How will U.S. stocks move next week? Just understand these 8 things: 1. Monday: Anthropic roadshow The first major pricing in the private market after the AI crash. The $ANT $1.5 trillion valuation is seen as too expensive—some are calling for $1.2 trillion, even $500 billion. A delay or price cut → further dampens sentiment. 2. Monday at 9:30 PM: China’s October CPI/PPI and trade data A quick check on domestic price trends. On the same day, pre-market earnings from $CEG and $NRG, two AI-related power stocks, will shed light on the power bottleneck narrative. 3. Tuesday at 9:30 PM: U.S. October CPI (the #1 event 🔥) Expectations have improved, with a sharp cooldown from September’s 0.6% to 0.2–0.3%. But only a print of 0.2% counts as a true positive; anything at 0.4% → immediate reversal. 4. Tuesday: 10-year Treasury auction, followed by CoreWeave earnings after market close $CRWV is the first real health check on AI compute turning orders into cash: market expects a loss of $1.17 per share. Focus on operating cash flow, debt levels, and data center deployment progress. 5. Thursday pre-market: Nebius earnings $NBIS is expected to be the most volatile earnings report of the week (±6.7%). Watch for new contract growth, data center rollout pace, and funding plans. 6. Thursday after-market: Cisco, Applied Materials (AMAT), and Cerebras back-to-back earnings $CSCO: watch for AI networking equipment orders. $AMAT: monitor semiconductor equipment and storage capex. $CBRS: gauge demand for inference chips. Together, these three will confirm whether AI infrastructure is genuinely booming or just hype. 7. Thursday: 30-year Treasury auction, plus speeches by 10 Fed officials throughout the week Whether the Fed hikes in December hinges on these statements. 8. Friday at 9:30 PM: U.S. October PPI September’s 1.3% MoM PPI spike was alarming; this time, expectations are at 0.4%, signaling clear cooling—a bullish sign. Compare PPI with CPI to determine whether inflation is confined to consumers or spreading across the entire supply chain. The real test comes the week after: NVIDIA earnings on 11/17 and Jensen Huang’s private briefing on 11/18 😂