Newsquawk Daily US Earnings Estimates - 3rd November 2026: ETN, MPC, PFE, AMGN, BKNG, ANET, AMD, SHOP

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 preview of this kind is a positioning note rather than an event; the information content lies in the clustering, not the estimates themselves. The session splits cleanly into a pre-open industrials and pharma block and a post-close technology block, and on past occasions with this shape the after-hours prints have dominated index-level moves, since the heaviest weights report into a thin overnight tape where gaps cannot be faded until the cash open. AMD sits at the centre of the slate, and semiconductor prints of this profile have tended to trade less on the quarterly beat or miss than on the forward revenue guide, with the gap between the current quarter estimate and the steeper trajectory implied by next-quarter and next-year consensus the operative tension; peer semis and the server and networking names reporting alongside it, SMCI, ANET and ALAB, have historically moved as a complex on the AI capex read-through rather than on their own numbers. Pfizer and Amgen bring the defensive counterweight, where large-cap pharma prints have typically mattered for guidance and pipeline commentary rather than the quarter itself. The cross-current worth noting is that the same session carries a refiner, an agribusiness, insurers and payments names, so the day's breadth gives a rare same-day read across cyclicals, defensives and growth. The established sequence is pre-open repricing in single names, index direction set after the close, and options-implied moves tending to overstate realised moves for all but the highest-multiple names.