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Nvidia, Walmart Earnings Anchor Pivotal Week as U.S. Data Returns After Shutdown

Fresh economic signals will test lofty AI valuations.

Overview

  • Nvidia reports Wednesday, with results viewed as a key read on sustained AI demand and a recent source of market volatility.
  • Walmart posts Thursday after naming John Furner to succeed Doug McMillon as CEO on Feb. 1, with investors watching for consumer-spending insights.
  • A crowded retail slate features Home Depot on Tuesday, Lowe’s and Target on Wednesday, and TJX and Ross later in the week.
  • Government releases restart following the 43-day halt, including October existing-home sales on Wednesday and a catch-up September jobs report expected this week that may be incomplete.
  • The Fed’s October meeting minutes arrive Wednesday alongside housing figures, offering clues on the path for interest rates.