News
Nvidia, AMD, Intel, Broadcom and Micron showed signs of recovery, while CoreWeave, Nebius and IREN rebounded following heavy selling in AI infrastruct
Nov 6, 2026 · ThinkSabio Blog
Nvidia, AMD, Intel, Broadcom and Micron showed signs of recovery, while CoreWeave, Nebius and IREN rebounded following heavy selling in AI infrastructure stocks. IREN reported quarterly revenue of $228 million, with AI Cloud revenue reaching $200 million, providing some reassurance about AI computing demand. Airbnb, Cloudflare, Lam Research and DraftKings are also attracting attention following earnings-related developments. Economists expect today's nonfarm payrolls report to show approximately 62,000 jobs added, with the unemployment rate holding at 4.2%; average hourly earnings will also be closely watched. The report could significantly influence expectations for the Federal Reserve's December interest-rate decision, particularly following recent Fed commentary suggesting that additional tightening remains possible. Employment data, Fed policy expectations, AI-sector volatility, semiconductor rebounds, Treasury yields and oil prices remain the primary catalysts heading into the weekend
06-NOV-2026 06:43 AM ET
Share this post
💬 Comments
Loading comments…
Leave a comment
