Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed
CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
Read at Cnbc →MARKETS
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TOP OF THE WIRE
CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
Read at Cnbc →Daly called Friday's jobs report "good news for American workers," but noted the pressure inflation is exerting on household finances
Read at Cnbc →Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.
Read at Cnbc →TRUMP · LATEST POSTS
His Truth Social stream, via the trumpstruth.org archive — every post, newest first. Posts matching the market-moving watch criteria carry the tag.
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Read on Truth Social →I am pleased to announce that Mr. Stephen Miller, the current Deputy Chief of Staff of the Trump Administration, and one of my most trusted advisors, will become the Chief of Staff starting Monday, November 9, 2026. Susie Wiles, who has done an outstanding job, will be moving over to the Trump Political Operation. I want to thank her for…
Read on Truth Social →Israel and, in fact, the entire Middle East, WOULD NOT EXIST TODAY if I did not stop Iran from having a Nuclear Weapon. Nobody wants to say that, but everybody knows it’s true! President DONALD J. TRUMP
Read on Truth Social →MAGA Warrior Joe Gruters, who has been with us from the very beginning, is running to continue as Chairman of the Republican National Committee. As Chairman, Joe turned the RNC into an efficient, focused, and powerful machine that will continue to empower the America First Agenda for many years to come. As State Senator and Chairman of…
Read on Truth Social →As President, I am 100% in favor of Super Intelligence (SI), and will work with the many States in the U.S. that want to become RICH by having them. They are GOLD, and only foolish leadership will say “NO” to the riches they bring! President DJT
Read on Truth Social →NEWSMAX: “Trump is a Winner, and he’s right on Iran!”
Read on Truth Social →I JUST WASN’T ON THE BALLOT. IF I WERE, WE WOULD HAVE WON IN A LANDSLIDE! President DONALD J. TRUMP
Read on Truth Social →The Stock Market crashed today because the Dumocrats had a big Tuesday — So sad to see, you only have yourselves to blame! President DONALD J. TRUMP
Read on Truth Social →THE FEED
AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.
Read at Marketwatch →Anthropic could list below a $1.5 trillion valuation, trailing previous expectations, as the AI trade sours on Wall Street.
Read at Cnbc →Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up.
Read at Marketwatch →Nasdaq’s slide into correction territory puts its history of recoveries in focus. Here's what history shows.
Read at Cnbc →We closed out a wild market week on Friday at the Investing Club's fourth Annual Meeting at the New York Stock Exchange.
Read at Cnbc →Saudi national Abdulrahman Alfozan is charged in an indictment with planting a recording device in a conference room at artificial intelligence giant OpenAI.
Read at Cnbc →The average jobless worker's bout of unemployment surpassed 27 weeks in October, the highest outside of the pandemic period in a decade.
Read at Cnbc →Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.
Read at Cnbc →Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.
Read at Cnbc →Despite sky-high valuations, Mike Khouw argues Costco shares could present a compelling buy.
Read at Cnbc →Shares of the online betting platform slid more than 26% on Friday, as analysts worry about regulation and competition.
Read at Marketwatch →Also in Weekend Reads: Ideas for generating investment income, new tax brackets, buying a home with cash and advice from the Moneyist.
Read at Marketwatch →History shows that similar spikes in the VIX have been good entry points for stocks
Read at Cnbc →Oil prices fell Friday as investors weighed the risk of renewed Iran war escalation after the midterms, alongside prospects for a diplomatic breakthrough.
Read at Cnbc →Nonfarm payrolls were expected to increase by 59,000 in October as the unemployment rate was expected to hold steady at 4.2%.
Read at Cnbc →Data centers are a crucial part of President Donald Trump's push to win the global artificial intelligence race, which continues despite the midterm results.
Read at Cnbc →Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade’s favor.
Read at Marketwatch →Kalshi traders cut the odds of an Anthropic IPO announcement before December as AI stocks sold off after Democrats won control of Congress.
Read at Cnbc →Despite the steep drop in equity markets this week, investors should wait for several developments in other asset markets before rushing back into stocks, Michael Hartnett said.
Read at Marketwatch →At the Investing Club's 4th annual meeting, Cramer also reveals his outlook for 2027 and answers questions from the live audience and members at home.
Read at Cnbc →The company lifted its sales outlook for the year, saying it expects revenue to grow as much as 25% in 2026.
Read at Marketwatch →TODAY’S CATALYSTS
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