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US stocks rally as AI optimism returns; Nasdaq up 1.6%, Philadelphia Semiconductor Index jumps 5.66%

thepaper.cn (Chinese) — November 12, 2026 at 02:01 AM UTC

US stocks rallied on November 11, with the Nasdaq up 1.6% and the Philadelphia Semiconductor Index surging 5.66%, as renewed investor confidence in AI boosted major indices. The S&P 500 rose 1.31% to 7,619.38 points, while the Dow gained 0.49%. Semiconductor and storage chip stocks led gains, with ARM up 12.05%, Intel up 7.46%, and Micron up over 11%. Financial stocks rose broadly, while gold stocks fell. Chinese stocks mostly declined, with the Nasdaq Golden Dragon China Index down 0.80%. Oil prices increased, while gold futures dropped 1.14%. Positive signals from CoreWeave's better-than-expected earnings and strong demand for Anthropic's IPO roadshow reignited AI trading enthusiasm. CoreWeave reported Q3 revenue up nearly 170% year-over-year to $3.66 billion and raised its 2026 outlook. Analysts noted these results boosted the entire AI ecosystem, helping markets recover recent losses amid supportive macroeconomic conditions and seasonal tailwinds.

With a significance score of 2.1, this news ranks in the top 23% of today's 32173 analyzed articles.

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[3.1]

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[2.6]

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[2.3]

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[2.2]

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[1.8]

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[1.8]

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[1.8]

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[1.7]

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[1.7]

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[1.7]

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