U.S. stocks rallied on Veterans Day as chip and AI-infrastructure shares bounced back from a two-day slide, led by a blowout outlook from CoreWeave. The S&P 500 rose 1.31% (+98.45) to 7,619.38, the Nasdaq Composite jumped 1.60% (+400.31) to 25,466.19, and the Dow Jones Industrial Average added 0.49% to 52,486.49. The small-cap Russell 2000 gained 0.88%.
AI trade rekindled: CoreWeave raised its revenue outlook and said it expects roughly $9 billion in customer prepayments over the next three months, with no plans to take on more expensive debt through 2027. That eased worries about how the data-center build-out will be financed and sparked a broad rebound in semiconductor and AI-power names after Tuesday's inflation-driven selloff.
Rate-hike bets hold: Investors continue to price in a Federal Reserve rate hike in December after Tuesday's hotter-than-expected CPI report briefly pushed the 10-year Treasury yield back above 5%. Fed Governor Michelle Bowman said there is "still work to do" on inflation. The bond market was closed for Veterans Day, while stock exchanges operated normally.
CoreWeave (CRWV): Soared about 22% late in the session on its upgraded revenue outlook and prepayment guidance.
Bloom Energy (BE): Jumped roughly 16% by midday as CoreWeave's results lifted AI power-supply stocks.
Nvidia (NVDA): Rebounded about 3.5% after two straight days of heavy losses, though the stock remains down roughly 14% for November.
재향군인의 날(Veterans Day)인 11일 뉴욕 증시는 코어위브(CoreWeave)의 호실적에 힘입어 반도체·AI 인프라 종목이 이틀간의 급락에서 반등하며 일제히 상승 마감했습니다. S&P 500은 1.31% 오른 7,619.38, 나스닥 종합지수는 1.60% 상승한 25,466.19, 다우존스 산업평균지수는 0.49% 오른 52,486.49를 기록했습니다. 러셀 2000 지수도 0.88% 올랐습니다.
주요 요인: 코어위브가 매출 전망을 상향하고 향후 3개월간 약 90억 달러의 고객 선결제를 예상한다고 밝히면서 데이터센터 투자 자금 조달에 대한 우려가 완화됐습니다. 다만 전날 예상보다 높은 소비자물가지수(CPI) 발표 이후 시장은 12월 연준의 금리 인상 가능성을 여전히 높게 보고 있습니다. 이날 채권시장은 휴장했습니다.
특징주: 코어위브(CRWV) 약 22% 급등, 블룸에너지(BE) 장중 약 16% 상승, 엔비디아(NVDA) 약 3.5% 반등(11월 누적으로는 약 14% 하락).
Sources: Google Finance (index closes), Yahoo Finance live markets coverage (Nov 11, 2026), StockSetups. Figures for individual stocks are approximate late-session/intraday moves.
