AI stocks enter the second week of November after a sharp sell-off. The S&P 500 fell 4.4% on Thursday, November 5, its worst day since April 2025, as worries grew about limits on new data centers after the US midterm elections (source: AP via La Nación, November 5, 2026). This week shows whether the companies building that capacity still see demand growing.
CoreWeave reports on Tuesday, and Nebius, Applied Materials, Cerebras and Cisco all report on Thursday. The October inflation report also comes out on Tuesday morning.
Which big companies report earnings this week?
Rocket Lab, AST SpaceMobile and Hims & Hers reported on Monday, November 9, after the market closed. Sea Limited, eToro and Bitdeer report before the open on Tuesday, November 10, and CoreWeave follows after the close. Thursday, November 12, is the big day: Nebius and Figure report in the morning, then Applied Materials, Cisco, Cerebras and Gemini after the close.
Nasdaq's calendar lists 1,197 US-listed stocks for November 9-13, and it counts each share class on its own (source: Nasdaq earnings calendar, Zacks consensus). Most are small companies, and Thursday alone has 362. By November 6, the season was mostly done, with 88% of S&P 500 companies reported, according to FactSet. Of those, 84% beat earnings forecasts and 74% beat revenue forecasts (source: FactSet, November 6, 2026). FactSet put earnings growth for the quarter at 31.4%, combining reported results with estimates for the companies still to come. Only 13 S&P 500 companies report this week. For the whole season's calendar, see the October 2026 earnings season page.
On Monday morning, Constellation Energy, the largest US producer of clean energy, earned an adjusted $5.06 a share against a Zacks consensus of $3.90 (source: Nasdaq earnings calendar, Zacks consensus). It also narrowed its full-year forecast for adjusted earnings to $12.50 to $12.80 a share (source: Constellation, November 9, 2026). Barrick, the gold miner, earned an adjusted $0.82 a share against a Zacks consensus of $0.74 (source: Nasdaq earnings calendar, Zacks consensus), on revenue up 22% to $5.07 billion (source: Barrick, November 9, 2026). KKR's adjusted earnings of $1.78 a share topped the $1.59 average estimate compiled by LSEG (source: InvestorsHub via Finviz, November 9, 2026). None of the three has a perpetual on BloFin.
After Monday's close, Rocket Lab posted record revenue of $268 million, up 73%, and guided $270 million to $290 million for the December quarter (source: Rocket Lab, November 9, 2026). Its reported loss of $0.12 a share looked like a miss, but Earnings Whispers notes that the forecast was for adjusted earnings, a different measure (source: Earnings Whispers via Finviz, November 9, 2026). AST SpaceMobile's revenue of $42.3 million fell short of the $44.5 million forecast compiled by Earnings Whispers (source: Earnings Whispers via Finviz, November 9, 2026). It stood by its full-year guide of $150 million to $200 million (source: AST SpaceMobile, November 9, 2026). Hims & Hers grew revenue 49% to about $890 million, but it cut its full-year forecast for adjusted EBITDA, a measure of operating profit, to $257 million to $277 million (source: Hims & Hers, November 9, 2026).
By 8PM ET, or 1AM UTC, BloFin's Rocket Lab perpetual was down 6.7% from the 4PM ET, or 9PM UTC, close, and Hims & Hers was down 3.5% (source: BloFin perpetual price data). AST SpaceMobile slipped 0.3%, and bitcoin rose 0.3% over the same hours. Rocket Lab's drop came after its stock had risen 10.9% during Monday's regular session (source: Yahoo Finance, Rocket Lab price history).
This week's earnings schedule in ET and UTC
Companies pick their own report dates. Each time below is for the conference call or webcast, which tends to begin between 30 minutes and two hours after the results are released. US Eastern time (ET) is five hours behind UTC all week.
The last column is the Zacks consensus for earnings per share (EPS) on the day of the report, as shown on November 9 (source: Nasdaq earnings calendar, Zacks consensus). For Cisco, the figure is the company's own forecast instead, because Zacks counts its earnings on a different basis.
Day | Company | Results | Call (ET) | Call (UTC) | EPS forecast |
|---|---|---|---|---|---|
Mon Nov 9 | Rocket Lab | After the close | 5PM | 10PM | −$0.05 |
Mon Nov 9 | AST SpaceMobile | After the close | 5PM | 10PM | −$0.41 |
Mon Nov 9 | Hims & Hers | After the close | 5PM | 10PM | $0.07 |
Tue Nov 10 | Sea Limited | Before the open | 7.30AM | 12.30PM | $0.79 |
Tue Nov 10 | Bitdeer | Before the open | 8AM | 1PM | −$0.33 |
Tue Nov 10 | eToro | Before the open | 8.30AM | 1.30PM | $0.27 |
Tue Nov 10 | CoreWeave | After the close | 5PM | 10PM | −$1.45 |
Thu Nov 12 | Nebius | Before the open | 8AM | 1PM | −$0.61 |
Thu Nov 12 | Figure | Before the open | 8.30AM | 1.30PM | $0.31 |
Thu Nov 12 | Applied Materials | After the close | 4.30PM | 9.30PM | $4.06 |
Thu Nov 12 | Cisco | After the close | 4.30PM | 9.30PM | $1.32 to $1.34 (Cisco) |
Thu Nov 12 | Cerebras | After the close | 5PM | 10PM | −$0.13 |
Thu Nov 12 | Gemini | After the close | 8.30AM Fri | 1.30PM Fri | −$1.13 |
The dates and times come from each company's own notice: Rocket Lab (source: Rocket Lab), AST SpaceMobile (source: AST SpaceMobile), Hims & Hers (source: Hims & Hers), Sea (source: Sea), Bitdeer (source: Bitdeer), eToro (source: eToro) and CoreWeave (source: CoreWeave). For Thursday it means Nebius (source: Nebius), Figure (source: Figure), Applied Materials (source: Applied Materials), Cisco (source: Cisco), Cerebras (source: Cerebras) and Gemini (source: Gemini). CoreWeave and Applied Materials give only a call time, so their "after the close" timing follows Zacks.
Watch for two calendar traps this week. First, Gemini releases its results on Thursday after the close but holds its call on Friday morning, so some calendars list it on November 13. Second, the Zacks EPS figures for CoreWeave, Sea and eToro sit well away from the Earnings Whispers consensus. Zacks expects a loss of $1.45 a share for CoreWeave against $1.17, $0.79 against $1.04 for Sea, and $0.27 against $0.34 for eToro (source: Earnings Whispers via Finviz, CoreWeave, Sea, eToro). The two providers count earnings differently, so compare each result with one provider at a time.
What to expect from each report
For each company, the useful comparison is the forecast against what the company itself guided last quarter, because a raised outlook often moves a stock more than a small beat. When a report lands, how earnings season works explains which numbers to read first.
CoreWeave on Tuesday
CoreWeave rents out AI computing power, mostly Nvidia GPUs, to AI labs and big tech companies. Its revenue more than doubled to $2.58 billion in the June quarter, and its backlog of signed contracts reached about $104 billion (source: CoreWeave, August 11, 2026). It gives its guidance on the call, not in the release. Earnings Whispers says that guide was $3.45 billion to $3.60 billion of revenue for this quarter, with interest costs of $860 million to $940 million (source: Earnings Whispers via Finviz, November 3, 2026). That interest bill is the number to watch, because CoreWeave borrows heavily to buy its chips. On BloFin, the CRWVUSDT Perpetual follows the stock.
Nebius and Cerebras
Nebius is another AI cloud provider. Its revenue rose more than fivefold to $582 million in the June quarter (source: Nebius, August 12, 2026), and its AI cloud business reached annualized revenue of $3.0 billion (source: Nebius shareholder letter, August 12, 2026). It reaffirmed its full-year guidance but did not repeat the figures in its letter, and Earnings Whispers puts that range at $3.0 billion to $3.4 billion (source: Earnings Whispers via Finviz, November 4, 2026). Earnings Whispers also notes the full-year consensus of $3.48 billion already sits above that range.
Cerebras makes large AI chips and rents out systems built on them. It went public in May, so this is only its third report. For this quarter it guided core revenue of about $214 million to $216 million and a core gross margin of 38% to 40%, down from 41% in the June quarter (source: Cerebras, August 12, 2026). Only one analyst estimate sits behind the Zacks figure. On BloFin, the NBISUSDT Perpetual and CBRSUSDT Perpetual follow both stocks.
Applied Materials and Cisco
Applied Materials sells the machines that make chips, so its outlook shows how much chipmakers plan to spend. It guided revenue of $10.25 billion, give or take $500 million, and adjusted EPS of $4.02, give or take 20 cents, for its October quarter (source: Applied Materials, August 13, 2026). In August its chief executive said it was "further raising" its expectations for its own chip equipment revenue in 2026. Earnings Whispers says the market will look for a first view of 2027 (source: Earnings Whispers via Finviz, November 4, 2026). The AMATUSDT Perpetual follows it on BloFin.
Cisco sells the networking gear that links servers together inside data centers. It guided revenue of $18.0 billion to $18.2 billion and adjusted EPS of $1.32 to $1.34 for its October quarter. That came after $9.3 billion of AI infrastructure orders in its last fiscal year (source: Cisco, August 12, 2026). Earnings Whispers says a gross margin below 65%, the bottom of the guide, would add to worries about costs (source: Earnings Whispers via Finviz, November 4, 2026). Cisco has no perpetual on BloFin.
Sea Limited and the crypto-linked reports
Sea Limited owns Shopee, a large online shopping site in Southeast Asia and Brazil, and the fintech arm Monee. Its revenue rose 48% to $7.8 billion in the June quarter (source: Sea, August 11, 2026). In October, its chief executive wrote that Monee was "approaching the point where it can stand on its own two feet" and that going public could help it (source: Sea, October 20, 2026).
Four crypto-linked companies report this week. eToro's funded accounts grew 18% to 4.28 million in the June quarter (source: eToro, August 11, 2026). Bitdeer, a bitcoin miner, had revenue of $228.8 million and a net loss of $92.3 million (source: Bitdeer, August 10, 2026). Figure, which runs a lending marketplace on its own blockchain, already said its September-quarter loan volume came in at the high end of its $4.8 billion to $5.2 billion guide (source: Figure, October 6, 2026).
Gemini is the most direct test of crypto trading activity. Its exchange revenue fell 38% to $12.5 million in the June quarter, as trading volume dropped to $3.8 billion from $11.3 billion a year earlier (source: Gemini, August 13, 2026). Earnings Whispers says management expected September-quarter volume to come in below June's (source: Earnings Whispers via Finviz, November 4, 2026).
How these stocks moved after their last report
Three of the six BloFin-listed AI and space stocks reporting this week moved more than 10% after their August reports. Nebius's perpetual jumped 34.2% and CoreWeave's 19.4%, while Cerebras fell 11.7% (source: BloFin perpetual price data). Rocket Lab ended almost flat, though it traded as much as 10.4% lower along the way.
Each figure is the change in BloFin's perpetual from 4PM ET (8PM UTC in August) on the report day to 4PM ET the next day, using hourly closes (source: BloFin perpetual price data). Nebius reported before the open, so its window starts at the previous day's close. Hims & Hers is left out, because its perpetual was listed in September, after its August report.
Company | Last report | BloFin perpetual, next 24 hours | Bitcoin, same 24 hours |
|---|---|---|---|
Rocket Lab | August 10 | −0.1% | −0.8% |
AST SpaceMobile | August 10 | +4.0% | −0.8% |
CoreWeave | August 11 | +19.4% | −0.2% |
Nebius | August 12 | +34.2% | −0.2% |
Cerebras | August 12 | −11.7% | 0.0% |
Applied Materials | August 13 | −5.6% | −0.7% |
Bitcoin barely moved in any of these windows, so the swings came from the reports themselves. Six nights are too few to call a pattern, so treat these as the size of moves that have happened, not a forecast.
If you want to follow these reactions on BloFin, the CRWVUSDT, NBISUSDT and AMATUSDT perpetuals track CoreWeave, Nebius and Applied Materials around their reports.
What else moves markets this week
The October consumer price index comes out on Tuesday at 8.30AM ET, or 1.30PM UTC, and producer prices follow on Friday (source: BLS). They are the first inflation readings since the jobs report on November 6 showed payrolls up 165,000 and unemployment at 4.1% (source: BLS, November 6, 2026).
Here are the US dates that matter for rates:
Date | Event | ET | UTC |
|---|---|---|---|
Tue Nov 10 | October consumer price index | 8.30AM | 1.30PM |
Tue Nov 10 | 10-year Treasury note auction | 1PM | 6PM |
Thu Nov 12 | 30-year Treasury bond auction | 1PM | 6PM |
Fri Nov 13 | October producer price index | 8.30AM | 1.30PM |
The two inflation times come from the US Bureau of Labor Statistics (source: BLS), and the auction times from TreasuryDirect (source: TreasuryDirect, upcoming auctions). Weekly jobless claims usually come out on Thursday at 8.30AM ET, or 1.30PM UTC (source: US Department of Labor, November 5, 2026). Several Fed officials also speak this week, including Governor Christopher Waller on Tuesday (source: Federal Reserve, calendar).
Last week swung hard in both directions. On Wednesday the Dow jumped 3% after the midterm results (source: AP via La Nación, November 4, 2026). Thursday's sell-off then took the Nasdaq down 5.5% (source: AP via La Nación, November 5, 2026). For the week, the S&P 500 lost 2.7%, the Nasdaq 3.4% and the Dow 0.9% (source: AP via La Nación, November 6, 2026). Apple closed 1.9% lower on November 3, the day after its report, as the Apple Q4 FY2026 earnings preview shows (source: Yahoo Finance, Apple price history).
Company results were just as mixed. AppLovin's revenue rose 55% to $2.18 billion (source: AppLovin, November 4, 2026), and its stock jumped 31.0% on Thursday even as the market fell (source: Yahoo Finance, AppLovin price history). Arm fell 13.1% (source: Yahoo Finance, Arm price history) and Qualcomm 9.5% the same day (source: Yahoo Finance, Qualcomm price history). AMD rose 1.0% the day after its report, then fell 17.3% on Thursday (source: Yahoo Finance, AMD price history). The AMD Q3 2026 earnings preview has the results and AMD's guide. The weekly roundup for November 2-6 has the rest of last week's reports.
Trading this week's reports on BloFin
BloFin lists perpetuals on Rocket Lab, AST SpaceMobile, Hims & Hers, CoreWeave, Nebius, Applied Materials and Cerebras, all reporting this week. The TradFi assets you can trade on BloFin lists every stock perpetual. Copy trading covers all of them except Hims & Hers.
Opening a new stock perpetual position follows US regular hours: 9.30AM to 4PM ET, or 2.30PM to 9PM UTC. Outside them, and on US market holidays, BloFin may limit stock perpetuals to reduce-only orders, so you can close or shrink a position but not open one (source: BloFin, stock futures trading hours). CoreWeave, Applied Materials and Cerebras report after the close, while Nebius reports before the open. That means the choice to hold through a report has to be made before the close.
Size for a move like the 34% and 19% swings after the last reports. Say you hold a 4,000 USDT long on the CoreWeave perpetual at 8x leverage, backed by 500 USDT of margin, into Tuesday's report. If August's 19.4% move ran the other way, the loss would be about 776 USDT. That is more than your whole margin, so the position would be closed out well before the move ended. How liquidation works explains that math, and trading news volatility covers when stepping aside is the better plan.
Looking to trade this week's earnings? To get started, you'll need to first create a BloFin account, fund your account with cryptocurrency, and navigate to the CRWVUSDT, NBISUSDT, AMATUSDT or CBRSUSDT Perpetual, or the BTCUSDT Perpetual for bitcoin.
Frequently asked questions
Is the stock market open on Veterans Day?
Yes. Neither the New York Stock Exchange nor Nasdaq lists Veterans Day as a holiday, so stocks trade normally on Wednesday, November 11 (source: Nasdaq Trader, holiday calendar). The bond industry group SIFMA recommends a full close for US bond trading that day (source: SIFMA, holiday schedule). The Fed also moves its daily and weekly data releases to Thursday (source: Federal Reserve, calendar).
When is Nvidia's next earnings report?
Nvidia reports on Tuesday, November 17, after the US market closes. Results are due at about 4.20PM ET, or 9.20PM UTC, and the call starts at 5PM ET, or 10PM UTC (source: Nvidia, October 28, 2026). US retail sales for October come out that morning at 8.30AM ET, or 1.30PM UTC (source: US Census Bureau, economic indicator calendar).
When does Walmart report earnings?
Walmart lists its next release for Thursday, November 19, at 8AM ET, or 1PM UTC, before the US market opens (source: Walmart, events). The Fed's October minutes come out the day before, on November 18, at 2PM ET, or 7PM UTC (source: Federal Reserve, FOMC calendar).
When is the next jobs report and Fed decision?
The November jobs report comes out on Friday, December 4, at 8.30AM ET, or 1.30PM UTC (source: BLS, November 6, 2026). It is the last one before the Fed meets on December 8 and 9. The Fed's decision and new forecasts for the economy come at 2PM ET on December 9, or 7PM UTC, and the press conference starts half an hour later (source: Federal Reserve, FOMC calendar).
Is the stock market open on Thanksgiving?
US stock markets close for Thanksgiving on Thursday, November 26, and close early at 1PM ET, or 6PM UTC, on Friday, November 27 (source: Nasdaq Trader, holiday calendar). SIFMA recommends a 2PM ET, or 7PM UTC, close for bonds that Friday (source: SIFMA, holiday schedule). BloFin's stock perpetuals follow the same early close, so after 1PM ET that Friday they may be limited to reduce-only orders (source: BloFin, stock futures trading hours).
Researched and written by the BloFin Academy editorial team with AI-assisted drafting. All facts independently verified. Sources include company earnings announcements and SEC filings, FactSet, Zacks consensus via Nasdaq.com, Earnings Whispers, the Associated Press, the US Bureau of Labor Statistics, TreasuryDirect, the Federal Reserve, the Census Bureau, SIFMA, Nasdaq, Yahoo Finance and BloFin, current as of November 9, 2026.
Nothing in this article constitutes financial advice, and nothing in it is a recommendation to buy, sell or hold any stock, crypto asset or other instrument. Most of this week's reports on BloFin-listed stocks arrive outside US regular hours, when a stock perpetual may be limited to reduce-only orders. A position held through a report can gap past your stop. Several of these stocks moved more than 10% after their last report, and a leveraged position can be liquidated and lose all the margin behind it. BloFin services are not available in restricted locations, including the United States. Past performance does not indicate future results. Do your own research and consider your risk tolerance before you trade on BloFin.


