Earnings to Watch: Week of November 3–7, 2025

PLTR, AMD, TM, NVO, MCD, SHOP lead another heavy week packed with AI, semiconductors, and consumer players. Brace yourselves.

The first week of November extends peak earnings season into a decisive stretch for market direction. After Big Tech and Energy dominated the final days of October, this week brings a new rotation, one centered around AI infrastructure, semiconductors, global industrials, and consumer strength.

PLTR 0.00%↑ kicks off the week Monday after the close, a key barometer for AI adoption and government contract growth. With shares up sharply this year, expectations are high. Any hint of margin compression or decelerating backlog could test sentiment across the entire AI trade. Tuesday belongs to AMD 0.00%↑, SHOP 0.00%↑, and UBER 0.00%↑, each representing a different lens on consumer resilience, from chips to digital commerce to urban mobility. Strong beats here could reinforce the soft landing narrative just as investors weigh year-end liquidity and Fed pause probabilities.

Wednesday tightens the focus on global and consumer powerhouses. TM 0.00%↑, NVO 0.00%↑, MCD 0.00%↑, and QCOM 0.00%↑ report in the morning, spanning autos, GLP-1 leadership, quick service, and mobile semis. After hours, APP 0.00%↑ , ARM 0.00%↑ , and HOOD 0.00%↑ spotlight digital monetization and fintech sentiment. Expect high volatility as traders reposition around AI exposure and consumer spend trends. Also look out for IONQ 0.00%↑, DUOL 0.00%↑ and LYFT 0.00%↑ for comparison to Uber.

Thursday’s slate stretches across health care, industrials, energy and digital infrastructure from COP 0.00%↑ and PH 0.00%↑ to DDOG 0.00%↑ and XYZ 0.00%↑ Also look out for ABNB 0.00%↑, CMI 0.00%↑, and TTWO 0.00%↑. The spread of cyclicals, growth tech, and defensives makes this one of the broadest and most consequential earnings mixes of the quarter. AI-infrastructure player IREN 0.00%↑ also reporting AMC.

If the earnings strength seen in late October broadens beyond megacaps into semis, software, and consumer, equities could stabilize into November. If not, leadership could narrow again, inviting rotation risk just as macro uncertainty builds into year-end.

Here’s the full breakdown, day by day (all times are in ET):

Monday November 3

PLTR 0.00%↑ (Palantir Technologies Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

VRTX 0.00%↑ (Vertex Pharmaceuticals Incorporated)
Earnings release: After market close
Earnings call: 4:30 PM ET

WMB 0.00%↑ (The Williams Companies, Inc.)
Earnings release: After market close
Earnings call: 9:30 AM ET on Tuesday Nov. 4

SPG 0.00%↑ (Simon Property Group, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

O 0.00%↑ (Realty Income Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

IDXX 0.00%↑ (IDEXX Laboratories, Inc.)
Earnings release: Before market open
Earnings call: 8:30 AM ET

ARES 0.00%↑ (Ares Management Corporation)
Earnings release: After market close
Earnings call: 9:00 AM ET on Tuesday Nov. 4

FANG 0.00%↑ (Diamondback Energy, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

PEG 0.00%↑ (Public Service Enterprise Group Incorporated)
Earnings release: Before market open
Earnings call: 11:00 AM ET

FNV 0.00%↑ (Franco-Nevada Corporation)
Earnings release: After market close
Earnings call: 11:00 AM ET on Tuesday Nov. 4

RYAAY 0.00%↑ (Ryanair Holdings plc)
Earnings release: Before market open
Earnings call: ~4:30 AM ET

BNTX 0.00%↑ (BioNTech SE)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

GRAB 0.00%↑ (Grab Holdings Limited)
Earnings release: After market close
Earnings call: 7:00 PM ET

L 0.00%↑ (Loews Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET

HIMS 0.00%↑ (Hims & Hers Health, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

NVTS 0.00%↑ (Navitas Semiconductor Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

Tuesday November 4

AMD 0.00%↑ (Advanced Micro Devices, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

SHOP 0.00%↑ (Shopify Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

UBER 0.00%↑ (Uber Technologies, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

ANET 0.00%↑ (Arista Networks Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

AMGN 0.00%↑ (Amgen Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

ETN 0.00%↑ (Eaton Corporation plc)
Earnings release: Before market open
Earnings call: 11:00 AM

PFE 0.00%↑ (Pfizer Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM

SPOT 0.00%↑ (Spotify Technology S.A.)
Earnings release: Before market open
Earnings call: 8:00 AM ET

BP 0.00%↑ (BP p.l.c.)
Earnings release: 2:00 AM ET
Earnings call: 8:00 AM ET

ITUB 0.00%↑ (Itaú Unibanco Holding S.A.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Wednesday Nov 5

RACE 0.00%↑ (Ferrari N.V.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

APO 0.00%↑ (Apollo Global Management, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

MAR 0.00%↑ (Marriott International, Inc.)
Earnings release: 7:00 AM ET
Earnings call: 8:30 AM ET

TRI 0.00%↑ (Thomson Reuters Corporation)
Earnings release: Before market open
Earnings call: 9:00 AM ET

CPNG 0.00%↑ (Coupang, Inc.)
Earnings release: After market close
Earnings call: 5:30 PM ET

AXON 0.00%↑ (Axon Enterprise, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

AIG 0.00%↑ (American International Group, Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Wednesday Nov. 5

PINS 0.00%↑ (Pinterest, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

TOST 0.00%↑ (Toast, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

RIVN 0.00%↑ (Rivian Automotive, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

NCLH 0.00%↑ (Norwegian Cruise Line Holdings Ltd.)
Earnings release: 6:30 AM ET
Earnings call: 8:00 AM ET

CAVA 0.00%↑ (CAVA Group, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM

ZETA 0.00%↑ (Zeta Global Holdings Corp.)
Earnings release: After market close
Earnings call: 4:30 PM ET

HOG 0.00%↑ (Harley-Davidson, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

DAVE 0.00%↑ (Dave Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET

Wednesday November 5

TM 0.00%↑ (Toyota Motor Corporation)
Earnings release: Before market open
Earnings call: TBA

NVO 0.00%↑ (Novo Nordisk A/S - this report could set the tone for GLP-1)
Earnings release: ~3:00 AM ET
Earnings call: 7:00 AM ET

APP 0.00%↑ (AppLovin Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

MCD 0.00%↑ (McDonald’s Corporation)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

QCOM 0.00%↑ (QUALCOMM Incorporated)
Earnings release: After market close
Earnings call: 4:45 PM ET

ARM 0.00%↑ (Arm Holdings plc)
Earnings release: After market close
Earnings call: 5:00 PM ET

HOOD 0.00%↑ (Robinhood Markets, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

DASH 0.00%↑ (DoorDash, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

MCK 0.00%↑ (McKesson Corporation)
Earnings release: After market close
Earnings call: 4:30 PM ET

CRH 0.00%↑ (CRH plc)
Earnings release: After market close
Earnings call: 8:00 AM ET on Thursday Nov. 6

EMR 0.00%↑ (Emerson Electric Co.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

JCI 0.00%↑ (Johnson Controls International plc)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

FTNT 0.00%↑ (Fortinet, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

COR 0.00%↑ (Cencora, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

SRE 0.00%↑ (Sempra)
Earnings release: 8:00 AM ET
Earnings call: 12:00 PM ET

ET 0.00%↑ (Energy Transfer LP)
Earnings release: After market close
Earnings call: 4:30 PM ET

MET 0.00%↑ (MetLife, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Thursday Nov. 6

ALL 0.00%↑ (The Allstate Corporation)
Earnings release: 4:15 PM ET
Earnings call: 9:00 AM ET on Thursday Nov. 6

CCJ 0.00%↑ (Cameco Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

FICO 0.00%↑ (Fair Isaac Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

SLF 0.00%↑ (Sun Life Financial Inc.)
Earnings release: After market close
Earnings call: 10:00 AM ET on Thursday Nov. 6

HUM 0.00%↑ (Humana Inc.)
Earnings release: 6:00 AM ET
Earnings call: 8:00 AM ET

TRGP 0.00%↑ (Targa Resources Corp.)
Earnings release: Before market open
Earnings call: 11:00 AM ET

FIS 0.00%↑ (Fidelity National Information Services, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

IRM 0.00%↑ (Iron Mountain Incorporated)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

FIG 0.00%↑ (Figma, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

IONQ 0.00%↑ (IonQ, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

SNAP 0.00%↑ (Snap Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

DUOL 0.00%↑ (Duolingo, Inc.)
Earnings release: After market close
Earnings call: 5:30 PM ET

LYFT 0.00%↑ (Lyft, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

Thursday November 6

AZN 0.00%↑ (AstraZeneca PLC)
Earnings release: Before market open
Earnings call: 9:00 AM ET

COP 0.00%↑ (ConocoPhillips)
Earnings release: Before market open
Earnings call: 12:00 PM ET

PH 0.00%↑ (Parker-Hannifin Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET

ABNB 0.00%↑ (Airbnb, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

NGG 0.00%↑ (National Grid plc)
Earnings release: 2:00 AM ET
Earnings call: 5:15 AM ET

PBR 0.00%↑ (Petróleo Brasileiro S.A. – Petrobras)
Earnings release: After market close
Earnings call: 9:30 AM ET on Friday Nov. 7

TDG 0.00%↑ (TransDigm Group Incorporated)
Earnings release: Before market open
Earnings call: 11:00 AM ET

CNQ 0.00%↑ (Canadian Natural Resources Limited)
Earnings release: Before market open
Earnings call: 9:00 AM ET

MNST 0.00%↑ (Monster Beverage Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

VST 0.00%↑ (Vistra Corp.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

CMI 0.00%↑ (Cummins Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

EOG 0.00%↑ (EOG Resources, Inc.)
Earnings release: After market close
Earnings call: 11:00 AM ET

DDOG 0.00%↑ (Datadog, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

WBD 0.00%↑ (Warner Bros. Discovery, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

APD 0.00%↑ (Air Products and Chemicals, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

TRP 0.00%↑ (TC Energy Corporation)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

BDX 0.00%↑ (Becton, Dickinson and Company)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

TTWO 0.00%↑ (Take-Two Interactive Software, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

XYZ 0.00%↑ (Block, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

WPM 0.00%↑ (Wheaton Precious Metals Corp.)
Earnings release: After market close
Earnings call: 11:00 AM ET on Friday Nov. 7

ROK 0.00%↑ (Rockwell Automation, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

ONC 0.00%↑ (BeOne Medicines AG)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

ED 0.00%↑ (Consolidated Edison, Inc.)
Earnings release: After market close
Earnings call: TBC

DD 0.00%↑ (DuPont de Nemours, Inc.)
Earnings release: 6:00 AM ET
Earnings call: 8:00 AM ET

MCHP 0.00%↑ (Microchip Technology Incorporated)
Earnings release: After market close
Earnings call: 5:30 PM ET

NRG 0.00%↑ (NRG Energy, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

KVUE 0.00%↑ (Kenvue Inc.)
Earnings release: Before market open
Earnings call: 8:30 AM ET

EXPE 0.00%↑ (Expedia Group, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

AFRM 0.00%↑ (Affirm Holdings, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

RL 0.00%↑ (Ralph Lauren Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

IREN 0.00%↑ (Iris Energy Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

H 0.00%↑ (Hyatt Hotels Corporation)
Earnings release: Before market open
Earnings call: 10:00 AM ET

WYNN 0.00%↑ (Wynn Resorts, Limited)
Earnings release: After market close
Earnings call: 4:30 PM ET

MRNA 0.00%↑ (Moderna, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

CELH 0.00%↑ (Celsius Holdings, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

DKNG 0.00%↑ (DraftKings Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Friday Nov. 7

ACHR 0.00%↑ (Archer Aviation Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

G 0.00%↑ (Genpact Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

SMR 0.00%↑ (NuScale Power Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

PZZA 0.00%↑ (Papa John’s International, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

Friday November 7

CEG 0.00%↑ (Constellation Energy Corporation)
Earnings release: Before market open
Earnings call: 10:00 AM ET

KKR 0.00%↑ (KKR & Co. Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

ENB 0.00%↑ (Enbridge Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

DUK 0.00%↑ (Duke Energy Corporation)
Earnings release: Before market open
Earnings call: 10:00 AM ET

BAM 0.00%↑ (Brookfield Asset Management Ltd.)
Earnings release: Before market open
Earnings call: 11:00 AM ET

HMC 0.00%↑ (Honda Motor Co., Ltd.)
Earnings release: Before earnings call
Earnings call: 1:35 AM ET

TU 0.00%↑ (TELUS Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET

AQN 0.00%↑ (Algonquin Power & Utilities Corp.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

FUN 0.00%↑ (Six Flags Entertainment Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

WEN 0.00%↑ (The Wendy’s Company)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

The coming week will test whether market strength can evolve from a handful of dominant tech names into a wider earnings recovery. Watch AMD 0.00%↑ and QCOM 0.00%↑ for semiconductor guidance, PLTR 0.00%↑ and APP 0.00%↑ for AI monetization, MCD 0.00%↑ and ABNB 0.00%↑ for signals on consumer health.

Popular names like HIMS 0.00%↑, IREN 0.00%↑, IONQ 0.00%↑, SMR 0.00%↑, ACHR 0.00%↑, GRAB 0.00%↑, HOOD 0.00%↑, NVO 0.00%↑, and ZETA 0.00%↑ are also reporting, and will likely cause a lot of ripples in the retail side of the market.

Together, these earnings reports will determine whether this rally can sustain breadth or if it remains concentrated in the same names driving 2025’s gains.

Rate volatility and inflation data may fade from headlines, but earnings tone and guidance will take center stage. If AI and consumer demand hold steady, November could mark the transition from fear of slowing growth to confidence in margin resilience, a setup that could carry the market into year-end with momentum.

Thank you for reading!

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