Nvidia, Palantir, Qualcomm and Marvell: what drew retail investors last week
Stocktwits lists the main stories of the week of November 2-6: the Jensen Huang scandal, Marvell's $115 billion Lumentum deal and Palantir and Qualcomm results.
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what happened
According to Stocktwits, the week of November 2-6 was packed with corporate news. Nvidia shares fell 8.8% over the week, their biggest weekly loss since April 2025. The drop followed CEO Jensen Huang's memo admitting an affair with a former Megaspeed International executive whom U.S. officials suspect of links to foreign intelligence. The board set up an independent committee to investigate. President Donald Trump backed Huang.
Palantir reported revenue of $2.31 billion, up 96%, yet its stock dropped more than 12%. Marvell agreed to buy Lumentum in a $115 billion all-stock deal, and its shares plunged 28.1%, their worst week in 25 years. Qualcomm reported quarterly revenue of $10.3 billion as handset chip sales fell 26%, but its stock rose 0.4%.
why it matters
What matters for the market is not only the numbers but how investors react: a large all-stock deal and a leadership scandal quickly change how companies are valued. Stocktwits notes that retail sentiment stayed largely positive even as prices fell, a gap between crowd mood and price action.
market impact
Chips and AI sector: deals and results are moving individual stocks sharply
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sources
- NVDA, PLTR, QCOM, SPCX, MRVL: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week — Stocktwits, 9 November 2026 at 02:04 UTC
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