Hotcoin TradFi Daily Asset Report | November 12, 2026
Author kim
U.S. Market: AI Shares Lead the Rebound
On November 11, the S&P 500 rose 1.31%, the Nasdaq gained 1.60%, the Dow added 0.49%, and the Russell 2000 advanced 0.88%. The VIX fell from 19.46 to 17.49. CoreWeave’s better-than-expected results helped lift AI infrastructure shares. Small caps also rose, so the rebound was not confined to large technology stocks. With cash Treasuries closed for the holiday, reopening yields will provide a separate test for growth-stock valuations.
Hotcoin Assets: Chip-Linked Spot Products Rise as Perpetuals Diverge
At 22:32 ET on November 11, SNXXB and AXTIB were up 13.36% and 10.66% over the rolling 24-hour window. Among perpetuals, DJTUSDT gained 18.45% while NVDLUSDT fell 13.71%. In the prior U.S. regular session, selected crypto-linked equities also advanced, led by MARA and HOOD at 4.36% and 4.00%. Platform spot, perpetuals and underlying equities use different observation windows; individual contract moves do not necessarily reflect the direction of the broader equity market.
Today’s Catalysts: Nebius, Applied Materials and Gemini
Nebius reports before the open and holds its webcast at 08:00 ET. Applied Materials holds its earnings call at 16:30 ET. Gemini releases results today, with its call scheduled for 08:30 ET tomorrow. After the AI rebound, the key question is whether compute demand is turning into revenue fast enough to justify the cost of expanding capacity. Equipment orders and crypto trading activity offer separate checks on demand.
