Wall Street rises as tech shares lead rebound, Nasdaq gains as Nvidia jumps 5%

What happened

US stocks rose on Wednesday as technology shares led a rebound. The Nasdaq Composite gained 1.6%, the S&P 500 advanced nearly 1%, and the Dow was up 45 points, or 0.1%, shortly after opening. Nvidia climbed 5%, while CoreWeave surged 13% after reporting stronger-than-expected quarterly revenue and raising its 2026 revenue and operating income guidance.

Confirmed

Global impact / market context

CoreWeave’s results and higher outlook may support expectations for its future sales and operating income, while Nvidia’s rebound lifted a major technology stock after recent losses. Because technology shares led the broad market recovery, gains in these stocks helped lift major US indexes.

Analyst inference

The rebound followed a weaker Tuesday, when Nvidia’s decline weighed on all three major US indexes. At the same time, October inflation exceeded expectations, strengthening expectations of a December Federal Reserve rate increase; higher rates can raise borrowing costs for companies and pressure spending and valuations.

Confirmed

What to watch

1. Watch whether CoreWeave’s later results support its raised 2026 revenue and operating income guidance; weaker delivery could challenge the optimism reflected in its share rise. Analyst inference
2. Track whether Nvidia holds its rebound after losing nearly 10% at the start of the week, since further declines could again weigh on technology shares and indexes. Analyst inference
3. The article says October CPI rose 0.4% month on month and the chance of a December 25-basis-point rate increase reached around 90%; further inflation data could shift expectations. Confirmed

Evidence

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