I. Today's Market: All Three Indexes Rose, and the Nasdaq Gained 1.60%
II. Stock in Focus: Compute Stocks Split Five Up and One Down, and CoreWeave Rose Most
Five Dimensions: Relative Strength and Peer Rank Full, and Volatility Control Weakest at 0
III. What to Watch Today: Cisco and Applied Materials Earnings, and Whether AI Orders Keep Up With $4.0B
- At 13:30｜Jobless claims　Covering the week ended November 7, with existing home sales released the same day
- After the close at 21:00｜Cisco (CSCO) quarterly earnings　The call is at 21:30; revenue guidance for the quarter is $18.0B–$18.2B, about 21% growth at the midpoint
- Also after the close｜Applied Materials (AMAT) earnings　Reporting the same session as Cisco, so both results land before Friday's PPI
- Friday at 13:30｜October PPI　The other end of inflation after Tuesday's CPI, and the last key release of the week
- Earlier this week｜October CPI on Tuesday, CoreWeave results on Wednesday　The rest of the week turns on the compute chain's own results
- Orders are not revenue　The four quarters total $9.3B, and last quarter alone brought $4.0B, the largest of the year; but only about $4B was booked as revenue across fiscal 2026, with the rest waiting on delivery, and the company's AI revenue target for fiscal 2027 is $7.5B
- The increase sits in networking　Of last quarter's $13.459B in product revenue, networking made up $9.791B, or 72.7%, up 28%; services, the second-largest line at $3.793B, were flat, while security grew 14%, collaboration 12% and observability 6%
- ⚠Read orders first, then the revenue range　Cisco sells the layer that connects the chips: switches, routers, Silicon One switching chips and Acacia optical modules; whether this quarter's orders reach the $4.0B level says more than the $18.0B–$18.2B revenue range about whether hyperscalers are still adding
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