Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Robert Way/iStock Editorial via Getty ImagesUp for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.Nvidia (NVDA) earnings will dominate the week ahead as investors look for signs that demand for AI infrastructure remains intact following the departure of former CEO Jensen Huang.The chipmaker reports Tuesday, with Wall Street expecting EPS of $2.4 on revenue of $108.73B. Attention is likely to focus heavily on Nvidia’s CEO search, scrutiny of revenue tied to Singapore and any comments on potential data center regulation following the Democratic sweep in the midterm elections.Anthropic (ANT) will also be in the spotlight, with its IPO expected to price Wednesday and shares seen trading Thursday. At the top of the expected $70-$78 range, the offering could value the AI company at as much as $1.4T fully diluted.Thursday also brings the long-awaited launch of Take-Two Interactive’s (TTWO) "Grand Theft Auto VI." Gaming industry producer Geoff Keighley told The Hollywood Reporter he expects it to be “the biggest entertainment launch in history.”On the economic calendar, Fed Chair Kevin Warsh speaks Monday, retail sales arrive Tuesday and FOMC minutes are due Wednesday.Earnings spotlight: Monday, Nov. 16: Baidu (BIDU), XPeng (XPEV). See the full earnings calendar.Earnings spotlight: Tuesday, Nov. 17: Nvidia (NVDA), Home Depot (HD), Walt Disney (DIS). See the full earnings calendar.Earnings spotlight: Wednesday, Nov. 18: Palo Alto Networks (PANW), Target (TGT). See the full earnings calendar.Earnings spotlight: Thursday, Nov. 19: Walmart (WMT), Alibaba (BABA). See the full earnings calendar.In case you missed itNvidia is ‘silly cheap,’ now is ‘the opportunity of an absolute lifetime’Michael Burry calls Nvidia 'a heck of a trade'The Grand Theft Auto 6 economy reaches far and wideTwo-year U.S. Treasury yield posts biggest one-day rise since 2024Microsoft tumbles as Anthropic unveils office tools ahead of IPOLove gone wrong: Business titans who fell from grace over affairsMarket volatility can test investors’ confidence, making it important to look beyond short-term price movements and focus on underlying fundamentals. As technology stocks face renewed pressure and market sentiment shifts, understanding where opportunities may lie is key. Lawrence Fuller and Jack Bowman share their perspectives on navigating the turbulence and positioning portfolios for what comes next.Lawrence Fuller, who runs The Portfolio Architect, believes the year-end rally remains intact despite a sharp selloff in technology stocks, particularly AI-related names. While recent volatility sparked concerns about a broader downturn, improving market breadth suggests investors are rotating into other sectors rather than abandoning equities. Lawrence points to the S&P 500’s quick recovery and the growing number of stocks trading above key moving averages.Strong corporate earnings and improving valuations further support his bullish outlook. With all 11 S&P 500 sectors reporting earnings growth and forward valuations becoming more attractive, Fuller believes the economy remains on solid footing. As long as economic expansion and corporate profit growth continue, the broader bull market should remain supported. (Free Full Article)Jack Bowman, who leads ETF Portfolio Mechanics, shares his views on the recent selloff in technology and semiconductor stocks as an overreaction, arguing that the market is overlooking strong underlying demand for AI and improving valuations. While concerns around hyperscaler capital expenditure, data center expansion, and potential oversupply remain, he believes these risks are already reflected in stock prices. He also highlights growing AI adoption and rising cloud revenues as evidence that investments are translating into real earnings.Jack remains bullish on the Magnificent Seven and select semiconductor stocks, adding to his positions during the decline. He sees current valuations as an attractive opportunity, particularly for investors with a long-term outlook. Despite near-term volatility, he believes strong earnings growth and fundamentals will eventually support a recovery in technology stocks. (Free Full Article)Liked Lawrence and Jack’s research? Take advantage of the Black Friday Sale! Subscribe to either service at a flat 20% discount for a limited time. Don’t miss this opportunity to access expert market insights, investment strategies, and exclusive research at a reduced price. Grab the offer before the sale ends!What SA Analysts Are WatchingThe Nvidia Earnings Report Could Wreck The MarketThe AI Bubble Burst Has Three Phases: We Are At Phase OneAn Incredible Opportunity In Bond InvestingWalmart Earnings: Expecting Bounce Back Following Weak Q2Disney Earnings: A Report That Could Make Investors Forget Long-Term IssuesAlibaba Earnings: Cash Flow Pressures Will Continue To Weigh On AI Cloud PotentialInsider WatchCheck out the week's top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Microsoft (MSFT), Netflix (NFLX), and Boeing (BA).