On Tuesday, November 11, 2025, Nvidia (NASDAQ: NVDA) headlines were driven by SoftBank’s surprise sale of its entire Nvidia stake, fresh pressure on key customer CoreWeave after a data‑center delay, and a sharp intraday rebound in NVDA shares as investors look ahead to next week’s earnings.
Top developments today
- SoftBank sells its entire Nvidia stake (~$5.8B). SoftBank Group confirmed it exited Nvidia in October, raising about $5.8–$5.83 billion to bankroll larger AI bets (notably around OpenAI). Coverage today from multiple outlets linked the sale to SoftBank’s surging profits and its pivot toward massive AI infrastructure investments. NVDA dipped premarket on the headline but later rebounded. [1]
- Nvidia‑backed CoreWeave trims its 2025 revenue outlook after a data‑center partner delay. The cloud‑AI provider said a partner delay forced a guidance cut despite strong demand. Shares fell in early trading, highlighting execution risks across the AI build‑out. CoreWeave leases large fleets of Nvidia GPUs and counts Meta and OpenAI among customers. [2]
- Market action: NVDA whipsaws, then turns higher. After the SoftBank news pressured shares premarket, broader tech strength and AI optimism helped NVDA trade near $199 intraday (see live snapshot below). Earlier notes today referenced a tech bounce and Nvidia leadership into earnings. [3]
NVDA stock snapshot (intraday)
As of 14:15:55 UTC on Nov. 11, NVDA traded at $199.05, up ~5.8% on the day (intraday high $198.70 / low $194.72; open $195.00).
Why these headlines matter
- SoftBank’s exit is portfolio strategy—not a thesis call on Nvidia. While eye‑catching, the ~$5.8B sale is small relative to Nvidia’s multi‑trillion valuation. Reporting frames the move as SoftBank freeing up capital for new AI infrastructure bets, rather than signaling a fundamental shift at Nvidia. That helps explain why an initial premarket dip gave way to gains by midday. [4]
- CoreWeave’s wobble spotlights AI build‑out “execution risk.” Reuters notes analysts flagged the first meaningful operational hiccup for a young industry building massive, complex AI data centers at speed. Because CoreWeave is a major buyer/lessor of Nvidia GPUs, its cadence can influence near‑term demand perceptions—even as secular demand remains robust. [5]
- Policy and supply remain key context. Over the last week, Nvidia reiterated there are no active discussions to ship Blackwell‑class GPUs into China amid U.S. restrictions; CEO Jensen Huang spent the weekend reinforcing ties with manufacturing partner TSMC. These aren’t “today” headlines, but they set the backdrop for supply, mix, and margin into 2026. [6]
What’s next: Earnings on Wednesday, Nov. 19, 2025 (Q3 FY26)
- When: Nvidia will report Q3 FY26 results after market close on Nov. 19 (2 p.m. PT / 5 p.m. ET) with written CFO commentary. [7]
- Guidance to beat? In August, Nvidia guided Q3 revenue to ~$54.0B ±2% with gross margins in the ~73% range; those figures excluded any H20 shipments to China. Street chatter this week anticipates strong prints and focus on AI‑infrastructure deployment. [8]
- Fresh sell‑side color: UBS maintains Buy with a $235 price target and expects a solid print; coverage today framed investor focus around capacity, supply chain, and next‑gen roadmaps. [9]
By the numbers (context)
- CoreWeave 3Q revenue:$1.36B (beat), but adj. op. margin 16% vs. 21% YoY; FY outlook cut due to a partner delay. [10]
- SoftBank profits:¥2.5T ($16–16.6B) for its fiscal Q2; management is redirecting capital toward AI ventures after unloading NVDA. [11]
Key takeaways for Nov. 11, 2025
- Big holder exits don’t always dent a big story. SoftBank’s sale briefly pressured NVDA premarket, but shares reversed higher by midday as investors refocused on next week’s earnings and the broader AI demand cycle. [12]
- Execution risks are real—but secular demand is intact. CoreWeave’s delay is a reminder that building out AI compute at scale is hard; still, customer demand and GPU utilization remain strong across the ecosystem. [13]
- All eyes on Nov. 19. Guidance, supply cadence (TSMC capacity), networking attach, and China mix will dominate the call—and could set the tone for year‑end tech. [14]
Additional background (recent, not today)
- Policy: U.S. officials recently reiterated restrictions on Nvidia’s most advanced AI chips to China; Huang said there were no active discussions on Blackwell shipments there. [15]
- Supply chain: Over the weekend in Taiwan, Huang publicly emphasized “no TSMC, no Nvidia,” underscoring the foundry’s central role in Nvidia’s roadmap. [16]
Editorial note
This article summarizes Nov. 11, 2025 developments affecting Nvidia using same‑day reporting from reputable outlets and official investor materials. It is not investment advice.
Sources: AP, Financial Times, Bloomberg/Yahoo Finance, Reuters (multiple), Nvidia IR, Barron’s (analyst/market color). [17]
References
1. apnews.com, 2. www.reuters.com, 3. www.reuters.com, 4. www.ft.com, 5. www.reuters.com, 6. www.reuters.com, 7. nvidianews.nvidia.com, 8. nvidianews.nvidia.com, 9. www.barrons.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.barrons.com, 13. www.reuters.com, 14. nvidianews.nvidia.com, 15. www.reuters.com, 16. www.reuters.com, 17. apnews.com
