KG: A.I. Spend Rattles Tech Trade, WMT & HD Most Important Non-NVDA Weekly Earnings

November 17, 20259m 21s

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Show Notes

Construction spending is still holding up in a fog caused by a lack of economic data, says Kevin Green. He takes a look at the latest, long-delayed print as the numbers hit the wire. KG adds that the market is trying to digest the state of the A.I. trade after investors showed concern around expanding spend for the technology. Looking beyond tech, KG points to Walmart (WMT) and Home Depot (HD) as the two most important earnings to watch this week outside of Nvidia (NVDA). As the lithium space catches another bid, he points to companies like Albemarle (ALB) as ones that can see a strong 2026 if China headwinds persist.

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