Crypto Pulse

Overview Full-stack AI cloud infrastructure provider Nebius Group (Nasdaq ticker: NBIS) reports third-quarter 2026 financial results before the U.S. stock market opens today, Thursday, November 12, 2026, followed by an executive conference call tonight at 21:00 Singapore Time (08:00 a.m. EST / 13:00 UTC), with Wall Street consensus projecting Q3 revenue to surge 521% to 528% year over year to $907.20 million to $916.78 million (up 55.8% to 57.4% sequentially from $582.3 million in Q2 2026) and a

I. Macro & Market Sentiment· Market Data: BTC $73,632 (+0.08%)｜ETH $2,049 (-0.23%)｜SOL $83.05 (-0.23%)· Market Sentiment: Funding Rate +0.0067%｜Fear & Greed Index 28 (Fear)· Inflation: U.S. CPI rose 0.4% month over month in October, exceeding expectations and fueling discussion about the size of a potential Federal Reserve rate hike in December. Further Reading· U.S. Dollar: DXY rose to 102.95 on November 11, its highest level since April 2025. Further ReadingII. Trading Signals / Hot To

RUM Group (NASDAQ: RUM), the company behind Rumble and Quake AI, saw its shares rise 16.63% to $5.96 on November 11, 2026, after reporting record third-quarter revenue and its first positive adjusted EBITDA.The company reported revenue of $96.6 million, up 290% year over year, driven primarily by the addition of its Quake AI infrastructure business. Quake AI generated $68.2 million during the quarter, accounting for more than 70% of group revenue.The results highlight a major shift in RUM Group'

Memory and storage stocks rallied on November 11, 2026, as stronger AI infrastructure earnings helped ease concerns about a slowdown in data-center spending.Micron Technology (MU) rose 11.89% to $811.30, while Sandisk (SNDK) gained 13.69% to $977.69. Seagate Technology (STX) climbed approximately 10%, and Western Digital (WDC) advanced 8.34%.The rebound followed CoreWeave's stronger-than-expected third-quarter results and improved financing outlook. Investors interpreted the cloud provider's con

CoreWeave (NASDAQ: CRWV) shares jumped 24.71% to $60.77 on November 11, 2026, following the AI cloud provider's third-quarter earnings announcement. The stock recovered sharply as investors responded to strong demand, higher revenue guidance and new details about how the company plans to fund its expanding infrastructure.CoreWeave reported quarterly revenue of $3.66 billion, up 168% year over year, and raised its full-year 2026 revenue forecast to $13.0 billion–$13.3 billion.However, the most im

The Invesco QQQ Trust (QQQ) rose 2.31% to $690.38 on November 11, 2026, outperforming the SPDR S&P 500 ETF Trust (SPY), which gained 1.32% to $759.81. The roughly one-percentage-point gap reflected a strong rebound in semiconductor and AI infrastructure stocks following a recent technology sell-off.CoreWeave (CRWV) jumped 24.71% after reporting stronger-than-expected third-quarter results and providing new details about its financing plans. Micron Technology (MU) rose 11.89%, Nvidia (NVDA) gaine

The AI supply chain on November 11 landed in only four layers, and of seven stories just three carry money that actually closed, $1.32 billion in all, every dollar of it a private round rather than a purchase or an acquisition. Fractile's $720 million Series C is the largest of the period, while Torus took $500 million in growth capital to mass-produce modular data centers. The one order with a delivery date attached came with no price at all. The Six Layers of the AI Supply Chain Today's AI Bri

I. Today's Market: All Three Indexes Rose, and the Nasdaq Gained 1.60%Unit: %, single-day change on November 11; all three readings are positive, so the zero line sits at the left edge and every bar runs right on one shared scale. The Nasdaq reads +1.60%, the S&P 500 +1.31% and the Dow +0.49%. All three indexes rose, with the Nasdaq closing at 25,466.19 and the Dow at 52,486.49. Compute stocks knocked down by CPI the day before were bought back; no Philadelphia Semiconductor Index me

A banking crisis can change how people think about money. When customers cannot access their deposits, confidence in the institutions holding their savings begins to weaken. The collapse of a bank does not just affect its balance sheet; it raises questions about financial security, institutional oversight and how much control individuals really have over their own money.Paraguay's Ueno Bank crisis in November 2026 brought these questions back into focus. After regulators found that the bank's so

Overview Across the latest seven-day tracking window in early November 2026, on-chain capital flows across major centralized exchanges (CEXs) diverged sharply both between competing trading venues and between the two largest cryptocurrencies: aggregate Bitcoin (BTC) balances held across tracked exchanges recorded a seven-day net outflow of 15,600 BTC (worth approximately $1.17 billion at $74,977 per coin, extending the 30-day net outflow to 29,100 BTC and bringing total exchange reserves down to