Top Stocks to Watch Next Week: Nvidia, Broadcom, Rocket Lab and AST SpaceMobile

TLDR

• Kevin Warsh chairs his first Federal Reserve meeting next week; rates expected to stay unchanged but his comments on inflation and policy will be closely watched
• Nvidia and Broadcom are the top AI infrastructure stocks to monitor as data center spending remains strong
• Rocket Lab and AST SpaceMobile are in focus following the SpaceX IPO and rising investor interest in commercial space
• Kroger reports earnings next week, offering a read on U.S. consumer health under elevated inflation and interest rates
• Retail sales data will also be released, adding another layer of economic context for markets

Kevin Warsh takes the chair at the Federal Reserve for the first time next week. Interest rates are expected to stay on hold, but investors will be listening closely to what he says about inflation, economic growth, and where policy goes from here.

Alongside the Fed meeting, retail sales data and several earnings reports will give markets more to digest.

Here are five stocks investors will be watching.

Nvidia: AI Demand Still Running Hot

Nvidia sits at the center of the artificial intelligence boom. Demand for AI accelerators and data center hardware remains strong, and any signals about continued enterprise AI spending could move the stock.

NVIDIA Corporation, NVDA

Cloud providers continue to spend heavily on AI infrastructure, and Nvidia remains the primary beneficiary. If the broader technology sector holds up next week, Nvidia is likely to be one of the biggest drivers of market sentiment.

Broadcom: The Other AI Infrastructure Play

Broadcom makes custom AI chips and networking equipment used in large data centers. Investors looking beyond Nvidia have increasingly turned to Broadcom as a long-term AI infrastructure name.

As companies expand their AI capacity, Broadcom’s products are becoming a bigger part of how that infrastructure gets built. It remains one of Wall Street’s preferred AI plays outside of Nvidia.

Rocket Lab: Space Stocks Back in Focus

Rocket Lab has attracted fresh attention following the high-profile SpaceX IPO. As one of the largest publicly traded space companies, it is often viewed as the closest public-market comparison to SpaceX.

The company runs a growing launch business and is expanding into spacecraft manufacturing and defense contracts. Investor enthusiasm for commercial space has risen sharply, and Rocket Lab could continue to benefit from that momentum.

AST SpaceMobile: Satellite-to-Smartphone Tech Under the Microscope

AST SpaceMobile is trying to build a network that connects ordinary mobile phones directly to satellites, without any special hardware. Investors have grown more optimistic about the technology’s potential over the course of 2026.

The stock has been highly volatile this year, making it a favorite among growth-focused investors. Any updates on satellite deployments or new partnerships could swing the stock sharply in either direction.

Kroger: A Read on the American Consumer

Kroger reports earnings next week at a time when consumer spending is under pressure from higher prices and elevated interest rates. The results will give markets a clearer picture of how everyday Americans are managing their finances.

Strong numbers could ease concerns about the economy. Weaker results may add to worries about slowing consumer activity.

With inflation still a talking point on Wall Street, Kroger’s report could carry more weight than a typical grocery chain earnings release.

The Fed Looms Over Everything

The biggest event of the week is still Kevin Warsh’s first Federal Reserve meeting as chair. Markets are less focused on the rate decision and more interested in what he signals about the path ahead for inflation and monetary policy.

Retail sales data will add to the picture. Together, the Fed meeting and economic data will set the tone for how investors approach these five stocks and the broader market going into the following week.

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