AMD's 11.04% jump on Friday, Nov.
AMD's 11.04% jump on Friday, Nov. 6 came before anyone knew about Nvidia's board inquiry. I read that day as a bounce off Thursday's selloff, not money rotating away from Nvidia. The people this weekend actually hits are Nvidia shareholders, and for now the rest of the group looks mostly like bystanders.
- On Nov. 6, $AMD closed up 11.04%, Intel up 7.71%, Micron up 5.12%. Coverage tied it to a reflex recovery after Thursday's AI/chip selloff over election-driven worries about data-center policy.
- On Nov. 8, Nvidia's board announced an independent inquiry into reports that Jensen Huang was targeted by a foreign intelligence effort. The board said it has no reason to believe secrets or national security were compromised. Huang said he'll cooperate and stays CEO.
- Monday premarket, reports had Nvidia down roughly 4-5% while AMD was up 3.65% from Friday's close. Micron was up 0.72% and Intel 0.27%. That's the first hint of a split, but it's premarket and the session hasn't opened.
- I'm still skeptical on semis. A good report and a relief bounce don't tell me this boom avoids a real correction.
If AMD keeps outrunning Nvidia once the board produces actual findings, I'll call it rotation. Until then, Friday was a rebound and Monday is one stock's problem. I could be wrong if the inquiry turns up more than the board expects.
Sources:
Yahoo Finance: https://finance.yahoo.com/markets/stocks/articles/amd-avgo-intc-mu-chip-033424805.html
moomoo: https://www.moomoo.com/community/feed/the-capital-breakdown-monday-november-9-2026-117586144133125
Not financial advice. For informational and educational purposes only.
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