Core Insights - The article outlines key events in the U.S. stock market for the week of November 2 to November 7, 2025, including significant earnings reports and economic indicators [2]. Group 1: Economic Indicators - On November 3, the U.S. will release the October ISM Manufacturing PMI [2]. - On November 5, the October ISM Non-Manufacturing PMI will be published [2]. Group 2: Earnings Reports - Pre-market earnings reports on November 3 include companies such as CIFR, ON, PFE, RACE, VITL, and NCLH [2]. - Post-market earnings reports on November 3 include PLTR, FN, BWXT, HIMS, AXON, PINS, UPST, SMCI, BYND, MARA, KGC, NVTS, and GRAB [2]. - Pre-market earnings reports on November 5 include CCJ, U, NVO, RXRX, MCD, and SRAD [2]. - Post-market earnings reports on November 5 include HOOD, APP, LEU, IONQ, and FIG [2]. - Pre-market earnings reports on November 6 include VST, QBTS, DDOG, AZN, WBD, DUOL, ARM, QCOM, SNAP, and ELF [2]. - Post-market earnings reports on November 6 include SNDK, IREN, SOUN, ACHR, SMR, MP, USAR, INOD, OPEN, TTD, DKNG, and ABNB [2]. Group 3: New Listings - On November 4, a new stock from the electric aircraft manufacturer $BETA will be listed [2]. - On November 6, two companies, 文远知行 and 小马智行, will be listed on the Hong Kong Stock Exchange [2]. - On November 7, new stocks from children's English education company MKTR and gaming company LBRJ will be listed [2]. Group 4: Significant Events - On November 7, Tesla's shareholder meeting will take place, where a $1 trillion compensation plan will be voted on, and a potential Gen 3 robot release is expected [2]. - The timing for the release of the October non-farm payroll data is pending due to the government shutdown [2].

Group 1: Market Trends and Technologies - ESUN (Ethernet for scale-up networking) has gained traction with major players like Meta, Broadcom, and AMD, indicating a positive outlook for Ethernet-related companies such as Broadcom, ANET, and CSCO[4] - The market reaction to ALAB and CRDO suggests they may be oversold, as ESUN and UAlink are not necessarily in conflict, allowing for continued use of PCIe/CXL interconnects[4] - Ciena predicts a sixfold increase in DCI bandwidth over the next five years, highlighting significant growth potential in the data center interconnect market[4] Group 2: Product Developments and Performance - AMD's Helios Rack features 72 MI450 GPUs, offering up to 1.4 EF of FP8 performance and 2.9 EF of FP4 performance, with a total HBM4 memory of 31 TB and bandwidth of 1.4 PB/s[4] - Oracle is the first major customer for the MI450, with an initial deployment of 50,000 GPUs starting in Q3 2026, and Meta is expected to follow as a significant customer[4] - The value of the 1.6T optical module in the GB300 NVL72 rack has doubled from a ratio of 1:2.5 to 1:5, with expected shipments increasing from 8 million to over 20 million units by 2026[4]