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#STOCK🔥 Bitget US Market Hot Pick Alert | 2026.11.09
Key theme: AI infrastructure regulatory headwinds + Jensen Huang investigation | Chip rebound · Drones · Earnings window
1. NVIDIA CEO Jensen Huang faces independent board investigation
🎯 Tickers to watch: NVDA; Key catalyst: Event-driven heightened short-term volatility, keep an eye on investigation updates and pre-market/intraday volume reaction.
2. Democratic midterm election landslide amplifies data center regulatory concerns
🎯 Tickers to watch: NVDA, AMD, MU; Key catalyst: Shifting infrastructure policy expectations, track capital flows tied to power and chip sectors.
3. AMD forecasts over 80% revenue growth by 2027
🎯 Tickers to watch: AMD, AVGO; Key catalyst: AI chip demand and order visibility validation, monitor position and volume shifts post-earnings.
4. Axon makes additional $1.2B investment in Skydio drones Axon announced an additional ~$1.2B investment in Skydio (cash + stock), raising its stake to ~37% and becoming Skydio's exclusive distributor for public safety use cases across the US and Canada, advancing the "drone-first response" framework. Axon stock is facing downward pressure on weaker-than-expected earnings and full-year guidance cuts.
🎯 Tickers to watch: AXON; Key catalyst: Accelerated drone public safety deployment, track related order flows and thematic capital movement.
5. CoreWeave and other AI-linked earnings, inflation data window approaching
🎯 Tickers to watch: CRWV, CEG; Key catalyst: Dual catalysts from earnings and macro data, short-term volatility may rise.
Trading note: AI infrastructure is facing disruption from midterm election regulatory expectations and the Jensen Huang investigation. Friday's chip rebound shows signs of dip-buying interest from some capital, while the drone and power sectors may emerge as interim alternative narratives. We recommend managing your position sizing based on VIX levels and volume changes.
US market volatility has picked up recently, the… Читать полностью →
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#STOCK🇺🇸 Key US Equity Macro Preview for the Week (Nov 9 - Nov 13)
Nov 9 (Monday)
1. US September Wholesale Sales MoM% released at 23:00 UTC;
2. Chicago Fed President Goolsbee speaks at 23:00 UTC, Richmond Fed President Barking speaks at 01:15 UTC the next day;
3. ★★ Barrick Gold, Constellation Energy, KKR release earnings before the US market open;
4. ★★ Rocket Lab, AST SpaceMobile, Trump Media, Hims & Hers, Occidental Petroleum, quantum computing names report earnings after market close.
Nov 10 (Tuesday)
1. ★★★★★ US October CPI released at 21:30 UTC (headline and core MoM estimates both +0.3%), ADP Employment Change (week ending Oct 24) released at 21:15 UTC;
2. Fed Governor Waller speaks at 17:00 UTC, Dallas Fed President Logan speaks at 22:35 UTC, Kansas City and Philadelphia Fed Presidents speak the next day;
3. ★★★★ CoreWeave, Firefly Aerospace, Rigetti Computing release earnings after the US market close;
4. ★★ On Holding, D-Wave Quantum, Sea, Vodafone release earnings before the US market open; the US-Russia-UAE tripartite talks kick off in Abu Dhabi.
Nov 11 (Wednesday)
1. The US-Russia-UAE tripartite working-level talks continue in Abu Dhabi;
2. ★★ Corteva, Enosi release earnings after the US market close;
3. ★ Applied Aerospace & Defense, RUM Group report earnings before market open.
Nov 12 (Thursday)
1. US Initial Jobless Claims for the week ending Nov 7 released at 21:30 UTC, October Pending Home Sales Annualized released at 23:00 UTC;
2. Cleveland Fed President Mester speaks at 22:00 UTC, Goolsbee, San Francisco Fed President Daly, New York Fed President Williams and others speak the next day;
3. ★★★★ Applied Materials, Cisco, Cerebras Systems, Virgin Galactic release earnings after the US market close;
4. ★★ NEBIUS, Ondas, Nu Holdings, Brookfield release earnings before the US market open.
Nov 13 (Friday)
1. ★★★★★ US October PPI released at 21:30 UTC;
2. San Francisco Fed President Daly and Fed Vice Chair Jefferson speak the next day;
3. ★ Lithium… Читать полностью →