Schulz Duggan(@Schulz_Research):$CRWV $NVDA $RKLB $CBRS $AMAT $CSCO October CPI and CoreWeave's Q3 both land on Tuesday. Traders go into the 8:30 am print pricing about 78% odds of a December rate hike, and CoreWeave reports after the close with consensus at $3.62B of revenue. So by Tuesday night we get the rate picture and a fresh read on what AI cloud capacity is earning, on the same day. All times US Eastern. Our names Monday after the close: Rocket Lab, call at 5 pm. The company guided $250M to $265M of revenue, and consensus is $261M. Thursday after the close: Cerebras, call at 5 pm. Guidance is about $214M to $216M of core revenue. Nvidia doesn't report this week, but its board opened an independent investigation on Sunday after reports that Jensen Huang was the target of a foreign intelligence effort. The board says it has no reason to believe national security or Nvidia secrets were compromised, and Huang stays on as CEO. Nvidia's AI Day in Seoul runs Monday and Tuesday. TSMC and ASE have to file October revenue by Tuesday. Around them Thursday after the close: Applied Materials (consensus $10.5B, call at 4:30 pm) and Cisco ($18.5B). Nebius reports Thursday morning. Cisco and Nebius dates come from earnings calendars only. Foxconn reports in Taipei on Thursday. It already put Q3 revenue at NT$3.03T, up 47%. Cohu holds an investor day Tuesday morning with an AMD keynote, and Entegris has one Monday at 1 pm. SEMICON Europa runs in Munich Tuesday through Friday. Macro China's October PPI came in at 5.7% year on year, the highest since June 2022, while CPI slowed to 0.7%. US CPI is Tuesday at 8:30 am, with consensus at +0.3% m/m and core at +0.2%. PPI is Friday at 8:30 am, expected at +0.4% after 1.3% in September. Fed Governor Waller speaks in London early Tuesday, and Governor Barr talks about AI and inequality Thursday at 10 am. Treasury sells $58B of 3-year notes Monday, $42B of 10-years Tuesday and $25B of 30-years Thursday, all at 1 pm. Wednesday is Veterans Day, so the cash bond market is closed while stocks trade. Which matters more for chip stocks this week, Tuesday's CPI or CoreWeave's guide?

2026.11.09 13:04

$CRWV $NVDA $RKLB $CBRS $AMAT $CSCO October CPI and CoreWeave's Q3 both land on Tuesday. Traders go into the 8:30 am print pricing about 78% odds of a December rate hike, and CoreWeave reports after the close with consensus at $3.62B of revenue. So by Tuesday night we get the rate picture and a fresh read on what AI cloud capacity is earning, on the same day. All times US Eastern. Our names Monday after the close: Rocket Lab, call at 5 pm. The company guided $250M to $265M of revenue, and consensus is $261M. Thursday after the close: Cerebras, call at 5 pm. Guidance is about $214M to $216M of core revenue. Nvidia doesn't report this week, but its board opened an independent investigation on Sunday after reports that Jensen Huang was the target of a foreign intelligence effort. The board says it has no reason to believe national security or Nvidia secrets were compromised, and Huang stays on as CEO. Nvidia's AI Day in Seoul runs Monday and Tuesday. TSMC and ASE have to file October revenue by Tuesday. Around them Thursday after the close: Applied Materials (consensus $10.5B, call at 4:30 pm) and Cisco ($18.5B). Nebius reports Thursday morning. Cisco and Nebius dates come from earnings calendars only. Foxconn reports in Taipei on Thursday. It already put Q3 revenue at NT$3.03T, up 47%. Cohu holds an investor day Tuesday morning with an AMD keynote, and Entegris has one Monday at 1 pm. SEMICON Europa runs in Munich Tuesday through Friday. Macro China's October PPI came in at 5.7% year on year, the highest since June 2022, while CPI slowed to 0.7%. US CPI is Tuesday at 8:30 am, with consensus at +0.3% m/m and core at +0.2%. PPI is Friday at 8:30 am, expected at +0.4% after 1.3% in September. Fed Governor Waller speaks in London early Tuesday, and Governor Barr talks about AI and inequality Thursday at 10 am. Treasury sells $58B of 3-year notes Monday, $42B of 10-years Tuesday and $25B of 30-years Thursday, all at 1 pm. Wednesday is Veterans Day, so the cash bond market is closed while stocks trade. Which matters more for chip stocks this week, Tuesday's CPI or CoreWeave's guide?