Top 10 Stocks We're Watching This Week — Nvidia Week Edition

The watchlist is weekly. Every Sunday, ten names for the week ahead, each with a horizon label, and every pick goes onto the members' Watchlist page where it stays tracked from its entry price until we formally close the call. Nothing gets memory-holed. This week's ten are all fresh against the last two cohorts.

This is Nvidia week, and the company walks into it without the man who built it.

On Thursday, November 12, Nvidia announced that co-founder Jensen Huang had resigned as president, CEO, and board member, effective immediately, following an internal investigation into his relationship with an alleged Chinese intelligence operative. CFO Colette Kress is running the company as interim CEO while keeping her finance job, and Harvey Jones was named the board's first-ever chair. The stock fell 12.7 percent on the week to $162.85, its 52-week low, and on Tuesday night Kress has to stand in front of analysts and deliver the most-watched earnings print on the planet. Nvidia guided the quarter to roughly $108 billion in revenue, plus or minus 2 percent, with gross margins near 74 percent. The Street expects about $109 billion and $2.47 in earnings per share.

The macro backdrop sharpened too. October CPI came in hot on Tuesday, 0.4 percent on the headline against 0.3 percent expected and 0.3 percent on core against 0.2 percent expected, with no annual rate published because last year's shutdown destroyed the comparison base. October producer prices followed Friday at 0.3 percent monthly but 6.5 percent annually. The 10-year Treasury closed Friday at 5.15 percent, up from 4.86 percent a week earlier, and futures now treat a quarter-point hike at the December 8-9 Fed meeting as close to a lock. Gold buckled under the math, with December futures settling near $3,886, down almost 5 percent on the week and near the bottom of their 52-week range. Brent slid further to $95.84 as the Hormuz de-escalation track held. And yet equities had their best week since the summer: the S&P 500 rose 2.5 percent to 7,561.67, its first winning week since early October.

The coming week stacks three more tests on top of Nvidia. The Fed releases its October meeting minutes Wednesday at 2 p.m., showing how close the committee already was to hiking. October retail sales land Tuesday morning, the first hard consumer data before a retail earnings gauntlet that runs Home Depot and Disney Tuesday, Target, Lowe's, and TJX Wednesday, and Walmart Thursday. And Anthropic, the AI lab behind Claude, is expected to price its IPO midweek and begin trading on the Nasdaq as ANT on Thursday, November 19, at a proposed range of $70 to $78 per share. The same day, Grand Theft Auto VI finally ships. All prices below are Friday, November 13 closes, pulled live this weekend. Here are the ten.

1. $NVDA — NVIDIA

Friday close: $162.85 | 52-week range: $162.85 - $239.24 | Horizon: Event-driven

Tuesday after the close, Nvidia reports third-quarter fiscal 2027 results five days after losing the only CEO it has ever had. The stock closed Friday exactly at its 52-week low, 32 percent below its high, after its worst week since the spring. Interim CEO Colette Kress, who has run finance since 2013 and will deliver her usual CFO commentary around 4:20 p.m. before the 5 p.m. call, now has to do two jobs at once: prove the quarter and prove the company functions without Jensen Huang.

The numbers themselves are almost secondary to the credibility test, but they are enormous. Management guided to roughly $108 billion in revenue, plus or minus 2 percent, excluding Chinese data center compute, with gross margins of 74 percent. Consensus sits near $109 billion and $2.47 per share. The market wants Blackwell shipment confirmation, Rubin roadmap continuity, and a fourth-quarter guide that shows customer commitments did not wobble when the founder walked out the door.

Watch for: The guide and any disclosure about the investigation's scope. A clean beat-and-raise with steady margins would go a long way toward separating the company from the scandal, and a stock at its 52-week low is priced for doubt. Any hint that major customers are re-evaluating, or that the probe touches the business itself, and the floor under the entire AI complex moves lower.

2. $WMT — Walmart

Friday close: $128.09 | 52-week range: $100.61 - $134.20 | Horizon: Long-term

Walmart reports third-quarter fiscal 2027 results Thursday at 7 a.m. with the call at 8, and it arrives as the single cleanest read on the American consumer heading into the holidays. Management guided to constant-currency net sales growth of 3 to 3.75 percent, adjusted operating income growth of 2 to 4 percent, and adjusted earnings of $0.62 to $0.64 per share. The stock sits within 5 percent of its 52-week high, which tells you the market already believes the defensive-growth story.

The reason to watch anyway is the week around it. Tuesday's October retail sales report and Wednesday's Fed minutes frame the exact question Walmart answers at scale: is the consumer absorbing services inflation or cracking under it? Walmart's grocery share gains, e-commerce growth, advertising, and membership income have made it the rare retailer that wins in both inflation and disinflation, because trade-down traffic lands in its stores either way.

Watch for: The holiday-quarter guide and US comparable sales. A raised outlook into a hiking cycle confirms the consumer-staples-with-a-tech-multiple thesis. The risk is valuation, not execution: priced this close to the high, even a modest comp miss or cautious holiday language gets punished.

3. $DIS — Walt Disney

Friday close: $118.97 | 52-week range: $92.42 - $119.65 | Horizon: Medium-term

Disney reports fiscal fourth-quarter and full-year 2026 results Tuesday before the open, with the webcast at 8:30 a.m., and it walks in less than 1 percent from a 52-week high. The Street expects double-digit revenue and earnings growth for the quarter, with the Experiences segment, the parks and cruises engine, projected to clear $10 billion in revenue, driven by ticket pricing, food and merchandise, and the cruise expansion.

The setup is strength meeting a high bar. Streaming profitability has become the swing factor in the story, and investors want the fiscal 2027 guide to show that margin expanding while parks hold pricing power through a consumer that Tuesday's retail sales data will characterize hours before the call.

Watch for: The fiscal 2027 guidance and streaming margin commentary. A confident guide at an all-time-high neighborhood keeps the momentum trade alive into the holiday box office slate. Soft parks forward bookings or a cautious consumer tone, and a stock priced for execution gives some back quickly.