Investing Updates: What to Expect in the Week Ahead (Earnings from Palantir, AMD, Novo Nordisk, Qualcomm, Applovin)

Source:

https://www.moomoo.com/news/post/60736708/what-to-expect-in-the-week-ahead-earnings-from-palantir?level=1&data_ticket=1762139387969033

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U.S. markets enter the week on a strong footing after Wall Street notched its third straight weekly gain and a sixth consecutive positive month in October. The S&P 500 rose 2.27% and the Nasdaq jumped 4.7% last month, helped by a surge in mega-cap tech stocks. Nvidia briefly crossed a $5 trillion valuation, while Amazon rallied over 9% on strong AWS results. Meta lagged due to a $16 billion one-off tax charge tied to the “One Big Beautiful Bill Act.”

The week ahead is packed with key earnings across tech, AI, e-commerce, and pharmaceuticals. Major companies reporting include Palantir, AMD, Novo Nordisk, Qualcomm, Applovin, Arm, Uber, Shopify, Super Micro Computer, and Airbnb. A potential U.S. government shutdown could disrupt major economic releases, including the October jobs report, trade data, and JOLTS.

Early-week focus is on Palantir, expected to post record commercial sales growth of about 50% after major deals with Boeing and Lumen. ISM manufacturing PMI is also forecast to improve. On Tuesday, AMD is set for ~high-20% revenue growth on strong chip demand, while Uber is expected to exceed mobility and delivery booking forecasts, with attention on its Nvidia robotaxi partnership. Shopify may outperform on international expansion, and Super Micro’s AI server demand will be watched closely.

Mid-week, Qualcomm’s push into AI data-center chips will be under the spotlight, while Applovin may provide upbeat guidance as it expands beyond gaming. Robinhood is projected to deliver record revenue of $1.2 billion, boosted by strong trading volumes.

Later in the week, Airbnb is estimated to post ~9% revenue growth, while Constellation Energy may address new nuclear demand driven by data-center power needs. If the shutdown continues, jobless-claims and the jobs report may be delayed.