Apple, Palantir, AMD, Shopify and Uber Lead a Heavy Week of Earnings
Key Takeaways
- •Apple’s fiscal fourth-quarter results will provide updates on iPhone demand, services growth, margins, AI plans and the holiday-quarter outlook.
- •Palantir’s report will be closely watched for commercial revenue, customer growth, margins, government contracts and demand for its AI platform.
- •AMD’s results will shed light on data-center revenue, AI accelerator sales, margins and future demand for AI infrastructure.
- •Shopify and Uber will offer updates on merchant sales, platform revenue, bookings, profitability and autonomous-vehicle partnerships.
- •The October jobs report could alter interest-rate expectations after September payroll growth came in at 29,000 and unemployment reached 4.2%.

US equities head into one of the busiest stretches of the earnings season, with Apple, Palantir, AMD, Shopify and Uber all scheduled to report results between November 2 and November 6. Attention will also turn to US employment data due later in the week that could shape the Federal Reserve's next interest rate decision. The five reports land across the first four trading days, setting up a dense stretch for technology and growth shares. Because the companies span consumer hardware, enterprise software, semiconductors, e-commerce and mobility, the week also serves as a broad check on how different corners of the technology economy are holding up.
The schedule arrives after a difficult month for technology stocks. The Nasdaq Composite dropped 5.3% in October, its steepest monthly decline since March 2025, while the S&P 500 slipped 0.9%. Artificial intelligence spending, corporate profitability and interest rate expectations remain the dominant forces shaping market mood.
Apple Reports Fourth-Quarter Earnings on Monday
Apple opens the week with fiscal fourth-quarter results on Monday, November 2. The release will offer a fresh look at iPhone demand, consumer spending and the company's artificial intelligence plans.
John Ternus, who recently took over as chief executive, is expected to face questions on long-term growth and competition in AI. Apple recently launched new iPhone models, including its first foldable device, giving the company another possible source of growth. At the same time, concerns over product quality and AI execution could shape how investors respond.
Key items to watch include iPhone revenue, services growth, profit margins and management's outlook for the holiday quarter, historically Apple's largest sales period of the year.
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 demand keep building for its data analytics platforms from both businesses and government organizations, making the report a closely watched gauge of AI software spending.
Palantir beat expectations last quarter and raised its financial outlook. Its high valuation, however, leaves little room for disappointing results.
Investors will examine US commercial revenue, new customer growth, operating margins and full-year revenue guidance. Government contracts and demand for the company's Artificial Intelligence Platform will also draw attention.
AMD Faces Questions on AI Chip Demand
Advanced Micro Devices reports third-quarter results after the market closes on Tuesday, November 3. The chipmaker competes with Nvidia in data center computing for AI and 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, and 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 releases third-quarter earnings before the market opens on Tuesday. The e-commerce company beat expectations last quarter and delivered an upbeat outlook that helped support its share price.
Investors want to know whether merchants are still growing sales on the platform despite economic uncertainty. Shopify has also announced a partnership involving Meta's Muse AI, which has drawn interest in AI-powered shopping.
Gross merchandise volume, the total value of sales processed across the platform's merchants, along with 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 include gross bookings, the total value of rides and orders arranged through its apps, plus 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 reading, when the economy added just 29,000 jobs and the unemployment rate rose to 4.2%. Earlier job figures were also revised lower, raising concerns about the labor market.
A weaker-than-expected report could shift expectations for Federal Reserve interest rates, with potential implications for technology and other growth stocks, a category whose valuations lean more heavily on earnings expected further in the future.
Super Micro Computer, Arm Holdings, Qualcomm and Cloudflare also report earnings this week. Their results will add further detail on AI infrastructure spending.