TLDR
- Apple, Palantir, AMD, Shopify and Uber report earnings between November 2 and November 6.
- The Nasdaq Composite fell 5.3% in October, its biggest monthly loss since March 2025.
- Apple reports Monday, with new CEO John Ternus facing investor questions.
- AMD reports Tuesday after its data center revenue doubled last quarter.
- The October US jobs report is due Friday, November 6.
US stocks head into a busy week of earnings reports. Apple, Palantir, AMD, Shopify and Uber all report results between November 2 and November 6. Investors are also waiting on US jobs data that could shape the Federal Reserve’s next interest rate decision.
The reports follow a hard October for tech stocks. The Nasdaq Composite fell 5.3% during the month, its biggest monthly loss since March 2025, while the S&P 500 slipped 0.9%. AI spending, company profits and interest rates continue to drive market mood.
Apple Reports Fourth-Quarter Earnings on Monday
Apple reports fiscal fourth-quarter results on Monday, November 2. The report will give investors a fresh look at iPhone demand, consumer spending and the company’s artificial intelligence plans.
New CEO John Ternus is expected to face questions about long-term growth and competition in AI. Apple recently launched new iPhone models, including its first foldable device. That launch gives the company another possible source of growth.
Concerns about product quality and AI execution could affect how investors react. Key items include iPhone revenue, services growth, profit margins and management’s outlook for the holiday quarter.
Palantir Posts Results After the Bell
Palantir Technologies reports third-quarter earnings after the market closes on Monday. The AI-focused software company has seen growing demand for its data analytics platforms from businesses and government organizations.
Palantir beat expectations last quarter and raised its financial outlook. Its high valuation leaves little room for disappointing results.
Investors will examine US commercial revenue, new customer growth, operating margins and full-year revenue guidance. They will also watch government contracts and demand for the company’s Artificial Intelligence Platform.
AMD Faces Questions on AI Chip Demand
Advanced Micro Devices reports third-quarter results after the market closes on Tuesday, November 3. The company competes with Nvidia in data center computing for AI. It has become an important player in the fast-growing AI chip market.
Last quarter, AMD’s data center revenue doubled from a year earlier. Even so, investors were let down by parts of its profit outlook. Strong sales growth alone did not satisfy Wall Street.
This time, attention will turn to data center revenue, AI accelerator sales, gross margins and expectations for future demand. The results may also show how much companies are spending on AI infrastructure.
Shopify Reports Before Tuesday’s Open
Shopify reports third-quarter earnings before the market opens on Tuesday. The e-commerce company beat expectations last quarter and gave an upbeat outlook that helped support its share price.
Investors want to know if merchants are still growing sales on the platform despite economic uncertainty. Shopify also announced a partnership involving Meta’s Muse AI, which has drawn interest in AI-powered shopping.
Gross merchandise volume, subscription revenue, merchant solutions growth and operating profit will be in focus.
Uber Eyes Robotaxis and Profit
Uber Technologies reports third-quarter earnings on Wednesday, November 4. Investors are watching profitability, delivery services and the company’s push into autonomous vehicles. Uber recently deepened its partnership with Nvidia to support self-driving technology.
In its previous report, Uber disappointed Wall Street with weaker-than-expected revenue. Investors will check whether bookings growth and better efficiency can lift results.
Other items to watch are gross bookings, mobility revenue, adjusted EBITDA, free cash flow and updates on autonomous vehicle partnerships.
Jobs Report Closes Out the Week
The October jobs report is due Friday, November 6. It follows a weak September report, when the economy added just 29,000 jobs. The unemployment rate rose to 4.2%.
Earlier job figures were also revised lower, which raised concerns about the labor market. A weaker-than-expected report could change expectations for Federal Reserve interest rates, which may affect technology and other growth stocks.
Super Micro Computer, Arm Holdings, Qualcomm and Cloudflare also report earnings this week. Their results will add more detail on AI infrastructure spending.
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