US pre-market news roundup: Strategy faces MSCI index removal test, Musk ramps up photovoltaic layout, SpaceX attempts rack-level "de-Nvidiaization"

BlockBeats news, November 11, key pre-market news in the US stock market at a glance:

1. Strategy faces potential removal risk from MSCI, with the final list to be announced on November 11. JPMorgan previously estimated that if Strategy is removed, it would face about $2.8 billion in selling pressure.

2. According to data from the BIT stock platform, Nasdaq futures gains expanded to 2%, with semiconductor, storage, optical communication, and crypto-related stocks strengthening across the board.

3. Musk said SpaceX has ordered heterojunction (HJT) solar cell manufacturing equipment with an annual capacity of 100GW from German equipment manufacturer Singulus, with the first production line expected to be delivered in the first half of 2027. These cells will be used for Starmind AI satellites produced at the Texas factory.

4. Goldman Sachs pointed out that the recent decline in the US stock semiconductor sector has been excessive and has entered "oversold" territory, with Nvidia, Broadcom, and AMD now the most attractive allocation targets.

5. CoreWeave's earnings confirmed the resilience of AI infrastructure demand, driving broad pre-market gains in AI hardware stocks. Nvidia rose 4%, TSMC rose 5%, Marvell Technology rose over 9%, Micron Technology rose 7%, and Teradyne rose over 8%.

6. SpaceX is reportedly developing a custom Nvidia Vera Rubin NVL72 rack codenamed Kessel. SpaceX plans to purchase chip packaging directly from Nvidia and procure the remaining components itself, thereby bypassing Nvidia's L6 compute boards.

7. IBM announced the launch of its next-generation quantum processor Nighthawk r3, supporting 520 programmable qubits to perform 10,000 quantum operations, and equipped with 2,034 physical qubits.

8. AMD released MEXT predictive storage software, which uses AI to manage data placement between DRAM and SSD, reducing application wait times for data.

9. SanDisk unveiled the iNAND CL EM181 embedded flash drive for physical AI and IoT at the 2026 electronics show. It offers capacities of 64/128/256GB and sequential read speeds of up to 300MB/s.