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Financial Agenda of the Week – November 17 to 21

Updated November 2025

Financial Agenda of the Week – November 17 to 21


Monday, November 17 – “Tense Week: Volatility, IPOs, and Dividends”

Market Highlights / Volatility

  • Watchlist: IREN (IREN), Bloom Energy (BE).
  • Overbought (RSI 14d): MRSN, FRGE, COKE.
  • Oversold: JBI, CCOI, PRGO.
  • High short interest: SPHR, RUN.

IPO / Primary Market

  • Expected IPO: Central Bancompany (CBCY).
  • End of lock-up: HNGE, FTRK.
  • End of quiet period: MPLT.

Dividends

  • Ex-dividend: COP, LHX, AMAT, MSFT.

Earnings

  • TCOM, XPEV, ARMK.

Investor Events

  • Investor Days: NTGR, EYE, YUMC, INVH.

Corporate

  • Expiration of the injunction against SRDX's sale to GTCR.
  • VRNT shareholders vote on acquisition by Thoma Bravo.

Central Bank

  • 9:00 am: Speech by John Williams (NY Fed).

Tuesday, November 18 – “Tech Day: Home Depot, Baidu, Ignite, and FDA”

Earnings

  • HD, BIDU, AS, KLAR.

Tech / AI

  • Start of Microsoft Ignite (cloud, AI, security, workplace).
  • Keynote by Satya Nadella.

Investor Events

  • Investor Days: TAC, APTV, UPWK, ACM.
  • Annual Meeting ORCL (cloud security topics).

Geopolitics

  • Meeting between MBS – Donald Trump at the White House.

FDA

  • Decision for ARWR / plozasiran.

Others

  • 10:30 am: Bill Ackman livestream on FNMA / FMCC.

Wednesday, November 19 – “Nvidia Day and the Fed Minutes”

Earnings

  • NVDA, TJX, PANW, LOW, TGT, JACK, WSM.

Investor Events

  • Investor Days: Block, MRNA, ROK, Nvidia (SLUSH).
  • Ira Sohn London Conference.
  • Deutsche Bank Global Space Summit
    • Participants: ASTS, FLY, RKLB, Blue Origin, Avio.

Central Bank

  • 2:00 pm: FOMC Minutes.
  • 2:00 pm: Speech by John Williams (NY Fed).

Nvidia – Key Moment

  • 5:00 pm: NVDA earnings call.
  • Correlated stocks: AMD, TSM.
  • Sensitive suppliers: FN, MU.

Thursday, November 20 – “Walmart, Oil, and Strategic Votes”

Earnings

  • WMT, INTU, ROST, WMG, GAP.
  • Options: Expected volatility >10% on BBWI.

Oil

  • Expiration of December WTI contract.

Investor Events

  • Investor Days: TEL, APEI, PODD.

Corporate / M&A

  • GES shareholders vote (acquisition by Authentic Brands).

Fedspeak

  • Speakers: Hammack, Goolsbee, Paulson.

Conferences

  • 8:00 am: Walmart earnings call.
    • Correlated suppliers: CALM, BRID.
  • 10:00 am: Existing Home Sales (NAR).

Friday, November 21 – “Macro Close: US PMI & Consumption”

Earnings

  • BJ.

Macro

  • Release of US Flash PMIs.

Movies / Consumption

  • Release of Wicked: For Good (Universal).
  • Largest PG presales on Fandango.

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