Tuesday, Nov. 10, 2026. After Monday’s 2.35% jump in the S&P 500, the rally faces its first real test: the October Consumer Price Index at 8:30 a.m. ET. A hot number could revive talk of a December rate hike; a soft one could extend the rebound in chip and tech stocks. After the bell, CoreWeave reports, a key read on AI data-center demand.
Tuesday’s schedule
| Time (ET) | Event | Why it matters |
|---|---|---|
| 8:30 a.m. | October CPI and real earnings | Sets the tone for December rate bets |
| 9:30 a.m. | Opening bell | Can the chip rebound hold? |
| 4:00 p.m. | Closing bell | — |
| After the close | CoreWeave Q3 results (call at 5:00 p.m.) | Gauge of AI infrastructure spending |
Schedule source: TradingKey.
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Open TradingView → · Affiliate linkThe CPI report: what to expect
Per Kiplinger, the Bloomberg consensus calls for a monthly rise of about 0.29% in headline CPI and 0.2% in core. Because the government shutdown prevented price collection in October 2025, the BLS will not publish a year-over-year rate this month; BMO estimates the annual pace would be near 3.9% headline and 2.7% core using an alternative base. September’s annual rate was 3.7%.
The Fed, led by Chair Kevin Warsh, held its target range at 3.75%–4.00% in October, but two officials dissented in favor of a hike. After October payrolls jumped 165,000, a hot inflation print would strengthen the case for raising rates in December.
Three scenarios
| Scenario | Headline CPI (m/m) | Likely market reaction | What to watch |
|---|---|---|---|
| Hot | 0.4% or more | Growth stocks fall; 10-year yield and dollar rise | December hike odds in fed funds futures |
| In line | About 0.3% | Focus shifts to earnings and chips | Whether Monday’s rebound holds |
| Cool | 0.2% or less | Tech and small caps rally; yields fall | Lower odds of a hike |
Illustrative scenarios, not a forecast. Shelter and services inflation often matter more to the market than the headline.
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Try Koyfin → · Affiliate linkStocks to watch
- CoreWeave (CRWV): down 33.7% this year; its revenue backlog and capex guidance will move AI-infrastructure names.
- Nvidia (NVDA): fell 4.3% Monday on reports of an internal investigation involving CEO Jensen Huang. Any official update could swing the stock.
- AMD, Broadcom, Micron: rallied 13%, 8.8% and 6.3% on Monday; a cool CPI would help them extend gains.
- Energy: Brent fell nearly 6% to $92.57 after President Trump downplayed new strikes on Iran; watch for any shift in tone.
The rest of the week
| Day | What happens |
|---|---|
| Wednesday, Nov. 11 | Veterans Day: stocks trade normally, but the bond market is closed |
| Thursday, Nov. 12 | Nebius before the open; Cisco and Applied Materials after the close |
| Friday, Nov. 13 | October Producer Price Index at 8:30 a.m. |
What it means for your money
- 401(k) and IRA: CPI days often bring big intraday swings. For long-term savers, a single data point rarely justifies changing an allocation.
- Mortgage shoppers: a hot CPI could push the 10-year Treasury yield, now about 4.88%, and mortgage rates higher.
- Savers: higher-for-longer rates keep high-yield savings accounts and Treasury bills attractive.
- Holding foreign stocks: a stronger dollar after a hot print would trim returns on international funds; see how the Colombian market moved Monday.
Catch up on Monday’s session: Stock market today, Nov. 9, 2026. Bolsa al Día reports; we don’t recommend.
FAQ
What time is the CPI report on Nov. 10, 2026?
8:30 a.m. Eastern Time on Tuesday, Nov. 10.
What is expected for October CPI?
About a 0.3% monthly rise in headline prices and 0.2% in core, according to the Bloomberg consensus cited by Kiplinger.
Why is there no year-over-year CPI for October 2026?
The BLS did not collect October 2025 prices during last year’s government shutdown, so there is no official base for comparison.
Is the stock market open on Veterans Day, Nov. 11, 2026?
Yes. Stocks trade normally, but the bond market is closed.
Could the Fed raise rates in December?
Some investors think so. Two Fed officials voted for a hike in October, and a hot CPI would strengthen that case.
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