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Here are the 2 big things we’re watching in the stock market in the week ahead
Artificial intelligence shares are entering a pivotal week after political victories and ballot measures raised the prospect of restrictions on data centre development in the US. The article says those limits could affect future earnings for chipmakers and other suppliers, and may lead the investment club behind the piece to reduce its exposure to AI-related stocks.
Investors will watch CoreWeave’s results on Tuesday and Nebius’s on Thursday, alongside earnings from Cisco Systems and Applied Materials. October consumer price data is due Tuesday and producer prices on Friday; traders were pricing in a 78% chance of a quarter-point Federal Reserve rate rise in December, while speeches from Fed officials could also shift expectations.
In short
- US election results raise concerns about AI infrastructure spending.
- CoreWeave’s earnings could influence sentiment on AI stocks.
- Inflation data and Fed remarks may shift rate expectations.
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