Top 5 stocks to watch this week Jaiveer Shekhawat Sun, November 8, 2026 at 11:20 AM EST 5 min read ^GSPC +0.31% ^IXIC +1.09% CSCO -1.59% AMAT +4.72% NVDA +3.91% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Investing.com -- Investors are preparing for a busy week on Wall Street, with earnings from five closely watched companies, fresh U.S. inflation data and shifting interest rate expectations likely to shape market sentiment.
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The NASDAQ Composite has entered correction territory, falling nearly 12% from its October 6 record, while the S&P 500 and Nasdaq lost 2.7% and 3.4%, respectively, last week as technology stocks came under pressure and concerns over data-centre spending weighed on risk appetite.
The earnings calendar also comes at a critical time for the technology sector, with investors also preparing for October U.S. inflation data on Tuesday. Economists expect core consumer prices to rise 0.2% month over month, potentially lifting the annual rate to 2.7% from 2.6%. Producer price data due on Friday will provide another test for markets as traders assess the Federal Reserve's next policy move.
Against this backdrop, five companies stand out this week, with their earnings and forward guidance likely to influence sentiment across the broader AI investment theme.
1. Constellation Energy: Powering the AI infrastructure boom
Constellation Energy will kick off the week's earnings calendar with results due before Monday's market open. The electricity producer has emerged as a key beneficiary of growing power demand from artificial intelligence data centres, making its outlook particularly important as investors assess the sustainability of infrastructure expansion.
Its shares closed at $249.95 on November 6, down 30.2% year to date. Analysts expect earnings of $3.72 per share on revenue of $9.21 billion. The company has beaten earnings estimates by approximately 5.8% in each of its previous two quarters.
Investors will focus on electricity demand, long-term supply agreements and management's assessment of data-centre power requirements. Any signs of political resistance to new infrastructure projects could also influence the outlook.
2. CoreWeave: A crucial test for AI computing demand
CoreWeave reports Tuesday after the market closes, with its results likely to provide one of the clearest indications of demand for AI computing infrastructure.
The stock closed at $46.40 on November 6, down 43% over the past month and 59% over six months. Analysts expect earnings of 9 cents per share, although consensus estimates have been cut 12.6% over the past 90 days.
The company's previous two earnings reports triggered sharply contrasting reactions. Shares fell 17.3% following a first-quarter earnings miss before gaining 22.2% after a second-quarter beat.
Investors will closely examine capital expenditure, customer commitments and backlog commentary to determine whether demand for AI computing capacity remains strong enough to justify the industry's substantial infrastructure investments.
3. Nebius Group: A gauge of investor appetite for neocloud stocks
Nebius Group will report before the market opens on Thursday, offering another important assessment of sentiment toward specialised AI cloud infrastructure providers.
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Its shares closed at $129.49 on Friday, rising 7.6% during the session but remaining down 41% over the past month. The stock is still up 48.9% year to date.
Nebius shares surged 32% following its second-quarter results and 23.5% after its first-quarter report, highlighting the market's sensitivity to developments in the AI infrastructure business.
Investors will look for updates on capacity expansion, customer demand and financing arrangements as the company scales its operations. Its results could either reinforce or challenge the signals emerging from CoreWeave's report earlier in the week.
4. Applied Materials: Testing the semiconductor spending outlook
Applied Materials, a major supplier of semiconductor manufacturing equipment, will report Thursday after the market closes. Its results could provide insight into whether chipmakers are maintaining investment plans despite growing concerns about AI spending.
The stock closed at $332.72 on November 6, down 34.7% over the past month, although it remains up 44.6% over the past year. Analysts expect earnings of $4.06 per share on revenue of $10.30 billion.
Notably, earnings estimates have risen 10.5% over the past 90 days, making Applied Materials one of the few companies on this week's watchlist where analyst expectations have strengthened despite a sharp share-price decline.
Investors will assess orders, customer spending plans and management's guidance for semiconductor equipment demand to determine whether the sector's weakness reflects a temporary valuation reset or a slowdown in capital investment.
5. Cisco Systems: AI networking demand in focus
Cisco Systems will round out Thursday's earnings calendar with results due after the market closes. The networking equipment maker offers another perspective on the AI infrastructure buildout, particularly demand for networking products connecting increasingly complex data-centre systems.
Its shares closed at $93.85 on November 6, down 18.3% over the past month. Analysts expect earnings of $1.32 per share on revenue of $18.11 billion, while earnings estimates have increased 15.4% over the past 90 days.
Investors will scrutinise AI-related orders, networking demand and profit margins for evidence that the company's exposure to data-centre expansion is translating into stronger financial performance. Any disappointment in AI momentum or margins could intensify pressure on the stock, although improving earnings estimates suggest expectations may be more supportive than recent share-price weakness indicates.
The five earnings reports will provide an important snapshot of the AI investment cycle, spanning electricity supply, computing capacity, cloud infrastructure, semiconductor equipment and networking.
The next major catalyst will be Nvidia's November 17 earnings report, which is expected to offer a broader assessment of demand across the AI ecosystem. Until then, investors will look to this week's results and management commentary for evidence that the industry's spending commitments remain intact despite mounting market concerns.
How sustainable is the AI investment boom after Thursday's selloff?
