Stock Market Wrap: Top stocks AMD, Oklo, and McGraw-Hill

This is your daily market wrap as of 4 pm ET on November 12, 2025.

How was the stock market today?

We continue to remain in a mixed market, as investors digest updates on artificial intelligence and near-term headwinds on the record-breaking government shutdown.

• The S&P 500 barely edged into the positive territory, closing 0.1% higher, just 4 points up at the closing bell, driven by gains in AMD and Albemarle.
• The Nasdaq Composite remained red for a second consecutive day, down 0.3%, while the Russell 2000 declined 0.1%.
• Meanwhile, the Dow Jones Industrial Average recorded a fresh 52-week high, closing 0.7% higher and recording more than 300 points gain intraday.

Market News

Notable today was the precious metal silver, which rose 4.8%, with gold closing 2% higher.

Meanwhile, Oil declined 4.4% as news of oversupply led the price to close below $60 per barrel, and investors continue to monitor the impact of US sanctions on Russia.

Cisco emerged as a top after-hours gainer, up more than 7% after it announced its Q1 2026 earnings after the market close today, November 12.

Some top stock performances today came from McGraw-Hill, Oklo, and AMD.

Government shutdown

With the government reopening news the discussion around official job reports for October remained strong until today. In a press briefing on Wednesday, White House Press Secretary Karoline Leavitt told reporters that the October jobs and consumer price index reports are unlikely to be released due to the shutdown.

In the absence of key economic indicators, the Federal Reserve cannot effectively gauge inflation and labor market strength, which may impact its ability to decide on December rate cuts accurately. 

However, Goldman Sachs remains confident that the December cuts are likely to occur.

The Atlanta Federal Reserve president, Raphael Bostic, announced today that he will step down after his term expires in February 2026.

As a result of the extended government shutdown, several major airlines had to cut flight schedules, creating disruptions in the lives of consumers. 

While the restrictions may improve in the coming weeks, United Airlines’ CEO Scott Kirby took this opportunity to thank his employees for navigating the last-minute FAA directives. It even offered refunds to passengers, irrespective of the ticket type. The stock of United Airlines was up 5% today.

Here are the most active stocks today

Five S&P 500 stocks making big moves today are:

• Advanced Micro Devices: +8.9%
• Albemarle Corp: +6.2%
• United Airlines Holdings: +5.3%
• Chipotle Mexican Grill: +5.1%
• Delta Air Lines: +4.7%

The worst-performing five S&P 500 stocks today are:

• Paramount Skydance: -6.9%
• Qnity Electronics: -4.7%
• SLB:  -4.1%
• Halliburton Co:  -4%
• Oracle:  -3.9%

Stocks also worth noting include:

• Rigetti Computing: -9.9%
• Tesla: -2.1%.
• Palantir:  -3.6%
• SoFi Technologies: +4.1%
• Opendoor Tech: +10.5%

AMD signals Data Center Growth

Advanced Micro Devices (AMD) stole the spotlight today with its first analyst day since 2022, during which it reported having $45 billion in custom chip design contracts spanning aerospace, automotive data center, and defense applications.

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The stock of this semiconductor company rose 9% on Wednesday, marking a 114% year-to-date gain, following the news.

During the meeting, CEO Lisa Su also projected that its annual data center chip revenue could reach $100 billion within five years.

On a border scale, Su expects the data center chip market to grow to $1 trillion by 2030, and positioning AMD as a more diversified stock compared to Nvidia’s current GPU lead.

Analysts are bullish but cautious, with Loop Capital maintaining a Buy rating and a $290 price target, citing revenue expansion even from modest gains in data center share. However, on the downside, AMD should expect near-term margin sacrifices to take a lead in the data center market.

Related: AMD flips the script on Nvidia with bold new vision

Bank of America, while maintaining its Buy rating and $300 price target, argued over AMD’s strong AI roadmap that can help reach its 10% pulse AI share target in “one of the fastest growing end markets in semis history,” as reported by TheFly.

Meanwhile, Goldman Sachs was more measured, maintaining a Neutral rating and a $210 price target, citing execution uncertainty over the OpenAI deal.

Analyst bullish on Oklo

Oklo, the nuclear technology company that has recently drawn attention for its government contracts, is emerging as a key player in bringing nuclear energy manufacturing to the US.

The company released its Q3 2025 earnings on November 11, and despite reporting no revenue and losses, its stock saw a 6% gain on Wednesday after investment firm B. Riley increased its price target on the company.

B. Riley, while maintaining a Buy rating, increased its price target to $129 from $58, representing a significant increase for Oklo. The firm cited accelerated progress on Oklo’s Aurora Fuel Fabrication Facility under the Department of Energy’s (DoE) Nuclear Safety Design Agreement. 

Whereas Citi views this reliance on DOE’s authorization as a setback, cautioning investors that Oklo’s plan to begin reactor operations in 2027 or 2028 could be pushed further out due to it. Citi kept a Neutral rating, with a $68 price target, as reported by TheFly.

The company stock has seen a 423% year-to-date gain.

McGraw-Hill surprises with earnings

McGraw-Hill, a leading provider of education solutions for preK-12, announced its Q2 2026 earnings report on Wednesday, November 12.

The company’s stock soared 23% today, extending a 28% weekly gain after it reported $669.19 million in revenue, which exceeded the consensus of $642.14 million. However, this represents a 2.8% decline year-over-year.

McGraw also raised its FY 2026 revenue outlook to $2.03-$2.06 billion and EBITDA guidance to $702-$722 million, signaling healthy margins and recurring digital revenues. 

McGraw-Hill went public in July 2025.

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