Apple (AAPL), est. EPS $1.98 per share
Fabrinet (FN), est. EPS 4.19
Lattice Semiconductor (LSCC), est. EPS 0.55
onsemi (ON), est. EPS 0.88
Palantir Technologies (PLTR), est. EPS 0.41
Roku (ROKU), est. EPS 0.53
Apple reports its first earnings under CEO John Ternus. Wall Street expects year-over-year earnings growth of 7% to $1.98 per share on 11% revenue growth to $113.3 billion.
Tuesday, November 3
Earnings Before the Open
DigitalOcean (DOCN), est. EPS 0.32
Dynatrace (DT), est. EPS 0.49
Fiserv (FISV), est. EPS 1.72
Marathon Petroleum (MPC), est. EPS 25.37
Shopify (SHOP), est. EPS 0.47
Economic Releases
15:00 GMT, JOLTS Job Openings, forecast 7.11M (prior 7.08M)
15:00 GMT, Factory Orders m/m, forecast 1.2% (prior 0.1%)
RCM/TIPP Economic Optimism, forecast 46.2 (prior 46.8)
All Day, Omdia Total Vehicle Sales, forecast 15.9M (prior 16.0M)
All Day, Congressional Elections
Earnings After the Close
Advanced Micro Devices (AMD), est. EPS $1.94 per share
Amgen (AMGN), est. EPS 5.79
Arista Networks (ANET), est. EPS 1.08
Astera Labs (ALAB), est. EPS 1.19
Super Micro Computer (SMCI), est. EPS 1.20
Skyworks Solutions (SWKS), est. EPS 1.27
Wall Street expects AMD to post annual EPS growth of 62% to $1.94 on 42% revenue growth to $13.1 billion. Traders will focus on enterprise CPU demand, AI accelerators, server sales and the outlook for MI350 and MI450 products.
Wednesday, November 4
Earnings Before the Open
CVS Health (CVS), est. EPS 1.66
Datadog (DDOG), est. EPS 0.64
GlobalFoundries (GFS), est. EPS 0.51
McDonald’s (MCD), est. EPS 3.38
Uber (UBER), est. EPS 0.86
Economic Releases
13:15 GMT, ADP Non-Farm Employment Change, forecast 68K (prior 90K)
13:30 GMT, Trade Balance, forecast -107.9B (prior -105.6B)
14:45 GMT, Final Services PMI, forecast 57.9 (prior 57.9)
15:00 GMT, ISM Services PMI, forecast 54.9 (prior 54.9)
Earnings After the Close
AppLovin (APP), est. EPS 4.04
Arm Holdings (ARM), est. EPS 0.47
CAVA Group (CAVA), est. EPS 0.12
Qualcomm (QCOM), est. EPS 2.17
Snap (SNAP), est. EPS 0.00
Thursday, November 5
Earnings Before the Open
ConocoPhillips (COP), est. EPS 3.05
Cummins (CMI), est. EPS 8.21
Duke Energy (DUK), est. EPS 1.86
Parker-Hannifin (PH), est. EPS 8.21
The Cigna Group (CI), est. EPS 7.52
Economic Releases
10:30 GMT, Challenger Job Cuts y/y, prior -19.9%
13:30 GMT, Unemployment Claims, forecast 197K (prior 194K)
13:30 GMT, Prelim Nonfarm Productivity q/q, forecast 2.8% (prior 1.4%)
13:30 GMT, Prelim Unit Labor Costs q/q, forecast 0.3% (prior 1.2%)
15:30 GMT, Natural Gas Storage, prior 80B
Earnings After the Close
Airbnb (ABNB), est. EPS 2.85
Axon (AXON), est. EPS 1.89
Cloudflare (NET), est. EPS 0.34
DraftKings (DKNG), est. EPS -0.39
EOG Resources (EOG), est. EPS 4.47
Friday, November 6
Earnings Before the Open
Charter Communications (CHTR), est. EPS 9.51
Humana (HUM), est. EPS -1.00
Moderna (MRNA), est. EPS -1.10
Oklo (OKLO), est. EPS -0.27
Under Armour (UAA), est. EPS -0.01
Economic Releases
13:30 GMT, Average Hourly Earnings m/m, forecast 0.3% (prior 0.1%)
13:30 GMT, Non-Farm Employment Change, forecast 63K (prior 29K)
13:30 GMT, Unemployment Rate, forecast 4.2% (prior 4.2%)
15:00 GMT, Prelim UoM Consumer Sentiment, forecast 47.8 (prior 48.0)
15:00 GMT, Prelim UoM Inflation Expectations, prior 4.7%
20:00 GMT, Consumer Credit m/m, forecast 12.0B (prior 8.3B)
Earnings After the Close
No reports scheduled.