As the stock market has gotten more volatile over the last month, the narratives driving those price swings have only crystallized further. It's really a two-horse race of market drivers at this point: (1) how investors are feeling about the red-hot AI trade, and (2) what the Fed plans to do with interest rates. In terms of those two storylines, this week could not be bigger . Here's what's going on, and what hangs in the balance: The headliner: Nvidia earnings, Nov. 19 (Weds) What could happen: