Key Highlights

  • CoreWeave (NASDAQ:CRWV) will release figures following the close on November 10; consensus Revenue sits near USD 3.54 billion, and Options point to a move of 16% to 21%.
  • D-Wave Quantum and Rigetti both report on November 10, after quantum shares were hit hard in the prior week's technology selloff.
  • Cisco and Applied Materials are due November 12, following a roughly 11% jump in Applied Materials on November 9.
  • Nvidia's figures land on November 17, measured against a revenue guide near USD 108 billion, which is also when Home Depot kicks off the big-box retail reporting period.

1. Margin and Funding Test for CoreWeave (NASDAQ:CRWV)

CoreWeave (NASDAQ:CRWV) publishes third-quarter numbers after the close on November 10, 2026, with a conference call at 5 PM ET. Consensus projects revenue near USD 3.54 billion, roughly 159% above the USD 1.36 billion posted a year ago, while the company's own range is USD 3.45 billion to USD 3.60 billion. Analysts forecast a per-share loss between USD 1.45 and USD 1.57, and management set quarterly interest expense at USD 860 million to USD 940 million. Financing expense is the core concern. Demand appears robust, yet investors want evidence of better margins, capacity coming online on time and a credible way to fund growth after last week's AI-stock slump. The shares advanced 5.56% on November 9 after shedding 15.4% the week before, and options imply a swing of 16% to 21%. Whatever happens here will shape sentiment for AI infrastructure names ahead of Nvidia's report, due a week later.

2. D-Wave Quantum (NYSE:QBTS) Read-Through

D-Wave Quantum (NYSE:QBTS) is penciled in to unveil third-quarter results before the opening bell on November 10, webcasting at 8:00 AM ET, while Rigetti Computing reports after the bell with a 5:00 PM ET call. Estimates have D-Wave losing about USD 0.10 per share on revenue of roughly USD 4.37 million, up from USD 3.74 million a year back. With revenue this small relative to the valuation, bookings, system deals and cash consumption will matter more than the top line. D-Wave ended Friday, November 6 at USD 10.68 after an 18.01% single-day rally, but it is still down close to 60% in 2026, and Rigetti is off about 49.4% year to date. For Rigetti the watch items are technical milestones and order timing. These two prints will set the tone for quantum stocks following a turbulent stretch.

3. AI Networking Demand: Cisco Systems (NASDAQ:CSCO) Outlook

Cisco Systems (NASDAQ:CSCO) and Applied Materials both post results after the close on Thursday, November 12, each with a call at 4:30 PM ET. The Street expects Cisco to earn about USD 1.15 per share, compared with USD 0.81 twelve months earlier. Guidance for Cisco's revenue has been cited as roughly USD 18.0 billion to USD 18.2 billion, though that figure needs checking against the company's own disclosure. The central issue for Cisco is how much demand for networking gear tied to AI data centers shows up. Applied Materials guided to USD 10.25 billion of revenue, plus or minus USD 500 million, and EPS of USD 4.02, a touch below the USD 4.06 consensus on USD 10.30 billion. Its stock rallied about 11% to close near USD 370.81 on November 9, following a sharp monthly slide, so expectations heading into the report have built quickly. QXO and Arrowhead Pharmaceuticals also report on November 12, delivering full third-quarter and fiscal 2026 results, respectively.

4. Nvidia (NASDAQ:NVDA) Governance Overhang

Nvidia (NASDAQ:NVDA) reports fiscal third-quarter 2027 numbers on Tuesday, November 17, after the close, with a 5:00 PM ET call. Management guided revenue to around USD 108 billion, give or take 2%, for the period ending October 25. The release carries an unusual second storyline. Shares fell 4.27% to USD 178.67 on November 9, the lowest close since April, after the board announced an independent review tied to reports about CEO Jensen Huang, and they were indicated roughly 1.8% higher ahead of the November 10 open. The board stated it has no grounds to think secrets or national security were compromised, and Huang remains in his post and is cooperating. Lawmakers requested a briefing on November 18. Investors will look for both a demand update and a governance update, and the next-quarter outlook will steer the AI trade into year-end.

5. Consumer Spending Signal from Home Depot (NYSE:HD)

Home Depot (NYSE:HD) starts the big-box retail Earnings stretch on November 17. A research firm raised its third-quarter comparable sales call to 2.5%, above a 1.5% consensus, and its USD 4.05 EPS estimate exceeds the USD 3.84 consensus. That same note sees Lowe's comparable sales rising 1.3% versus 0.1% expected, and Target climbing 4.2% versus 3.3%, with earnings projections above forecasts for both. Walmart stands apart at a 2.7% US comparable sales estimate, slightly under the 2.9% consensus, with USD 0.65 of earnings against USD 0.64. The Home Depot report will function as a gauge of housing-linked spending, given consumer Inflation expectations of 3.9% and elevated rates. Beating on comparable sales would undercut the argument that higher borrowing costs are stalling home improvement purchases.

Where Things Stand

Each of the top 5 earnings reports arriving this week probes a different segment of the market. CoreWeave must show margin and funding progress against quarterly interest costs of roughly USD 860 million to USD 940 million, while D-Wave and Rigetti will set the mood for quantum shares. On November 12, Cisco and Applied Materials will reveal how strong demand is for AI networking and chip equipment. Nvidia's November 17 release, measured against a guide near USD 108 billion, is the most significant event of the period, and governance has become part of that story. Home Depot tests consumer spending that same day.