The upcoming week in the U.S. stock market, starting Nov. 2, will be a blockbuster week for Q3 earnings. Many industry giants—including Apple, AMD, Qualcomm, and ARM—will all take the stage. In addition, the closely watched October nonfarm payrolls report, another major market mover, will be released this Friday. This is undoubtedly a pivotal week for gauging whether AI can continue to lift the market. Here’s my list of key companies to watch:
Monday, November 2
Before the U.S. market opens, consider keeping an eye on veteran cybersecurity leader Check Point $CHKP and beauty giant Estée Lauder $EL. After the market closes, consumer electronics leader Apple $AAPL and Palantir $PLTR, a high-flying AI data play with both defense and commercial AI exposure, will report earnings.
Tuesday, November 3
The main names to watch before the market opens are Shopify $SHOP, a leading SaaS platform for online stores, and global pharmaceutical giant Pfizer $PFE. The after-hours lineup is even more exciting: AI GPU and CPU chip leader Advanced Micro Devices $AMD, popular AI server hardware and computing power play Super Micro Computer $SMCI, leading AI data center switch maker Arista Networks $ANET, and global online travel platform Booking Holdings $BKNG will all report results.
Wednesday, November 4
Before the U.S. market opens, global mobility platform Uber $UBER, pharmaceutical heavyweight and obesity drug leader Novo Nordisk $NVO, and Datadog $DDOG, which focuses on cloud observability and AI-powered operations monitoring, will report. After the market closes, results will roll in from mobile and automotive chip leader Qualcomm $QCOM, chip architecture IP leader ARM $ARM, edge cloud CDN company Fastly $FSLY, which is involved in AI networking infrastructure, optical communications and transceiver giant Coherent $COHR, and trendy fast-casual chain Cava $CAVA.
Thursday, November 5
The day’s earnings highlights are concentrated after the market closes. Edge networking and AI security infrastructure provider Cloudflare $NET, defense and aerospace satellite company Kratos $KTOS, optical transceiver and photonic chip leader Lumentum $LITE, another optical transceiver leader Applied Optoelectronics $AAOI, short-term rental platform Airbnb $ABNB, and popular computing power and AI power play IREN $IREN will report earnings.
Friday, November 6
Before the market opens, mRNA vaccine leader Moderna $MRNA and Oklo $OKLO, which focuses on nuclear fission energy and power for AI, will wrap up this week’s key earnings reports.
With so many earnings reports coming up, have you decided which company’s calls you’re going to buy?
This post is sponsored by @bitget_zh. “Buy U.S. stocks on Bitget: get in within seconds, trade seamlessly.”
Monday, November 2
Before the U.S. market opens, consider keeping an eye on veteran cybersecurity leader Check Point $CHKP and beauty giant Estée Lauder $EL. After the market closes, consumer electronics leader Apple $AAPL and Palantir $PLTR, a high-flying AI data play with both defense and commercial AI exposure, will report earnings.
Tuesday, November 3
The main names to watch before the market opens are Shopify $SHOP, a leading SaaS platform for online stores, and global pharmaceutical giant Pfizer $PFE. The after-hours lineup is even more exciting: AI GPU and CPU chip leader Advanced Micro Devices $AMD, popular AI server hardware and computing power play Super Micro Computer $SMCI, leading AI data center switch maker Arista Networks $ANET, and global online travel platform Booking Holdings $BKNG will all report results.
Wednesday, November 4
Before the U.S. market opens, global mobility platform Uber $UBER, pharmaceutical heavyweight and obesity drug leader Novo Nordisk $NVO, and Datadog $DDOG, which focuses on cloud observability and AI-powered operations monitoring, will report. After the market closes, results will roll in from mobile and automotive chip leader Qualcomm $QCOM, chip architecture IP leader ARM $ARM, edge cloud CDN company Fastly $FSLY, which is involved in AI networking infrastructure, optical communications and transceiver giant Coherent $COHR, and trendy fast-casual chain Cava $CAVA.
Thursday, November 5
The day’s earnings highlights are concentrated after the market closes. Edge networking and AI security infrastructure provider Cloudflare $NET, defense and aerospace satellite company Kratos $KTOS, optical transceiver and photonic chip leader Lumentum $LITE, another optical transceiver leader Applied Optoelectronics $AAOI, short-term rental platform Airbnb $ABNB, and popular computing power and AI power play IREN $IREN will report earnings.
Friday, November 6
Before the market opens, mRNA vaccine leader Moderna $MRNA and Oklo $OKLO, which focuses on nuclear fission energy and power for AI, will wrap up this week’s key earnings reports.
With so many earnings reports coming up, have you decided which company’s calls you’re going to buy?
This post is sponsored by @bitget_zh. “Buy U.S. stocks on Bitget: get in within seconds, trade seamlessly.”