AI Stocks Close
🔔 AI Stocks Close — Friday, November 13, 2026 at 2:15 PM
Closes: SPX 7,561.67 (-0.4%) · Nasdaq 25,136.27 (-0.9%) · DJI 52,347.55 (+0.1%)
Day narrative: The Nvidia leadership shock finally stopped being an Nvidia story and became a semiconductor story — chips got hammered while the Dow shrugged and closed green on defensives. Even so, all three indexes banked a solid week, with the S&P up roughly 2.5% over five sessions.
Sectors: Best Energy (+0.6%, XLE +1.5%) · Worst Technology (-2.0%)
Movers:
• AMD -8.8% — gave back the whole "we'll take Nvidia's share" trade from earlier in the week as the entire AI-chip complex repriced
• AVGO -4.8% — Rothschild & Co Redburn cut to Neutral, slashing the target to $398 from $595 on AI-financing exposure
• ARM -4.6% — reports Nvidia's board sounded out CEO Rene Haas as a Huang successor put a key-man discount on Arm itself
• NVDA -2.0% — second day of fallout from Jensen Huang's abrupt resignation; HSBC cut to Hold with a $170 target, down from $365, and the market cap slipped under $4 trillion
• IONQ -6.4% — executive leadership changes of its own landed badly in an already-jumpy quantum/AI tape
• META +2.9% — the day's standout megacap, riding its Muse Ember model launch and the IMAX VR certification deal
After-hours / Earnings:
• Quiet docket — only four companies reported after Friday's close, none of them market-moving
• CRWD $228.96, +1.0% AH — the lone constructive tick on the watchlist after hours
• NVDA -0.5% AH, MU -1.0% AH, AVGO -0.7% AH — no bounce-back bid showed up into the weekend
Watchlist:
• MU $778.31 (-2.5% day, -1.0% AH)
• NVDA $162.85 (-2.0% day, -0.5% AH)
• MSFT $524.16 (+0.2% day)
• GOOGL $295.76 (-1.0% day)
• META $641.69 (+2.9% day, -0.3% AH)
• AMZN $266.64 (-0.3% day)
• AAPL $356.43 (+0.4% day)
• AMD $534.06 (-8.8% day)
• TSLA $390.24 (-1.8% day)
• PLTR $167.99 (-2.1% day)
• ARM $190.53 (-4.6% day)
• SMCI $26.87 (-0.5% day, -0.6% AH)
• ORCL $125.35 (-1.4% day, -0.7% AH)
• SOUN $3.49 (-3.1% day)
• IONQ $28.88 (-6.4% day, -0.3% AH)
• BBAI $1.91 (-7.7% day)
• AVGO $347.01 (-4.8% day, -0.7% AH)
• CRM $217.84 (+0.1% day)
• ADBE $243.08 (+1.9% day)
• IBM $247.18 (+1.0% day)
• SNOW $291.00 (-2.6% day)
• MDB $334.20 (-1.6% day)
• NET $305.81 (-4.0% day)
• CRWD $226.61 (-1.4% day, +1.0% AH)
• TSM $398.73 (-1.7% day)
• ASML $1,492.28 (-2.8% day)
Macro:
• PPI came in cooler than feared — wholesale prices +0.3% month-over-month against +0.4% expected, but the annual rate is still running at 6.5%
• The 10-year Treasury yield pushed to 5.17%, its highest since October — that bond-market pressure did as much damage to multiples today as the chip headlines
• Oil steadied after Thursday's spike; Iran tensions remain the live wire
• Bitcoin slid 3% to around $69,000, a three-month low, down roughly 7% over five sessions
Tomorrow: It's a weekend, so the setup is Monday's open. Next week is the big one — Nvidia reports Tuesday, November 17 after the close, the first print with CFO Colette Kress sitting in the interim CEO chair. Walmart, Home Depot, Target, Alibaba, Ross Stores and Palo Alto Networks all report through the week. And the calendar's main event: Anthropic prices its IPO Wednesday, November 18 and debuts on the Nasdaq as ANT on Thursday, with order books reportedly six times oversubscribed against a target valuation near $1.4 trillion, plus a $26 billion private placement from seven strategic partners including Google and Nvidia. Separately, OpenAI is reported to have raised $15 billion at a $1.25 trillion valuation. Neither trades publicly yet — news watch only.