Key Market Events This Week: Disney, CoreWeave Earnings and Veterans Day Holiday
Investors face a truncated trading week with bond markets closed Tuesday for Veterans Day, while equities remain open. Corporate earnings take center stage amid delayed economic reports due to the government shutdown.
Walt Disney and AI infrastructure play CoreWeave headline this week's earnings calendar. CoreWeave's Monday report will test the AI investment thesis that fueled its 100%+ rally since IPO, bolstered by partnerships with Nvidia and Meta. Nuclear provider Oklo's Tuesday results may reveal AI's growing energy demands.
The small business Optimism survey and Treasury's tariff revenue data offer glimpses into economic resilience. With macro indicators delayed, market participants will scrutinize corporate fundamentals for directional cues.