NVIDIA Corporation

NEW YORK, Nov. 12, 2026 /CNW/ -- Market Updates News Commentary - Much of this week's coverage of the AI chip trade has focused on a boardroom rather than a balance sheet. The reports filed by the companies that design, manufacture, buy and rent out AI computing capacity tell their own story, one built on revenue, backlogs and spending plans that are on the record. Active Companies from around the markets with current developments this week include: NVIDIA Corporation (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), Amazon.com, Inc. (NASDAQ: AMZN), and CoreWeave, Inc. (NASDAQ: CRWV).

What the Board Said, and What the Business Reported

At NVIDIA Corporation (NASDAQ: NVDA), the board said on Nov. 8 that it is initiating an independent investigation in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort, to be overseen by a committee of independent directors assisted by outside independent counsel. The board said it has no reason to believe that either national security or NVIDIA secrets were compromised, and that it will provide further updates as appropriate.

The business underneath those headlines is a matter of record. For its fiscal second quarter ended July 26, 2026, Nvidia reported revenue of $96.2 billion, up 106% from a year earlier, including Data Center revenue of $89.0 billion, up 117%. The company guided third quarter revenue to $108.0 billion, plus or minus 2%, and said its Vera Rubin platform is now in full production. Beneath the hardware sits CUDA, the parallel computing platform Nvidia launched in 2006. In March, marking 20 years of the platform, the company said CUDA now serves as the foundation for 6 million developers worldwide.

Where the Chips Are Made

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) reported on Nov. 10 that consolidated revenue for October 2026 was approximately NT$586.89 billion, an increase of 14.7% from September and 59.7% from October 2025. Revenue for January through October totaled NT$4,485.62 billion, up 43.3% from the same period of 2025.

That followed a third quarter in which TSMC's revenue rose 50.9% year over year to NT$1,494.24 billion, or US$46.72 billion, with 7-nanometer and more advanced technologies accounting for 79% of wafer revenue. The company guided fourth quarter revenue to US$52.3 billion to US$54.3 billion and said it expects continued strong demand for its leading-edge technologies, including a steep ramp of its 2-nanometer process.

Who Is Buying the Compute

Amazon.com, Inc. (NASDAQ: AMZN) reported on Oct. 29 that AWS segment sales increased 39% year over year to $46.0 billion in the third quarter, which the company described as the unit's fastest growth in nearly five years, bringing AWS to a $184 billion annualized revenue run rate. Amazon said it continues to expect 2026 cash capital expenditures of approximately $220 billion, and that the year-over-year increase in its purchases of property and equipment primarily reflects investments in artificial intelligence.

CoreWeave, Inc. (NASDAQ: CRWV) reported on Nov. 10 third quarter revenue of $3.66 billion, compared with $1.37 billion a year earlier, and a revenue backlog of approximately $132.5 billion as of Sept. 30, 2026. The company said it has brought online multi-rack NVIDIA Vera Rubin NVL72 deployments. CoreWeave raised its full year 2026 revenue guidance to a range of $13.0 billion to $13.3 billion and now expects full year capital expenditures of $37 billion to $39 billion, raising the low end of its prior range, which it attributed to expecting to deploy infrastructure and deliver it to customers sooner than planned.

The Next Data Point

The next scheduled report comes from Nvidia itself. The company has said it will host a conference call on Tuesday, Nov. 17, at 5 p.m. ET to discuss results for its fiscal third quarter, which ended Oct. 25, 2026, with CFO commentary provided in writing ahead of the call. Until then, the clearest view of AI infrastructure demand remains the one in the filings above, reported by the companies themselves.

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SOURCE Market Updates

VANCOUVER, BC, Nov. 11, 2026 /CNW/ -- Stock Preachers News Commentary - Stocks staged a broad midweek advance, with the Nasdaq Composite climbing 2.06% on the session and 4.08% for the week to 25,583.42, while the S&P 500 added 1.4% on the day for a 3.38% weekly gain and the Dow rose 2.05% over the same stretch. The Russell 2000 gained 3.27% for the week. Volatility eased sharply, with the VIX down 2.10 points and the VXN down 5.45 points from last week, even as one closely watched chipmaker found itself sidelined by headlines rather than earnings. Active Companies from around the markets with current developments this week include: Enbridge (TSX: ENB), Sunlife (TSX: SLF), RBC (TSX: RY), Lilly and Hims & Hers (NYSE: LLY) (NYSE: HIMS), and NVIDIA Corporation (Nasdaq: NVDA).

The Nasdaq Composite closed at 25,583.42, just below its 18-day EMA resistance near 25,665.43 and its 20-day SMA resistance at 25,802.96, while support sits at 25,526.46. The S&P 500 ended at 7,626.55, a whisker under resistance at 7,638.17 (50-day EMA and 90-day SMA) with support at 7,616.78. The Dow closed at 52,337.86, between support at 52,240.17 and resistance at 52,446.23.

The Russell 2000 added 0.81% on the day to 2,844.20, with resistance at 2,864.83 and support at 2,831.04. RSI readings across the major indices hover near neutral, from 46.8 on the Nasdaq to 53.9 on the Russell 2000, suggesting room to run in either direction. Volume on the S&P 500 topped 1.1 billion shares.

In commodities, WTI crude rose 1.88% on the day to $87.66 a barrel, up 0.93% for the week and up 52.66% year to date. Gold slipped 0.57% to $4,007.30 an ounce, down 2.61% for the week, while silver gained 1.92% on the day to $52.08. The 10-year Treasury yield reached 5%, up 14 basis points for the week, and the VIX closed at 17.82.

The full report also ladders out key support and resistance levels for every major index and surveys sentiment heading into the rest of the week.

CONTINUED... Read this and more news for Enbridge (TSX: ENB), Sunlife (TSX: SLF), RBC (TSX: RY), Lilly and Hims & Hers (NYSE: LLY) (NYSE: HIMS), and NVIDIA Corporation (Nasdaq: NVDA) at: https://stockpreachers.com/articles/chips-lead-a-furious-midweek-comeback-as-the-tape-turns/

In other industry developments and happenings in the market this week include:

Enbridge (TSX: ENB) Enbridge reported third quarter GAAP earnings attributable to common shareholders of $1.3 billion, or $0.59 per common share, compared with $0.7 billion, or $0.30 per common share, a year earlier. Adjusted earnings came in at $1.1 billion, or $0.49 per common share, versus $1.0 billion, or $0.46 per share, in 2025. Adjusted EBITDA rose to $4.4 billion from $4.3 billion.

The company reaffirmed its 2026 full year financial guidance and medium-term outlook, placed over $3 billion of gas transmission projects into service during the quarter, and closed acquisitions including Salt Creek Midstream's crude oil gathering business for US$0.6 billion and announced a US$2.6 billion deal for Tallgrass Energy's crude oil business.

"Our secured growth backlog stands at $38 billion, even as we placed $3 billion of completed projects into service this quarter," said Greg Ebel, President and CEO. "We've consistently added new projects to our backlog this year, positioning us well to deliver on our $10-20 billion target for new project announcements through 2027." Read the release.

Sunlife (TSX: SLF) Sunlife reported third quarter underlying net income of $1,146 million, up $99 million or 9% from Q3'25, with underlying EPS of $2.05, up 10% year over year. Reported net income fell to $785 million, down $321 million or 29%, with reported EPS of $1.40, down 29%.

Underlying ROE was 19.0% versus 18.3% a year earlier, while reported ROE was 13.0% versus 19.3%. Assets under management rose to $1,676 billion, up $53 billion or 3% from Q3'25, and the company raised its common share dividend from $0.96 to $1.00 per share. The SLF Inc. LICAT ratio stood at 142%.

"Sunlife delivered a solid third quarter, with growth across Canada, Asia, U.S. stop loss, and GreenOak," said Kevin Strain, President and CEO of Sunlife. "Our diversified global strategy delivered robust continued momentum in insurance and wealth led by Canada and Asia, and new sources of growth in asset management." Read the release.

RBC (TSX: RY) RBC announced an agreement to acquire Yarra Capital Management Limited, an Australian active management firm specializing in fixed income, equities and alternative investment solutions. Yarra, founded in 2017 with offices in Melbourne and Sydney, managed approximately AU$18 billion in assets and employed about 75 people as of September 30, 2026.

The deal is expected to close in the first quarter of 2027 and is not expected to materially affect RBC's CET1 ratio or annualized earnings. Read the release.

Lilly and Hims & Hers (NYSE: LLY) (NYSE: HIMS) Eli Lilly and Hims & Hers announced an agreement to expand access to Zepbound (tirzepatide) and Foundayo (orforglipron) through the Hims & Hers platform. Eligible patients who receive a prescription from a licensed provider will be able to access self-pay pricing starting at $149 per month for Foundayo and $299 per month for Zepbound.

Patients can complete a consultation, receive a prescription if appropriate, and have the FDA-approved medicine shipped directly to their home through the platform. Hims & Hers has committed not to offer compounded copies of Lilly's GLP-1 medicines.

"At Lilly, we are always looking for new ways to help more people get the medicines they need, and that means meeting patients where they already are," said Ilya Yuffa, Executive Vice President and President, Lilly USA and Global Customer Capabilities. Andrew Dudum, co-founder and CEO of Hims & Hers, said the companies are "showing the industry what innovators can achieve for customers everywhere when we work together to make the world well." Read the release.

NVIDIA Corporation (Nasdaq: NVDA) A law firm notice disclosed that Nvidia's share price has fallen almost to a yearly low, with $500 billion wiped from its stock market value since Friday, November 6, 2026. The notice cites allegations involving the company's relationship with a firm called Megaspeed, which it says is suspected of helping China evade export controls.

Nvidia said on Tuesday, November 10, 2026, that it had hired law firm Wachtell, Lipton, Rosen & Katz to conduct what the company called "a thorough and independent investigation," with the FBI also conducting its own probe, according to the notice. Read the release.

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DISCLAIMER: Nothing in this article should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a market commentary and is not a paid advertisement. This article is being distributed by Stock Preachers, which is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. This is an independent market commentary published on a non-paid basis. MEL has not been paid any fee by any company mentioned in this article for its production or distribution, and MEL has no advertising or digital media agreement with any company mentioned in this article. The companies mentioned have not reviewed or approved this article. Market Equities and its owners, operators, directors, and affiliates may, from time to time, hold positions in securities mentioned in this article or in the broad-market index funds that track them, and reserve the right to buy, sell, or hold such securities at any time without further notice. Information in this article was obtained from sources believed to be reliable, including company news releases and public market data, but its accuracy cannot be guaranteed. Market data is as of the time stated and may be delayed. Portions of this commentary were produced with the assistance of automated tools from that data and reviewed against it. Investing in securities involves risk, including the possible loss of some or all of your investment. Technical analysis describes past price and volume behavior and does not predict future results; support and resistance levels can fail at any time. References to the companies named in this article are provided solely as market and sector context and as summaries of each company's own public news releases. No partnership, affiliation, or endorsement is implied, and nothing in this article is a recommendation to buy, sell, or hold any security. Quotations attributed to company executives are reproduced from those companies' own news releases. Forward-Looking Statements: This article may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements made by the companies mentioned in their own news releases. Such statements involve risks and uncertainties, and actual results may differ materially. Readers should review each company's filings with the SEC and applicable Canadian securities regulators. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article. Eagle Eye is not a broker-dealer, and nothing it provides is investment advice. Data may be delayed. Always do your own research.

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SOURCE Stock Preachers