Top 10 Stocks We're Watching This Week — Inflation 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 inflation week, and the market is flying with one instrument out.

Tuesday at 8:30 a.m. ET, the October consumer price index lands with a hole in the middle of it. Because last year's government shutdown prevented the Bureau of Labor Statistics from collecting October 2025 prices, there is no comparison base, so the BLS will not publish a 12-month rate for either the headline or core index. The market gets monthly changes only: economists surveyed by Bloomberg expect 0.3 percent on headline and 0.2 percent on core, cooling from September's 0.6 percent monthly jump. The last annual rate on record is September's 3.7 percent. Friday brings October producer prices, where Bloomberg consensus sits near 6.6 percent annually, the steepest in almost four years. All of this feeds a December 8-9 Fed meeting where futures price roughly an 80 percent chance of another quarter-point hike, odds that firmed after October payrolls came in at 165,000 jobs against a forecast near 59,000.

The tape behind those numbers is bruised. The Democratic sweep of Congress on November 3 kicked off a rotation out of technology: the Nasdaq fell 3.37 percent last week, its fourth straight weekly loss, and the S&P 500 dropped 2.68 percent. The 10-year Treasury closed Friday at 4.86 percent. And the single biggest macro move of the week was crude. Iran shortened its timetable for reopening the Strait of Hormuz from seven days to two in exchange for sanctions and blockade relief, and the war premium that had Brent at $117 a week ago collapsed. Brent closed Friday at $98.32 and WTI at $90.83, the sharpest weekly slide for Brent since the 2020 pandemic. Gold went the other way, with December futures settling near $4,075.

The earnings calendar is thinner than election week but sharper. CoreWeave reports Tuesday night as the single most watched print in the AI complex, with its bonds yielding more than 16 percent. Take-Two reports Monday, ten days before Grand Theft Auto VI ships. Constellation Energy opens the week Monday morning, Cisco and Applied Materials close it Thursday night, and Occidental, Sea, Franco-Nevada, and Rocket Lab fill the days between. Nine of this week's ten report earnings. The tenth is the policy trade the midterms just handed us. All prices are Friday, November 6 closes, pulled live this weekend. Here are the ten.

1. $CRWV — CoreWeave

Friday close: $46.40 | 52-week range: $40.58 - $138.25 | Horizon: Event-driven

Tuesday after the close, CoreWeave delivers the print the entire AI trade is nervous about. The stock sits 66 percent below its 52-week high and only 14 percent above its low, and the credit market has already voted: the company's 2032 bonds yield more than 16 percent and five-year credit default swaps trade above 1,289 basis points. Net interest expense surged to $640 million from $267 million a year earlier. This is no longer a growth story being graded on revenue. It is a solvency referendum on the debt-financed layer of the AI buildout.

The operating numbers are still enormous. Management guided third-quarter revenue to $3.45 to $3.6 billion, up from $2.58 billion in the second quarter, which itself grew 112 percent year over year. Capex guidance for the year is $11.5 to $13.5 billion, which is the entire problem: every dollar of growth is purchased with borrowed money, and Microsoft, which represented roughly two-thirds of 2025 revenue, has reduced capacity commitments.

Watch for: The capex guide, the customer concentration disclosure, and any commentary on refinancing. A quarter that beats on revenue while trimming capex and showing new non-Microsoft contracts could trigger a violent squeeze in a stock this shorted and this hated. A funding wobble, and this print takes the whole AI infrastructure complex down with it on Wednesday morning.

2. $TTWO — Take-Two Interactive

Friday close: $214.87 | 52-week range: $183.86 - $265.94 | Horizon: Event-driven, then long-term

Take-Two reports Monday after the close, ten days before the most anticipated entertainment launch in years. Grand Theft Auto VI ships November 19, a date management has firmly reiterated after two prior delays, and this earnings call is the last scheduled time executives address investors before the game is in players' hands. The stock trades 19 percent below its 52-week high after the broader tech selloff, which is a strange place for a company sitting on this catalyst.

The quarter itself is almost beside the point. What matters is everything around the launch: preorder commentary, the fiscal 2027 guidance that is built almost entirely on GTA VI economics, and any hint about recurrent spending plans for GTA Online's successor. The franchise's predecessor generated billions across a decade, and the Street's models for next year swing enormously on launch-window assumptions.

Watch for: An unambiguous reaffirmation of November 19 and any preorder data points. A confident call with strong preorder language probably marks the low for the pre-launch trade. Any hedging on the date, even soft language, and the stock gives back months of anticipation in a single session.

3. $CEG — Constellation Energy

Friday close: $249.95 | 52-week range: $228.63 - $380.78 | Horizon: Long-term

Constellation opens the week Monday before the bell, and the setup is a quality franchise marked down by the rate cycle. The stock trades 34 percent below its 52-week high and within 10 percent of its low, pressured by the same long-duration selloff that has hit every power name as the 10-year pushed toward 5 percent. The business underneath is accelerating: consensus looks for roughly $3.90 in earnings per share, up around 28 percent year over year, with revenue estimates ranging from $8.7 billion to $9.4 billion depending on how the newly added Calpine generation assets are counted.

The AI-power thesis here is contracted, not speculative. Constellation's 20-year agreement with Google supports 890 megawatts of new nuclear capacity, and a separate 15-year deal covers 2,700 megawatts of existing supply. Add higher PJM capacity revenues and the largest nuclear fleet in the country, and this is the most direct way to own data center electricity demand without touching a GPU. The company has beaten earnings estimates 88 percent of the time over the past two years.

Watch for: Any new data center supply agreements and the 2027 outlook. The Democratic sweep is an underpriced tailwind here; a Congress friendlier to clean power helps nuclear relicensing and uprates. A beat plus one new hyperscaler contract reprices this toward the high. The risk is the bond market, not the business.