens
   Nvidia’s board met Wednesday evening to discuss whether to remove CEO Jensen Huang after reports of multiple extramarital relationships, including one with Alice Huang (suspected by U.S. officials of being a Chinese spy) and another with company healthcare VP Kimberly Powell. Shares fell as much as ~10% after hours; Nasdaq futures weakened. The board has engaged an outside firm to identify potential successors amid no clear succession plan.
   🎯 Beneficiary targets: AMD, AVGO, INTC; Key catalyst: Ongoing governance and succession uncertainty at Nvidia; watch for capital rotation into alternative chip and ecosystem names.
2. CoreWeave earnings ease AI spending fears
   CoreWeave reported Q3 revenue of ~$3.7 billion (+168% YoY), raised 2026 revenue guidance to $13–13.3 billion, and guided to adjusted profitability in H1 2028. CEO noted demand far exceeds supply (2027 capacity ~10x oversubscribed). Shares surged ~25% on the day, lifting peers such as Nebius and Applied Digital.
   🎯 Beneficiary targets: CRWV, NBIS, APLD; Key catalyst: Confirmation of strong neocloud demand and prepayment visibility, reducing prior debt and capex concerns.
3. Chips and memory rebound across the board
   The Philadelphia Semiconductor Index rose sharply Wednesday. Micron gained nearly 12%, with Marvell, Intel, Broadcom, and AMD also up strongly; Asian memory names such as SK Hynix moved in tandem. CoreWeave’s results reinforced ongoing AI compute and HBM demand after two prior sessions of Nvidia-related selling.
   🎯 Beneficiary targets: MU, MRVL, INTC, AVGO; Key catalyst: AI infrastructure order and memory-tightness narrative recovers; monitor volume and intraday fund flows.
4. Anthropic IPO enters pricing window
   Anthropic updated its filing with a $70–78 price range, implying a fully diluted valuation of up to ~$1.4 trillion, with trading expected to begin around November 19 under the ticker ANT. It is also pursuing a ~$26 billion strategic private placement involving Google, Nvidia, AMD, and others.
   🎯 Beneficiary targets: Related ecosystem and compute names (NVDA, AMD, GOOGL, etc.); Key catalyst: IPO pricing and subscription strength as a near-term sentiment gauge for the AI trade.
5. Market structure shows divergence
   On Wednesday the S&P 500 rose 1.3% and the Nasdaq gained 1.6%, led by tech and semiconductors. Overnight, Nasdaq futures fell more than 1% and S&P futures declined ~0.5% on the Nvidia leadership headlines. Prior hotter inflation data continues to support December rate-hike expectations; VIX and volume remain key for position sizing.
   🎯 Beneficiary targets: Relative defensive or Nvidia-diversion beneficiaries in chips and cloud infrastructure; Key catalyst: Outcome of Nvidia board discussions and futures sentiment shift.

Trading tip: AI infrastructure is showing divergence—CoreWeave results and the memory/chip rebound offer short-term elasticity, but Nvidia leadership uncertainty is dominating overnight sentiment. Manage position size with futures and volume; avoid chasing any single leader.
U.S. stocks have seen elevated volatility recently. The above is for information only and does not constitute investment advice.