Stock Movers Nvidia Drops on SoftBank Sale, RealReal Boosts Revenue Guidance, CoreWeave Tumbles
5 snips
Nov 11, 2025 Nora Melinda, Bloomberg TV markets correspondent, joins to break down significant stock movements. She discusses Nvidia's drop due to SoftBank's $5.83 billion stake sale, which raises concerns about AI investments. RealReal shines brightly as its revenue forecast boosts shares by 27%, showcasing investor enthusiasm amid high short interest. Meanwhile, CoreWeave faces challenges with a rocky quarter and a downgraded outlook from JPMorgan, driven by data center delays. Nora's insights shed light on market dynamics and company-specific trends.
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SoftBank Exits Nvidia To Back OpenAI
- SoftBank's full sale of its $5.8 billion Nvidia stake highlights shifting strategic priorities toward OpenAI investments.
- The move fuels discussions about an AI bubble and raises questions about long-term implications for Nvidia's ownership base.
Interpret Large Stake Sales Strategically
- Consider strategic intent behind big investors selling high-profile positions rather than assuming immediate harm to the company.
- Watch for whether buyers or increased chip demand (like OpenAI) offset selling pressure on Nvidia.
RealReal Rally Fueled By Guidance Beat
- RealReal jumped sharply after raising full-year revenue guidance and beating analyst estimates.
- Heavy short interest (about 25% of float) amplified the rally as shorts covered on the positive news.