According to MoneyDJ, ten U.S. technology and infrastructure companies surged on November 11, with gains ranging from 6.57% to 17.23%. Bloom Energy (BE.US) led the rally, jumping 17.23% to $217.37 after securing a 900MW fuel cell deployment agreement with NTT DATA for multiple data center projects, with first shipments starting in 2027. The company also raised its full-year 2026 revenue guidance to $44–46 billion.

Coherent (COHR.US) climbed 14% to $244.71 on securing a five-year supply contract valued at approximately $20 billion, starting deliveries in early 2028. Lumentum (LITE.US) advanced 15.38% to $675.65 following announcements of expanded AI optical interconnect orders exceeding $5 billion and plans to complete Marvell's all-stock acquisition in H1 2028. Oracle (ORCL.US) rose 8.87% to $128.45 as cloud infrastructure revenue reached $7.4 billion, surpassing traditional software licensing as its largest revenue source for the first time.

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