macro

Week ahead: CoreWeave, Cisco and Nebius report as US CPI and PPI are due

Stocktwits previews a busy week of earnings from CoreWeave, Cisco and Nebius, October CPI and PPI releases, and remarks from several Fed officials.

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what happened

Stocktwits says investors this week will watch two main drivers at once: quarterly company reports and fresh inflation data. How quickly price pressures are cooling will shape whether the Federal Reserve gains more room to maneuver on interest rates.

Attention is centered on results from CoreWeave, Cisco and Nebius, which should show how strong demand for AI infrastructure is and how fast technology spending is growing. Fiscal.ai data points to a CoreWeave loss of $1.21 per share on $3.54 billion in revenue for the July-September quarter. Cisco is seen earning $1.32 per share on $18.11 billion in revenue for August-October, while Nebius is expected to post a loss of $0.6 per share on $0.91 billion in revenue.

The calendar also includes Intuitive Machines, Ondas, Cerebras, Constellation Energy and a number of other firms. The Bureau of Labor Statistics will release October's consumer and producer price indexes, and speeches are lined up from Mary Daly, Austan Goolsbee, Alberto Musalem, Michelle Bowman and Beth Hammack.

why it matters

The week matters for rate expectations, since inflation data and Fed commentary feed directly into Treasury yields and equity valuations. According to Stocktwits, the iShares 20+ Year Treasury Bond ETF slipped 0.09% and the 7-10 Year ETF edged up 0.01% in Friday's after-hours session.

market impact

US tech stocks and Treasuries: earnings and inflation data will shape rate expectations and sentiment

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sources

  1. What To Expect In Markets This Week: CRWV, CSCO, NBIS, LUNR, ONDS, CBRS Earnings, CPI, Fed Speeches And More — Stocktwits, 8 November 2026 at 10:59 UTC

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