Nvidia Fallout, AI Financing Risk and Apple’s Safe-Haven Surge 11/12/26

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November 12, 2026; Melissa Lee and the Fast Money traders break down Jensen Huang’s resignation, Nvidia’s selloff, the ripple effects across AI infrastructure, and the financing risks facing neocloud and AI companies. The conversation also covers rising Treasury yields, Cerebras earnings, Eli Lilly’s record run, Bitcoin’s breakdown, and whether Apple’s premium valuation can hold.

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