Newsquawk Daily US Earnings Estimates - 2nd November 2026: MAR, VRTX, AAPL

This report is a detailed calendar of all earnings for the stocks in the S&P 500, DJIA, Nasdaq 100 and other significant companies.

A calendar day of this shape, heavy after the close and anchored by the largest constituent in the index, has a familiar rhythm. Apple reports post-close and historically its print and call have set the tone for the next session's Nasdaq open, with the peer read-through running through the handset supply chain and megacap tech broadly; the key lines have tended to be iPhone revenue against consensus, services growth, Greater China, and buyback commentary rather than the headline EPS. Palantir printing the same evening is the higher-beta event: its history is one of outsized post-earnings moves in either direction driven less by the quarter than by commercial versus government revenue mix and full-year guidance, and its elevated multiple has meant guidance misses get punished more severely than beats get rewarded. Vertex carries the single-product concentration question, with attention on the non-CF pipeline commentary as much as the cystic fibrosis franchise numbers. The morning slate, Marriott and the utilities, reads on consumer travel demand and rate-base growth respectively; Marriott's RevPAR and development pipeline remarks have typically moved the lodging and cruise peer set as a block. Diamondback and Williams after the close give the Permian production and midstream volume read, where capex discipline language has mattered more to the E&P group than the earnings themselves.