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Apple reports after Monday's close, with analysts looking for about $1.98 a share on $113.3 billion of revenue, up 11%.
Palantir reports the same evening, AMD on Tuesday (expected revenue $13.1 billion, up 42%), Qualcomm, Arm and AppLovin on Wednesday and Cloudflare on Thursday, around Tuesday's midterm elections and Friday's .
Investors arrive after the Nasdaq's worst month since March 2025. AMD's call is the next read on whether AI demand survives the doubts that hit Alphabet and Amazon last week.
Ternus told Wired's Steven Levy, in an interview TechCrunch summarized on Saturday, that Apple is "absolutely going to leverage AI" in new products but does not "want to ship AI for AI's sake."
Apple reports Monday, its first quarter under John Ternus, in a week with AMD, Arm and the midterms
Apple reports after Monday's close, with analysts looking for about $1.98 a share on $113.3 billion of revenue, up 11%. Palantir reports the same evening, AMD on Tuesday (expected revenue $13.1 billion, up 42%), Qualcomm, Arm and AppLovin on Wednesday and Cloudflare on Thursday, around Tuesday's midterm elections and Friday's jobs report. Investors arrive after the Nasdaq's worst month since March 2025.
Ternus told Wired's Steven Levy, in an interview TechCrunch summarized on Saturday, that Apple is "absolutely going to leverage AI" in new products but does not "want to ship AI for AI's sake." AMD's call is the next read on whether AI accelerator demand survives the capex doubts that hit Alphabet and Amazon last week. SourcesBB
Sources
- BThe week ahead: AI earnings, US midterms and jobs data (FXEmpire)fxempire.com
- BApple CEO says the company doesn't want to ship AI for AI's sake (TechCrunch)techcrunch.com
This story ran in the Morning Brief of November 1st 2026.