fyi by Grok
**Week of November 9–13, 2026**
$CRWV $CSCO $BN
### Monday, November 9
- **Constellation Energy (CEG)** — BMO
Consensus: EPS ~$3.88–$3.90; revenue ~$9.2–$9.4B.
*One thing to watch:* Nuclear generation/capacity factors and updates on long-term power contracts with tech/AI customers (e.g., Google and others) plus full-year guidance.
- **KKR & Co. (KKR)** — BMO
Consensus: EPS ~$1.41.
*One thing to watch:* Private equity realization activity, fundraising, and deployment/investment pace.
- **Occidental Petroleum (OXY)** — AMC
Consensus: EPS ~$1.43–$1.47.
*One thing to watch:* Production volumes, free cash flow, and capital returns (dividends/buybacks) amid oil-price sensitivity.
- **Take-Two Interactive (TTWO)** — AMC
Consensus: EPS roughly $0.50–$0.98 (sources vary).
*One thing to watch:* Net bookings and any pipeline/commentary related to major titles (including GTA 6 timing/status).
Other notables Monday: Barrick Mining (B, BMO), Ferguson (FERG, BMO), Rocket Lab (RKLB, AMC), Hims & Hers (HIMS, AMC), The Trade Desk (TTD, AMC), AST SpaceMobile (ASTS, AMC).
### Tuesday, November 10
- **TransDigm (TDG)** — BMO
Consensus: EPS ~$11.43–$12.21.
*One thing to watch:* Aerospace aftermarket strength and free-cash-flow generation.
- **CoreWeave (CRWV)** — AMC
Consensus: EPS roughly –$1.2 to –$1.5; revenue ~$3.5–$3.8B.
*One thing to watch:* AI cloud demand, backlog/GPU utilization, CapEx intensity, and progress toward better operating margins/profitability.
- **Sea Limited (SE)** — BMO
Consensus: EPS ~$0.79–$0.94.
*One thing to watch:* Shopee e-commerce growth and digital financial services momentum.
- **Petrobras (PBR)** — AMC
Consensus: EPS ~$1.38.
*One thing to watch:* Production, capex, and shareholder returns tied to oil prices.
### Thursday, November 12 (biggest day for market impact)
- **Cisco Systems (CSCO)** — AMC
Consensus: EPS ~$1.15–$1.35; revenue ~$18.1–$18.5B.
*One thing to watch:* AI networking demand/orders, gross margins, and forward guidance (especially AI-related revenue contribution).
- **Applied Materials (AMAT)** — AMC
Consensus: EPS ~$4.00–$4.13; revenue ~$10.3B.
*One thing to watch:* Semiconductor systems growth (leading-edge logic, DRAM/HBM, advanced packaging) and next-quarter/outlook commentary on the chip equipment cycle.
Other notables Thursday: Brookfield (BN, BMO), Nu Holdings (NU, AMC), Nebius (NBIS, BMO), Cerebras (CBRS, AMC).
### Friday, November 13
Mostly smaller or international names (Japanese megabanks MUFG/SMFG/MFG are among the larger ones). Limited direct U.S. market-moving potential.
### Reports most likely to move the broader market
1. **AMAT and CSCO (Thursday AMC)** — By far the largest by market cap (~$250B+ and ~$370B). Both are core to semiconductors, AI infrastructure, and networking. Results and guidance can swing the Nasdaq, SOX, and AI-related sentiment.
2. **CEG (Monday BMO)** — Major nuclear/power name and proxy for AI data-center electricity demand; can influence utilities and broader energy narratives.
3. **CRWV (Tuesday AMC)** — Smaller market cap but high-beta AI infrastructure pure-play with large implied moves; can amplify or dampen AI stock sentiment.
Secondary watch: OXY (oil/energy sentiment) and any surprises from high-volatility names like RKLB or quantum-related stocks.
Note: Exact report times and consensus estimates can be refined closer to the release; always cross-check company IR sites or major calendars (Earnings Whispers, Nasdaq, etc.) for the latest. This is a lighter earnings week compared with the following one (which includes NVDA, WMT, HD, DIS, etc.).
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Connie retweeted
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting.
My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives.
A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together.
You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard.
Political violence must never be something this country tolerates, excuses, or celebrates.
$DJT
Trump Media’s investors lost $2.2-billion while Trump holds $460-million stake /via @globeandmail theglobeandmail.com/business…
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👀 $OPEN
🚨 $OPEN | @nejatian JUST MADE A HUGE STATEMENT ON THE EARNINGS CALL.
Historically, Opendoor scaled by paying more for homes.
Now, Kaz says they’ve proven they can grow WITHOUT overpaying for inventory.
He called it the single most important development of the past year.
This could represent a fundamental shift in Opendoor’s business model.
Listen closely. 👀🔥 #OpenArmy #Opendoor
1
156
Connie retweeted
Everyone can express their own opinion in a free society, even an idiotic one. It helps us know how dumb someone is.
But calling for political violence against other Americans crosses a line that we shouldn't tolerate.
Connie retweeted
Peter Thiel on what happens if there’s a blue tsunami in the midterms:
“I think the Democrats will do well enough in the midterms, in a month and a half, that they will be indifferent to a center-left vs. far-left presidential candidate.”
Via Mathias Döpfner
Opinion: This was more than a normal defeat for Republicans. The loss of Senate seats and governorships in states that had become GOP redoubts will have ramifications for years to come. wsj.com/opinion/2026-midterm… via @WSJopinion
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Connie retweeted
Dawn on Mars - what a photograph!
Wind-carved Martian cliffs, taken at 8:30 a.m. local Mars time by the @NASA Curiosity rover.
jpl.nasa.gov/news/nasas-curi…
A tech market driven by uncertainty over the pace of innovation and returns on capital investment may now have to price-in a higher degree of political uncertainty as well. wsj.com/cio-journal/democrat… via @WSJ
15
Connie retweeted
PM Harper's new book is out today.
Interest comment by the former PM:
The former prime minister also offers up occasional reflections on current matters. While he attended the World Economic Forum in Davos twice during in his time in office, he now says he opposes it.
If he were prime minister today, Harper writes, he would end the Canadian government's participation in the WEF, an event he describes as a once-useful forum that has become a club for advancing the "narrow interests of its globalist, elitist attendees."
Perhaps Canadians and especially Carney should pay attention to his words. Canada will be better off following Harper's thoughts than Carney's.
Connie retweeted
I’m delighted to share that “Here For Canada: Memoirs of the 22nd Prime Minister” is now officially released. It was an honour to serve our country, the best country in the world, with an incredible team of colleagues and I am pleased to share my account of those years.
Purchase your copy here: indigo.ca/products/untitled-…
Hedge Fund Elliott Warns of FOGO: Fear of Getting Obliterated in the Market wsj.com/finance/investing/he… via @WSJ
19
👀👀
Attacks will accelerate from here on - We are there: Six months ago I said Mythos like capability will be widely available. It's happening. A critical vulnerability, a social engineering attack that looks innocuous, or daisy chaining publicly available vulnerabilities and conducting a sniper strike is all being witnessed in the wild. Incident responders have never been busier.
Some key points:
- attacks are not becoming more sophisticated, it's the same attacks, faster and by a lot more people.
- attack path discovery which took trial and error and multiple attempts is now trivial, open source LLMs are here to help
- you are as secure as your supply chain, insecure down or upstream players who have access to your infrastructure could be the next attack path, marketplaces and supply chain is an easier vector
The increase in activity is a result of more people becoming better at hacking due to the ease of being able to attack. Had not contemplated that in my calculus.
Please:
1. Test your infrastructure for accessible vulnerabilities and misconfigurations
2. Fix your code and demand your vendors do.
3. Old infra, or insecure infra at the perimeter needs to be updated first
4. New AI tools, especially coding need a security framework. Your developers will do more with code, new skills, and more automation. Don't forget the coding models have trained on human code.
Stay safe this Halloween :)
11
Connie retweeted
I've been living in Vancouver the last few months - and I'm afraid to admit the below is accurate!
I'm all for diversity and embracing new cultures - but this has gone too far.
Connie retweeted
Literally an episode of Silicon Valley
m.youtube.com/watch?v=6hMuBA…
U.S. defence and aerospace giant Lockheed Martin has acquired Nova Scotia-based undersea defence company Ultra Maritime for $3.45 billion. toronto.citynews.ca/2026/11/…
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