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Wall Street Week Ahead: Nvidia earnings, Anthropic IPO, Federal Reserve minutes, retail sales - Top things to watch

By · Published by Everything Blog

In short

The upcoming slate will measure the durability of the artificial intelligence boom alongside broader macroeconomic resilience. Nvidia is projected to report around $109 billion in revenue as it attempts to rebound from recent executive controversies and a steep valuation slide. Anthropic's planned public debut could value the startup at $1.4 trillion, even as markets question the return on massive infrastructure investments. Crucial retail sales data and Federal Reserve updates will clarify whether consumer strength supports a potential December rate increase.

Key points

  • Nvidia's valuation fell from roughly $5.8 trillion in early October to $3.9 trillion foll…: Nvidia's valuation fell from roughly $5.8 trillion in early October to $3.9 trillion following controversies tied to chief executive Jensen Huang.
  • Anthropic's public market debut arrives amid mounting regulatory scrutiny surrounding dat…: Anthropic's public market debut arrives amid mounting regulatory scrutiny surrounding data centre expansions and heavy infrastructure spending.
  • Recent employment and inflation reports have strengthened investor expectations for a Fed…: Recent employment and inflation reports have strengthened investor expectations for a Federal Reserve interest rate hike in December.

Sources checked by our analysis pipeline: 1

Wall Street is heading into a crucial week, with investors closely tracking Nvidia's quarterly earnings, artificial intelligence (AI) company Anthropic's proposed initial public offering (IPO) and the release of the Federal Reserve's October meeting minutes. These developments, along with key US economic indicators and corporate earnings, are expected to influence sentiment across American stock markets.

Nvidia's earnings announcement on Tuesday will be among the biggest events of the week, as investors look for indications that demand for AI infrastructure remains strong amid concerns over the sustainability of massive investments in the sector.

Meanwhile, Anthropic's proposed stock market debut and fresh signals on the US economy could add to market volatility.

The US semiconductor giant is scheduled to announce its fiscal third-quarter results on Tuesday.

According to LSEG data, analysts expect Nvidia to report earnings growth of around 90% on revenue of approximately $109 billion.

Investors will particularly focus on the company's outlook for AI-related spending and demand for its advanced chips, which have been at the centre of the global AI investment boom.

Nvidia shares came under pressure last week…

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