Week ahead: Nvidia results, UK jobs data among the highlights

13th Nov 2026 12:32

(Sharecast News) - Next week's highlights will include quarterly results from scandal-hit Nvidia and the latest UK jobs data.

On Monday, half-year results from Big Yellow, Ninety One and Sirius Real Estate and trading updates from Legal & General and Grafton are due.

On the macro front, Chinese fixed asset investment, industrial production and retail sales figures for October will be out, along with eurozone industrial production data for September.

ING said that after a surprisingly solid September, it expects Chinese retail sales growth to moderate to 0.7% year-on-year as consumption stays soft amid weak discretionary consumption.

"After stabilising last month, fixed asset investment growth could see a smaller drag in October as public investment picks up. We expect headline FAI to rise to -6.7% YoY YTD," it said. "Industrial production is expected to remain the outperformer, and we think growth will remain unchanged at 5.5% YoY. We will also watch the 70-city property price data, which has recently been showing a stabilisation of prices in tier 1 and a few tier 2 cities."

The main highlight on Tuesday will be third-quarter results from Nvidia, after the US tech giant was rocked by a series of scandals involving founder Jensen Huang. Quarterly results from Disney and Home Depot are also on the docket.

Kathleen Brooks, research director at XTB, said: "Nvidia's earnings call next week will be crucial for the near term direction of the share price.

"While we expect another monster report and we fully expect earnings to come in above estimates of $108bn, it's the future outlook that is more important than ever for Nvidia's share price.

"How is the search for a new CEO going, how long will the process take and what are the implications of an official investigation into Nvidia's relations with China? Because Jensen Huang had such centralised control at Nvidia, and because he dealt with most political relationships himself, he may be the fall guy now that it is assumed that banned exports of Nvidia's most advanced chips got through to China."

As far as Disney is concerned, AJ Bell analysts Russ Mould, Danni Hewson and Dan Coatsworth, said: "Shares in The House of Mouse have gone nowhere over the last decade and are trailing the S&P 500 in 2026, so more drastic actions may be necessary from CEO D'Amaro to reinvigorate the Disney magic.

"Cost cutting remains a key focus after Disney announced its third round of layoffs this year.

"Softer theatrical performances including major releases Moana and Star Wars: The Mandalorian and Grogu, and weaker advertising demand are expected to weigh on results.

"After bumping up share buybacks to $9 billion and the dividend to $1.50 investors will be hoping for further shareholder returns in 2027, partially funded by asset sales."

On the UK corporate calendar, full-year results from Imperial Brands and Diploma, and half-year results from FirstGroup will be eyed.

On the macro front, all eyes will be on the latest UK jobs data, while in the US, retail sales figures for October will be out.

Wednesday will bring half-year results from British Land, Experian, Severn Trent, SSE, Workspace, Jet2 and Speedy Hire and trading updates from Convatec, Marshalls, Melrose Industries, Smiths Group and S&U.

In the US, investors will turn their attention to quarterly earnings from Target and the latest minutes from the Federal Open Market Committee. In the UK, the consumer price index for October will be released.

Thursday will see the release of half-year results from Babcock, Great Portland Estates, Halma, Investec, Johnson Matthey, Liontrust Asset Management, Mitie, Mulberry, XPS Pensions and Paypoint. Also in focus will be full-year results from Grainger and Sage, and trading statements from Breedon, Close Brothers, JD Sports and Mitie.

Across the pond, Walmart will release quarterly numbers. Also of note, Anthropic is expected to start trading on Thursday.

On Friday, UK retail sales and public sector borrowing figures for October will be released.