Investing Updates: What to Expect in the Week Ahead (Inflation Prints; Earnings from CoreWeave, Applied Materials, Cisco, Constellation Energy)

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Moomoo Earnings Calendar: 9–13 November 2026
Overall assessment: Sentiment 5.5/10 | Market impact 7.5/10
This is an interesting earnings week, particularly for investors holding AI infrastructure, semiconductor, quantum computing, space technology and speculative growth stocks.
My biggest takeaway: CoreWeave, Nebius, Applied Materials and Cisco are the four companies I would pay closest attention to.
The earnings announcements could provide clues about whether the AI investment boom remains sustainable, particularly following recent volatility in technology stocks.
1. Earnings calendar summary
The Moomoo graphic covers 9–13 November 2026.
Monday, 9 November

Ticker	Company	Industry
CEG	Constellation Energy	Energy
MNDY	monday.com	Software
NRG	NRG Energy	Energy
EVGO	EVgo	EV infrastructure
KKR	KKR	Financial services
HIMS	Hims & Hers Health	Healthcare
RKLB	Rocket Lab	Aerospace
ASTS	AST SpaceMobile	Telecommunications
OXY	Occidental Petroleum	Energy
ACHR	Archer Aviation	Aerospace

Stocks worth watching: RKLB, ASTS, CEG and HIMS.
Space technology and energy infrastructure are particularly interesting because of their connections to longer-term investment themes.
Tuesday, 10 November

Ticker	Company	Industry
QBTS	D-Wave Quantum	Quantum computing
SE	Sea Limited	E-commerce / fintech
ONON	On Holding	Consumer
WIX	Wix.com	Software
VG	Venture Global	Energy
CRWV	CoreWeave	AI infrastructure
RGTI	Rigetti Computing	Quantum computing
AMPX	Amprius Technologies	Batteries
FLY	Firefly Aerospace	Aerospace
LWLG	Lightwave Logic	Photonics

Stocks worth watching: CRWV, QBTS, RGTI and SE.
CoreWeave is arguably the most important earnings announcement on Tuesday.
Wednesday, 11 November

Ticker	Company	Industry
RUM	Rumble	Technology
ODD	Oddity Tech	Consumer technology
HMC	Honda Motor	Automotive
ENS	EnerSys	Energy storage

Wednesday is relatively quieter compared with Tuesday and Thursday.
Thursday, 12 November

Ticker	Company	Industry
NBIS	Nebius Group	AI infrastructure
ONDS	Ondas	Technology
LUNR	Intuitive Machines	Space technology
BTBT	Bit Digital	Digital infrastructure
XE	X-Energy	Nuclear energy
AMAT	Applied Materials	Semiconductors
CSCO	Cisco Systems	Networking
CBRS	Cerebras Systems	AI semiconductors
DLO	dLocal	Fintech
SPCE	Virgin Galactic	Aerospace

Stocks worth watching: NBIS, AMAT, CSCO and CBRS.
Thursday is arguably the most important day for AI infrastructure and semiconductor investors.
Friday, 13 November

Ticker	Company	Industry
LAC	Lithium Americas	Lithium

2. Four earnings announcements I would pay attention to
1. CoreWeave (CRWV) – AI infrastructure
This is arguably the week’s biggest speculative technology earnings event.
Wall Street expectations:

• Revenue: approximately US$3.54 billion.

• Expected EPS: approximately -US$1.17.

• Revenue growth: approximately 159% year-on-year.

The interesting part is that CoreWeave has a substantial AI infrastructure business, but profitability remains a concern.
Positive factors:

• Strong demand for AI computing.

• Large customer contracts.

• Growing AI infrastructure requirements.

• Significant revenue growth potential.

Negative factors:

• High capital expenditure.

• Rising debt.

• Interest expenses.

• Customer concentration.

• Concerns about the economics of AI data centres.

Its reported backlog was approximately US$104 billion.
However, investors will want to know whether that backlog can translate into sustainable cash flow.
Sources: 
My assessment: High volatility potential.
2. Nebius (NBIS) – AI cloud infrastructure
Nebius is another important AI infrastructure company.
Wall Street expectations:

• Revenue: approximately US$917 million.

• Expected EPS: approximately -US$0.61.

The market is watching:

• GPU infrastructure expansion.

• AI cloud customer demand.

• Microsoft-related business opportunities.

• Capital expenditure.

• Profitability and cash flow.

Nebius has experienced substantial share-price volatility.
Its earnings could influence sentiment towards the entire AI infrastructure sector.
Source: 
My assessment: High volatility potential.
3. Applied Materials (AMAT) – Semiconductor equipment
Applied Materials is important because it supplies equipment used in semiconductor manufacturing.
Investors will be watching:

• Semiconductor manufacturing investment.

• AI chip demand.

• Advanced packaging.

• Memory chip demand.

• China-related restrictions.

Unlike speculative AI infrastructure companies, Applied Materials is an established semiconductor equipment business.
Its results could provide a useful indication of the health of semiconductor manufacturing investment.
Analyst EPS expectations are approximately US$4.06. 
My assessment: High industry significance.
4. Cisco (CSCO) – Networking infrastructure
Cisco is interesting because AI infrastructure requires more than GPUs.
Data centres also require:

• High-speed networking.

• Switches and routers.

• Optical connectivity.

• Network security.

• Enterprise infrastructure.

Cisco’s earnings could provide insight into whether AI-related networking demand is translating into actual revenue growth.
Analyst EPS expectations are approximately US$1.15 in one published earnings calendar. 
My assessment: Important indicator for enterprise networking and AI infrastructure.
3. Economic calendar: Equally important
The Moomoo graphic also highlights three economic releases.

Date	Economic indicator	Importance
10 November	US CPI	Very high
10 November	US Core CPI	Very high
12 November	Existing Home Sales	Medium
13 November	US PPI	High

Why CPI matters
The Consumer Price Index measures inflation.
If inflation is higher than expected:

• Interest-rate concerns could increase.

• Growth stocks could come under pressure.

• Technology valuations could be affected.

If inflation is lower than expected:

• Investors could become more optimistic about interest-rate cuts.

• Growth stocks could benefit.

PPI is also important because it measures producer-level inflation and provides additional information about pricing pressures.
My view: CPI could have a bigger impact on the overall market than any individual earnings announcement this week.
4. Social media and forum sentiment
I researched publicly indexed discussions, particularly Reddit and investor commentary.
There is an important distinction: this is an earnings calendar, not a single company announcement. Therefore, discussions are spread across individual stocks.
A. Reddit – Mixed, with speculative trading activity
Several interesting discussions emerged.
Nebius (NBIS)
This is particularly interesting.
A social sentiment tracker aggregating Reddit and financial news reported:

Metric	Sentiment
Bullish mentions	38%
Bearish mentions	62%
Overall sentiment	Bearish

The tracker recorded 258 mentions over seven days.
Some investors remain optimistic about Nebius’ AI infrastructure opportunity, while others are concerned about its share-price decline and valuation.
Source: 
CoreWeave (CRWV)
Reddit discussions reveal considerable disagreement.
Some investors believe CoreWeave could recover significantly as AI infrastructure demand continues.
Others are concerned about:

• Debt.

• Capital expenditure.

• Cash flow.

• Share-price volatility.

• Whether AI infrastructure spending can generate attractive returns.

One relevant discussion:
CoreWeave investor discussion on Reddit⁠
Quantum computing: QBTS and RGTI
Quantum computing stocks remain speculative.
The central debate is whether commercial quantum computing applications will develop quickly enough to justify current market valuations.
Investors are also concerned about the companies’ ability to generate sustainable revenue.
Reddit assessment: 5/10 — Mixed, with high speculative interest.
B. HardwareZone
I couldn’t establish a substantial dedicated HardwareZone discussion specifically about this earnings calendar.
The most relevant Singapore investor interests are likely to be:

• Sea Limited (SE).

• US technology stock volatility.

• AI infrastructure valuations.

• Interest-rate expectations.

I would not assign a measured sentiment score without actual discussion evidence.
C. X (Twitter)
The publicly indexed investor commentary I found centres on:

• CoreWeave’s debt and AI infrastructure expansion.

• Nebius’ valuation and recent share-price weakness.

• Cisco’s upcoming earnings.

• Semiconductor sector volatility.

The broader AI investment debate is particularly relevant this week.
However, I couldn’t establish representative platform-wide sentiment statistics.
D. Facebook
No substantial independently verifiable discussion specifically about this calendar was established.
E. Instagram
The discussion is more likely to centre on individual company developments and technology themes than the earnings calendar itself.
I couldn’t establish meaningful engagement statistics.
F. TikTok
AI infrastructure, quantum computing and space technology are popular subjects for investment-related short-form content.
However, I couldn’t verify a substantial discussion specifically about this earnings week.
G. Threads
I couldn’t establish sufficient public discussion specifically about this earnings calendar.
Social sentiment summary

Platform	Findings	Assessment
Reddit	AI infrastructure and speculative stock debates	5/10
HardwareZone	Insufficient specific discussion	Unrated
X	Mixed investor commentary	5/10
Facebook	Insufficient evidence	Unrated
Instagram	Insufficient evidence	Unrated
TikTok	Insufficient specific discussion	Unrated
Threads	Insufficient evidence	Unrated

These are qualitative assessments, not statistically representative polls.
5. Broader market implications
There is another important development worth watching.
US technology stocks have recently experienced selling pressure.
A Barron’s market preview highlighted concerns about increased scrutiny of data-centre development following the US midterm elections.
The VanEck Semiconductor ETF reportedly declined 11.2% over the preceding week.
This creates an interesting environment for the upcoming earnings announcements.
Investors are no longer just interested in whether AI demand is growing.
They want evidence that AI infrastructure investment can generate attractive financial returns. 
Reuters also highlighted that upcoming results from CoreWeave, Applied Materials and Cisco will help investors assess the economics of costly AI investment. 
Potential winners and losers

Scenario	Potential beneficiaries	Potential losers
Strong AI infrastructure demand	CRWV, NBIS, AMAT, CSCO	Traditional infrastructure providers
AI spending slows	Established profitable technology companies	CRWV, NBIS, speculative AI stocks
Inflation rises	Energy companies	Growth and technology stocks
Inflation falls	Growth stocks	Potentially defensive assets
Quantum computing enthusiasm increases	QBTS, RGTI	Traditional technology stocks could face relative valuation pressure

6. Sentiment and impact ratings
My assessment of the Moomoo earnings calendar:
Sentiment: 5.5/10
Neutral to slightly positive, but with considerable uncertainty.
Reasons:

• AI infrastructure demand remains strong.

• Investors are interested in CoreWeave and Nebius.

• Semiconductor earnings could provide positive signals.

• However, high valuations, debt and profitability concerns are weighing on sentiment.

• Quantum computing and space technology remain speculative.

Impact: 7.5/10

Area	Impact
AI infrastructure	9/10
Semiconductor industry	9/10
Quantum computing	7/10
Space technology	7/10
Singapore investors	7/10
US financial markets	8/10
Broader global economy	5/10

The impact is relatively high because several companies are reporting results that could influence sentiment across entire technology sectors.
7. My final verdict

Category	Rating
Earnings significance	8/10
AI industry relevance	9/10
Semiconductor relevance	9/10
Investor interest	8/10
Social media sentiment	5.5/10
Overall market impact	7.5/10

My five stocks to monitor
If I were prioritising this earnings calendar, I would focus on:

Priority	Stock	Reason
1	CRWV	AI infrastructure profitability and debt
2	NBIS	AI cloud growth and valuation
3	AMAT	Semiconductor manufacturing demand
4	CSCO	AI networking demand
5	SE	Southeast Asian e-commerce and fintech performance

One particularly important observation: CRWV and NBIS are both reporting during a period when investors are questioning whether the AI infrastructure boom is financially sustainable.
Their results could influence sentiment towards other AI infrastructure companies.
Final scores

• Sentiment: 5.5/10

• Impact: 7.5/10

• Market significance: High

• Main theme: AI infrastructure sustainability and semiconductor demand.

I would pay particular attention to the CoreWeave and Nebius earnings calls, not just their headline EPS figures. Revenue growth, capital expenditure, debt, backlog conversion and cash flow will probably matter more to investors than whether either company simply beats analyst expectations.