Here are the 2 big things we're watching in the stock market in the week ahead

AI stocks face added risk after election wins by candidates supporting data-center restrictions and local measures that could slow AI investment; the article says further portfolio reductions in AI exposure may be needed. CoreWeave's Tuesday results and outlook, followed by Nebius, Cisco and Applied Materials earnings, are highlighted as tests of AI investor appetite. The October CPI is due Tuesday and PPI Friday; traders were pricing 78% odds of a quarter-point Fed hike in December, with hotter inflation potentially increasing expectations for further tightening.