Earnings to Watch: Week of November 10–14, 2025

Semis, AI, consumer staples and min­ing majors take the spotlight in a quieter but crucial earnings stretch

After two blockbuster earnings stretches dominated by Big Tech and Energy, the week of November 10–14 steps into a more balanced rhythm. Lighter in market-moving headlines, but no less important for the market. This is where the sustainability of the rally gets tested.

Semiconductors and AI remain in focus with $AMAT (Applied Materials) and $GFS (GlobalFoundries) offering insight into chip demand, supply chain normalization, and the AI hardware cycle that’s been fueling market optimism. Meanwhile, $CRWV (CoreWeave) and $ASTS (AST SpaceMobile) are among the new-era tech plays drawing investor attention — both viewed as potential barometers of risk appetite in the high-growth space.

On the consumer front, $TSN (Tyson Foods) and $SE (Sea Limited) provide a real-time check on spending resilience amid still-tight financial conditions. $DIS (Disney) headlines the media and entertainment side, where cost discipline, streaming economics, and ad trends will be under scrutiny. In financials, $BN (Brookfield Corporation), $NU (Nu Holdings), and $MFC (Manulife Financial) will help define how asset managers and banks are navigating the new rate environment.

And while $B (Barrick Gold), $YPF YPF Sociedad Anónima), and $OXY (Occidental Petroleum) may not command the same daily coverage as megacaps, their results will ripple across commodities, credit spreads, and inflation expectations, all of which feed back into the broader macro narrative that has guided equities all year.

Monday November 10

$B (Barrick Mining Corporation)
Earnings release: 6:00 AM ET
Earnings call: 11:00 AM ET

$CRWV (CoreWeave, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

$ASTS (AST SpaceMobile, Inc.)
Earnings release: After market close on Nov 10, 2025.
Earnings call: 5:00 PM ET

$RKLB (Rocket Lab Corporation)
Earnings release: After market close on Nov 10, 2025.
Earnings call: 5:00 PM ET.

$VG (Venture Global, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

$TSN (Tyson Foods, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

$BEKE (KE Holdings Inc.)
Earnings release: Before market open
Earnings call: 7:00 AM ET

$PSKY (Paramount Skydance Corporation)
Earnings release: After market close
Earnings call: 4:30 PM ET

$YPF (YPF Sociedad Anónima)
Earnings release: Before market open
Earnings call: 9:00 AM ET

$KSPI (Joint Stock Company Kaspi.kz)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$ROIV (Roivant Sciences Ltd.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$RGTI (Rigetti Computing, Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Tuesday Nov. 11

$WULF (TeraWulf Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

Tuesday November 11

$SE (Sea Limited)
Earnings release: Before earnings call
Earnings call: 7:30 AM ET

$ALC (Alcon Inc.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Wednesday Nov. 12

$AU (AngloGold Ashanti plc)
Earnings release: TBA
Earnings call: TBA

$NBIS (Nebius Group N.V.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$VOD (Vodafone Group Public Limited Company)
Earnings release: Before earnings call
Earnings call: 4:00 AM ET

$OKLO (Oklo Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

$FRMI (Fermi Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

$DOX (Amdocs Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

$CAE (CAE Inc.)
Earnings release: After market close
Earnings call: 8:00 AM ET

Wednesday November 12:

$CSCO (Cisco Systems, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

$TDG (TransDigm Group Incorporated)
Earnings release: Before market open
Earnings call: 11:00 AM ET

$MFC (Manulife Financial Corporation)
Earnings release: After market close
Earnings call: 8:00 AM ET

$FLUT (Flutter Entertainment plc)
Earnings release: After market close
Earnings call: 4:30 PM ET

$TME (Tencent Music Entertainment Group)
Earnings release: Before earnings call
Earnings call: 6:00 AM ET

$IX (ORIX Corporation)
Earnings release: TBA
Earnings call: TBA

$CRCL (Circle Internet Group)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$GFS (GlobalFoundries Inc.)
Earnings release: Before market open
Earnings call: 8:30 AM ET

$PAAS (Pan American Silver Corp.)
Earnings release: After market close
Earnings call: 11:00 AM ET on Thursday Nov. 13

$ASND (Ascendis Pharma A/S)
Earnings release: After market close
Earnings call: 4:30 PM ET

$ONON (On Holding AG)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$LOAR (Loar Holdings Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

$DLO (dLocal Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

$FLY (Firefly Aerospace Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

Thursday November 13

$DIS (The Walt Disney Company)
Earnings release: Before market open
Earnings call: 8:30 AM ET

$AMAT (Applied Materials, Inc.)
Earnings release: Before earnings call
Earnings call: 4:30 PM ET

$BN (Brookfield Corporation)
Earnings release: 7:00 AM ET
Earnings call: 9:00 AM ET

$SMFG (Sumitomo Mitsui Financial Group, Inc.)
Earnings release: After market close
Earnings call: 1:00 AM ET on Friday Nov. 14

$NU (Nu Holdings Ltd.)
Earnings release: After market close
Earnings call: 5:00 PM ET

$JD (JD.com, Inc.)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET

$BAP (Credicorp Ltd.)
Earnings release: After market close
Earnings call: 9:30 AM ET on Friday Nov. 14

$EC (Ecopetrol S.A.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Friday Nov. 14

$JBS (JBS N.V.)
Earnings release: After market close
Earnings call: TBA on Friday Nov. 14

$STN (Stantec Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET

$BILI (Bilibili Inc.)
Earnings release: Before market open
Earnings call: 7:00 AM ET

$NICE (NICE Ltd.)
Earnings release: Before market open
Earnings call: 8:30 AM ET

$FIGR (Figure Technology Solutions, Inc.)
Earnings release: 4:30 PM ET
Earnings call: 8:30 AM ET on Friday Nov. 14

$STUB (StubHub Holdings, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

Friday November 14

$MUFG (Mitsubishi UFJ Financial Group, Inc.)
Earnings release: TBA
Earnings call: Time TBA

$MFG (Mizuho Financial Group, Inc.)
Earnings release: TBA
Earnings call: Time TBA

$LTM (LATAM Airlines Group S.A.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Monday Nov. 17

$SR (Spire Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

$CSAN (Cosan S.A.)
Earnings release: TBA
Earnings call: TBA

$ABTC (American Bitcoin Corp)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

$QUBT (Quantum Computing Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

$BTBT (BIT Digital)
Earnings release: Before market open
Earnings call: 9:00 AM ET

By Friday, we’ll know whether this mid-November stretch helped broaden the rally or exposed just how dependent the market remains on a few dominant sectors.

Strong execution from $AMAT, $SE, or $DIS could confirm that the earnings cycle is stabilizing across industries, inviting fresh capital into lagging names. Continued margin discipline from $TSN and $BN would reinforce the case for resilience even under higher rates. But weak guidance or missed expectations from risk-sensitive names like $CRWV, $NU, or $ASTS could reignite volatility and remind investors that growth optimism remains fragile.

This week may not reshape the market’s direction overnight, but it will define its depth. Broad-based strength would signal a transition from momentum to durability.

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