🔥 Bitget US Stock Hotspot Sniper | 2026.11.11 Main Theme: AI Infrastructure Demand Resilience Confirmed | CoreWeave Earnings Beat · Anthropic Trillion-Dollar IPO · Ongoing NVDA Leadership Clouds

1. CoreWeave Q3 Earnings Strongly Beat Expectations
CoreWeave reported Q3 revenue of $3.66 billion, up approximately 168% year-over-year and above estimates. Adjusted losses narrowed, revenue backlog reached $132.5 billion, and full-year revenue guidance was raised to $13.0–13.3 billion, with an expected year-end annualized run-rate of $20–21 billion. The company highlighted customer prepayments and contracts supporting expansion. Shares jumped roughly 7–8% after hours.
🎯 Beneficiaries: CRWV, NVDA; Key Catalyst: Continued validation of AI cloud demand; watch whether after-hours gains carry into the open and volume confirmation.

2. Anthropic Sets IPO Price Range Targeting Up to ~$1.4 Trillion Valuation
Anthropic set an IPO price range of $70–78 per share, planning to offer about 825 million shares to raise up to ~$64.4 billion, implying a fully diluted valuation of up to ~$1.4 trillion. It also arranged a ~$26 billion private placement involving Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC. Expected Nasdaq listing around November 19 under ticker ANT.
🎯 Beneficiaries: GOOGL, NVDA, AMD, AVGO, MU; Key Catalyst: Mega-IPO tests market appetite for AI; monitor roadshow and pricing progress.

3. NVDA Continues Under Pressure from CEO Investigation
NVDA fell another ~5.5% on Tuesday, down roughly 10% over two sessions, with more than $470 billion in market value wiped out. The board is investigating CEO Jensen Huang’s relationship with a woman alleged to be a Chinese spy; reports claim related channels facilitated at least $7.5 billion in chip shipments to China. The FBI is involved, and shareholder lawsuits have been filed.
🎯 Beneficiaries: AMD, AVGO, INTC; Key Catalyst: Ongoing leadership uncertainty; watch investigation developments and potential demand shift to alternative suppliers.

4. October CPI Exceeds Expectations, Lifting Odds of December Rate Hike
October CPI rose 0.4% month-over-month, above the 0.3% forecast, with core inflation also exceeding expectations. Fed officials signaled support for a December hike, potentially 50 basis points. Major indexes closed lower (Nasdaq -0.74%), Treasury yields jumped, and markets nearly fully priced in a December hike. Overnight futures edged higher.
🎯 Beneficiaries: No single direct name; Key Catalyst: Rate path pressures growth stock valuations; monitor VIX, volume, and capital flows.

5. Google Unveils New TPU Systems; AMD Wins Host CPU Role
Google introduced TPU 8tx (for confidential inference) and TPU 8i Max (for long context and higher rack density), bringing the total to four TPU systems this year. TPU 8tx pairs with 5th-generation AMD EPYC host CPUs, intensifying competition with Nvidia.
🎯 Beneficiaries: AMD, GOOGL, AVGO; Key Catalyst: Rising demand for custom silicon and data-center CPUs; AMD share narrative continues to build.

6. AI Power Infrastructure Deals Continue to Land
Anthropic secured a roughly $3.4 billion deal locking in about 1.7 GW of Caterpillar gas generators to support data-center power needs, bypassing long equipment wait times. Other AI power and data-center financing projects are also advancing.
🎯 Beneficiaries: CAT; Key Catalyst: Power bottlenecks remain a core constraint for AI infrastructure; watch large-order execution and capacity timelines.

Trading Note: CoreWeave’s results again confirmed resilience in AI infrastructure demand, while Anthropic’s trillion-scale IPO will test market absorption capacity. However, hotter-than-expected inflation and ongoing NVDA leadership clouds are weighing on risk appetite—focus on event-driven opportunities with disciplined position sizing.