Newsquawk Daily US Earnings Estimates - 4th November 2026: CVS, UBER, MCD, QCOM, MCK, ARM

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

Daily calendars of this kind are a fixture of the US reporting season and rarely move anything on their own; their function is to set the day's single-stock risk map, and the established pattern is that index-level impact comes only when a heavyweight or a sector-clustered readthrough surprises. The slate here splits cleanly by session: a pre-market bloc led by CVS, Uber and McDonald's, and an after-close bloc concentrated in semiconductors and software with Qualcomm, Arm, AppLovin and Datadog, the pairing of QCOM and ARM being the kind of licence-and-handset readthrough that has historically set the tone for the wider chip complex into the following session. The drug distributors, McKesson and Cencora, report within hours of each other, a clustering that in past seasons has produced correlated moves in the peer set rather than idiosyncratic ones. Uber and McDonald's together give an early read on US consumer demand at opposite price points, while the insurers printing after the close, MetLife, Allstate, Aflac, tend to trade on catastrophe losses and investment income rather than headline EPS. What is worth noting is the distinction between the BMO names, whose results get absorbed into the cash open, and the AMC cluster, where the first real price discovery comes in the after-hours and the following morning's Europe handoff.