11-12-2026: Nvidia CEO Exit, Impact on the AI Trade + Broad Rally Continues
Podcasts
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7m 16s
Eric Criscuolo, Market Strategist at the NYSE, reviews a week in which the S&P 500 rallied 3.5% even as Nvidia CEO Jensen Huang resigned and the company fell 30% from its high. A hot CPI print and talk of a possible 50bp hike lifted short-end yields over 30bp and sent the Dollar to a year-and-a-half high. All 11 sectors rose as investors moved up the risk ladder, with chipmakers like AMD and Broadcom gaining over 20%. Energy ranked second on natural gas strength, while CoreWeave’s earnings eased AI financing concerns. Looking ahead, Friday’s PPI, retail earnings, Nvidia’s update and a further IPOs take center stage.
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