Week Ahead: Nvidia Earnings, Retail Sales and Fed Minutes, Nov 16–20
Nvidia reports Tuesday after the close, October retail sales land the same morning and Fed minutes follow Wednesday, alongside Home Depot, Target and Walmart results.
Key dates
| Day | Time (PT) | Event |
|---|---|---|
| Mon, Nov 16 | 2:00 a.m. | Fed Governor Michael Barr speaks on AI and financial stability (Milan) |
| Mon, Nov 16 | Before the open | Baidu, Aramark and Tyson Foods earnings |
| Mon, Nov 16 | 9:00 a.m. | Fed Chair Kevin Warsh gives opening remarks at a Federal Reserve Bank of San Francisco conference |
| Mon, Nov 16 | After the close | Aecom earnings |
| Tue, Nov 17 | 5:30 a.m. | Retail sales, October; import and export price indexes, October |
| Tue, Nov 17 | 6:10 a.m. | Fed Governor Christopher Waller speaks on payments |
| Tue, Nov 17 | 6:15 a.m. | Industrial production and capacity utilization |
| Tue, Nov 17 | Before the open | Home Depot and Walt Disney earnings (Home Depot call at 6:00 a.m.) |
| Tue, Nov 17 | After the close | Nvidia earnings (call at 2:00 p.m.) |
| Wed, Nov 18 | Before the open | TJX, Target and Lowe's earnings |
| Wed, Nov 18 | 7:00 a.m. | BLS annual report on workplace injuries and illnesses |
| Wed, Nov 18 | 10:35 a.m. | Fed Governor Michael Barr speaks on community development investments |
| Wed, Nov 18 | 11:00 a.m. | Minutes of the Federal Reserve's Oct 27–28 meeting |
| Wed, Nov 18 | After the close | Palo Alto Networks earnings; Anthropic is expected to price its IPO that night |
| Thu, Nov 19 | 5:30 a.m. | Initial jobless claims |
| Thu, Nov 19 | 6:25 a.m. | Fed Vice Chair Philip Jefferson joins a discussion on economic shocks |
| Thu, Nov 19 | Before the open | Walmart earnings, along with Alibaba, NetEase and Bath & Body Works |
| Thu, Nov 19 | 11:15 a.m. | Fed Governor Michael Barr joins a discussion on AI |
| Thu, Nov 19 | After the close | Gap, Intuit, Ross Stores and Elastic earnings; Anthropic is expected to begin trading on the Nasdaq |
| Fri, Nov 20 | 5:25 a.m. | Fed Governor Christopher Waller gives welcoming remarks at the College Fed Challenge finals |
| Fri, Nov 20 | 7:00 a.m. | BLS state employment and unemployment, October |
| Fri, Nov 20 | 9:15 a.m. | Fed Governor Lisa Cook speaks on the U.S. economy in a global context (Santiago) |
Times are Pacific Time, converted from the Eastern Time listed by the Federal Reserve, the Bureau of Labor Statistics and CNBC. Earnings timing is from CNBC. Schedules can change; check the official calendars before relying on a time.
Economic data
Retail sales and trade prices on Tuesday. CNBC lists October retail sales at 8:30 a.m. ET (5:30 a.m. PT) on Tuesday, Nov 17, followed by industrial production and capacity utilization at 9:15 a.m. ET. The Bureau of Labor Statistics lists the October import and export price indexes for 8:30 a.m. ET the same day.
Later in the week, the BLS lists its annual workplace injuries and illnesses report for Wednesday at 10:00 a.m. ET and state employment and unemployment for October on Friday at 10:00 a.m. ET. CNBC lists weekly initial jobless claims for Thursday at 8:30 a.m. ET. The BLS shows no releases on Monday or Thursday.
- Retail sales, OctoberTue, 5:30 a.m. PT
- Nvidia earningsTue, after the close
- Fed minutes, Oct 27–28Wed, 11:00 a.m. PT
- Palo Alto Networks earningsWed, after the close
- Walmart earningsThu, before the open
- Initial jobless claimsThu, 5:30 a.m. PT
Fed
Minutes on Wednesday. The Federal Reserve's calendar lists the minutes of the Oct 27–28 FOMC meeting for 2:00 p.m. ET Wednesday, Nov 18 (11:00 a.m. PT). CNBC lists the same time.
The Fed's calendar also shows these appearances, all in Eastern Time on the Fed's page: Governor Michael Barr on Monday (5:00 a.m.), Wednesday (1:35 p.m.) and Thursday (2:15 p.m.); Chair Kevin Warsh on Monday at noon; Governor Christopher Waller on Tuesday (9:10 a.m.) and Friday (8:25 a.m.); Vice Chair Philip Jefferson on Thursday (9:25 a.m.); and Governor Lisa Cook on Friday (12:15 p.m.). No FOMC meeting is listed this week.
Earnings
Based on CNBC's week-ahead calendar, reports include:
- Monday: Baidu, Aramark and Tyson Foods before the open; Aecom after the close.
- Tuesday: Home Depot, Walt Disney, JD.com, Klarna and Tencent Music before the open; Nvidia after the close. LSEG estimates cited by CNBC are $3.84 per share on $42.79 billion of revenue for Home Depot and $2.47 per share on $109.08 billion for Nvidia.
- Wednesday: TJX, Target, Lowe's, Tencent Holdings and Bullish before the open; Palo Alto Networks after the close (LSEG estimate $0.97 per share on $3.31 billion). LSEG estimates TJX at $1.34 per share on $15.84 billion.
- Thursday: Walmart, Alibaba, NetEase, Bath & Body Works, Warner Music Group and Valvoline before the open; Gap, Intuit, Ross Stores and Elastic after the close.
CNBC also reported that Anthropic is expected to price its IPO on Wednesday night and begin trading on the Nasdaq on Thursday. These are estimates and schedules, not results.
Why these matter
Nvidia's report is the first since Jensen Huang stepped down as chief executive, according to CNBC, which said Colette Kress, the longtime chief financial officer, is interim CEO and will lead the call. The retail reports from Home Depot, Target, Lowe's, TJX and Walmart arrive alongside October retail sales, so traders will have company and government views of consumer spending in the same days.
The Fed minutes are the week's main policy document. They are a record of the October discussion, not a signal about future decisions. This post lists scheduled events only and does not predict any outcome.
Sources
- CNBC, 2026-11-15
- Federal Reserve, 2026-11-15
- Bureau of Labor Statistics, 2026-11-15
- Yahoo Finance, 2026-11-15
