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Hou tells Full Signal why on-demand GPU rental prices are near record highs, and why he thinks the AI bubble label is oversimplified
Nov 12, 2026
Nvidia shares briefly fell below $150 on Thursday after Jensen Huang resigned as CEO and CFO Colette Kress was named interim chief.
CoreWeave closed Wednesday at $60.77, up 24.7% for the day and still 56.0% below its May 6 high.
CoreWeave is up 39.2% and AMD is up 36.7% since November 5, while the S&P 500 is up 3.6% and Nvidia is down 4.3%.
CoreWeave soared 24.7% after a strong earnings report, one of several signs that negative AI sentiment is shifting.
Neuhart tells Full Signal why the market looks cheaper, where he sees the AI cycle and which sectors he likes.
Nov 11, 2026
Microsoft generated $18.6B of free cash flow last quarter, while Meta, Oracle, Alphabet and Amazon all burned cash.
Microsoft is up 29.7% since February 3, while the iShares Expanded Tech-Software ETF is up 17.5%.
Microsoft fell after Anthropic unveiled an Excel rival, but it was the only big AI spender with positive free cash flow last quarter.
Schafer tells Full Signal why the AI trade is getting late, and why he still likes Alphabet, Visa and Walmart.
Nov 10, 2026
Nvidia is down 25.3% from its October 6 record close, its fourth slide of 20% or more since 2024. The first three all ended with a new high.
Nvidia closed Monday at $178.67, down 25.3% from its October 6 record, while the Nasdaq Composite is down 8.5% over the same stretch.
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