TLDR
- Constellation Energy, Take-Two, Rocket Lab and MARA report on Monday, November 9.
- CoreWeave reports Tuesday after the close, with analysts expecting a $1.45 loss a share.
- Cisco and Applied Materials report Thursday evening.
- CPI arrives Tuesday and PPI follows Friday, both at 8:30 a.m. Eastern.
- Take-Two’s Grand Theft Auto VI is scheduled to launch November 19.
Wall Street starts a busy earnings week on Monday, November 9, with seven names on the calendar. Four of them report today: Constellation Energy, Take-Two, Rocket Lab and MARA.
CoreWeave follows on Tuesday, while Cisco and Applied Materials wait until Thursday. Think of it as a week with a clock on every trader’s desk.
Two inflation reports also matter. The Consumer Price Index lands Tuesday, November 10, and the Producer Price Index arrives Friday, November 13, both at 8:30 a.m. Eastern, according to the Bureau of Labor Statistics.
Constellation Energy (CEG): Monday, Before the Open
Constellation Energy reports before Monday’s opening bell. Analysts expect earnings of about $3.90 a share.
AI companies are hunting for steady power for their data centers. Investors will look for updates on power supply deals, nuclear output and guidance.
Take-Two Interactive (TTWO): Monday, After the Close
Take-Two reports after Monday’s close. The bigger date may be November 19, when Grand Theft Auto VI is scheduled to launch.
Investors want fresh word on launch guidance, marketing plans and future bookings. Any hint of another delay could weigh on the stock.
Rocket Lab (RKLB): Monday
Rocket Lab also reports Monday. Its update should cover the launch business, space systems revenue and the larger Neutron rocket.
Traders will watch launch schedules, government contracts and development costs. A change to Neutron’s timeline could move the stock.
MARA Holdings (MARA): Monday, After the Close
MARA reports third-quarter results after Monday’s close, with a call at 5 p.m. Eastern. The company says it runs about 1.9 gigawatts of energized capacity across nearly 20 locations.
The Bitcoin miner is leaning into AI and high-performance computing. Investors will check Bitcoin output, power costs and balance-sheet strength.
CoreWeave (CRWV): Tuesday, After the Close
CoreWeave reports third-quarter results after Tuesday’s close. Analysts expect a loss of about $1.45 a share, according to Stock Titan.
The Nvidia-backed cloud company posted second-quarter revenue of $2.58 billion, more than double the year before. Investors will focus on borrowing costs, capital spending, customer concentration and guidance.
Cisco (CSCO): Thursday, After the Close
Cisco reports fiscal first-quarter results after Thursday’s close. Analysts expect earnings of about $1.15 a share, up from $0.81 a year ago.
The company guided for revenue of $18 billion to $18.2 billion. Investors will watch demand for networking gear tied to data centers and enterprise AI.
Applied Materials (AMAT): Thursday Evening
Applied Materials also reports Thursday evening. It guided for revenue of about $10.25 billion, plus or minus $500 million, and analysts expect earnings of about $4.06 a share.
Investors will listen for comments on China, export rules and demand for chip equipment. The Producer Price Index follows on Friday morning.
