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Your day-ahead look for Nov. 12, 2026

Bitcoin slips 0.7% as Nvidia falls on reports its board may oust CEO Jensen Huang, while U.S. spot bitcoin ETFs lose another $299.9 million.

Nasdaq 100 futures retreat after Wednesday’s rally, while AI stocks slide, Strategy falls 4% and gold trades below $4,000.

The Avalon maker has launched a $20 million repurchase program, while most of its bitcoin holdings were pledged or placed in a fixed-term product at September’s end.

MSCI’s decision to exclude Strategy from its equity indices could hamper the company’s ability to buy more bitcoin, according to some analysts.

The flaw was fixed in October 2025 and kept quiet until Tuesday. It came out alongside a high-severity bug that could stop a miner from producing blocks until someone restarted it.

Nvidia perps are down 7% on Hyperliquid as traders react to reports that CEO Jensen Huang may be removed. Bitcoin continues to trade in a familiar price range.

The DRAM ETF jumps 8% and semiconductor stocks gain more than 4%, while bitcoin edges higher after testing its 200-day moving average.

Your day-ahead look for Nov. 11, 2026

Bitcoin held steady near $74,000 as Tuesday's hot inflation figure lifted the odds on a U.S. interest-rate increase to around 90%. ETF outflows extended to a fourth day and liquidations jumped.

CoreWeave’s revenue surge lifted AI infrastructure stocks and Nasdaq futures, while bitcoin was little changed over 24 hours.

Your day-ahead look for Nov. 10, 2026

Bitcoin slipped despite a Monday rebound in U.S. stocks, with spot ETFs losing $201 million as traders await October inflation data later today.

Fed Governor Waller backs December tightening even if inflation cools, while falling oil prices offer some relief and Anthropic withdraws IPO pricing details.

Fed Governor Chris Waller suggested the U.S. central bank could opt to hike 50 basis points next month if inflation didn't behave.

MARA paid off every loan backed by its bitcoin and says the rest of its coins can fund AI datacenters.

Bitcoin trades below $75,000 ahead of the October inflation data. Analysts warning that sustainable recovery depends on improving liquidity and spot ETF demand rather than temporary macro relief.