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📰 This week in AI. 4 minutes. Every Monday.
Your 4-minute guide to the week ahead. Chip stocks had one of their worst days in years. This week, CoreWeave and Cisco face the first real test.
Latestly AI
November 09, 2026
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Chip stocks just had one of their worst days in years, CoreWeave and Cisco report this week, and ChatGPT can now make GIFs.
Here's what matters this week. ☕
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🗓️ The week ahead
TUESDAY |
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THURSDAY |
📰 The big story
Chip stocks just had one of their worst days in years.
What happened
The drop: on Thursday, the Philadelphia Semiconductor Index slumped 12.2%, and the Nasdaq confirmed a correction from its record high. Yahoo Finance
The trigger: weak earnings from Qualcomm, and concerns that a Democrat-controlled US Congress could slow investment in AI infrastructure. Yahoo Finance
The damage: Nvidia sank about 9.26%, and data center operators IREN, Applied Digital and Nebius each fell more than 14%.
The bounce: chip stocks closed higher on November 6, a day after the selloff. stocktitan
Why it matters this week
The selloff hit the companies that build AI infrastructure, not the ones that use it. This week, the focus shifts to the neocloud space with reports from CoreWeave and Nebius. stocktwits
These are the first big earnings since the drop. They’ll show whether demand is holding up.
👀 Watch this: any change in data center spending plans. That’s what investors fear most right now.
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🧪 Try this this week
ChatGPT Images 2.6
OpenAI’s new image model can generate animated GIFs. You can also save reference images of a person, product or character once and reuse them.
Try it for: saving your logo as a reference and turning one product photo into a short branded GIF.
Make your first GIF →
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🔢 One number
$7.5 billion
The AI-related revenue Cisco expects in fiscal 2027, after delivering about $4 billion in fiscal 2026.
Why it matters: Cisco reports Thursday. If that target holds after last week’s selloff, AI demand is still real.
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📡 On our radar
🟢 Nvidia’s earnings next week
Nvidia set its call for Tuesday, November 17, at 5 p.m. This week’s reports will shape the mood going into it. stocktitan
🏗️ Data center rules
Investors are worried about uncertainty around data center expansion in Texas, Georgia and Ohio. We’re watching for the first concrete policy proposals. Fortune
💬 Latestly AI Take
Last week, chip stocks fell harder than they have in years. The same week, ChatGPT learned to make GIFs and Google made AI video free.
The stock market and the tools are telling two different stories. One is about who pays for AI. The other is about how useful it already is.
If you use AI at work, the second story matters more.
Sources: Gotrade, StreetSignal, Kiplinger, CNBC, Stocktwits, MLQ, StockTitan, CoinCentral, Adobe, Terry White, RedShark News, Tutkit, Reuters (via Euronext and Yahoo Finance), Fox Business, Seeking Alpha, Kingy AI, Fortune, Grafa, Future Tools, The Neuron, Michelle Zunich, note.com, Wikipedia, SoftSync. Partner offers are the providers’ own terms, so check each site before you sign up. Data as of November 9, 2026. Latestly AI is independent. Sponsored content clearly labelled. No undisclosed paid placements.
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