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October CPI Forecast at +0.3% Headline, +0.2% Core — Last Print Before the Fed’s December 9 Rate Decision

U.S. October CPI, due at 8:30 a.m. ET, is forecast to rise 0.3% month over month, cooling from September’s 0.6%, with core expected at 0.2%. As the final inflation reading before the Federal Reserve’s December 9 meeting, it could swing rate-hike odds that futures put between 65% and 80%. With no annual rate published because of last year’s shutdown, traders are leaning on the monthly change, and a 0.3% core print would pressure Treasury yields and rate-sensitive technology shares.

Brent Crude Slides 2.9% to $89.92 After Monday’s 5.9% Drop — U.S.-Iran Diplomacy Hopes Ease Inflation Fears Ahead of CPI

Brent crude fell 2.9% to $89.92 a barrel in early trading, extending a 5.9% drop on Monday and a roughly 16% decline last week as hopes for U.S.-Iran diplomacy and U.S.-Russia-Ukraine talks grow. Cheaper energy is easing inflation fears just hours before the October CPI report, supporting risk appetite while gold holds above $4,100. WTI slipped 2.6% to $84.59, a pullback that matters for gasoline prices and headline inflation.

Sanmina Jumps 20% on FY2027 Revenue Outlook of $17.5B–$19.5B — Cloud and AI Systems Seen at $7.5B–$9B

Sanmina shares jumped about 20% after the electronics manufacturer guided fiscal 2027 revenue to $17.5 billion to $19.5 billion, with $7.5 billion to $9 billion coming from cloud and AI systems. First-quarter revenue and earnings forecasts also landed above consensus. The outlook offers fresh evidence that AI infrastructure demand is still converting into orders, arriving just as investors worry about a slowdown in data center spending and ahead of a key inflation report.

Take-Two Q2 Net Bookings Fall 18% to $1.60B, Missing Guidance — Reiterates $8.0B–$8.2B Outlook 10 Days Before GTA VI

Take-Two Interactive reported fiscal second-quarter net bookings of $1.60 billion, down 18% year over year and just below its $1.62 billion to $1.67 billion guidance, yet reiterated its fiscal 2027 outlook of $8.0 billion to $8.2 billion. CEO Strauss Zelnick said Grand Theft Auto VI pre-orders are tracking far above initial expectations ahead of the November 19 launch, leaving the stock’s next move tied almost entirely to a single release date.

Rocket Lab Slides 7% Despite Record $267.8M Q3 Revenue — Wider Loss and Neutron Slip to 2027 Offset ~$1B in New Launch Deals

Rocket Lab fell about 7% premarket even as it reported record third-quarter revenue of $267.8 million, a record backlog and roughly $1 billion in newly signed launch contracts. A wider-than-expected quarterly loss and a Neutron debut now targeted for no earlier than 2027 overshadowed fourth-quarter revenue guidance above consensus. The reaction shows how demanding investors have become on growth stories as rate-hike risk and AI-trade volatility test high-multiple stocks.

Kospi Surges 4.07% to 5,223 and Nikkei Gains 2.70% — SoftBank Jumps 11% as Chip Rebound Spreads After SOX’s 6.85% Rally

South Korea’s Kospi surged 4.07% to 5,223 and Japan’s Nikkei 225 gained 2.70% to 60,362 as the chip rebound that lifted the Philadelphia Semiconductor Index 6.85% on Wall Street spread across Asia. SoftBank rose as much as 11%, while SK Hynix and Kioxia jumped about 8%, and automated buy orders were briefly halted after Kospi 200 futures spiked more than 5%. Traders now look to U.S. CPI to confirm or stall the momentum.

CoreWeave Q3 2026 Earnings Due After the Bell With $3.45B–$3.6B Revenue Guide in Focus — $104B Backlog and $37B Capex Test AI Trade

CoreWeave reports third-quarter 2026 results after the market close, with investors watching whether revenue lands within its $3.45 billion to $3.6 billion guidance and how a backlog above $104 billion converts into cash. The AI cloud provider’s second-quarter revenue rose 112% to $2.575 billion, but capex of roughly $37 billion for 2026 keeps financing costs in focus as a week-long data center scare tests the AI trade.

Nvidia Slides 5% Premarket as Board Probes CEO Jensen Huang Over Alleged Chinese Spy Link — Stock Sits 22% Below October Record

Nvidia shares fell roughly 5% in premarket trading Monday after the company’s board opened an independent investigation into reports that CEO Jensen Huang was targeted by a Chinese intelligence operation. The stock had already dropped five straight weeks and closed Friday near $186.64, about 22% below its record. The board said it has no reason to believe national security or company secrets were compromised, and Huang remains in his role while a committee of independent directors reviews the matter with outside counsel.

Constellation Energy Q3 2026 Adjusted EPS Jumps to $5.06 From $3.04 — Guidance Midpoint Raised for Second Time This Year

Constellation Energy reported third-quarter 2026 adjusted operating earnings of $5.06 per share, up from $3.04 a year earlier, and raised the midpoint of its full-year guidance for the second time this year. The company announced agreements adding more than 1,000 megawatts of new emissions-free generation, equal to a large nuclear plant, as demand for reliable power from data centers and a growing economy continues to build. Management also cited nuclear uprates, a new Rhode Island plant acquisition and aggressive share repurchases.