Market Watch: Disney, CoreWeave, Sony & Cisco Earnings Drop This Week – Plus Veterans Day Trading Lull

Brace for a volatility cocktail as tech giants and crypto infrastructure players report earnings. Disney's streaming war chest, CoreWeave's GPU empire, Sony's PlayStation metaverse bets, and Cisco's Web3 infrastructure spend will dominate conversations.

Meanwhile, Wall Street's 'holiday math' kicks in—expect thinner liquidity as traders play hooky for Veterans Day. Perfect conditions for crypto whales to paint some tasty price action.

Pro tip: Watch for earnings call buzzwords like 'AI integration' and 'blockchain solutions'—corporate bingo cards at the ready. Nothing boosts a stock like vaporware promises wrapped in a Web3 bow.

Disney, CoreWeave Earnings Among Reports to Watch

Earnings from artificial intelligence data center firm CoreWeave on Monday will likely keep investors' focus on the technology that has helped drive markets higher over the past few years. After going public earlier this year, CoreWeave shares have more than doubled. Deals with chipmaker Nvidia and social media giant Meta are driving optimism in the firm's business.

Nuclear power provider Oklo's report on Tuesday is expected to show growth tied to the electricity needs for AI data centers. Network infrastructure provider Cisco's report on Wednesday comes after it nearly doubled its AI sales target in the prior quarter. On Thursday, Applied Materials is due to report as the chipmaking equipment supplier faces restrictions on its sales to China. 

Walt Disney’s report on Thursday follows the company’s recent launch of its ESPN sports app and plans to purchase the NFL network.  Other noteworthy earnings this week include stablecoin provider Circle Internet Group, FanDuel-parent Flutter Entertainment, satellite launch firm Rocket Lab, and sneaker Maker On Holdings.

But there's more on tap than earnings, and that includes Tuesday, when chipmaker Advanced Micro Devices is set to hold an analyst day at which CEO Lisa Su is expected to offer more details on the company’s artificial intelligence roadmap. (You can watch the stream, scheduled for 1 p.m. ET, here.)

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This Week’s Calendar

• Key Earnings: CoreWeave (CRWV), Occidental Petroleum (OXY), Rocket Lab (RKLB), AST Space Mobile (ASTS), Tyson Foods (TSN)

• Veterans Day holiday - Bond markets, banks, federal government closed; Stock markets open
• AMD (AMD) 2025 analyst day
• NFIB small business optimism (October)
• Key Earnings: Sony Group (SONY), Oklo (OKLO), Nebius Group (NBIS)

• Key Earnings: Cisco Systems (CSCO), Manulife Financial (MFC), Flutter Entertainment (FLUT), Tencent Music (TME), Circle Internet Group (CRCL), On Holding (ONON)

• Monthly U.S. federal budget
• Data Delayed by the Shutdown: Consumer Price Index (October), Initial jobless claims (Week ending Nov. 8)
• Key Earnings: Walt Disney (DIS), Applied Materials (AMAT), Brookfield (BN), JD.com (JD)

• Data Delayed by the Shutdown: Retail sales (October), Producer Price Index (October), Business inventories (September)
• Federal Reserve Officials Speaking: Kansas City Fed President Jeff Schmid, Dallas Fed President Lorie Logan

One More Thing

If you rely on the Affordable Care Act for health insurance coverage, you’re likely to see a big increase in premiums, the key issue behind the current government shutdown. Investopedia's Jeanine Skowronski has more insight into whether you should enroll now or wait to see if the shutdown fight ends in restored subsidies.