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Wall Street Week Ahead | Seeking Alpha

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2 hours ago

10 May 2026

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Wall Street heads into the new week with investors focused on inflation data, a wave of AI-related IPOs, and fresh insight into institutional positioning through quarterly 13F filings.

The April Consumer Price Index report on Tuesday will be the key macro event, with economists expecting core inflation to hold steady at an annual rate of 2.6%. Retail sales data later in the week will provide another read on consumer demand and the broader economic backdrop.

The IPO market will also be in the spotlight. AI chipmaker Cerebras Systems (CBRS) is expected to headline a busy week for new listings, targeting a valuation that could raise as much as $3.5B. Other anticipated debuts include geothermal company Fervo Energy (FRVO) and Blackstone Digital Infrastructure Trust (BXDC), underscoring continued investor appetite for AI and data center themes.

Earnings reports from Cisco (CSCO), Alibaba (BABA), Applied Materials (AMAT), and JD.com (JD) will offer additional insight into technology spending and global demand trends.

Friday’s 13F filing deadline could also drive market moves as investors review institutional holdings from the first quarter. Meanwhile, updates on consumer credit card delinquencies from major banks will be watched for signs of financial stress.

Earnings spotlight: Monday, May 11: Simon Property Group (SPG). See the full earnings calendar.

Earnings spotlight: Tuesday, May 12: Oklo (OKLO). See the full earnings calendar.

Earnings spotlight: Wednesday, May 13: Tencent (TCEHY), Cisco (CSCO), and Alibaba (BABA). See the full earnings calendar.

Earnings spotlight: Thursday, May 14: Applied Materials (AMAT). See the full earnings calendar.

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Insider Watch

Check out the week’s top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Intel (INTC), Bank of America (BAC), and Pinterest (PINS).

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