Next fortnight (what to watch or listen to)

2026-11-08 to 2026-11-22 (UTC dates). Times as published by the source.

Mon 2026-11-09

[earnings] LDI loanDepot Q3 results (date not confirmed) (TBC (date not confirmed)) — Holding; origination volume vs rates.
[other] MACRO CFTC review deadline for CME H100/B200 GPU rental futures (No set time) — First public forward curve for compute prices.
[macro] MACRO China CPI and PPI, October (9:30am Beijing (12:30pm AEDT Mon); Sun 8:30pm ET) — Deflation read for BABA and China demand.

Tue 2026-11-10

[earnings] CRWV CoreWeave Q3 results and call (After close; call 5:00pm ET (Wed 9:00am AEDT)) — Neocloud credit test; backlog and financing.
[macro] MACRO US CPI, October (8:30am ET (Wed 12:30am AEDT)) — Hot print after strong jobs firms a December hike.
[earnings] SE Sea Limited Q3 results and call (Before open; call 7:30am ET (11:30pm AEDT Tue)) — Watchlist; Shopee margins.
[other] TSM TSMC October revenue (Taiwan afternoon (early evening AEDT)) — Monthly read on AI chip demand.

Thu 2026-11-12

[earnings] AMAT Applied Materials fiscal Q4 results and call (After close; call 4:30pm ET (Fri 8:30am AEDT)) — Equipment demand and China exposure.
[earnings] CSCO Cisco fiscal Q1 2027 results and call (confirmed) (After close; call 4:30pm ET (Fri 8:30am AEDT)) — AI networking orders from hyperscalers.
[earnings] FIGR Figure Technology Q3 results and call (Before open; call 8:30am ET (Fri 12:30am AEDT)) — Holding; HELOC volume and marketplace growth.

Fri 2026-11-13

[product] AAPL Apple HomeView and Apple TV 4K ship (Availability) — Loved company; home product push.
[macro] MACRO US PPI, October (8:30am ET (Sat 12:30am AEDT)) — Pipeline inflation ahead of December FOMC.

Tue 2026-11-17

[macro] MACRO US advance retail sales, October (8:30am ET (Wed 12:30am AEDT)) — Consumer read for AMZN, MELI, SE.
[macro] MACRO US import and export prices, October (8:30am ET (Wed 12:30am AEDT)) — Tariff pass-through.
[earnings] NVDA Nvidia Q3 fiscal 2027 results and call (After close; call 5:00pm ET (Wed 9:00am AEDT)) — Guide $108B; the AI capex verdict.

Wed 2026-11-18

[central_bank] MACRO FOMC minutes, Oct 27-28 meeting (2:00pm ET (Thu 6:00am AEDT)) — How many members lean to a December hike.

Fri 2026-11-20

[macro] MACRO Michigan consumer sentiment, November final (10:00am ET (Sat 2:00am AEDT)) — Inflation expectations.

Sat 2026-11-21

[other] Keyence Keyence 5-for-1 stock split takes effect (Effective date) — Watchlist; lower entry size.

Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-11-08 13:38 UTC.