Nov. 9-Nov. 13, 2026
Stocks enter the week on shaky ground after Thursday's AI-led selloff erased the post-election rally. The S&P 500 fell 2.7% last week, while the Nasdaq lost 3.4%, despite Friday's rebound. Tuesday's October CPI report will be the week's biggest economic release, followed by October PPI on Friday. Earnings from CoreWeave, Nebius, Cisco and Applied Materials will keep the AI infrastructure trade in view.
PreMarket Prep Guests
Monday: Kenny Glick, Hit the Bid (7:15 a.m. ET)
Tuesday: Christian Fromhertz, Tribeca Trade Group (7:15 a.m. ET) | Greg Weldon, Weldon Financial (7:35 a.m. ET)
Wednesday: Blu Putnam, Stock Trader Network (7:35 a.m. ET)
Thursday: David Prince, T3Live (7:15 a.m. ET) | Tracy Ryneic, Zacks Investment Research (7:35 a.m. ET)
Friday: CC Lagator, Options AI (7:15 a.m. ET) | Louis Sykes, All Star Charts (7:35 a.m. ET)
Why This Week Matters
Thursday's selloff exposed just how vulnerable the AI trade has become. The S&P 500 technology sector fell 7.3%, while the Philadelphia Semiconductor Index plunged more than 12%, with both posting their steepest single-day declines in more than six years. Concerns that Democratic election victories could bring increased scrutiny and delays to data-center construction helped trigger the reversal. Friday's rebound offered some relief, but major indexes still finished the week lower.
Earnings from CoreWeave on Tuesday, followed by Nebius, Cisco and Applied Materials on Thursday, will provide more on AI infrastructure spending. Investors will be looking for evidence that demand for computing capacity remains strong and that companies can finance and deliver on ambitious expansion plans.
October CPI comes Tuesday at 8:30 a.m. ET, followed by October PPI on Friday at the same time. After a stronger-than-expected employment report pushed market expectations for a December Fed rate hike to roughly 80%, the inflation readings could further shift interest-rate expectations. Weekly jobless claims and October existing-home sales are scheduled for Thursday.
Wednesday is Veterans Day, so while the U.S. bond market will be closed, equity markets remain open.
Stick with Stock Trader Network, we have much in store for the Think Tank!
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