The week ahead is light on macroeconomic data, but investors can still expect plenty of market-moving headlines.
Here are the 3 big things we're watching in the stock market this week
Original reporting
CNBC: read the full reportFollow this story
Earlier reports and follow-ups on the same developing story.
- Jim Cramer's top 10 things to watch in the stock market Friday
- Higher interest rates and AI safety fears put the stock market to the test last week
- Our top 10 things to watch in the stock market Monday
- Williams-Sonoma's stock has soared in a sluggish housing market. Here's how it won over Wall Street
- Our top 10 things to watch in the stock market Tuesday
- Our top 10 things to watch in the stock market Wednesday
Related stories

AI cloud computing firms face ‘guppy-level death’, Elon Musk warns; French bonds rally after avoiding downgrade – business live
Rolling coverage of the latest economic and financial news Elsewhere in the bond markets, Brazil’s debt is dropping in value after president Luiz Inácio Lula da Silva won a dramatic victory over his far-right opponent, Flávio Bolsonaro , to claim a historic fourth term in power. Bolsonaro, son of the former president, had been expected to oust Lula, but instead the left-wing incumbent triumphed, with 51.79% of the vote to his 45-year-old rival’s 48.21%. “We have spent the past few years debating whether AI will replace people. But the more immediate question for many businesses is whether AI could end up costing more than the people and processes it replaces. “Businesses need to remember every decision an AI makes and every action an agent takes has a price tag. The AI people see and the prompt they enter is only part of the story. AI doesn’t just answer questions: it reasons, retries, c
Neocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death'
Investors are already questioning the debt-fueled expansion of neoclouds and whether the large AI infrastructure build-out will generate long-term returns.

Brazil's Lula wins historic presidential election; Bolsonaro reportedly refuses to concede
Leftist president Luiz Inácio Lula da Silva defeated the far-right senator and was elected president of Brazil for a fourth non-consecutive term Full report: Lula wins fourth term as Brazil’s president over Flávio Bolsonaro Live second round results The local electoral court ordered the immediate restoration of 100% of the bus fleet and ordered the arrest of the municipal transport secretary, Pablo Souza, on suspicion of an electoral offence and disobeying court orders. The arrest warrant could not be carried out, however, because he is in Paris on what the city government described as an “official mission”, and is not expected to return to Brazil until Monday. Late in the afternoon, Flávio Bolsonaro also filed requests for voting to be extended by two hours in cities in the states of São Paulo, Paraná and Santa Catarina, but because of heavy rain that he said had prevented voters from t

How will pedestrianisation of UK’s most famous shopping street work in practice?
A stretch of London’s Oxford Street is to be vehicle-free as part of £150m government-backed scheme Much of Britain’s most famous shopping street will be closed to traffic from Monday as the long-awaited pedestrianisation of London’s Oxford Street begins. About half of the 1.2 mile street will initially be vehicle-free, after decades of planning and dispute over how to best use the street, an important transport thoroughfare and the home for flagship stores for big shopping chains. Continue reading...

Salon owners urge Budget VAT cut as staffing pressures grow
Marcus Perkins, who owns a hair and beauty salon in Brierley Hill, says he is scared for the future.

Almost a quarter of European airline pilots fly when too fatigued to work
Pilots report pressure to extend working hours and fears of penalties for declaring themselves unfit to fly Three in four European airline pilots have taken microsleeps in the cockpit, while almost a quarter routinely fly despite being too fatigued to work, according to a report. The findings, based on a survey of almost 7,200 captains and first officers by the European Cockpit Association (ECA), include pilots reporting insufficient rest, pressure to extend working hours and fears of being penalised for declaring themselves unfit to fly. Continue reading...