Monday and Tuesday bring the next earnings test.
Apple reports under a new CEO, Palantir faces a bar set above its own guidance, and two AI hardware names report after a rough Friday for chips.
Here are 4 worth researching. 👇
📌 The Watchlist
1. Apple | $AAPL: Makes the iPhone, Mac, iPad and Services. Reports fiscal Q4 Monday, November 2 after the close, its first quarterly call hosted by CEO John Ternus, with analysts expecting revenue of about $113 billion.
2. Palantir | $PLTR: Builds AI data software for government and commercial customers. Reports Q3 Monday, November 2 after the close, having guided revenue to $2.160 billion to $2.164 billion while consensus sits near $2.18 billion, above its own range.
3. Advanced Micro Devices | $AMD: Makes CPUs and AI accelerator chips. Reports Q3 Tuesday, November 3 after the close, having guided revenue to about $13 billion, plus or minus $300 million, with gross margin near 56%.
4. Super Micro Computer | $SMCI: Builds AI server systems. Reports fiscal Q1 Tuesday, November 3, after raising its preliminary revenue outlook to $18.5 billion to $19.5 billion from $14.5 billion to $15.5 billion, citing stronger AI platform demand.
📌 The Part Worth Saving
A strong quarter is a reason to research a stock. It is not a reason to buy blindly.
Look for:
- Guidance for next quarter, not just the headline result
- Whether the bar was the company's own guide or a higher consensus
- Margin pressure, especially from rising memory costs
- Preliminary figures flagged as unaudited, as with Super Micro's update
- Real revenue growth behind the AI story, not just a raised outlook
The best question: Which of these four reports will you judge on next quarter guidance, not just the headline beat or miss?
Education only, not financial advice.
