The day in markets, without the noise.

• Indexes, 3:00 p.m. ET print: Dow 52,480.78 (+0.48%), S&P 500 7,626.51 (+1.40%), Nasdaq 25,522.21 (+1.82%). Russell 2000 2,846.43 (+0.89%) is a live print from 2:52 p.m. ET, because no 3:00 p.m. bar was available.
• What drove it: CoreWeave reported third-quarter revenue of $3.66 billion against a $3.55 billion LSEG estimate and raised its full-year outlook. The stock was up about 20% in CNBC's afternoon coverage. Chip and memory names followed: Micron and Sandisk were up double digits, along with photonics stocks Lumentum and Coherent. Nvidia was up about 4-5% after nearly 10% of losses earlier in the week.
• Laggards: Microsoft fell about 2% for a second day, after Anthropic unveiled workplace AI tools that CNBC said could compete with Office. Rigetti fell after a revenue miss, Yahoo Finance reported.
• 10-year Treasury: The cash Treasury market is closed for Veterans Day, so there is no verified cash-market move today. Yahoo's ^TNX quote showed 4.998% at 2:50 p.m. ET, up 1.5 bp from Tuesday. Treat that figure as unverified. The yield briefly topped 5% on Tuesday after the hotter-than-expected October CPI.
• Fed: CNBC cited CME FedWatch at about a 90% chance of a quarter-point hike in December. Fed Governor Michelle Bowman said there is "still work to do" on inflation, per Yahoo Finance.
• Other markets: WTI crude was little changed near $86. Gold fell about 0.9% to just under $4,000, and the dollar index rose 0.7%. The VIX dropped about 10% to 17.5.

The items below come from CNBC's published live blog and its "stocks making the biggest moves" coverage, not from a transcript of the live broadcast. CNBC led with a Nasdaq rally on CoreWeave and an Nvidia rebound. It noted Apple was on track for another record high. It also reported that Anthropic plans to offer 825 million shares in an IPO next week. Corning rose more than 10% after Jefferies started coverage, and Azenta rose about 22% on a beat-and-raise quarter.